Investment Q&A

Q: Good day,

I know that your focus is not the US but the landscape is changing with the election so perhaps you could just be a sounding board. I have a large position in JNJ (for growing yield and broad diversification), a full position in EXE (for yield), and a 3% position in CRH (for growth). JNJ trades at a premium, justly so. I was thinking of swapping these holdings except maybe EXE for CVS, NVO and DHR. DHR is now focused since its spin off of Fortive and has been a long-term outperformer (it is devices and consumables). NVO (drugs) and CVS (broad healthcare) are great growth stocks that are beaten down compared to JNJ and together offer comparable yields. What would be your thoughts?

Thanks!

Derek

Q: hello 5i:
Regarding the recently issued 5 1/2 year Senior Notes (9% yield). Can you quantify the risk? Can you also give a detailed description of these notes please
thanks
Paul L

Q: Could you please comment on ARZ's drug right's acquisition this morning. Thanks

Q: What do you think of Cynapsus?

Q: HELLO, CAN YOU PLEASE ADVISE IF IT IS BETTER TO ADD ON TO GILD OR BMY AT THIS TIME. THANKS

Q: What do you think of Theratechnologies at this time?

best,
linda

Q: Who's buying CXR? Up for a second day.

Carl

Q: What are the four or more good reasons to own Gilead Sciences today? What are their Pipeline or new drugs coming like today? What will their future best selling drug in revenues be?

Q: I hold NHC with a 40% drop should I continue to hold it or cash it in an buy CRH. I also own GUD(up 40%) in the sector. What would you recommend? Thank you

Q: Could I please get your opinion on Nuvo (NRI.to). Thanks.

Q: What do you think of the prospects for BIOASIS technologies?

best,
Linda

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