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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: Hi,
Just trying to clean up the portfolio a bit. I'm holding sector ETF's ZUH and ZBK, but I also hold JPM and GILD, for example. I see that JPM is 5% holding within ZBK, but GILD is not even a holding within ZUH. Is there any point holding both the sector ETF's and any/some individual stocks in that sector. Thoughts on this?

Thanks!
Read Answer Asked by Keith on December 23, 2019
Q: Goodafternoon 5i'
I am not concerned about the sector but wondered how you might rank these companies as buys currently and for the long term: NVDA, CRM, TEAM, MSFT, INTC, QCOM, GILD, DXCM
Thanks for the great work
Read Answer Asked by joseph on December 11, 2019
Q: Hello 5i
I’ve held Gilead (GILD) for about 4 years as part of my U.S. holdings. It provides a nice dividend, but just keeps declining. I’m down about 20% and tired of waiting for a turn around.
Is this a sell or should I continue to hold? I know the U.S. is not your focus, but if I do sell, can you suggest an better alternative or two in the U.S. health sector with a good dividend and some growth? My other current health sector holdings are Stryker (SYK) and GUD.
Thanks!
Read Answer Asked by Lois on August 21, 2019
Q: Thinking of investing in US drug company GIL. The whole sector seems hammered which I think may be a result of the US presidential race...I'm more of a " Tell me what they're up to " kind of investor as opposed to earnings per share and how many of their last quarters they've beat......Would like to know the good and bad about GIL ..... And one important factor... Are they in any way effected by the various state sponsored opioid lawsuits . I don't want any where near any of those companies. It looks like they may be in a lot of trouble. .... Of any country's drug companies would it be 5I's choice ? If not what would be 5I's current favorite ? Thank you for your sound advice......
Read Answer Asked by Garth on July 04, 2019
Q: Hi

I currently own GILD. Should I sell it and switch to BIIB or any other biotech. What are your thoughts about medical distribution companies (ABC, CAH, MCK) Which one would you recommend and any threat from Amazon. Should healthcare plans companies be part of healthcare portfolio and which one do you recommend.

Great service
Thanks
Ninad
Read Answer Asked by Ninad on February 26, 2019
Q: HI 5I.
PLEASE RATE YOUR TOP 5 US DIV. INCOME STOCKS BEST TO WORST FROM MY LIST.
ING, AMC, NHI, DWX, VZ, CCL, UN, PFE, PG.
OR YOUR OWN PICKS BASED ON CORE HOLDINGS. THANKS
Read Answer Asked by Peter on January 21, 2019
Q: I'm looking to diversify a little more into the US and would like a couple of your top pick value stocks in the consumer cyclical as well as consumer staple sectors.
Happy Holidays to all your staff.
Read Answer Asked by Lyle on December 19, 2018
Q: I Have held Knight Therapeutics (GUD.TO) in my Granddaughter's trust account for a number of years, but sold today with the jump in price for a small profit. I'M am now looking for a stock in the Health Care sector to replace it, preferably one that pays a dividend.
Would you be comfortable with Savaria (SIS.TO) for a 3-4 year hold? Could you recommend one or two others? Many thanks
Read Answer Asked by Don on November 21, 2018
Q: Hello. Can you point me in the direction of a few solid health sector, dividend paying stock options that would be suitable to hold within an RRSP? I’m looking at a five to eight year horizon and consider myself as a ‘low to moderate’ risk investor.
PS found recent ‘ How to Pick a Stock in 2018’ very helpful. Thanks!
Read Answer Asked by Heather on October 25, 2018
Q: Gentlemen,
I own RHT (now 0.55%, -19%) on margin account.
I own COV (1%, +50%) GUD (1%, -8%), and 2 US ETF, IBB 1%, XBI 1%, on others none margin accounts.
I have cash (1.5%) to add to the HC sector.
Selling RHT, I will have 2% cash to buy.
I want to buy one US growth stock on H.C space.
Which one you suggest today.
Thanks
Best Regards
Read Answer Asked by Djamel on September 27, 2018
Q: I have set 8% sector target and have invested 50% - GUD 15% of total target, TD Health Sciences 11%, and 9% each to ISRG, ILMN, and COV.
If I drop TD Fund, then 60% available to reinvest - what names and allocations do you advise?
Thx for your excellent advice,
Sam
Read Answer Asked by sam on September 19, 2018
Q: It seems to me that when 5i members seek guidance regarding possible investments in American healthcare companies, Pfizer seems to be a common recommendation by your team. If I'm correct that you consider it to be a good investment at this time, what exactly are the reasons you believe this to be the case. If I'm wrong, what other American Companies do you favour currently. I'm willing to accept some risk but I'm really looking for a company that can balance off some of the Canadian small caps that I have in my portfolio that I'm purchased with your guidance. i.e. Knight, Covalon and Reliq. Again, thank-you for your invaluable guidance.
Read Answer Asked by Les on September 13, 2018
Q: Hello Team,
Although you do not cover US stocks, please give your recommendation on below healthcare stocks based on current valuation and future growth/dividend income potential for new money investments.
1) AMGN OR ABBV
2) GILD OR BIIB
3) PFE OR MRK
4) MDT OR ABT OR BDX
5) UNH or ANTM
6) ISRG OR SYK

Appreciate your great service.

Thanks
Ninad
Read Answer Asked by Ninad on September 10, 2018
Q: There are not many Canadian stocks in the healthcare sector. Telus is now in the Electronic Health Records business, and Loblaws now owns Shoppers Drug Mart. Would you consider L and T to be partially healthcare?

Do you have any stock suggestions for healthcare in Canada? If not, could you recommend US or European stocks that would be advisable?

Thank you,

Fed
Read Answer Asked by Federico on August 23, 2018
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