Q: What would be your number one pick in the health field.
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Visa Inc. (V)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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iShares Global Water Index ETF (CWW)
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iShares U.S. Medical Devices ETF (IHI)
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VanEck Vectors Semiconductor ETF (SMH)
Q: Could you please rate the following stocks and ETFs for total return over the next 5 years:
BAM.A
BEP.UN
CWW
SMH
V
IHI
How about E (excellent), VG (very good), G (good), F (forget it)?!
Thanks.
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Intuitive Surgical Inc. (ISRG)
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Boston Scientific Corporation (BSX)
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Medtronic plc. (MDT)
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iShares U.S. Medical Devices ETF (IHI)
Q: Hi - 2 part question: Over the next year or so, what would be your top selections for US healthcare stocks? Second, what sub sector of US Healthcare do you like the most over next year?
Thank you as always.
Q: What can explain the drop in the device makers?
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Regeneron Pharmaceuticals Inc. (REGN)
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Dover Corporation (DOV)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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WSP Global Inc. (WSP)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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ATS Automation Tooling Systems Inc. (ATA)
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BMO Equal Weight Industrials Index ETF (ZIN)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
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Profound Medical Corp. (PRN)
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iShares Biotechnology ETF (IBB)
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iShares U.S. Medical Devices ETF (IHI)
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Veeva Systems Inc. Class A (VEEV)
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VANGUARD WORLD FDS (VHT)
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Vanguard Growth ETF Portfolio (VGRO)
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Linde plc (LIN)
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DexCom Inc. (DXCM)
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Guardant Health Inc. (GH)
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Trane Technologies plc (TT)
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?
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iShares Russell 2000 Growth ETF (IWO)
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BMO S&P 500 Index ETF (ZSP)
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iShares Biotechnology ETF (IBB)
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PowerShares QQQ Trust Ser 1 (QQQ)
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iShares Global Financials ETF (IXG)
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iShares U.S. Medical Devices ETF (IHI)
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VANGUARD WORLD FDS (VGT)
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Vanguard Growth ETF (VUG)
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Fidelity MSCI Information Technology Index ETF (FTEC)
Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.
Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?
Thanks in advance. Please deduct credits as required.
KD
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Knight Therapeutics Inc. (GUD)
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Profound Medical Corp. (PRN)
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iShares Biotechnology ETF (IBB)
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iShares U.S. Medical Devices ETF (IHI)
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Veeva Systems Inc. Class A (VEEV)
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Guardant Health Inc. (GH)
Q: I am considering sell GUD and buying IBB and/or IHI and/or VEEV and/or GH. Risk is not an issue and I am okay with US stocks as well as Canadian. Your comments would be appreciated.
Thanks for your service
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Medtronic plc. (MDT)
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iShares Biotechnology ETF (IBB)
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iShares U.S. Medical Devices ETF (IHI)
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Veeva Systems Inc. Class A (VEEV)
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Guardant Health Inc. (GH)
Q: In our “balanced portfolio” we have decided to go to US stocks for our healthcare allocation. Currently holding MDT, VEEV and GH. Are these reasonable holdings? We like a concentrated portfolio so only have these 3 as our healthcare stocks. Would you suggest any changes or potentially a new 4th position? We are buy and hold growth investors looking at greater than 10 years until we would require these funds.
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Q: I want to increase by Industrial exposure and health exposure. Currently don't have the funds to increase both and I'm curious about your thoughts on Huntington Ingalls Industries and Ishares US Medical Devices and which one you would prefer
Dave
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Cummins Inc. (CMI)
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Lockheed Martin Corporation (LMT)
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Stryker Corporation (SYK)
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Health Care Select Sector SPDR (XLV)
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iShares U.S. Medical Devices ETF (IHI)
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SPDR Biotech ETF (XBI)
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Vanguard Industrials ETF (VIS)
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Industrial Select Sector SPDR (XLI)
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Generac Holdlings Inc. (GNRC)
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Guardant Health Inc. (GH)
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Jacobs Engineering Group Inc. (J)
Q: Hi group I am light on Health care + Manufacturing stocks what are your top 3 recommendations in both stocks / ETFs and why Thanks for your guidance
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iShares Russell 2000 Growth ETF (IWO)
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BMO MSCI Emerging Markets Index ETF (ZEM)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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S&P 500 ETF TRUST ETF (SPY)
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PowerShares QQQ Trust Ser 1 (QQQ)
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iShares U.S. Medical Devices ETF (IHI)
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First Trust ISE Cloud Computing Index Fund (SKYY)
Q: I am looking to invest in an ETF for a period of 5 to 10 years and have a medium to high risk tolerance. Can you suggest 5 to 10 ETFs that should be considered? Thank you very much
Read AnswerQ: What on earth is happening to IHI today? For a supposedly safe ETF, the price has fallen through the floor. Has there been a share split I don't know about?
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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BMO Equal Weight REITs Index ETF (ZRE)
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Vanguard Real Estate Index Fund ETF (VNQ)
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Health Care Select Sector SPDR (XLV)
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iShares U.S. Medical Devices ETF (IHI)
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SPDR Biotech ETF (XBI)
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Guardant Health Inc. (GH)
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iShares U.S. Real Estate ETF (IYR)
Q: Hi group need more exposure to real estate and health care - could you recommend a few in each sector also a few ETF would be helpful. I have some ready cash to deploy but am a bit queasy about investing into todays market feels oversold? also India , South America are struggling with COVID what's you thoughts (leaning towards waiting until Virus is better controlled. Wait or jump in Appreciate your thoughts
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AbbVie Inc. (ABBV)
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Medtronic plc. (MDT)
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Pfizer Inc. (PFE)
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iShares U.S. Medical Devices ETF (IHI)
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VANGUARD WORLD FDS (VHT)
Q: Hi Group I am presently light on Health care (GUD - HMMJ - Doc) total is 2% of my portfolio) can you suggest a couple of etfs + Stocks to balance my portfolio . I believe health care is a must own sector do you agree Thanks for your guidance
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (FB)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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iShares U.S. Medical Devices ETF (IHI)
Q: I am considering IHI; Costco; Navidia; Facebook; Microsoft and JPMorgan as a mini etf for my U.S. funds. Would you add/replace and or delete any of these?
Would you consider Google as an alternative or addition to the above.
I have $10,000 u.s. for this package of stocks.
Q: Portfolio Analytics is suggesting a 10% weighting in Healthcare. Currently I have Well & Gud , each slightly less than 1%, so for the remaining 8ish % I would like to choose 3 to 4 others (US or Can) Dividend is not necessary. Would appreciate your input into whittling down what seems to be a surfeit of good choices. Also, your thoughts about entry points
Many thanks, as always.
Q: I do not have any exposure to the medical devices area. Would you prefer ABT or SYK or is and ETF like IHI a better idea Thanks
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Amgen Inc. (AMGN)
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Alphabet Inc. (GOOG)
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AbbVie Inc. (ABBV)
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Pfizer Inc. (PFE)
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Verizon Communications Inc. (VZ)
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Knight Therapeutics Inc. (GUD)
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iShares U.S. Medical Devices ETF (IHI)
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T-Mobile US Inc. (TMUS)
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Pinterest Inc. Class A (PINS)
Q: Recently in response to questions, 5iR provided target sector weightings for a dividend conservative portfolio and also for a balanced portfolio.
For my income portfolio, with a target sector weight of 10% for Communications, I have a position of 3.50% in BCE and, for health care, with a target sector weight of 10%, I have no positions. What are some Cdn and US stocks and ETF, even in Cdn dollars, would you suggest I consider.
When it comes to the balance portfolio, the communication target sector weight of 5%, I have at position of 3.00% in Telus and in the case of health care, with a target sector weighting of 10% (say in US stocks), I hold no positions. Again, what are some US stocks and ETF, even in Cdn dollars, would you suggest I consider.
Yes this is two questions in one...so please deduct two credits............Again, Thanks........Tom
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Intuitive Surgical Inc. (ISRG)
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Abbott Laboratories (ABT)
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Medtronic plc. (MDT)
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Stryker Corporation (SYK)
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UnitedHealth Group Incorporated (DE) (UNH)
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iShares Biotechnology ETF (IBB)
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iShares U.S. Medical Devices ETF (IHI)
Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.
Thanks,
Jason
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PowerShares QQQ Trust Ser 1 (QQQ)
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iShares U.S. Medical Devices ETF (IHI)
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SPDR S&P Health Care Equipment ETF (XHE)
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VANGUARD WORLD FDS (VGT)
Q: Can you suggest some eft's for the above sectors? Do have a couple tech companies in my portfolio such as Lightspeed and Shopify, but no "big" ones like Google, Apple etc. and WELL and PRN. Would like to find ETF's which may help to broaden my exposure in these sectors.
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