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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Based on my portfolio review, I need to increase my pharmaceutical weighing. Although you do not follow US companies closely, could you give me your best recommendations for 3 US pharmaceutical Companies. My only holding at the moment is Pfizer. Could you give me your opinion on this company please?
Read Answer Asked by jacques on October 09, 2019
Q: Could you please rank these USA healthcare stocks in terms of long term capital appreciation. No immediate need for income, looking more for growth. Besides these names, do you see any other interesting healthcare names in the USA with good long term growth prospects? Thanks as always
Read Answer Asked by Aaron on March 21, 2018
Q: I hold AMGN and see from your recent responses that it's a 5i favorite. The metrics do not appear to justify your support, so I wonder if I am looking at the wrong data. PEG is sky high (over 4); forward P/E is almost 14 ; ROE is only 6.6. The data above is from a premium site which differs from the Yahoo Finance site which shows forward P/E at 13.09 and PEG at 3.3 with ROE at only 7.18. Net margins do look healthy but I cannot tell from 3 sites I checked whether net margin % data is fwd looking or refers to historical.

Although AMGN appears to have been a dividend grower (not a dividend aristocrat that I know of ) , it’s dividend payout is very high at 171%.

Yet there must be something about AMGN that you like a lot.... perhaps something not shown on reported data. Is it AMGN's pipeline? Projected cash flow? I would prefer not to sell my holding until I can understand what it is about AMGN that you like so much. I would appreciate your insight very much (am not looking so much for basic or raw numbers available on popular sites---but I really would appreciate your thoughts, thanks).
Read Answer Asked by Adam on February 21, 2018
Q: What would be your favourite healthcare stocks in Canada and Us?
Thank you
Read Answer Asked by Josette on February 06, 2018
Q: I own the above noted stocks relating to healthcare at roughly 1% weighting each. I am fine with hanging onto GUD and waiting but I was wondering if the other two are worth hanging onto or if I should move onto something else in the sector.
When adding more (approximately 5 to 10% of overall portfolio) to this sector would you recommend an etf or specific stocks?
Any recommendations (Canada, US or Int'l) would be greatly appreciated.
Thanks.
Brian
Read Answer Asked by Brian on January 15, 2018
Q: I have small position in CELG (about 2%). With the recent weakness in the last week, would you suggest holding onto it, or even buying more? If I were to sell is there another healthcare stock you would suggest?
Read Answer Asked by Curtis on October 30, 2017
Q: My biotech holdings include Celegene at 3% and alexion at 1.5%. I am looking to obtain a basket of these stocks, the best in your opinion, as opposed to getting the sector etf.
My question are as follows:
1. Do you feel now is an opportune time to be adding to biotech, or has the sector run up too far?
2. If the time is right, what would be your top complementary picks to my current positions ( mid cap to large cap) and how many should I hold? Please advise what an adequate overall portfolio position would be for the sector, for an investor with a palate for moderate risk and a long way term view.

Thank you for your counsel,
Karim .
Read Answer Asked by Karim on October 03, 2017
Q: Even after incorporating political risks, many health care stocks seem to have been punished more than seems justifiable. On Friday; minutes after the FBI said it is re-opening that email investigation , the health care sector sank even lower. The sudden stock price drop was in near-perfect correlation (McKesson, Novo Nordisk, Gild, CVS, Allergan and others were already down significantly year to date, yet all dropped sharply on the FBI news).

Granted, the damage to bio tech and pharma companies was self-inflicted. No one with a moral compass can dispute the fact that drug pricing abuses did happen (and perhaps still do). At current depressed stock prices, however, does it not now seem that many health care companies are being water-boarded indiscriminately? Is available info so nebulous that even traders or investing professionals don't feel confident. Are the unknown factors significant enough to depress stocks this much, though? Even after the already steep drops year to date? ( Sorry, I don't mean this preamble to turn this into a leading question).

QUESTION: Would you buy any Health Care stocks at current valuations (many show low PEG, high ROE)? This sector has been sliding down since 2015. Specifically, would you add to a position in Amgen or Merck , OR in the alternate, would you rather initiate a new position in a medical equipment maker? If the latter, which one please and why? Thank you.
Read Answer Asked by Adam on October 31, 2016
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