Investment Q&A

Q: I just sold a position in Regeneron, and I am looking to replace it with another name in the healthcare space. I already hold ISRG, but I am reticent to add to it while it seems to trade sideways. Lilly has performed well, but I am unsure if it is now fully valued.A recent interviewee on CNBC had mentioned Amgen and Gilead as names which could do well. Any suggestions for names to consider in the healthcare space? I’d be okay with both Canadian and US names. Thanks so much, and I look forward to your response.

Q: Please rank these pharma stocks for a new buy and suggest any you may prefer. Thank you.

Q: I am looking at starting a position in ENS, and I am at a loss in terms of what investment to sell in order to fund the purchase. I am targeting an initial position of 2.5%-3%, and ideally I would like to sell another investment in the same sector, but there are few candidates in my portfolio which would fit this need. The potential candidates I have listed (WSP, REGN, HL, ATD, CRWD) are all in different sectors, and for all but ATD (small gain at this point) and CRWD (in registered account), would involve recognition of significant capital gains.

I would rather not use margin to initiate such a position, but I could if absolutely needed. I am trying to think outside of the box in terms of starting this investment, but I would prefer to stay disciplined in regards to funding new positions while maintaining diversification. If it helps further, my materials exposure has increaseOnd a fair amount over the last year (as has everyone's), and I have a relatively robust exposure to the technology sector, so if it was prudent for me to trim there, I could probably manage.

I'd appreciate any insights you may be willing to share. Thanks so much, and I look forward to reading your response.

Q: Hi, to piggy back onto my recently submitted question, are there any Canadian companies that might also fit this criteria?
Thanks in advance!!


cheers...

Q: Please give us your best guess as to what is happening with REGN. Everything looks okay for a hold but the market seems to disagree with JP Morgan who has a 800$ target (almost 50% upside). Opportunity or falling knife?

Thanks to you and o all the members for excellent questions and contribution

Q: Sir: What 2 US and Canadian stocks or ETFs do you see most unfairly punished now, and most likely to reward , down the road. Also could you suggest one non US value ETF or stock that cheers you a lot? Thanks-JP

Q: Hi,
Could I please have you take on the stock performance of Regeneron Pharmaceuticals over the last year or so and its future prospects?
Thank you, Michael

Q: I would like to start a position in two of these companies. Which two do you think offer the best long term growth potential? Thanks

Q: According to Portfolio Analytics, my current allocation to Health Care sector is too low. Here are the names of 12 major US pharmaceutical companies. How would you rank them? If possible, please provide a short comment on each of them: Pfizer, Johnson and Johnson, AbbVie, Amgen, Gilead Sciences, Eli Lilly, Merck, Vertex Pharmaceuticals, Regeneron Pharmaceuticals, Abbott, Biogen, Bristol Myers Squibbs. Thank you

Q: I own shares in these health care products. I'm down on some of them and OK on others. Please list your order of preference. Best first. Would you sell any of them ?
List any others you would recommend in this field . Thanks.

Q: Hello 5i,

Wondering if you have any recommendations in the Biometrics category, either ETF or stock? And any particular thoughts regarding current valuations and future prospects versus other opportunities?

Thanks for your feedback.

Ralph

Q: Hello Team,
For steady longterm growth, which would you choose and why from these two companies in the health care area.
Thanks,
Barry

Q: Can you suggest some growth ETFs (not necessarily healthcare ) which hold Eli and or REGN please?

Q: Of these three which two would you recommend and why please? Thanks again. Dan

Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.

Q: Which company(s) would be a good way to play biotech via the picks and shovels method (A, TMO, etc.)? Thanks

Q: In an answer today you stated '20% of biotech companies in the US now trading below cash levels'. What would be your top biotech picks and/or your top biotech ETFs to play a recovery?

Q: Hi, can you suggest some names in Biotech sector with 3-5 year time frame.

Q: Can you comment on the recent rise in this stock?
Would you continue to hold?

Q: I have dabbled in a few mid to small cap Canadian bio companies over the years. I never have the stomach to hold on for the long term in general due to high volatility but I like the sector. I'm currently sitting on Sernova (SVA) for now at least. How Do you like them? Do you have any other recommendations in this sector?