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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: I have held MO for over 10 years. It's done very well for me - tripled in value plus dividends. But it's probably time to move on. Traditional tobacco product sales are declining rapidly (not a bad thing to be honest) and investments in JUUL and Cannibis are probably years away from potentially paying off. I'm comfortable with my portfolio make up except for healthcare, which i have no exposure to. I've been looking at ISRG, TMO, BSX and BDK. I'm leaning towards ISRG based on their balance sheet (lots of cash, very little debt),market position, and potential growth but it seems to be in the doghouse after an earnings miss last quarter and it looks expensive on a fwd P/E basis. That said I don't mind paying up for quality. Your thoughts on ISRG or maybe one of the other stocks I listed? Deduct as many credits as you see fit. Thanks in advance.
Read Answer Asked by Richard on June 03, 2019
Q: What is your favorite health care pick for a growth / aggressive growth investor with at least a $1 billion market cap? Perhaps you can list 2 and rank them in order of preference. I'm indifferent as to whether the company is Canadian or U.S., just looking for your favorite growth picks.
Read Answer Asked by Christopher on May 28, 2019
Q: Hi Peter and Company:
I am a growth investor, presently down on above 4 Canadian and 5 US companies.
Should I keep, sell, add or replace e.g. GC with TSGI.
Since US market usually outperforms CAN market I am fine buying all best US growth
companies that you will recommend...…..or mixture of US and CAN companies. Long term hold fine but not required. I will trade as required, i.e. when becoming aware of it. E.g. missed selling MX, where I had an nice gain but no alert to sell and now a significant loss.
Thanks for your advice
KS
Read Answer Asked by Klaus on May 17, 2019
Q: What are you're thoughts on WBA's earnings. Given the recent selloff would you still hold it for the long term or sell. I do not mind volatility. If it is a sell what US stock would you replace it with for growth. Thanks Chris
Read Answer Asked by chris on April 25, 2019
Q: ISRG was down about 4% Friday on general concerns about spending and increased competition from J&J and Google amongst others. I’m not sure what the fuss is all about since competition is just a fact of life and to the best of my knowledge neither J&J nor Google have any experience building medical devices.
It’s reported ISRG earned $2.96 a share, missing expectations by 2-11 cents per share. However ISRG reported profit was cut by 16 cents per share due to a payment to the Intuitive Foundation. Is the foundation part of the research arm of ISRG and why a foundation? Would ISRG have exceeded expectations if they hadn’t payed money to the foundation and did the analysis’s anticipate the donation to the the foundation?
I am contemplating buying the dip a little bit or do you think I should hold off?
Thanks for you prompt response on Conmed! (I don’t count the weekend as part of the 36 hour commitment).
Jim
Read Answer Asked by James on January 30, 2019
Q: Hi
What would the BE portfolio performance be without CSU Constellation Software be as holding over time? What if it was a company listed outside of Canada. With this thought, are there any companies outside of Canada that you would consider the same caliber as CSU (same sector is not important to me)? Sorry for the outside of Canada question but I am hoping to add some diversification over the next few years.
Thank you
J
Read Answer Asked by Jeremy on December 13, 2018
Q: 1) Please comment on the current market conditions - going up or down? Dependent on the US/China tarrif talks?
2) If you had $120,000.00 to deploy in the market now what 3 to 5 stocks/ETF's would you buy now in 1)Canada and 3 to 5 stocks/ETF's in the US?
3)What companies would u recommend to buy as a play on 5G in the communications world? - Telcos? developers? support companies?
Thank you.
Read Answer Asked by George on November 29, 2018
Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.
Read Answer Asked by Lai Kuen on November 16, 2018
Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?

AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN

Thanks for your thoughts.
Read Answer Asked by Brian on October 11, 2018
Q: A recent Globe & Mail article listed a few examples of medical technology stocks. One could add others - ISRG. Could you comment on this sub-sector and recommend your top 2 or 3 Cdn and US stocks for long-term, and what is it about these that stands out in terms of unique contribution to healthcare and reduced healthcare costs.
Read Answer Asked by sam on October 09, 2018
Q: I know U.S. markets are not your focus but any help would be great. I am looking for some suggestions on growth holdings in a TFSA USD for a long term hold 5-10 years. Currently in the account V, FB, BRK.B I am not a fan of dividend paying US holdings in the account due to the 15% robbery from the US government in non registered accounts. I am looking for something with stability and top in their industry. I have thought about CRM or SQ but other suggestion would be great. Thanks again for the great service
Read Answer Asked by Kolbi on September 12, 2018
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