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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: If I may follow up to today's question about celgene; how does the lack of a dividend paid by celgene bring you to recommend against moving towards a 5% position?
Can you please explain your rationale?
Most growth stock do not pay dividends, yet you have in the passed given the 'ok' for full position ( goog, fb)
Thank you
Karim
Read Answer Asked by Karim on October 20, 2017
Q: It appears that what Peter has anticipated for CXR is about to occur. Financial Post reported earlier today, in part: "Following previous efforts to retool its capital structure, Concordia is beginning a court proceeding under the Canada Business Corporations Act (CBCA). The company hopes to reduce its existing secured and unsecured debt obligations by more than $2 billion."
Read Answer Asked by RANDALL on October 20, 2017
Q: I currently own a 3.5 % position in celgene. Yesterday's accouncement of a failure to proceed to a phase 3 drug trial has led to two analyst downgrades. The stock is down 6 percent pre market. Would you be comfortable, at this moment, to top up to 5%? Or do you see more downside for the company, and would prefer to let things settle.
Thank you
Karim
Read Answer Asked by Karim on October 20, 2017
Q: A two part question so do dock me two credits:

1. GUD: just about of patience with this stock which is down 18% this year. I know Goodman's reputation, and they have plenty of cash, and it took Paladin a long time to pay off, but sales are minimal, and more significantly, there doesn't appear to be much going on. Can you give me a plausible reason to hang in?

2. Other than the REITS - csh, exe, nwh - and your fave SIS, is there anything worth considering in this sector in Canada, or should I turn to the U.S.? Tecsys is technically in the Tech sector but could you reasonably consider it a healthcare stock?

Thanks!
Read Answer Asked by Kim on October 16, 2017
Q: Good morning 5i,

I've held RX for a while and have been frustrated by its performance for some time. Thankfully the stock has been on the move up for the last 9 months. Today it finally reached my break even price and I'm strongly inclined to walk away with my original investment. Could you please provide your thoughts on the company, its current prospects, and if you would continue to ride the momentum or look to greener pastures?

Thank you again for your valuable advice!
Read Answer Asked by Tristan on October 13, 2017
Q: I'm 47 and have a balanced portfolio. My 30 days has passed on CRH Medical capital loss - so I could buy it back. I currently hold SIS and GUD in healthcare - while holding CSH as real estate/healthcare. Healthcare represents 8% of my portfolio while real estate represents 3% with REITS such as CAR.UN CSH.UN HR.UN and small REI.UN. Should I relook at CRH or add another like SIA? COV is a little small for me, but looks interesting. I can wait until after October 25th to see how CRH reports.
Read Answer Asked by Terry on October 10, 2017
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