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(A Top Pick September 14/17- Down 22%.) This was a high-risk position. They sold a drug to a native band and then they leased the rights back to circumvent potential generic competition. Something cheeky and probably that is why the stock sold off. Their strength is still in Botox and aesthetics. He doesn’t see that changing or being threat. He still likes it. Management is under the gun.

(A Top Pick September 14/17 - Up 27%.) A tremendous growth story. Still a holding. Dominant leaders in the space.

$200 billion market cap. Fifty + drugs. None of them s over 6.5% of their revenue. They are spinning their ophthalmology business. Some positives there. He struggles to understand why the stock is down. Wouldn’t be his favorite European exposure but still well diversified solid business.

Can you recommend a safe and with a modest yield Canadian name in the sector? He can’t in Canada. The sector is only 3% of the Canadian Market but 15% globally. He would look at an ETF.

140 drugs that generate over $100 million in revenues. They have a good pipeline. Some interesting data on pain medication. Consistent revenue. Great valuation. There is no reason why this company shouldn’t be trading at 14 times earnings and it is trading at 11.5x. he expects a multiple expansion.

Is the yield sustainable? They are one of the largest biotech companies out there. They have one primary drug called Humera. It is an $18 billion dollar drug. They made a number of acquisitions. He sees the dividend as sustainable. Good valuation.

They are growing on robotics. On knee and hip are going to be the dominant player. It is the new wave.

He likes it. They are in cardiac arrhythmia management and cardiology devices. Best in class organic growth. They made 8 acquisitions over the past year or so. Might be a target for an acquisition. One of his favorites option candidates.

Will the US dollar strength affect pharmaceutical companies’ earnings - yes, some impact particularly for those US names with global revenues.

Like the stability. They are one of the leaders in immunotherapy and other lines of business. Core holding. Dividend yield is 3.1%. Market cap $165.8 billion. (Analysts’ price target is $69.16)

They are one of the largest managed care insurers in the US. Solid steady growth business and one of the dominant players. Yield of 1.3%. (Analysts’ price target is $280.37)

One of the leading biotech firms. They have a number of new drugs that came out. Dividend yield of 2.8%. Market cap of $124 billion. (Analysts’ price target is $196.95)