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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: Forward metrics for LLY and NVO show roughly the same revenue growth, but LLY shows much better earnings and ROE growth. What, then, is the case for recommending both (other than that the market is big enough for both to appreciate)? I realize that, for drug developers, depth of pipeline and patent expiry are also factors, but for simplicity have assumed that, in these respects, their situations and risks are comparable - in which case, shouldn't things like ROE growth turn out to be decisive?
Read Answer Asked by John on December 02, 2024
Q: Team, I have holdings in all three and although I have done great with BDX over the years, it seems to be struggling. I am thinking of selling but would like your comments on increasing my holdings in SYK and ISRG or would you provide insights another option. All three stocks are in my non registered account.
By the way, because of your insights on AMED of a few years ago, I sold the stock and purchased GOOG.............it was a great move
I have whittled down my holdings to 15 stocks and want to be careful adding more
Read Answer Asked by Roland on December 02, 2024
Q: Your analysis on the prospects of Nurix will be greatly appreciated.

Thanks
thomas
Read Answer Asked by Thomas on November 27, 2024
Q: Your thoughts on keeping three out of 5 pharma names: ETF IHI, Gilead Sciences, Bristol Meyers, Abbvie and just bought Pfeizer few weeks ago - hopeful on the Seagen purchase in 2023. I have room only for 3,

Thank you!
Read Answer Asked by Nhung on November 27, 2024
Q: Thoughts on BDX. Healthcare in general has been lagging the market and this company has not produced many gains over the years. Is it time to move on and reallocate money to new area like Quanta Services?
Read Answer Asked by Neil on November 26, 2024
Q: Any thought on this co. with a new insulin pump for diabetics
Read Answer Asked by george on November 26, 2024
Q: There is a yahoo article on WELL:
https://ca.finance.yahoo.com/news/well-health-technologies-tse-well-121138131.html?guccounter=1

Could you comment on it?

I have less then 1% position on Well (up 10% but only with lots of perseverance) but i am considering going to 2.5% given it is a small cap. I know you don't comment on size but given recent stock movement would it be your comfort zone to add at this price?
Read Answer Asked by JR on November 26, 2024
Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks
Read Answer Asked by Neil on November 26, 2024
Q: Under current market conditions, health care as a sector is lagging. When this happens is it still important to keep good companies within this sector to keep a balanced portfolio even though the names could trend lower for some time. Is the thinking that sectors being favoured could eventually change and a good company will recover. Or, it is better to move into what's going up and keep low weighting of a space that is out of favour due to changes in politics, interest rates, or other factors. The same could be said for REITs now which are doing terribly but does one keep these out-of-favour sectors to have diversification within a portfolio. Thank you!
Read Answer Asked by Neil on November 25, 2024
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