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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I’m considering an investment in Canadian Health Care. Is it best to buy an ETF an if so which Canadian Health Care ETF do you suggest? If you believe certain health care companies have a better upside potential than a a composite ETF which companies do you suggest?
Read Answer Asked by Bob on April 13, 2022
Q: Two part question, deduct as many points as you like.

I'm just wondering if anyone at 5I has glanced at the 195 page(!!) short report that Spruce Point put out last week on Stryker. Anything in particular to be concerned about? I own it in my RRSP, and have been slowly adding to my position. It is the only stock that I own in the health care sector.

Also, what would be your top pick, CA or US in this sector, if I wanted to diversify my portfolio?

Thank you for all that you do.

Read Answer Asked by Ed on April 12, 2022
Q: Hello Team 5i,

I recently sold GUD, my only CDN. or US. Health Care holding. Could you recommend one or more replacements for me? Not sure what your current suggested health Care portfolio weighting should be but that might figure into your response.

I read something recently that indicated that the S&P/TSX Health Care index is down 58% between March 2021 and 2022, might that be correct? If so, would you say this would be a good time to be buying?

Thanks for your wisdom
Read Answer Asked by ralph on April 11, 2022
Q: Which would you choose if only one were to be added to a portfolio? I have owned SYK and know it to be a relatively steady-eddy company but one that has had some solid growth over the years. ISRG showed very promising stock appreciation but that has certainly cooled off over the past several months. Which do you feel has the better total upside over the next 5 years?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 06, 2022
Q: Hello,

Can I have your thoughts on the 1-3 year potential this stock? Thank you.
Read Answer Asked by ANDY on April 05, 2022
Q: Looking at companies in these companies, some have more current business (EXAS) while others are based more on potential. Can you please rank each in order based on these two approaches:

1. Most growth potential
2. Best overall investment

Please comment briefly on why you would place a particular company as "Best in class" for approach 1 and 2.
Read Answer Asked by Tim on April 05, 2022
Q: The following was in the Globe today and I quote: "Canaccord Genuity’s Doug Taylor lowered his Well Health Technologies Corp. to $10 from $12 with a “buy” rating, while PI Financial’s Kris Thompson cut his target to $9 from $10.50 with a “buy” rating. The AVERAGE is $10.12."

And yet is sits at $5.10. After a good, solid quarter. I just shake my head and wonder what I am missing?

If it wasn't for 5i I would have all my money in a sock hidden under the mattress.
Read Answer Asked by Bryan on April 05, 2022
Q: My original 5% position @ $8.18 p/p is now reduced to 3%.Your initial recommendation is $2.83 with current rating of B+.The famous billionarie,Mr Kai Sing Li is part owner. Despite so many acquistions the stock has steadily declined from a 1yr H of $8.86 in July,2021 to recent low of $3.76 in mid Jan & appears to have found a base of some $4.Good Q on Mar 31 resulted in rise of.29(after high of + .56)& dropped 0.20 to $5.01 the next trading day.Very disappointed with the performance..Your thoughts. Txs for u usual great services & views
Read Answer Asked by Peter on April 04, 2022
Q: Good morning,
I understand that Valens announced a deal yesterday where "underwriters have agreed to purchase, on a bought deal basis, 10,613,207 units of the company at a price of $2.65 per unit." The stock plunged 25% yesterday on the news to $2.16. I am sad to admit that I am ignorant to why this stock dropped so much on the news - any insights you can provide? Also, I bought this stock with a 5-10 year hold plan - still a good long-term company?
Read Answer Asked by Rossano on March 31, 2022
Q: Hi Peter and Staff

Looking at my health care basket, I have a couple of losers in it VEEV and VTRS.

I have had losers I regretted selling and losers I wish I had not wasted opportunity cost on.......I am fine doing either....Do you think the risk/reward of selling either or both of these to top up ABBV,PFE,SYK or JNJ would be a good move in the long run ignoring how many positions I have or should I hang on. If a sale is suggested which order would you top up the 4 stocks mentioned.

Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: Hi folks
BMO Investorline's chart for DXCM is completely different than your chart? Can you explain please. Your chart shows huge jump in price on about March 25th. Is this correct? Is there still room for gain? Would you BUY now? My Health sector weight is 4.55% which is down from its high due to the market of course. (ZTS, PFE, GH, VEEV, BNTX)
Much thanks for keeping me well on track through the ups and downs for about 8 years now..I recommend you often.
Read Answer Asked by El-ann on March 30, 2022
Q: What is your current view on Bausch Health Companies? It looks like a good price now. Or, would you prefer any of other names in health care now such as PFE, LLY or JNJ? Already hold ABBV and MRK.
Read Answer Asked by Gerry on March 29, 2022
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