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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: Hello,

I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.

Could you please rank the stocks I've listed, and indicate if there are better choices.

Thank you!
Read Answer Asked by Barbara on March 15, 2022
Q: Hi. I still like both companies (veev,gh) but am going to sell for tax loss reasons and that they total between them 3% only of my portfolio. Am looking to consolidate into a single health care stock to go along with MDT which I already own in my portfolio. I like my positions to be at least 3% and not two smaller positions. Any suggestions. I was thinking ILMN. If you like ILMN please let me know why and what sets them apart. Thanks
Read Answer Asked by Paul on March 15, 2022
Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.
Read Answer Asked by Michael on March 15, 2022
Q: You used to be quite positive on GILD in response to subscriber questions asking for recommendations in the US Healthcare sector. Have you given up on the GILD turnaround story? At what price would you buy in?

Now, your top choice seems to be ABBV on the basis that it is performing better and your belief that Humira patent issues are well-known and baked into the stock price. However, ABBV is trading at an all-time high (not just a 52 week high) and GILD is trading at a price that is a 52 week low and lower than its closing price in 2013. Which stock has the better risk-return profile and why? Even if you think ABBV is the better long term investment, I am still nervous buying in at all-time high prices - what would be a good entry point on a pull-back?
Read Answer Asked by David on March 14, 2022
Q: Do you think it is worth continuing to patiently hold NVTA in my RSP or is it time to sell ? Of course with no tax loss available for an RSP.

I thought the NVTA Feb report and guidance was encouraging.

Also, do you see NVTA moving to profits in the next couple of years, or at least convincing investors that growth is sufficient to entice 'growth investors' while waiting for eventual profits.

Thanks!
Read Answer Asked by Robert on March 14, 2022
Q: Good Morning Peter & Team

Have held ABBV for over a year now and like everyone else have done very well while enjoying a good dividend along the way.

Listened to Gordon Read this morning on Market call. He mentioned one drug which they have done very well with Humira, will be coming off patent within a year opening the door to generics. Would you agree this is going to hit their cash flow which could result in some disappointing results?

Would you consider ABBV a sell/hold/buy right now? If its a hold, when would you consider moving on? And lastly, Are there any alternative options you would recommend in place of ABBV if in fact moving on might be the recommendation?

Thanks for all you do.

gm
Read Answer Asked by Gord on March 11, 2022
Q: Please comment on the potential of these biotech companies. Are some of them a good buy at their current prices?
Read Answer Asked by Imtiaz on March 09, 2022
Q: What do you think of Incyte's product line, long term upside/or downside potential is? What are the pros and cons of this stock, concerning the market they are in and where would they rank against their competitors, the financial ratios, insider buying/selling(which alerted me to this stock) and your opinion on the management ? Would you consider it a buy, hold or sell at this time? Thanks
Read Answer Asked by James on March 04, 2022
Q: Good day. I think I made a rookie mistake. A number of months ago I bought 40 shares of Novax, based on emotion and speculation believing its protein spike vaccine would fill the void for vaccine hesitancy and boosters. I am now showing a 56% loss. This stock represents about 3% of my portfolio. Should I sell and take the loss or hang on hoping it turns around upon FDA approval? Thanks for your opinion.
Read Answer Asked by Robert on March 04, 2022
Q: Doc announced today a newly formed public sector division and recent customer contracts across North America that it says will provide “meaningful revenue diversification” and “opportunities to accelerate technology and service integration.”The contracts include agreements to provide integration and technology services to the New York City Department of Education, a substance use disorder solution to support the opioid crisis in North Carolina, and more than 100 new contracts to provide mental health support covering up to 50,000 new employees under subscription services. CloudMD also said it has added several contracts within the public sector division including for a major college employer in Atlantic Canada and mental health coaching for the employees of a major Ontario university. Would appreciate your overview on how significant this announcement is as it seems to tie into Biden's comments in these two areas in his State of the Union Address. The stock was up 20% on the news and traded on high volumes. Thank you
Read Answer Asked by Gordon on March 04, 2022
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