Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.
Q: I know you don't have much info. on use co. but was wondering if anyone had anything on this co. Thank for valuable information and guidance over the years.I have been a member from the start and without your guidance I would have quit the stock market.I'm 81 years old and won't quit unless you do. Cheers Jim
Q: Last week, Resverlogix received a positive confirmation from the FDA that it would likely support approval of BETon MACE based on the result of its Phase 3 study. The stock moved up ~28% today. It shows great promise in treating types of cardiovascular disease. From your experience, is it normal for the FDA to offer a positive comment? Would you have an opinion based on the FDA comment to open a position? I am a prudent investor yet have room for higher risk opportunities.
Thank you
Q: I know you like COV and it has been rocketing up. I am wary about buying in now that it's at an all time high after such tear. Should I step in today?
Q: Good evening 5i gang. Stryker has dropped with the talk about Boston Scientific purchase. Could this be a good time to purchase more. ? I have half a position. Should we expect more volitility?
Also..I just want to say thankyou. I joined in around March or April 2014. I am up 50%. That was one of the best decisions of my life.
Thank you
Q: Prometic Life Sciences has taken a beating over the last few months and I am very much under water. Is this stock worth holding on to for the next two years. Is it likely to recover
Q: Hello Folks:
My only health care stock is a 7% weighting of JNJ. I am considering adding UNH... would you think this prudent with this stock’s PE at 23%. What is your view on JNJ; would it be reasonable to fund a UNH purchase by selling some JNJ or would you use other money?
Thanks again for your “most valuable service”!
Q: in the last week market call 2 senior managers who had CVS as top pick see it lose value stuck by it as top picks with conviction. I don't own any pharma other than Pfizer and like to buy a half position.know itsU.S but guess you will have an opinion
Q: I'm making a call on this stock to rationalize my portfolio. Do you see any reason to hold this stock in the hope of a reasonable return or is it time to get out at current price and use the $$ for another opportunity.
Q: Good afternoon guys:
I am down a lot on knight and Crh. I will keep Knight but thinking about sucking up my loss with Crh and switch to reliq health. Should I stay put with Crh or switch it out.
Q: Hi, Don't you guys think there is a huge opportunity cost in owning Knight Therapeutics. Wouldn't it make more sense to buy it when it begins to show some decent momentum?
Q: I own some Zymeworks stock and there was a trading halt for news and then today it dropped $5 despite what I thought was good news, could you comment?