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5i Recent Questions
Q: Which one would you prefer for a 5 year or longer hold?
Read Answer Asked by Terry on June 30, 2023-
Agilent Technologies Inc. (A)
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Merck & Company Inc. (MRK)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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Visa Inc. (V)
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Great-West Lifeco Inc. (GWO)
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WSP Global Inc. (WSP)
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Brown & Brown Inc. (BRO)
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IDEX Corporation (IEX)
Q: For a TFSA if you could pick a few value stocks that have good balance sheets and maybe provide a “margin of safety” if we did have a recession, but also show some promising upside in the medium term if the stars align what would they be? (I’m agnostic on sector and cap size, US or Canada)
Thank you
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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Stryker Corporation (SYK)
Q: Hi 5i,
What are your current thoughts on continuing to hold onto ILMN given the current situation with Grail and activist investor involvement?
If I were to sell what would you recommend in the U.S. Healthcare Sector?
I currently own ABBV, IHI, TMO and WELL.
Thank you!!
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