Investment Q&A

Q: If I wanted to buy COV would you suggest a 1/2 position for now or ok to do a full position?
Thanks

Q: What would you think of adding this to a portfolio today for a long term hold for growth. I keep hearing about the stage of the cycle we are at and how healthcare performs better towards the end of a bull cycle. Do you share that view?

Q: Are you aware of any pharmaceutical companies involved in clinical trials of products used to treat actinic keratosis, a very common skin condition in seniors caused by sun exposure (sun damaged skin)? The main current treatment is with Efudex, supplied in Canada by Valeant. Treatment with Efudex is effective, but a bit brutal, akin to burning the outer layer of skin, causing short term discomfort and disfigurement (personal experience). A Dermatologist I saw recently stated that there are a number of current clinical trials taking place with alternative treatments of a more benign nature. He felt that this would be revolutionary in treatment and suggested that these companies would be extremely successful given the frequency of the problem and the escalating risks of sun exposure. He did not provide any specific company information. Any information that you or your members could provide would be helpful in researching a speculative investment.
thanks, Len

Q: I'm wondering if 5i (or if you think others) are starting to warm up to this name a bit after the last few quarters? It obviously has a checkered past with its previous relation to PHM but it trades at a fairly steep discount (2018 EV/EBITDAe) to other TSX listed healthcare names (SIS, CRH, etc.). My thinking is that this valuation gap should close with continued performance.
Thanks for the great service.

Q: Between Rht and Cov, which one do you prefer better ? I have only small amount of cash to add to just one, thanks

Q: Hi,

Doing some rebalancing and portfolio review. For US Large Cap Healthcare exposure, what do you think of a straight swap 3% position GILD for ISRG? which would you say has higher expected return from here?

Q: I have a small position in GWO, more in MFC and most in SLF. I would like to either own one or two of these. Which do you feel has the most potential? With the cash from the sale what would you recommend in the health sector?
Thank you,
V.

Q: Hi team,

What are your thoughts on VMD's latest quarter? They appear to be in good financial shape and showing good growth.

Thanks

Q: Hi folks, please get opinion on Q results for Bausch (formerly Valeant). Stock rallied on raised guidance but has since sold off. Thanks as always, JB

Q: I'm curious about your current opinion on Aptose as a healthcare holding. I own COV and GUD and looking for one more holding. I know it was a disaster as Lorus but they seem to have moved past that. Having said that I'm sure you are better versed on their current situation. Thanks!

Q: Please comment on earnings. Thanks.

Q: CPH has showed some recent strength lately. That being said, is it time to switch out of the name and take advantage of the price pull back that COV is experiencing?

Q: Is there any possible reason for the substantial decline in TH in the last month? I got the impression you were warming up to the stock but this makes no sense in view of their new life-saving drug and solid financial position. Your thoughts please.

Q: Hi 5i,

I own all the above in the healthcare sector. After reading many comments on JNJ, I am getting a bit concerned. Would you continue to hold on or would you replace it with something else in the same sector? It is inside an RSP so no tax for selling and it is a long term hold as I do t need the money for over a decade.

TIA!

Q: I only own 2 USA stocks, JNJ and PFE. JNJ has grown over the years to 2 full positions so I need to reduce my holdings in JNJ. JNJ pays a nice 2.7% dividend and has grown significantly. What recommendations would you have for a replacement that pays a similar dividend and has some growth potential. I am retired and rely upon the dividends generated in my RRIF.

Wayne

Q: Hello 5i,
Upon the recommendation of selling JNJ 64 shares with $6,000 profit, should I add PG to my portfolio or add to my ABBVIE, MRK and CSH.UN. Now I am at 5% in health sector holding these four stocks. I have 60 positions in all with 46 positions in segregated funds. I am 72 years young and investing for income. This is going mostly into an RRSP.
Thank you,
Stanley

Q: What happened with TMD today, and the 20+% drop. I get the secondary offering issue, but don't understand the big picture. Any thoughts or suggestions on this stock going forward?

Q: This morning,RHT announced a 3 month paid pilot with RFDS,Australia,Your take please.Thanks for u usual great services & views

Q: For someone without a position, would you advise stepping in here on the weakness to buy a starter position, maybe 1/2? Or would you wait till we get more definitive news about Saudi Arabia?

Q: this covalon thing is a bit distressing all because of a tweet by this freeland character who seems completely out of her element whether its nafta or anything else.the conservatives are looking better everyday but that is not the point.
the point is the saudis have said they will not do any new business with canada and seem to emphasize that existing contracts stand as is.so why the massive sell off in covalon, is it just retail investors panicking— probably mostly 5i members and just after you had it as a top pick on bnn.
the stock market can be a crazy place where a tweet can cause such a sell off in a stock. please comment.dave