Investment Q&A

Q: May I please have your current analysis and opinion of Novo Nordisk?
With appreciation,
Ed

Q: Peter & Co., I am considering a position in NOVO for a 2-3 year hold. May I please have your analysis and recommendation?
With appreciation.
Ed

Q: Thinking of purchasing for a long term hold. Would this be a wise move or is there another company you would prefer? Thanks as always.

Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.

Q: Why did NVO take such a big hit today, is the stock now technically broken? im thinking of selling it, its back to where i bought it. your thoughts on the market action in NVO today please

Q: Hi Team, which would be a better buy at this point ABBV or NVO? Which offers more international exposure? For my us rrsp! Many thanks for your work. Sam

Q: I am thinking of purchasing Nova Nordisk in my US RRSP account. Please share your thoughts on this company.
Thanks Gord

Q: I'm tweaking holdings within my US portfolio. I currently own IBB and NVO. I would consider selling one or both, to free up cash to purchase CSCO or JCI. Would you consider this a prudent move? Is there any other US equity that you would prefer over the ones I have listed?
Thanks for your help.

Q: What are your thoughts on this company. Significant price correction recently. Is it a good entry point for a long term, 10yr, investment? Thx

Q: Hi team - I know you don't cover Novo Nordisk. I'm trying to find the dividend tax consequences holding this ADR in an RRSP. I have no success finding out what agreement we have with the Danish government. Are you able to help?

Is there any concern about competition for this company? Will margins suffer?

Jim

Q: Good day,

I know that your focus is not the US but the landscape is changing with the election so perhaps you could just be a sounding board. I have a large position in JNJ (for growing yield and broad diversification), a full position in EXE (for yield), and a 3% position in CRH (for growth). JNJ trades at a premium, justly so. I was thinking of swapping these holdings except maybe EXE for CVS, NVO and DHR. DHR is now focused since its spin off of Fortive and has been a long-term outperformer (it is devices and consumables). NVO (drugs) and CVS (broad healthcare) are great growth stocks that are beaten down compared to JNJ and together offer comparable yields. What would be your thoughts?

Thanks!

Derek

Q: Can you provide your view on Novo Nordisk? It took a real hit last week.
Why did this happen, and what is your view going forward?