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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: Your analysis on the prospects of Nurix will be greatly appreciated.

Thanks
thomas
Read Answer Asked by Thomas on November 27, 2024
Q: Hi, could you review the latest quarter for ILMN, and your thoughts going forward. The growth seems quite high, but what are the risks you see? It seems like it would fall outside of the next administration's focus? If not ILMN what would be your favourite in the space?

thx. M
Read Answer Asked by Mark on November 27, 2024
Q: Your thoughts on keeping three out of 5 pharma names: ETF IHI, Gilead Sciences, Bristol Meyers, Abbvie and just bought Pfeizer few weeks ago - hopeful on the Seagen purchase in 2023. I have room only for 3,

Thank you!
Read Answer Asked by Nhung on November 27, 2024
Q: Thoughts on BDX. Healthcare in general has been lagging the market and this company has not produced many gains over the years. Is it time to move on and reallocate money to new area like Quanta Services?
Read Answer Asked by Neil on November 26, 2024
Q: Any thought on this co. with a new insulin pump for diabetics
Read Answer Asked by george on November 26, 2024
Q: There is a yahoo article on WELL:
https://ca.finance.yahoo.com/news/well-health-technologies-tse-well-121138131.html?guccounter=1

Could you comment on it?

I have less then 1% position on Well (up 10% but only with lots of perseverance) but i am considering going to 2.5% given it is a small cap. I know you don't comment on size but given recent stock movement would it be your comfort zone to add at this price?
Read Answer Asked by JR on November 26, 2024
Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks
Read Answer Asked by Neil on November 26, 2024
Q: Under current market conditions, health care as a sector is lagging. When this happens is it still important to keep good companies within this sector to keep a balanced portfolio even though the names could trend lower for some time. Is the thinking that sectors being favoured could eventually change and a good company will recover. Or, it is better to move into what's going up and keep low weighting of a space that is out of favour due to changes in politics, interest rates, or other factors. The same could be said for REITs now which are doing terribly but does one keep these out-of-favour sectors to have diversification within a portfolio. Thank you!
Read Answer Asked by Neil on November 25, 2024
Q: I own the following in the health care field. Are there any other suggestions? My first choice is an ETF. I am considering IHI.

XLV, Stryker, JNJ, P & G

Thank you

Paul
Read Answer Asked by paul on November 21, 2024
Q: I’ve always had less than positive results investing in the healthcare sector. Finally I decided to go with an ETF (XHC) to do away with the individual stock picking risk which has since declined as well. I am now thinking of sticking with “healthcare adjacent” companies since SIS (currently owned) has done well for me. Can you please comment on SIA, CSH, and AND, the first two have run up a bit recently and I wonder about their valuations and future prospects. Any other candidates that might fit the bill you could recommend, I know choices in Canada are slim?
Read Answer Asked by Stephen R. on November 21, 2024
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