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Amgen Inc. (AMGN)
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Gilead Sciences Inc. (GILD)
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AbbVie Inc. (ABBV)
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Welltower Inc. (WELL)
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Eli Lilly and Company (LLY)
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Medtronic plc. (MDT)
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Pfizer Inc. (PFE)
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Advanced Micro Devices Inc. (AMD)
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CRISPR Therapeutics AG (CRSP)
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Moderna Inc. (MRNA)
Q: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)
How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?
Thank you
Peter
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Welltower Inc. (WELL)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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CAE Inc. Unlimited (CAE)
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Northland Power Inc. (NPI)
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TMX Group Limited (X)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Real Matters Inc. (REAL)
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Xebec Adsorption Inc. (XBC)
Q: You have, in the past, listed about ten companies (including CSU, X, KXS, CAE, BYD, ENB, ADW) that you felt had a unique opportunity to flourish under these special circumstances.
Asking the same question today, what would your updated list look like?
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Crown Castle International Corp. (REIT) (CCI)
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Welltower Inc. (WELL)
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Ventas Inc. (VTR)
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Omega Healthcare Investors Inc. (OHI)
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CoreSite Realty Corporation (COR)
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Medical Properties Trust Inc. (MPW)
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CyrusOne Inc (CONE)
Q: Hello there
can you suggest which canadian REITs you favor these days, and why.
second, I am looking for US etfs that covers the high tech sector and others for the health care sector. Your thoughts. please
as always. your guidance is appreciated
thanks