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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: Hi Peter! SIS said in their statement "There are over a thousand resellers of accessibility products in North America." Their purpose behind this statement was to iterate that there are many opportunities for acquisitions that could improve synergies, but I'm more concerned about how they maintain a competitive advantage. Do they depend too much on R&D? If not, what makes them stand out from the rest and what are the barriers to entry? Is there any brand loyalty among its customers? Do you see them being bought out in the future (i.e. like United Technologies that own OTIS elevators)? Thanks!
Read Answer Asked by Michael on January 23, 2017
Q: I read your summary back in December on MSL. It was not flattering. As you expected the stock continues to languish. Are there other Companies in this space you would prefer and would you sell MSL (small holding) to buy it?
Read Answer Asked by Greg on January 20, 2017
Q: I am underweight Healthcare, but do own RX - GILD - GUD - SIA. Both RX and GILD are down double digits. GILD I gather from previous questions is probably worth holding on to. But what about RX ...buy more, sell or hold? If sell, what would your "buy" suggestions be to beef up my healthcare weighting?

Thanks again.
Read Answer Asked by Donald on January 16, 2017
Q: Hello Peter and gang.

I read your year end review and suggestions about investing in healthcare as a theme for 2017. I'm very much an income oriented investor. I'm interested in Medical Facilities Corp. Would you say this company falls under the category of healthcare? Also what's your overall view of this company.

Thanks

Nicholas
Read Answer Asked by nicholas on January 12, 2017
Q: Hello Peter , Ryan, and 5i team,
We don't have any healthcare in our portfolios and I am thinking of adding some Knight Therapeutics to my TFSA. In sept 2015 , 5i rated GUD a B plus and mentioned that it is the best way to participate in a small cap growth company in healthcare. Do you still have the same view and what do you think of the current evaluation? I am also thinking of PLI in the small cap space or CSH.UN as a Reit/healthcare investment.
Thank you as always for your opinions.
Read Answer Asked by john on January 09, 2017
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