Investment Q&A

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: Hi There, would you be a buyer of ABBV right now?

Thanks,

Rob

Q: Peter; What are the street estimates for LNTH next week ? Thanks.
Rod

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: Wow!!! The market really doesn't like the earnings report. Were they that bad and what is the outlook going forward. Long term holder of ABBV

Thanks Jimmy

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

Q: At what share price would you consider buying ISRG?

Thank you,

Mike

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: TH The stock has been moving up Now at $1.37 What are your thoughts. Very slow growth in sales. Do they have a good product,

RAK

Q: Hi There, do you think with the recent run up in share price that ABT has more room to run, and would you consider it a BUY at this point?

Thank you!

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?

Q: Well has been doing "well" last couple days with strong volume. Any particular news driving this and is now too late to buy?
Thanks John

Q: Hi There,

With the stock price down to 7.85 approx due to the bought deal, all things considered would you advise a holder to add to holdings at this time?

Thanks! Rob

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.

Q: I've had small positions in these three health providers since Covid. Are they worth keeping?

Q: I noticed there hasn’t been any questions about Ocean MD’s new partnership with the Nova Scotian Government. Isn’t this a big deal for Well Health? I would like to hear your thoughts.
Thanks