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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: In response to a question about a subscriber's portfolio you said “KO and JNJ we would consider less attractive for various reasons. We might add VZ and PFE instead.”. I am holding JNJ in a non-registered account with a cost base of $58.36/share. JNJ is 2.5% of a diversified portfolio. Is it still worth making the switch for PFE? Over the years, JNJ seemed to be a much better managed company than PFE. What has changed?
Read Answer Asked by David on March 15, 2019
Q: Not a question just a statement. Here is a reminder for us long term holders of Knight Therapeutics on what the investment horizon may be.

"For investors, if their investment horizon is not their grandchildren, we are not the right company for them. Paladin had 19 years of record revenues but for 12 of those years, our stock was flat. It took us 19 years to become an overnight success." - Jonathan Ross Goodman
Read Answer Asked by Adam on March 14, 2019
Q: I am interested in buying a generic drug maker at this time. Which would you recommend ( TEVA or RDY). Would appreciate your recommendation if you don’t like these two.
Thanks
Read Answer Asked by satish on March 13, 2019