Investment Q&A

Q: I have a largish position in JNJ and see there is an offer to exchange some or all for a stake in KVUE at a 7% market discount which puts cost close to the IPO price of KVUE based on July 24 AM market price.

What to do - exchange some or all, ignore or buy KVUE separately rather than end up with a likely odd lot?

Q: Good morning. Can you please suggest your top choices for US companies with strong dividends and some growth potential.

thanks

al

Q: Hello,
Between these companies, if you had to buy one, which one would you prefer in this cycle and why ?
Thanks
CR

Q: Hi 5i,
I plan on purchasing these 4 companies to cover off my exposure to the US markets.

What is your opinion of this portfolio? Any other addition?

Weighting in the Portfolio is a consideration, so I only have 4 positions.

Is now a good time to start accumulating, and it what order?

Thanks for the opinion.
John

Q: Which of JNJ and GILD do you think is the better quality company for a long term investment? In response to other readers questions, you seem to like GILD, but I worry about its dependence on HIV drugs. Is it diversified enough? JNJ seems more diversified, but I worry about its talc liabilities and slow growth. Will JNJ be a stronger company after the Kenvue spin-off?

Q: In the US healthcare space, I am looking for a value priced name with meaningful upside total return potential (3 to 5 years) ideally with some current yield. Am thinking ABBV but not sure if I should be looking at pure play pharmaceutical, equipment mfg or..? CVS already owned
Thoughts please on above or others, and thanks

Q: What are your thoughts on NNOX? Lots of chatter about JNJ increasing stake and the stock is up significantly. Is this investable?

Q: i have the three health care stocks. i want to reduceto only .two
Which i the one i eed to let go

Q: How do current shareholders of JNJ benefit from the spinoff of Kenvue? Thank you for clarifying.

Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?

Q: the above are my healthcare holdings in my RRIF. I need to add but am wondering about eliminating individual stocks for an ETF with a higher income component. Any suggestions both on the move and the ETFS

Thanks

Q: A pick a few months ago from David Einhorn. Acting well this year - +33%. you haven't liked their debt load in the past. May I have your current thoughts?

Q: I currently own ABBV. I am aware of the off-patent cliff for Humira. Earnings are expected to drop when they are announced at the end of this month. I'm not so sure their other two drugs - Rinvoq and Skyrizi - will be capable of picking up the slack. I had read a recent article, and it gave me the impression that Humira and its new biosimilar competitors have some active ingredient(s) that allows them to be used for patients using Rinvoq and Skyrizi (?) In other words, I'm wondering if the upside of Rinvoq and Skyrizi is limited. I think you like ABBV, but is there any concern longterm? The market doesn't appear to be pricing in the risks.

I've pared back some of my ABBV shares, and am considering selling the rest. Alternatively, how robust is Amgen's pipeline in comparison ? LLY looks historically expensive, and I already own JNJ.

Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.

Q: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.

Q: JNJ shares have been sliding down for weeks. Today the company lost its appeal to segregate its talc div for bankruptcy and JNJ Shares gapped down. The talc litigation was already priced in before the decision. The ruling itself was not a real surprise. What gives? Is it much of a risk to add to existing holdings? “Waiting for things to settle” does not always work out when negative factors depressing share values were already known before resolution of said negatives.

Q: What is your view of GEHC, the recent spinoff from GE, in terms of its growth prospects? Who are its major competitors and where would you generally rank GEHC among the competition? Thanks

Q: I'm wondering about the big drop in JNJ today?

Q: Hi,
Of this list do any of these names have concerns and if so, what might they be? Are there any you would wish to wait longer before buying? Any you do not think appropriate buys in this market? Others you feel are more compelling? If you were to buy these, in what order would you do so? I know - lots of questions - feel free to deduct accordingly! My preference is for stability of future earnings, lower or no debt and the dividend is a bit of a bonus, but not something to rely on. Many thanks!
Dawn

Q: Good Morning,

As the market gets beaten down yields on some very good companies are becoming difficult to ignore.

With a recession in sight yields could possibly get even better.

I am retired and an income investor sitting on substantial cash.

What would be your preferred course of action at this time?

What companies would be most attractive to you?

Thanks