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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: Would appreciate your thoughts on their last quarter and year, published today
Read Answer Asked by george on March 07, 2016
Q: Small position in Relypsa, a US biotech. Sales slower than expected and may need to raise cash...would you hold or move on? Thanks!
Read Answer Asked by Dominic on March 04, 2016
Q: I am looking for a specific type of health care stock. In my portfolio I have core positions in JNJ and NVO. I have speculative positions (half positions at most) in GUD and CXR. I would like a recommendation for a health care stock that is not as dependant on pharmaceuticals. Any recommendations in North America or a foreign firm that trades in the US? Thanks!
Read Answer Asked by Derek on March 04, 2016
Q: Vineet recently asked about sector allocation for a growth portfolio with a 5-10 year hold. Healthcare at 10% with technology and industrials at 20%. Love technology and industrials, but with the boomer group aging fast, isn't the easiest overweight call ever for that period of time to go long and overweight anything healthcare related.....across sectors? For example, sis, pm, exe, sia, csh.un, phm, cxr, crh, etc, etc.......

Thanks,

Robert
Read Answer Asked by Robert on March 03, 2016
Q: I currently hold a very small position on $EDT Spectral Medical. As it nears completion of Phase 3, would this be a good time to add to it knowing that there is no guarantee of an approval.

Thanks Valter
Read Answer Asked by Valter on March 03, 2016
Q: Hillary Clinton as president will hurt Valeant even more.
What about gud?
Would they be affected as well?
Read Answer Asked by Josh on March 02, 2016
Q: Just curious any idea why LND is up sharply in the last 2 days?thanks
Read Answer Asked by Greg on March 02, 2016
Q: looking at selling some naked puts on VRX.US, $50.00, expiration this Friday, premium is healthy. Wanted to get your thoughts for this speculative move.
Read Answer Asked by Nino on March 01, 2016
Q: Cannot help but notice the enquiries regarding the above this am, I just wanted to add that BNN put an ad on TV from Hilliary this am. and she actually discloses Valeant, regarding the outrageous cost of drugs, and specifically states she will be doing something about it.
"Just sayin" and publish at your own discretion.
Thanks for all your great work
Read Answer Asked by Rick on March 01, 2016
Q: Were Endo's earnings THAT bad. I see mixed reports. It is my only health care stock, which I own only because I owned Paladin. Perhaps I should have switched to Concordia when you put it in the Growth Portfolio. Is it too late to do that, or would you recommend that I just hang on. Endo's one-year chart looks absolutely brutal, and seems to be getting worse. Need guidance. Cheers
Read Answer Asked by Gordon on February 29, 2016
Q: Good Morning, just raised some US cash selling index ETF's on the bounce. Am income oriented looking at pfizer with a yield at 4.1% forward p/e of 12.9 according to reuters have 7.5% in healthcare JNJ,GILD,GUD and ZUH.Could also add to cyclicals(only AW.UN in Portfolio.)or industrials if you have any good dividend stocks in mind. Can add 2 positions.
Thanks. Don't ask many questions but 5i is in my morning ritual.
Read Answer Asked by Denis on February 20, 2016
Q: I actually own TDB3099, the new series D version of TDB976 with a much lower MER.

Question 1 = Over the longer term this fund has outperformed. Do you like the underlying securities?

Question 2 = I can't find any reference to the fund being hedged or not. Now that oil and the related Canadian $ are no longer plummeting, hedging is more of an issue. Will this fund be impacted by the exchange rate?

Thanks,
Steve
Read Answer Asked by Stephen on February 19, 2016
Q: Thanks for all your great advice and reporting. Would you have any advice on this company?
Read Answer Asked by Bryan on February 17, 2016
Q: 5I Team,

I'd appreciate getting your comments on Becton Dickinson & Co.

Thanks,
Scott
Read Answer Asked by Scott on February 16, 2016
Q: Peter,

Do you think the management team at PHM is competent enough to run a public company?

After listening to the latest earnings call, they can’t forecast the simplest of financial metrics namely revenue growth or gross margins. How can they run a company without this basic awareness of what is going on?

Thanks
John
Read Answer Asked by John on February 15, 2016
Q: What are your thoughts on the recent year end financials. With the finances improving and new members added to the board, do you believe the stock will start to be re looked at. Many heavy hitters asked to see ALL these changes and year end numbers. Could you also speak to the balance sheet..cash on hand etc. Would you be a buyer around these prices.
Thanks Jason N
Read Answer Asked by JASON on February 11, 2016