Investment Q&A

Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare

Q: It looks like biotech stocks are on a tear, especially those that may benefit from AI. Do you have any names that you might recommend? I'm considering the Arkg fund but I don't quite trust Cathy Woods after losing money on the Arkk fund in 2021. Thank you,

Jason

Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.

Q: Can you share your top picks for Canadian and US ETF's that would cover the relevant sectors (e.g. tech, industrials etc.)? Please take as many credits to answer this as required.

Q: Hello 5i,

Wondering if you have any recommendations in the Biometrics category, either ETF or stock? And any particular thoughts regarding current valuations and future prospects versus other opportunities?

Thanks for your feedback.

Ralph

Q: I will be providing some funds for my grandson to invest in the market. My grandson is 13 years old and has indicated that he has a moderate to aggressive investment risk level. He would like to invest funds and hold the investments for approximately 10 years. For a 10 year hold, would you recommend moderate to high risk companies/ETFs over low risk companies/ETFs? My grandson is considering investing in ETFs and/or individual companies. Please provide your top 5 moderate risk ETFs, top 5 high risk ETFs, top 5 moderate risk companies and top 5 high risk companies with a brief comment on each investment. Please provide a general comment on the typical performance of ETFs vs individual companies. Thank you

Q: Aside from AI what industries do you think will do well over the next year, both CDA and USA? Can you pls recommend specific stocks or ETFs in those industries?

Q: I Have exposure to all the sectors in TSX index in my non-registered account. All my investments are in Canadian companies except technology and health sector. I chose American equities for health sector because I did not think Canadian sector was true health sector. Instead I bought IBB-Q and VHT-A. What do think of my strategy? What do you think of the ETFs that I have in this health sector? What would be some alternatives?

Q: What are your thoughts on the Biotech ETC here? I have heard the argument that biotech is very beaten down, and that lowering of interest rates tends to booster the sector quite a bit, especially once IPOs begin to happen again.

Q: I have partial positions in listed 10 ETFs - plus JPM Quality US Factor [JQUA] ETF.- did not come up on your list.
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you

Q: Currently not invested in this sector. Considering starting a position in this company. Appreciate your insights.
Thank you

Q: I am down by 55% on this company, although it is a small position (.8%) & I consider it speculative. Your comments will help me decide to wait, sell, or buy more. Thanks

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.

Q: Further to your response to Tom on Dec. 5th, could you recommend several ETFs that would be quality choices to represent emerging markets, healthcare and tech that would result in less overall volatility than purchasing individual stocks? Thanks.

Q: Hi there. Can you please comment on Biotech as a sector. Particularly the U.S. Would you say that it has been crashed equally or greater that Software. How do you like it’s potential over the next 12-24 months

Q: Can you recommend one or more etf's that would provide exposure to the health industry including medical devices, genomics, biotech, big pharma etc. Covered call etf's in these sectors would also be of interest. Thanks

Q: Good Morning
Can you please give your opinion on Harvest Healthcare Leaders ETF or is there another healthcare purchase you would suggest.
Also would this be a good time to purchase.
Thank you
Heather

Q: In an answer today you stated '20% of biotech companies in the US now trading below cash levels'. What would be your top biotech picks and/or your top biotech ETFs to play a recovery?

Q: Do you know of a similar ETF to IBB that trades in Canadian Dollars? Thanks!

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?