Q: The genome space seems to have taken a hit and I'd like to add some to my portfolio. Can you give me 3 to 5 Canadian or US stocks going forward that you believe have the highest potential of gains( I realise this would also be subject to the most risk) for a 5 plus year hold.
Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.
I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always
Q: Would appreciate your analysis on these companies. Where do you see them going in the next 12 months, and would you be a buyer of either?
thanks Gary
Q: What is your opinion on Align Technologies and Editas? I've read that they are forerunners in their respective fields and although expensive, have high growth potential. What's your analysis?