skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am looking to increase my healthcare exposure in the US. Would you recommend VEEV or GH or both or would you have other recommendations. Risk is not a factor.
Thanks for your service!
Read Answer Asked by Ozzie on June 02, 2021
Q: Hi Peter, I've taken some comfort despite my loss on BDX shares because some commentators have pointed out that their products (joint replacements) will soon benefit from the pent-up demand due to Covid-caused delays in such surgeries. However, Stryker, which is in a similar business, has significantly outperformed BDX both before and after Covid. In other words, do you know why BDX is so underperforming SYK, and would you hang onto (or perhaps add to) BDX at this point? Thank you.
Read Answer Asked by James on June 02, 2021
Q: Regarding todays nr, is it safe to assume the observations from the clinical trial are in a positive light? I have a small position and am considering adding - since the casino is closed. London, Ontario-TheNewswire -June 1, 2021 - Sernova Corp. (TSXV:SVA) (OTC:SEOVF)(FSE/XETRA:PSH), a leading clinical-stage regenerative medicine therapeutics company, is pleased to announce that lead principal investigator Dr. Piotr Witkowski and the Clinical Trial Investigator Team for its US Phase I/II Type 1 Diabetes clinical trial will present data and observations from the ongoing study in a presentation at the upcoming American Transplant Congress (ATC) Virtual Connect to be held June 4 - 9, 2021.
Read Answer Asked by Charles on June 01, 2021
Q: Eddy Elfenbein recently wrote a detailed review of Veeva Systems (he also did one on The Trade Desk a few weeks ago for those that want to better understand that company). In general, he likes the company and its prospects but felt it was quite overpriced. I know that many tech growth stocks have seen share price reductions and Veev seems in line with those drops. I have owned the stock for a while and intend to continue to own it. What do you think my expectations should be going forward - slow and steady growth, high growth or it flatlines for several months as it grows into its current valuation?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 28, 2021
Q: Is Merk unjustifiably cheap or is it a value trap? Which of MRK, JNJ, MDT (or other suggestion) would you recommend as a buy and forget cornerstone healthcare holding for someone looking for long term capital appreciation and dividend growth. My only other healthcare position is ABBV. Please also explain the rationale. Thank you!
Read Answer Asked by Matthew on May 27, 2021
Q: I have held this healthcare ETF for a couple years, and added some more in the market mayhem last year. It pays a healthy dividend and I have some capital gains. Relative to the fund's market cap my shares are of course insignificant, however, it seems to be a light trader and I have noticed that on several days my holdings exceed the daily trading volume. Should I be concerned about this? Would it make any sense to sell part or all and move the funds into a similar ETF like HHL (or any others you might suggest)?
Thank-you
Read Answer Asked by grant on May 27, 2021
Q: Could you provide a quick explanation of what happened to CXR?

When I was young and foolish (still currently foolish, just a little older), I loaded up about 1/3 of my portfolio about half way down from it's peak, only to watch it pretty much lose 100% from there (always the optimist....thought it might rebound). I know (think) debt did them in, but what else happened. What were the red flags that surely the stock would've shown? What are the differences between them and other companies that take on debt?
Read Answer Asked by Jeff on May 27, 2021
Q: What are your thoughts on how to invest in the story legalization of marijuana in the USA. I'd like to get in early with a small position in something, and just sit on it for a few years. Perhaps an ETF, or one or two stocks. Thanks.
Read Answer Asked by Kim on May 26, 2021