Investment Q&A

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!

Q: What are the companies in Canada in this sector. Please rank them and provide a brief analysis of which you prefer and why.

Q: Peter and Team:
Do you feel a Democratic Presidential win would have short or long term affects on GUD's business model and share price?.
What is their overall exposure to US markets.

Thanks as always

Phil

Q: Hi Peter, Ryan and Team,

I own shares of CTH. In your opinion, would it be better to sell at around $52 or wait?

Thank you for your insight.

Q: Insider buying after a big drop a good sign ?

Q: I would like your Opinions in regard to this mornings news with these 3 companies. I have held NRI for a very long time. CTX was a recent spin-off. No GUD shares at the moment. Thanks, Catherine

Q: I own some GILD and am looking to add to it due to its drop in share price which I can't seem to pinpoint why. Do you believe this is a stock to be adding to, (assuming weighting is still in line). If not, any other recommendations for US value stocks (any sector)
Thanks as always