GILD is down 10% for the month. it appears reasons given as per the info i can find are;
slowing prescription sales on the hep C drugs
a 4 BB debt offering in Nov which investors didnčt like even though it appears to be money raised to repay existing debt
and there has been some modest insider selling
I am keenly interested in this company as it appears according to reports, Gilead - which has from what I can see the only effective Hep C drug on the market at this time - has treated a mere 3% of the US's total pool of HCV patients. Plus, am I wrong in thinking that insurers will have to include the GILD Hep C treatment drugs on their approved list sooner rather than later
With this info and any other you may have at your disposal, what would you recommend... buy, hold or sell.
I'm an investor in Greenbrier and Trinity, and I understand the relative relationship of these manufacturers to the recent decline in oil prices, however, their price declines have been quite dramatic. Given the fact that the manufacture of the newer oil rail cars will be government mandated,is this a panic reaction or possibly that there may be a delay in timing the manufacturing process?
Thanks for your great work, Slainte and a Merry Christmas
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Asked by Christopher on December 03, 2014
Q: Hi Team,
I am looking to buy shares of the Magnum Hunter preferreds. There are 3 series- C,D,E. I am relatively new to buying pref shares- is there a way to quickly assess the difference between series. Is there one you could recommend of the three? I plan to hold it for 3 years. Thank you
Q: Would you consider Brookfield Total Return Fund: HTR-US a good- reasonably safe investment in the current market situation. Also, do you think the dividend is safe at this level (approx 9% yield)?
Thank you.
Q: I'd like to add a Cdn and US tech growth company for a 3-5 year time frame. I own ESL and SYZ. How would you rank OTC, MDA, DSG, CSU, MNW, and ET in terms of potential return? In my US portfolio I own QCOM and GOOG. Other than MU, which you have mentioned before, can you recommend 1-2 other US growth names?
Q: May I have your comments on PWF's latest earnings report? They seem to be doing better with Pargesa or are Pargesa's earning increase all due to one time items? What do you think is better going forward PWF or VIG? I am looking to increase my US exposure but PWF has a better dividend and seems to be generating more growth than before. Part of the attraction with VIG is if the Can $ keeps dropping against the US $.
Q: I am looking to rebalance or add some growth to my US/foreign portion of my portfolio which is some 28% of total.
Currently have
AAPl 5.4%
Abev 1.2%
CSCO 1.5%
CX 1.8%
GE 1.7%
GILD 4.6%
NE 1.7%
PFE 2%
PG 4.1%
VIG 3.5%
Vale 1.1%
Have 3 major Cdn banks would you add C, US industrial or other stock from gains in AAPL or GILD or new funds. Thank you
Q: Could you please interpret the comments made on the recent results release. It sounds as though there will be little improvement in the share price over the next year, if I am understanding their comments correctly ? If so, it would seem to make sense to sell my shares (1.5% of a diversified portfolio) now and re-invest in something with more potential for growth in the coming year. Is there another company in this sector that you would recommend ?
Q: I have stock in Allergan. I understand that Actavis ACT.US has agreed to buy Allergan for $219 per share.
A Pershing- Valeant has sent a proxy to buy and replace Allergan directors.
I do not understand that if Allergan has been purchased by Actavis, why there is this proxy battle for Valeant still to buy Allergan. This was in the mail to-day
Q: It has come to my attention that we Canadians can purchase cross-listed stock AGU,BMO etc and enjoy US dollar dividends being paid into our accounts and not subject to any withholding tax because the head office is in Canada...is this really so? I even read you don't even have to purchase the NYSE listed version, one can simply purchase the tsx listed version and request your broker regularly pay dividends in your USD portion of your account...again have of you heard of this...? Can this be a good strategy?
Q: I have a small position in Trinity and noticed that the stock is down more than 11% today on no news. Is this something with legal issues? What's your opinion of Trinity growth potential? For a long term investor do you suggest selling, holding, or buying at the current levels? Thanks.