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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: I have held IVE for many years and to sell I would have capital gains taxes to consider though not what they would have been a couple of months ago. Are there 3 - 5 dividend stocks that you think are solid bets to out perform the index coming out of the downturn over the medium term? (2-3 years)
Thanks Hugh
Read Answer Asked by Hugh on April 21, 2020
Q: I just tried Portfolio Analytics and have concluded my portfolio needs some work. I need to increase US and international exposure and I need more weighting in Communication Services, Consumer Defense, Healthcare and Technology. Please recommend US/International stocks for me to consider in these categories for a five year hold. Thank you.
Read Answer Asked by Ward on April 21, 2020
Q: Hi Peter and Staff

As luck would have it after being under water for two years on GILD I dumped it at $63.

It’s gone straight since then mostly because of a possible covid vaccine . I note you like it and while I obviously hope they or someone has a vaccine soon , I wonder about your thoughts for it going forward if they do not come up with a vaccine for covid .

Thanks for all you do
Dennis
Read Answer Asked by Dennis on April 20, 2020
Q: Am needing to get more health exposure into my portfolio. So the question is with say 20 000 to invest, do you put it all into ZLV ETF or is there more growth potential by buying two or three quality stocks like JNJ, PFE and GILD.
Read Answer Asked by Dennis on April 20, 2020
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
Read Answer Asked by Patrick on April 17, 2020
Q: Hi folks,

Which Cdn and US companies would you consider buying now in relation to their assistance (equipment, internet services, food services, etc...) or solution (vaccines, drugs, etc...) or potential in view of the Covid-19 crisis and why ? Take credits as you see fit.

Please keep yourselves safe,

Jacques ids
Read Answer Asked by Jacques on April 08, 2020
Q: I'm looking to take positions in the following sectors. Could you please recommend 2 stocks in each category to hold in a non-registered acct.

-Utilities
-Healthcare
-Real estate

Thanks as always, Dave
Read Answer Asked by David on April 01, 2020
Q: Hello,
I am currently waiting out this deep downturn in the market. At some point the market will start recovering. I have followed your recommendations in the Portfolio Tracking and Analysis tool.

If you had $500,000 sitting in cash which you want to deploy once the market turns around, which sectors would you look towards investing in for the eventual upward trend? Would you be able to provide your favourite stocks /ETFS which you would use to cover the sectors you think will be first to recover?

Thanks for all your help.
Read Answer Asked by Mauro on April 01, 2020
Q: thanks as always for your level headed thinking. I have a number of CAN dividend stocks as the core of my holdings. I now have cash that I want to deploy over the next couple of months. what are your top 5-10 US stocks (no regard to sector) that you recommend based on a 5 year hold.
Michele
Read Answer Asked by michele on March 31, 2020
Q: I get most of my income from dividends. Please name 4 sectors where dividends might be relatively Less likely to be suspended and 5 companies that will do best with the criteria mentioned. I understand that at this time it is hard to project but I ask for relative possibilities with the current situation that may change. 
thanks 
Yossi
Read Answer Asked by JOSEPH on March 26, 2020
Q: Goodmorning 5l team,
Thank you very much for your response to my earlier question regarding selling cocered calls. You mention focusing on dividend paying stocks in your current strategy. Is it possible to have a list of which companies you may be looking at currently for this should strategy?
Thanks
Read Answer Asked by joseph on March 24, 2020
Q: Hi, my respected 5i team
I'm looking for some US stocks to buy in order to take advantage of the current market dip. Could you please recommend 4 or 5 solid names that worth buying now in the order of the most attractive to the least if possible? My time zone is about 3 to 5 years. Could you also comment the reasons of recommending?

By the way, I bought GOOG and NVDA last year upon your suggestion, only half position. Do you think it is a good idea to add more now?

Thanks in advance!
Jane
Read Answer Asked by Zheng on March 17, 2020
Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR
Read Answer Asked by Yousef on March 11, 2020
Q: Can you recommend 3 or 4 reasonably priced stocks that have a decent yield and might benefit from an almost zero interest rate environment. Long-term hold.
Read Answer Asked by Tim on March 05, 2020
Q: Hi 5i team,

There is no much working in the market these days, which I guess is an understatement. Two stocks that are positively correlated with the virus are MRNA and GILD. There is only one dated question on MRNA. It is developing a potential vaccine for the disease. There is a recent question on GILD, but you did not mention the potential of the drug it is developing to treat people with the disease, likely due to how the question was posed. Both companies are fast-tracking their efforts. MRNA seems to have gone parabolic and hence, looks a lot more risky here. GILD was a value trap for years with a poor pipeline but seems to be breaking out now, which I attribute to the potential of the new drug, if it works.

What are your thoughts on MRNA and GILD is view of their efforts to combat the coronavirus?

Thanks again.
Dave
Read Answer Asked by Dave on February 27, 2020
Q: Good morning- two questions. Last year, with your guidance, I invested in Gild and it, like many other non-growth stocks in the US, has languished. I noted a comment you made recently that GILD would have to wait and hope for another day in the sun. Is it time to sell GILD and move into a different health care in the US, and where do you suggest I go?
Second, after reading a dogs of the banks analysis, I thought that CM shares would likely have a robust end to 2020. So far I’m down 5%. Your thoughts on CM these days as far as the coming year is concerned. I’m a very patient investor with a twenty year horizon and bank dividends do look solid. Thankks
Read Answer Asked by alex on January 20, 2020
Q: Currently I hold GUD (1.3%), GILD (0.64%), and ZUH (0.93%) for my healthcare holdings. I see GUD starting to breakout from the base around $7.50, any reason for the move over the last two days and would you add to GUD now or wait a few more quarters? Also been holding GILD for a few years (-40%) and looking to change names? Any suggestions? Thanks!
Read Answer Asked by Keith on January 16, 2020
Q: I am not clear on your December 23 comment on Gilead. You write that GILD has (or may have been) a “value trap” . You do not say whether your view is to sell. Is it your thinking that GILD is a hold? Or did you mean to say it is likely better to sell GILD? I am not sure how 5i defines value trap and you did not elaborate. One acknowledges that your comments are not advice.... that’s understood. With that in mind, I would appreciate more clarity on your thinking. Several pharma and bio tech companies are frustrating securities to hold. But sometimes the pipeline or prospects make the risk-reward equation such that patience is advised. Is it here?
Read Answer Asked by Adam on January 08, 2020