Investment Q&A

Q: What would be your top 10 growth picks over the next 5-10 years in Health Care and Tech? Canada or US and any size is fine....

Q: Would you still consider BIIB a buy now that it has lost the patent case vs. Mylan?

Q: Hi Ryan and Peter.
BIIB was beat hard lately. I want to buy a couple of big names in Health care and am wondering whether this is a good timing. I am watching REGN, VEEV, ABBV, GILD too. I only have cash for one stock only.

Thank you,
Yiwen

Q: These are the US holdings in my RSP. All have done well except for SYK down about 8% with a limited outlook for the rest of 2020 based on the Covid pandemic. Regardless of sector weighting, what are your favorite 2 or 3 US equities for growth over the next 5 years? I'm okay with a moderate risk.
Thanks in advance,
Greg.

Q: I recently asked a question regarding switching strategy from etf to individual stocks and i appreciate your answer very much. My question was generated by the response that you gave to James regarding investing in a diversified portfolio. At that time you gave him the follwoing names: TEAM, MSFT, GOOG, ROP, PG, BIIB, VZ, SBUX, COST, JPM.

Just a followup clarification on that suggestion. I wonder, because of the tax advantage for Canadian dividends and the predominance in the TSX of Banks and Telecoms, whether one might be better to replace VZ and JPM by Canadian names? I know that the question asked, I think, specifically for US names. But, just wondering if one held both Canadian and US, whether this might be better? Also, do you think that say, ten like this, is enough diversification on the US side?
thanks

Q: Which 4 sectors do you think have the the strongest current momentum? Please give me 2 or 3 companies in each sector that you believe have the best chance to maintain their current upward trajectory. They can be either Canadian or American equities.

Q: Stagflation is beginning to be mentioned as a medium term possibility. What sector(s) provide best protection against this and could see growth? Can you recommend an ETF or two (if a handful of individual companies would be better, please recommend a couple instead). Thank you in advance.

Q: The company financials are straight up and profit margins seem reasonable. Can I have your opinion for a 3 to 5 year hold
GUY

Q: Hello. Looking to allocate some more capital to health care. What are your top 3 growth stock recommendations in US health care. Already own ILMN, BIIB, and MDT. Need some small to mid cap names that have good 5-10 year runways!

Q: Hello Peter,
If you were starting a new account with 100k and wanted to build a somewhat balanced portfolio of 10 US equities, with a 10 year timeframe, which 10 would you currently choose, including considering current price?

Q: Comments on earnings for MDT please. Should I top up a 2% position? The only other healthcare stock I own is GUD. What other healthcare stock (US) would you add currently?
Also a comment on your service. It has paid for itself many times over! Just yesterday saved $1200 by using Norberts gambit. Something I would not have done if not for being part of the 5i community. Thanks for educating the individual investor.

Q: Can I get your views on BIIB and REGN. I suspect they might do well in the search for vaccines. Thanks.

Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD

Q: I hold a position in BIIB in a diversified US portfolio. BIIB is included in the buyback ETF SPYB that includes many airlines. Airlines have been hard hit related to COVID-19 and are now to get bailouts.....like they bought back shares rather than reduce debt or keep cash on hand. My question is does BIIB have sufficient cash to get through this difficult period? And part two, should I continue to hold or sell BIIB?..........Thanks

Q: Could you please give me a couple of suggestions for US Healthcare stocks. will be held in a RRSP account. I only have Guardant (Small position) at the moment. Thanks

Q: In your answer to Danny today regarding which themes you felt would dominate the next decade your response included alternative energy, AI, software, and healthcare.
Could you give us two names from each category that you feel have shot at winding up on BNN 2030 list for top ten stocks of the decade? With your great help I managed to own several from the 2010 list! Thanks so much!
Happy new year.
John

Q: Seasons Greetings 5i!!
About a year ago a member asked you for a sample "growthy" USA portfolio.
You responded with the above listed stocks which have returned about 35% YTD.
Would you make any changes today twelve months after you first recommended it?
Thanks for all you do for all your help! It is has honestly been life changing for us and truly appreciated!!
Regards
Dave

Q: Hey guys. Looking for some health care exposure..... Already have some cannabis ownership so no need to add there. Canadian and US recommendations with strong balance sheets and some growth potential? Long term holder likely buying in an RRSP. Thank you!

Q: Further to a previous question about your suggestion for 4-5 core holdings in the U.S., I notice that you did not suggest any Healthcare stocks. Could you comment on this - do you like any? I don't see much in Canada to choose from.

Thanks so much
Margaret

Q: Which biopharma company is the “Best of Breed” to hold for at least 10 years. I am focused on total return over the holding period rather than dividend yield. Also please provide your views on Biogen, Amgen and Celgene. Thanks,