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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: 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
Read Answer Asked by sam on January 13, 2026
Q: Dear 5i,

I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.

What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.
Read Answer Asked by Alka on November 26, 2025
Q: Good Morning Peter, Ryan, and Team.
I would like your opinion of TMO at today's price ??
Thank you for your expert analysis. DL
Read Answer Asked by Dennis on April 08, 2025
Q: Has 5i screened for US-listed shares that are likely to be candidates for tax-loss selling now to end of year 2024? Has 5i done a blog or magazine article or other post identifying US-companies that you would consider attractive to buy? I assume that such a screen would exclude US companies that are being sold off for reasons other than tax-loss harvesting. Thank you. :ao:sab
Read Answer Asked by Adam on November 22, 2024
Q: Please rank these healthcare stocks in terms of long term growth potential (5-10 years or more): EW, ISRG, IDXX, GEHC, ZTS, ABT, TMO, ATRI, GMED, INMD
Read Answer Asked by Brian on March 20, 2024
Q: Interested in ELAN as a smaller and cheaper animal health company than ZTS. What is its PE ratio? And what do you think about ELAN as an investment generally, its growth prospects, valuation, debt level, any concerns, its strength as an investment compared with ZTS and lastly a recommended entry price that you would pay yourself for each of these equities. Appreciate your analysis.



Read Answer Asked by Ken on August 31, 2023
Q: Can I please have your opinion on whether these two businesses have long term growth potential? Have been losers in my portfolio and wondering if it’s time to move on or if patience is needed. Thanks
Read Answer Asked by Curtis on August 22, 2023
Q: Hi 5i Team,

I have a handful of smaller position stocks that have not done well and that I believe I should high grade. Which ones you would recommend moving on from?

Thanks
Read Answer Asked by Jonathan on February 27, 2023
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!
Read Answer Asked by Andrew on January 04, 2023
Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on November 16, 2022
Q: Peter; Going back to Peter Lynch - everybody has a dog or cat now due to Covid- any way to play this - apparently out here (Vancouver) there are animals dying due to not enough vets. Maybe somebody should do a WELL thing and consolidate vet clinics. Thanks. Rod
Read Answer Asked by Rodney on April 27, 2021
Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?
Read Answer Asked by Frank on April 07, 2021
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