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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: I have owned ENB for 6 years / it continues to disappoint. Russ Healy was on BNN saying net overall asset value continues to drop in the last 5 year's and i agree with him as my performance is negative (down 6% in the last 5 years, (this is excluding the dividend . Kindly explain how you continue to recommend this stock as it clearly is a loser in value the dividend is its only advantage... would TRP not be a better risk return or even Fortis / one of the pipes for that matter Thanks for your help with this . Lastly what is your top 3 picks in the health care sector
Read Answer Asked by Terence on June 13, 2023
Q: I Just received a Notice of Pendency and Proposed Partial Settlement of Class Action for shareholder of Bioverative (Biogen spin off). I had 83 shares of BIVV. Can you please explain 1) is this a "legitimate" lawsuit and what exactly is the lawsuit about 2) reading the material i have a hard time understanding if I am automatically part of the potential settlement or do I need to do anything to participate? I never filled anything out so was surprised to see this arrive in the mail and finally 3) if I need to do anything is it worth my time and energy and if so, that action do I need to take.

Thank you for your guidance
Scott
Read Answer Asked by Scott on June 13, 2023
Q: 85M market cap. co. focused on advancing products for women's health. Has one product under contract which will start producing revenue this year, 3 products in advanced clinical stages and 4 in preliminary stage. Considering taking a 2% position. What do you think?
Read Answer Asked by John on June 09, 2023
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You
Read Answer Asked by rajeev on June 08, 2023
Q: I am considering adding to my current position in ABBV.

The stock is down close to 18% since the last earnings report. I'm sure the whole Humira thing had been priced in all along, but as of the last report, has the company outlook really changed that much to justify the size of this pullback? Are you comfortable with adding at this point, or should one have patience? I think the debt continues to be reduced quarter by quarter, which should help.
Read Answer Asked by James on June 07, 2023
Q: Do you think it worthwhile to buy both of these holdings (i.e. 3-4% each in an otherwise reasonably well-diversified portfolio) for the sake of making the best use of their respective growth/dividend potential? Their high degree of correlation seems the one factor mitigating against this strategy.
Read Answer Asked by David on June 07, 2023
Q: Good Morning,

In light of Friday's announcement of the American Medical Association establishing three "Current Procedural Terminology Category 1 codes for MRI-Monitored Transurethral Ultrasound Ablation ("TULSA") of prostate tissue, performed using Profound's TULSA-PRO system.", can I get your updated opinion on the company? Do you see this as the inflection point patient investors have been waiting for?

My understanding is that Profound's treatment could quickly become the platinum standard for treating BPH and prostate cancer, when private and public health insurers recognize the eventual cost savings due to the high success rate,

Thanks, Brad
Read Answer Asked by Bradley on June 06, 2023
Q: Which of JNJ and GILD do you think is the better quality company for a long term investment? In response to other readers questions, you seem to like GILD, but I worry about its dependence on HIV drugs. Is it diversified enough? JNJ seems more diversified, but I worry about its talc liabilities and slow growth. Will JNJ be a stronger company after the Kenvue spin-off?
Read Answer Asked by David on June 05, 2023
Q: As I'm sure you're aware, this is a name that has been drifting steadily lower since it ranked on its disappointing latest earnings release. Do you think it remains a premier us drug manufacturer worth holding or would you recommend redeploying the capital into another name?
Read Answer Asked by Patrick on May 30, 2023
Q: In the US healthcare space, I am looking for a value priced name with meaningful upside total return potential (3 to 5 years) ideally with some current yield. Am thinking ABBV but not sure if I should be looking at pure play pharmaceutical, equipment mfg or..? CVS already owned
Thoughts please on above or others, and thanks
Read Answer Asked by Harry on May 23, 2023