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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: Hi Guys,

I have owned JNJ for many years and it really has not performed up to my expectations.

Would you sell JNJ today and replace it with UnitedHealth Group (UNH)for a 5 year hold. I require something to stay in the drug/healthcare area of my portfolio.

If yes, could you give me your reasons.

Thanks for the help.

Regards
John
Read Answer Asked by John on October 02, 2015
Q: Hello Peter & Co.
9% of my portfolio is in Health/Pharma and the above are my main holdings; I was ready to pull the plug on both of them early this week but I held steady.
If I did not own them and wanted to buy either one; which would you suggest I buy and why and when?
I appreciate the fact that you hold the line despite the treacherous movements of the market.
Thanks,
Antoine
Read Answer Asked by Antoine on October 01, 2015
Q: Yesterday,shortly before the market close,a reporter on BNN when commenting on Concordia's share issue stated "clearly this issue will have to be repriced" or words very close to this quote.My question is:Do you consider the above quote to be appropriate considering the attack to which this stock has been subjected?I can understand an analyst or a money manager making such a statement but for a BNN reporter it seems to me to be irresponsible.The statement seemed to have no effect on the stock price but not long after CXR reported that the issue was completed and the money was"in the bank".Publish at your discretion.I thank you for your continued guidance and advice. Don.
Read Answer Asked by Donald on September 30, 2015
Q: Good morning

Can you please give me your updated thoughts on NDQ as an investment.
It seems to have been unfairly caught up in biotechnology paranoia.

Thanks once again for the tremendous service!

Tom
Read Answer Asked by Thomas on September 30, 2015
Q: Four days ago, when Concordia had dropped to $80 I wrote that if this keeps up this will be a $40 stock in a couple of weeks. It's now down another 16% on the day and hovering around $47. Fundamentals seem to be of no interest in this market, and at this rate it will be a $20 stock in a few days. Bearing in mind nothing about the underlying value of the company diminished does there come a point where someone decides to simply buy this out for a fraction of its actual value, or even take it private, screwing everyone who is holding on in hopes of its eventual recovery? Also in line with speculation, if Concordia backed out of its agreement to buy Amdipharm would that likely halt the stock's disintegration?
Read Answer Asked by John on September 30, 2015
Q: Hello Peter,
If one owns Concordia Healthcare and Valeant Pharma, is the best course of action to stay put? I hope it does not take shape as in the oil stocks sector. Once the sector took a hit, it just kept on declining and has not recovered? For some reason, I do not feel it is the same and both companies should recover after a few months of volatility. Can you please shed light on this? Thanks
Read Answer Asked by umedali on September 29, 2015
Q: With the volatility happening in Healthcare stocks, can you recommend a Canadian ETF that covers the US Healthcare Sector? I think ZUH is one, what is your opinion on this ETF, are there better ones out there?

Thanks,
Paul

Paul
Read Answer Asked by Paul on September 29, 2015
Q: Based on today's market trading of Concordia shares versus Valeant, ie Valeant shares are recovering somewhat today while Concordia is maintaining its downward spiral, you have to wonder if the market thinks that the share sale will not be finalized tomorrow or that the terms of the sale could be renegotiated. What is the probability of this happening, and if so, what happens next? A second related question has to do with the EPS for Concordia assuming that the deal is finalized. I have read a research report that has EPS around $8.50 next year. Do you concur?
Read Answer Asked by John on September 29, 2015
Q: Although most of my holdings are blue chip dividend payers, I decided to take a position in healthcare stocks several months ago and bought PHM, CPH, and GUD. I'm considering tax loss selling at least the first 2 of these and buying Concordia. Since the current move in healthcare reminds me of uranium stocks 10 years ago, I wonder if you feel it is worthwhile to stay in the sector.
Your insight is always appreciated.
Read Answer Asked by richard on September 29, 2015
Q: The healthcare and biotech stocks have been hammered badly, would you distinguish them from the retirement residence ones like CSH.un, EXE, SIA and NWh.un? I am looking for dividend and capital appreciation, would you rate the ones above, perhaps, suggest others.
Many thanks, J.P. Burlington
Read Answer Asked by Joseph on September 29, 2015
Q: I am down almost %50 on this stock. Do you see any upside in this stock?
Read Answer Asked by Paul on September 29, 2015
Q: Jason Donville not long ago was on BNN and CRX was one of his favourites. He will be on BNN shortly and people will ask him about Concordia and he will probably say I got out of that in mid Sept. at $117.00 because he didn't like the idea of them issuing all the shares. By the time I was aware of this share issuing thing with Concordia the stock was under $100.00. Is there any place that people can keep up to date on movements these companies are doing to cause the stock to go down? Thank you. Dennis
Read Answer Asked by Dennis on September 29, 2015
Q: Not a question but two comments. Thursday CXR announced a bought deal at $65, a discount OF 10% - and the issue was oversubscribed.
And now it is not just Hilary: Democrats in the U.S. House asked to subpoena the company (VRX) for documents relating to drug price increases, the latest move by politicians seeking to curb price hikes on acquired drugs.
Concordia Healthcare Corp.’s public share sale is done and dusted.

Read Answer Asked by Kurt W on September 28, 2015
Q: Hello 5i team

What is happening with this stock? It went from super star to super crap in 10 days. What could possibly cause such a dramatic reaction? Is it a buying opp or is something broken here?
Read Answer Asked by Darren on September 28, 2015
Q: Could I have your opinion of health care in general. The selloff seems to be relentless. Is Clinton's plan going to be a cloud over the sector for the foreseeable future? Thanks.
Read Answer Asked by Bruce on September 28, 2015
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