Investment Q&A

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.

Q: Can I have your view of Boston Scientific in regards to their debt,profibility and products moving for ward for a long term hold?

It is an American and I understand you may not follow this company.

Thanks.

Q: Why these good stocks are going down What is your opinion about these stocks?.Thank you.Ebrahim

Q: Hi Team, For a play on Medical devices or the health space what are your thoughts on Boston Scientific? Is MDT Medtronic a better play or maybe JNJ with some Medical Devices. Thank-you! Sam

Q: Hi, Can you provide some feedback on the recent rally for Below Sun Mines (BSX.) As far as I can tell no new public information has become available. Agnico Eagle Mines is investing in BSX since spring of 2015. Do you see a takeover play by AEM? If yes, would a takeover be positive for BSX share price?

Q: please comment on bello sun mining,its looking pretty cheap at.64 cents even with sector risk etc. etc. tkx. pat

Q: BSX - seems to be under some pressure re some environment issues...is this something to be concerned about?

Q: hi can you give your opinion of bello sun -bsx they are going ahead with phase one of feasibility and have 55.9 m in bank . would this be a stock you would buy?

Q: BSX - can you please comment. There has been some local news re enviromental issues - how do you think the government will react? Also, they have released news re financing. The management has a good track record - they seem to have lots of gold - but are not in production. I am concerned about the risk profile of this company.