Investment Q&A

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.

Q: I am looking to rebalance my non-registered portfolio, which will mean taking capital gains and transfer to my TFSA. Today, my position is about equal in RY, BMO and CNR.
I would like to reinvest the cash from these capital gains in Tech and Health sectors from 5i's balanced portfolio. I do not have either sector in my TFSA today.
Which of the 3 non-registered stocks would you suggest selling?
What would you recommend buying for TFSA?

Q: My portfolio analysis is showing that I need to reduce investments in Canada and increase in United States by 9% and International Markets by 16%. Following are area where it is suggesting to invest more.

Communication Services
Consumer Defensive
Healthcare
Industrials
Technology
Utilities

Can you please suggest couple of stocks or etf in above industries?

Q: Thoughts on SZLS going forward? Thanks...

Q: Seasons Greetings, to you all,
In order to start my TFSA year of right can I get your opinion on a few of each Cdn. & U.S. stocks that may be considered MUST OWN in the Materials & Health sectors.
Also an alternate on ETF's?
Thanks for your usual good answers!

Q: Any specific reason or news for why GH has been rising steadily? Does 5i still like it long term?

Q: Please give me your opinion on these three company's management team, growth prospects, debt levels, and current valuation. I am looking for a home run over the next two years for my more speculative part of the portfolio. Any other names you would prefer? Regards greg

Q: Happy New Year to the 5i team.

I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.

These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.

I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.

Thanks in advance for all the great work you do,
Rory

Q: I am 60 years old, and I don't need the upcoming major problems that the world central banks are creating lead to the destruction of my retirement. So I am diversifying.

I currently hold the traditional Canadian dividend paying stocks, growing exposure to Emerging market ETF's, Gold bullion / ETF, commodity stocks, Infrastructure / Renewable Energy via the Brookfields, a few big name US stocks, and now entering the crypto world.

Here is my question: I read a recent article on Cathie Wood - CEO of Ark Invest. She claims:

"Seeded during the tech and telecom bubble more than 20 years ago, the five main platforms of innovation that we think will transform the global economy are: DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology. These involve 14 technologies including gene therapies, 3D printing, cloud computing, big data analytics, and cryptocurrencies."

I already have a pension from a Robotics-related company, and I am investing in crypto. Do you have any recommendations for anything else from what she mentioned, in which you would share her outlook? I have both CAD and USD accounts. Could be company or ETF - big or small.

Thanks.

Q: I have to trim a couple percent from healthcare. Can you please rank your order of preference for the above mentioned stocks? Would you sell one or balance the 5? Thanks

Q: Peter and Team:
I need some exposure to the healthcare sector and my choices are very limited in Canada, especially when Johnathon doesn't want to play in the Chess Game presently. What are your favourite US names, and where does ABBVIE fit in to the puzzle? When I am typing a question, does it time out after so many minutes?
Regards,
Ben.

Q: Hello Peter,
From what I have been reading: The cash positions within pension and other investment funds is at historically low levels. The trend over the past few weeks has been a shift from growth and technology to cyclical and value stocks.
On the flip side, the technology sector generally does well to start the new year.
I have done well with growth stocks mostly in the tech sector and have a couple of holdouts such as DXCM, AYX GH that have not performed. And I am also fully invested.
Should I look to raise cash by trimming my gains, which would be in tech, mostly US except for some CAD such as DSG, LSPD OTEX etc? Or, should I sell the growth holdouts for cash? Should I even raise cash and invest in cyclicals and value such as TT, RTX, US financials or any other you may suggest. Or should I just ride the growth portfolio into January and spring of 2021?
Looking for your magic eight ball answer.
Regards
Rajiv

Q: Could you rank the US Healthcare stocks + WELL in terms of management, balance sheet, and long-term growth prospective? Thanks.

Q: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.

Q: Which one would you prefer and why please

for a 3 to 5 year hold in RRIF act.
Many thanks.

Q: Can you please comment on the Guardant Health quarterly earnings, as well as their proposed convertible debt issue? The market was not happy and I am wondering if this is an opportunity to add? Thanks as always for your terrific guidance.

Q: Hi Peter and Gang,
GH's share dropped by more than 10% today, what would you attribute this decline to? Also please comment on this company going forward and whether it is a buy, hold or sell now?
Cheers,

Q: My portfolio is a little out of balance when it comes to healthcare stocks.

I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.

Thanks!!

Q: Hi group what's your top 4 sectors /stocks/etfs in the US assuming Biden is going to the white house the market seems to like the set up with Biden winning but Senate going to republicans Thanks for your insight