Investment Q&A

Q: Do you have any idea why Trillium is losing 40% today? Their public announcements this week seem positive?

Q: Hi,
Could you tell me if you think Gilead should be kept or sold at this point.
Do you think it still has potential?
Thank you

Q: Hello, can you please comment on Convalo Health Int. latest quarterly release.

Q: I'd like to start a long term position in at least one or two healthcare stocks or ETFs, but the sector looks treacherous and I can't quite decide. I'm considering a wide range of names, including companies like JNJ, PFE, AMGN, NVO, NVS, RHHBY, MDT and ETFs like XLV, IBB and especially IHI (medical devices). I've read many of your prior comments, including one where you recommended AMGN. In light of the latest news about AMGN and its issues with Enbrel, I'm curious to know if your opinion has changed, and how you might compare it to NVS which has a competing drug. Mainly I'm wondering if any of the investments I listed sound promising, and how you might rank them. Thanks very much for your thoughts.

Q: How do you think biotech will behave with the looked for Clinton win? Do you think a better buying opportunity is in the future?

TIA

Q: This TSX listed stock has been quite volatile and up nicely this year. Any comments regarding future growth?
GUY R

Q: Could I have your view on there 3rd quarter report. Would you say this stock is a strong buy?

Q: Good morning Peter and Team,

In our accounts (Margin, RRIF, RRSP, and two TFSAs), we have no health care stocks or ETFs per se, but we do have a 1.8% position in Chartwell. In my sector breakdown, I classified Chartwell as "Real Estate", and notice that in your answers to other 5i members, you refer to Chartwell as a health care stock. Would I be correct in re-classifying CSH.UN as health care? If I wish to further reduce my overweight real estate holdings which contain AP.UN, CIG, CSH.UN, FCR, FSV, and TCN, would there be any that I should "let go" or reduce? What "additional" health care stock or ETF would you recommend at this time, using the cash that the sale/reduction of the above stocks would provide? Please feel free to deduct as many credits as this lengthy question entails, and thanks for the great help your service provides.

Q: Please share your thoughts on CSU & CRH's earrings call. How is the outlook?

Thanks
FJ

Q: Good morning team,

Can I get your thoughts on CRH medical Q3 earnings released today? Thanks.

Q: Hi Peter & 5i staff.
With the US election looming, do you see a need to sell US health care related stocks, (drug companies, biotech, etc.)
Thanks,
Ken

Q: HSM has been moving lately like there has been some positive news but i can't find anything----do you know of anything?

Q: Hi Peter
What do you think about buying back GILD now, or waiting until after the election in USA?
Margita

Q: Im interested in buying more healthcare equities. Im a medium risk investor. What do you think of the two equities mentioned and do you have a better choice?

Q: Hi Gang, could you give me your latest take on the above. Their acquisition closes this month and they will announce US70 million in refinancing to pay down debt. The analysts give it a target price of 7$ over the next 12 months. I have had this for over a year and it has not been the smoothest ride but I'm up none the less.

Regards
Anthony

Q: Thoughts on Mark Thompson stepping down as CEO of Concordia?

Q: I heard there were rumors of a takeover...

Q: Currently crh is less then 1% of portfolio. Debating to buy more at current prices to a full position of 5% but not sure if the current price is over valued currently.

Q: Global Healthcare Dividend Fund GHC.UN-T

Any opinion on this fund?

Thanks

Q: I am thinking of selling ARZ and looking at PBH or EIF. Disregarding sectors, could I please have your opinion and what would favour or keep ARZ. Thanks