Investment Q&A

Q: Hi Team, which would be a better buy at this point ABBV or NVO? Which offers more international exposure? For my us rrsp! Many thanks for your work. Sam

Q: Would you please comment on the 2nd q results.

Q: Curious to know your take on recent weakness? Just market jitters and short term profit taking? Or, would investors be concerned about the company splitting in two and not wanting to be around for that event? Any backdrop on companies splitting in two being positive or not....I've seen some positive evidence but is such a company specific thing...
Thanks
T

Q: On Aug 17 you indicated "With the decline it is becoming an insignificant part of the portfolio so we need to review and either exit or add to it."
Given the recent news and price appreciation has your opinion changed?
Thanks
John

Q: I've been waiting to take a position in GUD for a while now. Do you see it bottoming here and would this be a good entry point? Thanks

Q: Well, Gilead Sciences finally made there acquisition with their cash. Some say they should have brought Kite Pharma one year ago and overpay for it today. In addition, they say the Kite takeover will not be accretive for three years, What are your views and opinions on the deal that Gilead Sciences made for Kite Pharma?

Q: Is the announcement today game changing or not such a big deal

Thanks

Sheldon

Q: I understand that this would not be a stock you would cover, but if you have an opinion on it, it would be appreciated.
$EXAS Nasdaq

Exact Sciences Corp

Thanks Valter

Q: Assessment for JUNO ? Is it a good entry ? Thank you

Q: Any further developments in Mdx that would warrant buying it or is it still a wait & see situation because of its small size? Thanks as always for your great advice.
Dave

Q: Re: Aug.25/17 comment from Bob on SIS big volume. This is where Technical Analysis/Stock Charts may play a role looking forward & backward combining the fundamentals. The stock has corrected roughly 30% from a high of 17.55 to its current low of 12.04. Simple charting platforms such as Moving Averages-Bollinger Bands-Relative Strength Index-MACD might of helped to find a bottom & choose an entry point.Could you tell us the size of the block trade & the price.
This could tell you where institutions are prepared to take a stand. The stock looks somewhat clean now & may return to its upward momentum. Regards: Ken

Q: Mr. Hodson, this is still about GUD. Considering your recent report, the rating of A- granted, its recent value of $8.31, I hope it goes well, which is not the case currently. Do you still have confidence in it ?

Q: As a new member of 5i Research, I first want to thank you for the service you provide. Fantastic.

I am reviewing the Canadian portion of my RRSP, sector by sector. I have a balanced approach and 15+ years ahead of me before transferring to a RRIF.

I find myself a bit underweight and concentrated in Healthcare, owing only NHW.UN (4% of Canadian portfolio). I was thinking of switching half into CSH.UN for diversification within the Real Estate/Healthcare space, then add a 3% position in GUD for more growth. What are your thoughts?

Note: The US portion of my RRSP, which is half the size of my Canadian portfolio, is invested in Mutual funds with Healthcare/Big Pharma representing about 16% of my US holdings. So my strategy would bring Healthcare to 10% overall in my RRSP.

Thx.

Q: On Nov 26, 2016 I asked if CRH has risen too quickly and was likely to decline materially. You mentioned the fundamentals were strong and it was not like other prominent TSX collapses of recent years.

Now that the stock has collapsed rather predictably I ask why do you still think share price momentum is a good thing to chase.

Q: Phm's earnings were not to bad. Why the drop in stock price?

Thanks

Q: Can I please get your opinion of SIS' newest acquisition.

Thanks

Dave

Q: Hello 5i,
If I am looking at starting a position in SIS when it starts showing positive "price momentum", what are the 3 -5 primary factors that you consider to determine "price momentum" and also could you please quantify the parameters that you prefer (for example, if one of your factors is RSI, do you favour 14 or another value)?

Q: Big volume on SIS today of 666,000 shares. Daily volume is around 30,000 period July 27th to August 10th period. Good sign to me as a holder of SIS is that Investors Purchased 666,000 shares. What are your thoughts as to whom may be buying. RAK.

Q: I am thinking of purchasing Nova Nordisk in my US RRSP account. Please share your thoughts on this company.
Thanks Gord

Q: How come SIS sucks lately? positive quarter and the stock seems to be in free fall! -26% to date!