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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 HHL & HHL.U in my registered accounts for many years. It has been a good dividend (>8%) generator with its policy of options investment of about 30%. It has a high management fee of 0.85 and MER of 0.99.

LIFE is similar with almost half fee and dividend is equally attractive. Like to get your advise comparable merits of switching HHL to LIFE.
Read Answer Asked by Ritwik on February 22, 2023
Q: I have the above but am thinking of selling and buying into a drug etf. I am open to expanding one or two drug co.to accompany lly but I am looking for your comments and advice. Take whatever points for this info.
Do you have an opinion on Biden comments re the pharma and also basic materials on how or will that effect canada and which s tks could be adversely challenged. Thank you.
Read Answer Asked by Maureen on February 22, 2023
Q: It looks like LNTH’s fortunes changed fairly dramatically on or about Feb. 24th 2022. At the time there were two press releases; Feb. 23rd re: FDA approval of new manufacturing facility, and Feb. 24th Q4 and full year 2021 Financial Results. Do you know which precipitated the sharp rise in share price, or was it a combination of both? Just trying to figure out exactly what the market might have loved so much at the time, and if you think it is still proving out? Thank you for any insight you might have.
Read Answer Asked by Stephen R. on February 22, 2023
Q: I would like to add to my CDR holdings of either PFE, ABBV or UNH. I am leaning towards PFE since it's price has been down lately and it has a decent yield. How are CDR distributions treated for tax purposes, are they considered to be Canadian or US equities?
Thank you.
Read Answer Asked by Dennis on February 17, 2023
Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?

Thanks.
Read Answer Asked by Peter on February 17, 2023
Q: Peter; Point is having a “ Fireside Chat” Thursday am- is this just a information type chat to update investors .? I assume no info re the splash would be divulged? Thanks
Rod
Read Answer Asked by Rodney on February 15, 2023
Q: I own these four healthcare companies but would like to reduce my holdings to three. How would you rate them from best to worse. I've done the best on UNH as I've held it the longest but in looking at a long-term chart it has the poorest returns of the four. They are all so different but what three would give me the best diversification? Look forward to your opinion. Thanks.
Read Answer Asked by Cheryl on February 09, 2023
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