Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.

Q: There was an article in the Globe and Mail today by David Rosenberg about the aging population and he suggested health care related investments such as health care REITS, pharma, devices, and services. What do you think of this idea and can you give me a few recommendations in canada and the US for each of the 4 categories (health reits, pharma, devices, sefrvices)? A mix of ETFS and individual stocks would be great.

Q: Seems the whole Healthcare sector stocks are depressed right now. Aside from ISRG (owned) which five are the most compelling to own and at what entry price are they wotth it? Canadian would be best, or ADRs. But I'll take US or world suggestions also.
Thank you!