Q: 1. OTC has a design lockdown and is scheduled to begin animal trials this year.
2. It has also paid out 2 senior executives with Shares.
In your experience do you think a company letting executives go when it appears to be making progress on its research is an indicator it might be tendering a buyout? or do you think this is a sign the company is experiencing hardship and the research is not panning out?
Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?
Q: I have held this stock for a few years and I am getting impatient. I guess I bought it at the wrong time, I am considering getting out. If I do exit do you have another health care company that you would recommend. Your overall thoughts please. Thanks
Q: the above are my healthcare holdings in my RRIF. I need to add but am wondering about eliminating individual stocks for an ETF with a higher income component. Any suggestions both on the move and the ETFS
Q: I have done very well on Novo Nordisk - likely because of the hype around Ozempic. Despite selling 10%, my position is likely close to double what I'd consider a typical holding.
I don't need the money and the stock has been a good long term hold. I am inclined towards holding a somewhat "fat" position. How do you see the valuation and is there any way to assess the value of things they have in the works?
Q: With the offer on the table and the share price having moved so close to the asking price would you sell now? Also, could you please outline the details of the offer and the pros and cons. Thank you. John
Q: i own both well and vmd,both keep hitting 52 week highs which i know you like.i know vmd is the old phm which you did not like, but they seem to have left that behind them.
my question is are you ok with vmd now, well is a billion dollar value , vmd is about 600 million.
dave
Q: On Aug 8/22 you answered a question on BLCO and talked about a possible overhang on the stock from BHC ownership.
Can you update that reply? Basically looking for your opinion on BLCO and whether you have the "no need to rush out and buy" feeling about it. Perhaps their new CEO is a catalyst?
Do you prefer COO:US as an alternative...but seems much more expensive on valuation.
Q: On Mar 27 morning,G & M announced that its Break Out stock is Well,which was up 64% in 2023 and potential further 61% gain(AveragePT of $7.50.)It closed at $4.81 + .15 The current price is $5.40.Please comment.Is this a good entry point,if not,please provide one. Txs for u usual great services & views
Q: A pick a few months ago from David Einhorn. Acting well this year - +33%. you haven't liked their debt load in the past. May I have your current thoughts?