Investment Q&A

Q: Hello Folks:
In reading your answers to previous questions on GILD you recommend the company for it's strong cash position and low valuation, but recommend having the patience of a 2 year outlook. I have owned GILD for several years and not done very well as of late. Being I am 70 yrs. old should I hang in with GILD or move into another health related company? I have a full position with Johnson & Johnson, but am unaware of other very good health care options. I am not a frequent trader, tending to hold mostly American blue-chip companies,and welcome your advice...I greatly appreciate your good service!
brian

Q: I'm considering buying some GILD.My portfolio is all CDN stocks so it should benefit from some diversification and I feel US stocks may gain some strength under Trump.Obviously GILD is very cheap which reminds me a little of Concordia when I bought what I thought was an undervalued health care stock only to watch it nose dive.I also noticed a few reputable investment firms loading up over the last 2 months.My other choice was to buy PBH which is a great company but very expensive.What are your thoughts on a very cheap GILD which adds some diversification vs a fairly expensive PBH which is currently performing much better? I find i'm more of a GARP than a value investor but I appreciate getting a great stock on sale.

Q: Hi,
Could you tell me if you think Gilead should be kept or sold at this point.
Do you think it still has potential?
Thank you

Q: Good morning
I have cash in my RSP that I need to set to work. What is your comments on the above for 1-3 years?
Thanks
Margita

Q: Hi Peter
What do you think about buying back GILD now, or waiting until after the election in USA?
Margita

Q: I have a position in Gilead and have set a target price of $70(US) to add to my holding. Would you agree with this position? Thanks for your advice on this matter

Q: HELLO, CAN YOU PLEASE ADVISE IF IT IS BETTER TO ADD ON TO GILD OR BMY AT THIS TIME. THANKS

Q: What are the four or more good reasons to own Gilead Sciences today? What are their Pipeline or new drugs coming like today? What will their future best selling drug in revenues be?

Q: In 2016 I had significant realized capital gains as I sold off shares to re-balance my portfolio. Currently I am in a loss position with the above mentioned companies. I was thinking of selling shares in these six companies to help offset the realized capital gains. Which of these shares do you think I should buy back after 30 days to avoid the superficial capital loss? Normally I would not be selling them, but for tax purposes I am contemplating doing so. AAPL makes up a significant part of my Info Technology sector and GILD is my only exposure to the health care sector. If I do not buy back the other four companies it will not impact my asset mix in my portfolio significantly. Is this the right time of year to do tax loss selling for these companies?

Thank you

Q: I own some GILD and am looking to add to it due to its drop in share price which I can't seem to pinpoint why. Do you believe this is a stock to be adding to, (assuming weighting is still in line). If not, any other recommendations for US value stocks (any sector)
Thanks as always

Q: Hi, what's your opinion on Gilead Sciences at these prices, is it a value trap or falling knife?
Thanks
Ken

Q: Where Gilead's earnings bad enough to justify the drubbing they are Taking? Hold on to shares at this point or has something fundamentally changed?

Q: I have 50K US$ and wish to purchase 3 or 4 growth and income stocks on an American exchange. I was thinking of MSFT as one of them. Do you agree? Would you suggest other names. Thank you

Q: What is your view about me a this time adding to my U.S portfolio holdings in the following equities? AIG; AMZN; T; AWF; GILT; GILD; HIG. Thank you.

Q: I plan to add to these stock positions. Would you consider the timing appropriate and the value levels suitable for growth?
Thank you Team!

Q: What is your opinon og gild at this price? Your opinion for the future.

Q: Hi Peter

I hold GILD, PFE and GUD in the healthcare portion of my portfolio. As a retiree would you recommend partial switch from GILD to JNJ for stability and income. Thanks Hamish

Q: Hello 5i team

Saw your answer to my question yesterday. Thank you for that.

Anything else you have seen or heard which might explain the 6% plunge in share value since the beginning of the week? (down 12% in the last 10 days)

Thanks for all you do

Gord

Q: hello 5i team

Have been watching GILD for a while now as I think there is tremendous potential. Having said that today it was reported AbbVIE appears to have pulled a bit of a fast one on GILD by convincing the patent office they have invented a novel computer model to predict effective combination therapies. This has apparently convinced the patent office the very same patents applied for by GILD back in Sept actually belong to AbbVIE.

It was these very patents which gave GILD such a big upside moving forward but now it appears with AbbVie jumping into the picture the market is not looking favorably at GILD with it down almost 10% in 10 days and dropping.

Both are now suing each other.

Can you shed any light on all this for us and exactly what it means for GILD moving forward.

Thanks for all you do

gm

Q: I know you are not really into u.s. Stocks but if you had to recommend 2 or 3 mainly for growth what would they be. I own gilead and bank of america and just on cdn. Dollar weakness i am doing fine, i expect the cdn. Dollar to continue lower, so why not a few more u.s. Stocks .dave