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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: 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

Thanks
Read Answer Asked by Tom on April 26, 2023
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?
Read Answer Asked by David on April 26, 2023
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
Read Answer Asked by david on April 24, 2023
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.
Read Answer Asked by Doug on April 21, 2023
Q: I currently own ABBV. I am aware of the off-patent cliff for Humira. Earnings are expected to drop when they are announced at the end of this month. I'm not so sure their other two drugs - Rinvoq and Skyrizi - will be capable of picking up the slack. I had read a recent article, and it gave me the impression that Humira and its new biosimilar competitors have some active ingredient(s) that allows them to be used for patients using Rinvoq and Skyrizi (?) In other words, I'm wondering if the upside of Rinvoq and Skyrizi is limited. I think you like ABBV, but is there any concern longterm? The market doesn't appear to be pricing in the risks.

I've pared back some of my ABBV shares, and am considering selling the rest. Alternatively, how robust is Amgen's pipeline in comparison ? LLY looks historically expensive, and I already own JNJ.
Read Answer Asked by James on April 18, 2023
Q: Hi Peter, Ryan, and Team,

If already owning XHC, would the ETF TDOC serve as a complementary holding, since we're a bit low in the Health Care sector? I like its low (.35%) MER and the 2% cap on any one company, but is its AUM too low to consider? Are there any other Canadian listed ETFs that would be suitable?

Thanks for your insight.
Read Answer Asked by Jerry on April 14, 2023
Q: What is your opinion on this US healthcare stock regarding valuation, prospects, and risk. It seems cheap but do you consider its concentration on drugs a potential pitfall if the US decides to reduce allowable charges for prescriptions. Would you buy CI or are UNH Elevance or Humana better equities to hold? Appreciate your views.
Read Answer Asked by Ken on April 13, 2023
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