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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: I am looking at US Healthcare (with the exception of WELL), how would you rank these companies in when considering balance sheet, management, growth potential, and MOAT?

Thanks,

Andrew
Read Answer Asked by Andrew on July 20, 2020
Q: As the world recovers from COVID it would seem that there be de-globalization, deeping China trade wars as the world unites against Chinese tactics, on-shoring of certain industries, a bit of "protectionism", etc. Theses are broad assumptions and if true would IWO be a good bet if those assumptions came to be? Thanks Ron
Read Answer Asked by Ronald on July 20, 2020
Q: I have only one US Tech stock QCOM and have done well with it. However, I would like to reduce or replace it with a couple of other US Tech stocks. What do you suggest? I already have CSU and KXS in my CDN portfolio.
Read Answer Asked by Dev on July 20, 2020
Q: Hello Peter,
Any of the above mentioned stocks you would consider rotating out of/reduce in favour of buying some value such as GE, KHC or any other that you would suggest?
Read Answer Asked by Rajiv on July 20, 2020
Q: I notice that you both hold VZ and are generally positive about it, and conversely are generally negative in regard to AT&T.
I hold neither of these stocks at this time, but have been thinking about getting back into one of them.
Interestingly, Standard and Poore's rates VZ a sell and T a buy.
Beyond "that's what makes a market", any comments in defense of your position. Thanks.
Read Answer Asked by Donald on July 17, 2020
Q: I have no medical training nor have I worked in the field of medical research.
I do, however, have some knowledge of that area and have followed advances for several decades.
What thoroughly stunned me was the discovery of CRISPR-Cas9 in the field of genetic engineering as well as our current ability to design molecules for use as therapeutics.
I have no doubt as to the success that will come in these areas. What stopped me from investing in them was the fact that so many people were working in these fields that choosing the wrong company seemed very possible. For example, who wants to buy the 3rd best cure for a disease threatening one of their own family. The many possible cures and therapies being investigated for Covid are examples of this.
It's rather like living in the early 20th century and becoming convinced that automobiles and airplanes might have a bright future, then going out and buying stock in Packard, Studebaker, Nash, Rambler, Hudson, etc. The list of failures goes on and on.
I finally bit on ABBV and CRISP just as we descended into Covid hell but not at the bottom. I chose ABBV for their expertise in therapeutics and CRSP for gene editing.
Fortunately I'm not asking you to comment on the technologies involved but rather on your impression of the abilities of both companies to manage their businesses. What are their cash reserves like? What's their current burn rate? When might they be next raising capital; that sort of thing.

In my earlier days I bought several positions in some truly impressive inventions. One actually resulted in several world records. Unfortunately they could neither manufacture nor sell the product. In fact some companies couldn't sell life preservers to a drowning man. The end is obvious. They went bankrupt.

Finally, you don't seem to include CRSP in your top picks in this area. I'm curious why. Don't like it, too many others to choose from or its European base?
Read Answer Asked by Larry on July 17, 2020
Q: Hi there,
In my US 401K in US Staples i own both HSY and SJM. SJM continues to underperform the Consumer Staples group. There always seems to be a reason for the failure to meet expectations and it just seems poorly run. I want to swap our for another stock - any suggestions for a US replacement. I am close to retirement so looking for a bit of growth and a dividend.

Thanks
Read Answer Asked by kelly on July 17, 2020
Q: We have sold out of USA Tech and have several full positions of USA $ in registered accounts. I no longer wish to devote as much attention to investments.
We know that USA is not your forte but could you recommend a couple of dividend paying "layups". Buy it and forget it ? We acknowledge that nothing is a sure thing.
Thanks for Your help
Read Answer Asked by Cacey on July 17, 2020
Q: Can you give me your opinion on mrk - it's current valuation and room to grow? Can you recommend five large cap us growth stock with room to grow?
Read Answer Asked by Mary on July 17, 2020
Q: Hi,
Please explain why RIGL (US) is down today about 22% after it went up yesterday 100% (mid-day).
My exceptions for the stock were to go up & up after RIGL announce it's trial being conducted by Imperial College London to evaluate the efficacy of fostamatinib, its oral spleen tyrosine kinase (SYK) inhibitor, for the treatment of COVID-19 pneumonia
Thanks,
Morris
Read Answer Asked by Morris on July 16, 2020
Q: The above company has come to my attention lately. They appear to have developed a drug NURTEC ODT for pain relief, migraine particularly. I believe the drone just received approval. They are also investors in Kleo Pharmaceuticals working on a Drug for the treatment of COVID-19. I believe Bill and Melinda Gates have just put in 5 million to the same company. I’m just wondering if you were aware of the company and if you are do you have any thoughts about it?

I found this interesting article in Yesterdays Globe and Mail
https://www.theglobeandmail.com/investing/markets/stocks/BHVN-N/pressreleases/88829/

Thanks John
Read Answer Asked by John on July 16, 2020
Q: Thank you for your earlier response to my question on DocuSign.

As a timely follow-up, there's now news of a partnership between Microsoft and Citrix, whom you described as DocuSign's main competitor. Can you comment on this partnership and how you think this may affect DocuSign? Thanks again.
Read Answer Asked by Laxmyharan on July 16, 2020
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