Investment Q&A

Q: I am considering increasing my 1% ownership of Inogen inc---a small company that develops, manufactures and markets oxygen devices for people with chronic breathing problems. Can you comment on this industry/company/management.

thanks---joe

Q: Hi Peter and team

What fallout do you see from Express Scripts' decision not to fund Gilead's Hep C drug, not just on Gilead, but on the U.S. biotech sector and healthcare sector? Do you see investors not willing to pay the same for biotech earnings as they have in the past? What stocks and ETFs do you currently recommend for exposure in this sector?

Thanks so much for a wonderful service and best of the season to all!

Q: All the best of the holiday season to everyone at 5i Research.
I was wondering if you could give me any thoughts about Rocky Mountain Chocolate Company?

Q: Hello
I noticed this new etf and would like your opinion going forward on this or other cyber security stocks.
I assume this would not discount my credit otherwise you do not need to publish
Thanks

Q: May I please have your assessment of AmTrust for adding to my US finacial sector portfolio in a RRSP US$ account . I am looking for share price appreciation rather than income.
Thanks, Tim.

Q: Happy Holidays! All the best to you and your families! I currently have a 1.5% weighting in Catamaran and would like to slowly bring it to a full position in my portfolio. Do you feel today's price is a good time to start adding? Also, do you have any suggestions for a cyber security stock in Canada or the US, something like PANW? I have long time frame and high tolerance for risk.

Q: Merry Christmas to all.... And thank you for the great service.
I would appreciate your thoughts on MIC financials ,diversification of the business, and dividend looks ok. to me... but would like your thoughts.. Thanks

Q: Hi team, Regarding Don's question on NOC....Something to consider is PPA (Aerospace and defense ETF). From Yahoo finance:

Top 10 Holdings (54.03% of Total Assets)
Company Symbol % Assets
Lockheed Martin Corporation Com LMT 6.47
General Dynamics Corporation Co GD 6.38
Honeywell International Inc. Co HON 6.36
Boeing Company (The) Common Sto BA 6.30
United Technologies Corporation UTX 6.25
Northrop Grumman Corporation Co NOC 4.64
Textron Inc. Common Stock TXT 4.53
Raytheon Company Common Stock RTN 4.51
Precision Castparts Corporation PCP 4.48
Rockwell Collins, Inc. Common S COL 4.11

Q: The reaction of the market to Celgene and Gilead in the wake of ESRX withdrawing support for one of Gilead's products seems rather overdone. I have both of these stocks. is it an opportunity to add more?
Thanks and Merry Xmas

Q: I pulled the trigger last week on LMT. Stock has been rock'n. How is the valuation on NOC? Do you have preferred stock in the sector? What would be an appropriate weighting for aerospace/defense in this part of the market cycle?

Q: FOX appears to be breaking out. How is the valuation? Do you like sector and/or the stock? Merry Christmas. Thanks for all your hard work, Don

Q: Hi I am a new member. Wow what a gold mine of information! Here is my first question. I am managing my wife’s LIF and I think it would be prudent to diversify some funds in the US market to capture expected growth and take advantage of the strong US dollar. I am looking at dividend ETF’s (it is a little overwhelming) and wonder which of the following would be my best option;
DVY.US, VIG.US, VYM.US, SDY.US and SCHD.US or will I better off buying individual stocks?

Q: Can you shed any light on todays precipitous (one third) drop in GILD? Reports only speak of competition,

Q: I would like your opinion on the fundamentals and whether you see this as a long term buy (5years) with steady stable growth? Potential downside here?

Q: What do you think of LF? The valuation looks attractive, but the market is saying there is something wrong with this co. What am I missing.

Q: Hi 5i team,
RAD is up significantly over the past years. Still highly leveraged, the interest rate environment plays in their favor. Restructuring charges seem to be in the past. Their strategy: remodeling stores, wellness rewards program, better buying cost management, etc. seem to be driving same store sales and earnings growth despite the generic drug impact. Demographic evolution of the US population should help. I expect RAD to make its entrance in the S&P500 in a not too distant horizon (2 years? which is well inside my investment horizon). It might look a little expensive, and be a little volatile.
I would like to have your thoughts on the company (including on management). Besides reimbursement program, what are the main threats? Is this a good way to get a first direct exposure to the US economy in a portfolio?
Thank you for your help, Eric

Q: Could you give me your opionion on this etf?
I'm looking for disney, netflixs, etc.

Q: Could you please compare these three health care ETFs(FXH, VHT and FXH). Alternatively could you recommend two or three health care low risk stocks in the U.S. market.

Thanks

Q: Can you ballpark the effect of Expressscript's decision not to offer the Hep C drug and whether this would be a good time to buy?

Q: Your insight on this investment please.
Thanks, Jim