Investment Q&A

Q: Hello 5i Team.

Thank you for all the insights into investing - it has been profitable both educationally and financially.

7% of our portfolio is in geared to health care with a holding of 5 stocks , GUD - (slightly underwater but is the hopeful flyer), Medtronic - MDT, Cardinal Health - CAH, Abbvie - ABBV, Johnson & Johnson- JNJ. In an effort to reduce the overall number of stocks in our TFSA, RRSP and taxable accounts I was considering liquidating CAH and JNJ and either purchasing more ABBV or adding SYK, unless of course you can recommend another US health care stock. JNJ and and CAH have been the laggards of the US group since my initial purchases. I realize MDT and SYK might be similar but i do believe surgeries should increase in 2022.

I enjoy reading your resources and recommend it often.

Kevin

Q: Is this a buy, hold, or sell and why?

Thank you

Q: I am up 100%, but was up 250% a few months ago. I trimmed a bit in the mid 20's. What is your outlook on the stock. Should I sell outright or hold? Thanks

Q: Hi Guys
I am interested in these two companies. Could you give me your thoughts on them and if you think they are worth taking a position, do you have a price point you would suggest for entry? Thanks Patricia

Q: Hi team,

What are your thoughts on Atea pharmaceuticals? Apparently they are in stage 3 trials of an oral Covid therapy drug? It has had a significant pull back off it’s highs.

Thanks,
Kerri

Q: Akumin seems to have gone nowhere lately. Does
the new purchase seem to be accredtive and create some interest?

Q: your opinion and is it a buy at this price ..thx

Q: I would like to increase my health care sector weighting. It is presently 0.3% of my portfolio with one stock, CSH.UN. What quality health care stocks would 5iReseach recommend & should I also add to CSH.UN to help increase the sector’s weighting. Thanks … Cal

Q: Hey Team,

Just curious if you have any different take on Care from your original answers a couple months back.

Seems enticing at these levels.

Thanks in advance,

Q: What are your thoughts on WELL Health Technologies at this time

Q: Please rank best to last. Is there an ETF that would allow for the rewards of growth with less chance of missing out with an underperformer?

John

Q: Hi Team,
QIPT price keep lower since reverse split. Should I take a lose and replace with WELL or any other replacement?
Thanks as always,
Tak

Q: What do you think of this company and life sciences real estate. Institutional money is starting to flow into the space - wondering if this company is a good buy/how is is valued.

Also, do you know any other ways to get exposure to life sciences real estate or data centres?

Q: Hi Team,
Can you suggest one or two US Pharma company for a long term holding Please !
Thanks as always,
Tak

Q: I would like your opinion on their strategy, business plan, competitive advantage if any, short and longer term growth, as well as fundamental investment analysis, Thank you, Martin

Q: I own both ABBV and MDT and I am up nicely on both, thanks to 5i.
Thinking of selling MDT and purchasing SYK, which should have more growth in the coming months??
I would appreciate your opinion on all companies and the switch from MDT to SYK.

Thanks

Dave.

Q: Could i have your opinion on Applied Therapeutics ?

Q: Of the 3, which do you see with greatest growth potential? Is there any overlap in owning all 3 that would make one expendable?

Q: Could you please comment on where MDT is going in the medium term. It seems to have turned down for some reason. Is it a sell right now?

Thanks for your insight.
Ian

Q: would you be kind to give me your opinion about this co.
thanks georges