Investment Q&A

Q: An article in the Globe w.r.t Segregated Fund.
Can you help me to understand how can Segregated fund guarantee to retain principle of invested money? Can you suggest such funds to invest in. Also, I am considering to increase my investment in healthcare stocks, I have EXE, HIG.un, considering NWH.un, CSH.un and NHC. Would appreciate your help to select, perhaps others you can suggest.
Regards, J.A.P. Burlington

Q: Your comment on PHM splitting into two companies prompts a few questions:
Do you think Hoyt and Crawford had a difficult relationship so Hoyt decided to take his company out of PHM and do his own thing with the company he sold to PHM? He owns 20M shares @$1.46. Crawford now has his company that he sold to PHM for which he took 33M shares @ .33. Do you think Hoyt was squeezed out?
Dalsin, as Chairman, was toxic and the news release says he is "outgoing". Glad he's out. Is this a major plus for both companies?
Finally, PHM presently has 375M shares? Does each company retain half that number?
As a shareholder who loved the business plan "pre-chaos" I am excited about new names ridding us of PHM'S heavy baggage - and Dalsin! I say go for it and may both men win!

Q: Hello Peter,
I forgot to add the question to my previous one on XLF. ON friday September 16, the ETF was trading in the $23 range. Today, Sept 19th it is trading in the $19 range due to the reasons cite above. Does this mean investors who bought it on Friday will get a special dividend to offset the decline in share price today (I am assuming the decline is approximately the same as the dividend). Please advise. ON another note, do you feel concordia healthcare is very cheap now given the recent decline or is it too risky. Thanks again.

Q: Hi Peter & team,

What's your take on Friday's selling? Do you think the company is going bankrupt, if not what's your opinion on buying little bit once/if the price stabilizes in the coming days? Please also let me know whether the price action in bonds also suggests a much higher risk?

FJ

Q: I've read everything on Concordia,........but @ $7.50, I can't help but BUY to double down, since too late to write off? I own about $12,000 with an Avg. Cost of $30.

Your Thoughts? x. A

Q: Good day 5i team, question relates to Healthcare infrastructure within the hospital type environment. In talking to professionals working in primary healthcare (medical/surgical, palliative etc) I get the impression there is a strong need to re design and upgrade aging equipment (beds, monitoring equipment etc). Also, and this is already happening, software upgrades to record charting, patient file keeping etc. Do you have any mid/large cap TSX listed companies or ETF'S operating in this space that you would recommend for a registered/diversified portfolio
Thank you

Q: Can you please comment on ARZ after today's fda approval for Yasprala?

Thanks
Sean

Q: Hi Peter and team,
I own a reasonable amount of St. Jude medical which is being purchased by Abbott - approx. half cash and half stock.
My other large cap medical holdings includes.
Pfizer, Merck, Medtronic, J&J
I also own GUD & recently bought some Savaria, small portion of EXE
Each has approx. a 1-2% allocation.

Would appreciate your thoughts about when & / or how to get out of St. Judes and what to replace it with.
I don't want more mainly pharma so probably wouldn't add Merck or Pfizer.

I like stocks with a moat such as SJM, MDT, Stryker, Zimmer Biomet and Savaria.

I don't know enough about Abbott to decide if I should simply take the shares. If Abbott is going to be more of a device / equipment company and looks good here I would take the shares.

I am happy to hold these 5-10 years (probably longer) and am close enough to retirement - 3-5 yrs that income and lower risk become more important.

I would appreciate your input as to strategy here and what to do with the cash / shares.
Could you rank the above names taking these factors into account?

Thank you in advance for the great service and your input. ( Please subtract the number of questions you think is fair.)


Tulio

Q: Hello.
With the big drop in this company and the insider selling would you suggest selling or holding. Your advice will be appreciated

Thank you
Barbara

Q: Your current opinion on these 2 companies in the US for a buy and hold investor? They have a good track record on dividends, the payout ratio's are not out of control and obviously a proven long term track record. On the more aggressive side, what is your opinion of HCP ?

Q: Hi Peter and Team,
I was asked to resubmit due to name of company was dropped off.

My question was about Cambrex Corp in US which you recommended before, do you still like it, share price dropped after qtr earning report, pls give your update, is it buyable?
Thank you as always.

Q: Could I have your view on ARZ going forward. They are awaiting to get their drug yosprala approved. Also could you tell me their cash poition and inside ownership. Thanks

Q: Hello 5i,
I realize MedX Health is a tiny company but their technology seems to have a lot of promise. I'd appreciate your usual calm unbiased assessment.
Thanks
Dave

Q: Time to sell? I dont see a benefit in holding. Thanks

Q: Hello 5i:
(Knowing) US stock are not your forte, can you give me your opinion on MCK? In its space, can you think of a better name - better insofar as valuation, growth and balance sheet are concerned?

Q: How do you see the future of Valeant going forward? What do you project the price to be for the rest of the year? Thanx.

Q: Is there any hope for CXR to recover ? Are there companies may be interested in to buy it out or do you think I should sell and move on.

Kuldip

Q: Despite your recent comment that Knight is likely in no hurry to invest it's $600M plus
cash, the share price is on a roll and hitting 52 week highs. Is this excitement over the former Paladin executive joining the team, mitigating any health risk that Mr. Goodman may encounter or just enthusiasm for their big bank account pre-election anticipating the possible emergence of bargains depending on who wins? Thanks.

Q: You noted that Cipher "is in a bit of a proxy battle and we like John Mull, a 37% owner trying to improve the company." But isn't Mr. Mull effectively seeking to take control of the company - which presents the risk of it being taken private at no significant premium to shareholders?

Q: Good morning guys,

This is the 3rd time I am asking the same question since last Thursday. Would you please let me know if it is worth holding on to this company. I have gone from 11K to 2 k but I don't want to go to zero although I don't need the money for another 5-10 years. What is the best option here...just let go or hang on? My only reason for staying this long hasn't really worked but would it work if I just look the other way for another 5 years. Hope you get this question and get a chance to answer me. The stock is down another 3.5% today. Thank you!