skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris
Read Answer Asked by chris on December 01, 2023
Q: BNN announced yesterday that TEMA whose funds are theme based has created a new ETF on the theme of weight loss. What is your opinion on the selection of the companies in this ETF. Can you provide the trading symbol for this ETF?

Thank you, Mike

Mike
Read Answer Asked by Michael on November 24, 2023
Q: According to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, consumer defensive, health care and industrials. I’m also significantly short on international equities. With this in mind, can you provide your top 3 to 5 companies for each sector to increase my holdings in basic materials, consumer cyclical, consumer defensive, health care and industrials. To increase my exposure in international equities, I will be investing in ETFs. Please provide and rank the top 5 ETFs with international exposure. Thank you.
Read Answer Asked by Don on November 14, 2023
Q: How would you rank these and why?
thanks!
Read Answer Asked by Austin on October 06, 2023
Q: This period of seasonal weakness is a great time for some early Christmas shopping. I sold a part position in NVO a while ago and am looking to reinvest proceeds to increase my health care holdings.

Considering current valuations, what would you recommend as a good complement to expand and diversify?

Thanks in advance.
Read Answer Asked by David on October 03, 2023
Q: Hello 5i,

I'm looking to get into Europe through multi nationals in the UK. Currently own Rio-tinto and Unilever. If you could name five other dividend paying companies trading on a US exchange worth buying it would be very helpful.
Thank you!
Read Answer Asked by Mark on September 28, 2023
Q: Hi 5i team,

Among the 3 stocks, which one would you consider to start a position at current price level for 5 years+ holding?

thanks,
Read Answer Asked by Nicholas on September 21, 2023
Q: Hi,
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?
Read Answer Asked by Rachel on August 10, 2023
Q: I am up 100% on NVO. LLY has just received an upgrade and am wondering if I should take profits on NVO and move into LLY or just add some LLY and let NVO run. In your opinion are they too much alike to hold both?

Thank you

Mike
Read Answer Asked by Michael on July 20, 2023
Q: I have done very well on Novo Nordisk - likely because of the hype around Ozempic. Despite selling 10%, my position is likely close to double what I'd consider a typical holding.

I don't need the money and the stock has been a good long term hold. I am inclined towards holding a somewhat "fat" position. How do you see the valuation and is there any way to assess the value of things they have in the works?
Read Answer Asked by David on April 26, 2023
Q: How about buying this high multiple stock in this market. Is it still the leader in it's field.
Need to buy 2 stocks in healtcare. One growth one income. PFE is around 52 week low with a 4.1% dividend.
Would like to know your favorites at this time.

Thanks for your support in these uncertain times!
Read Answer Asked by Denis on March 13, 2023
Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.
Read Answer Asked by Stefan on March 10, 2023
Q: What do you think of investing in this company at the current time? The national post ran an article today about the weight loss benefits of Ozempic. And to maintain the weight loss, one needs to take it for life. Do you think this opportunity has already been priced into the stock? Appreciate your thoughts. Thanks
Read Answer Asked by Charles on March 07, 2023
Q: I hold these 3 healthcare stocks. Thinking of adding Lily. Do you see too much overlap in this combination or can you recommend others for diversification?

Thanks very much.

Mike
Read Answer Asked by Michael on November 21, 2022
Q: I started looking at NVO and I saw that you said it had a PE of 37X in answer to a question about it in December (2021). Yet TD (webbroker) shows earnings of about $50 going forward and not much less in the past year. So i was wondering where you got the number of 37X - should it be closer to 10X? What am I missing?
Read Answer Asked by arnold on March 17, 2022
Q: Could you provide any up- dated assessment you may have re. Novo Nordisk in light of FDA approval of their obesity drug Wegovy. The monthly cost of a regimen of the drug is apparently $800.00 ( without insurance ) . But with 100 million obese Americans and obesity increasing risk factors for many other diseases, might it be a reasonable speculation that insurers may cover the drug at some point. Any sense of how much of this potential might be already factored in and how much might be a potential game changer if it plays out successfully over time?
Thank-you
Read Answer Asked by William on June 09, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!