Investment Q&A

Q: Afternoon. Looking at adding to my TFSA - US - Health stock. Which you be your choices - in order of preference and why? Thanks so much.

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 considering the above to add to my tfsa, please advise in order which are best suited today or please add your own suggestions. Thanks

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

Q: Looking at buying some healthcare...will this one recover or are there better choices in U or Can?...

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: 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: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)

How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?

Thank you

Peter

Q: Hello,

What would be your favorite healthcare stocks in the US other then technology/healthcare stocks

Thank you

Q: Understanding that time in the market , not timing the market is best approach to long-term gains. And that one should never try to "wait for, or guess, the bottom" to pick up solid stocks, humour me with this scenario -> COVID-19 is gone tomorrow! Albeit with somewhat new reality. But it's effectively off the table as a criteria or condition for stock selection. What are your top 3 industries, and individual names in each industry you'd be rushing out to buy? Feel free to add more than 3 industries and names. I have always been a fan of Info Tech (software) so you can exclude this as I strongly believe that trend is always positive. Thanks.

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

Q: RE; Healthcare,
I currently have a limited amount of healthcare exposure in my portfolio and looking to build the allocation. I hold some MDT in my US account, I have been adding to that holding on dips. I would appreciate hearing your favourite US and Canadian healthcare stocks.. Please provide your top choices for US and Canada plus any particular ETF's you like in the healthcare sector. Thank you, Patrick

Q: hi group I asked a question on bio tech last Wed - no response as of yet ? - please follow up. The question was do you like the sector/ and what ETFs /top 3 individual stocks do you recommend thanks

Q: Back in July 2020, I purchased ABBV, in a non-registered account, to get exposure to the healthcare sector and to continue to diversify my portfolio outside Canada. Since that time, I am down 16% on ABBV. Knowing 5i recommends ABBV, would you suggest I purchase more ABBV (average down)? Perhaps it would make more sense to sell it, take the tax loss, and purchase another healthcare company based outside of Canada. If your recommendation is to sell, what other healthcare sector companies would you suggest?

Q: Hey guys,

My health care and industrial sectors are on the low side (under 10%), please provide the top 3 plays (Canadian or American) in each sector. These picks would be going into a "balance" type portfolio.
Thanks
Jim

Q: Just curious. Looking forward, would you see any reason not to include these two health care companies in my portfolio? Are there other health care companies that you would prefer?

Q: Hello 5i,

Of ABBV, SGEN, AMGN, BMY which are considered under-valued?
Please rank the above for a 5+ year investment?
Thank you

Cheers,
Debbie and Jerry

Q: Hi Folks, my question is on GILD. I purchased this back in June - I am down about 15% as of today. What has happened to this stock to justify this decrease ALSO would you still recommend holding on to GILD or is it time to sell ? Greatly appreciate your comments.
Thanks

Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.