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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 Guys

Any idea why Intuitive Surgical is down 5% today?

Thanks

Stuart
Read Answer Asked by Stuart on May 11, 2026
Q: I am considering selling CVS and moving into a higher quality holding in the health care sector with less political risk. I know you like LLY and ISRG, but I already have sufficient pharmaceutical exposure and prefer to own dividend-paying stocks inside my RRIF. I was thinking of ZTS, which is in animal health, or SYK, both of which are higher quality companies that seem to be offering good entry points near 52 week lows. On the other hand, CVS has run up nicely and the turnaround under the new CEO seems to be going well. So would you hang on to CVS or would you sell and move on? And which of ZTS and SYK would you say is the better quality long term holding? Anything I am missing?
Read Answer Asked by David on May 08, 2026
Q: When advising children who are young adults on building a portfolio in RRSP, do you recommend ETFs or individual stocks? Assuming one isn't buying and selling what individual stocks (4 in US and 4 in Canada) do you feel will still be around in 50 years and work well in a Gen Z RRSP portfolio. I imagine in 50 years, technology could be vastly different, but a bank or a rail will not disappear. Thank you!
Read Answer Asked by Neil on May 04, 2026
Q: If you were to create a portfolio of USA stocks or International ETFS for lets say a 68 year old person with $$1 million, what would buy for growth and safety protection in todays market. % would be helpful.
Thanks Again
Read Answer Asked by eugene on May 04, 2026
Q: NVDA position has reached 12% of my portfolio thanks to it being at all time high.
Google position has become 17% also to it being at ATH.
Together they compose of 29% of my portfolio!!.

I think I have to sell a bit to manage risk. Of course the playbook is to sell a portion of these guys to buy something under valued that has more upside. But what looks better than NVDA and GOOGLE at the moment?
Read Answer Asked by Anh on April 28, 2026
Q: A number of Health Care names have lagged the current market. I have bought half positions in LLY and ISRG recently and they have pulled back. I know you like both these companies, would you be adding to these names at these prices or do you have other health care names you prefer?

Why do you think the Healthcare Sector has lagged the recent market uptick?

Thanks
Tim
Read Answer Asked by Timothy on April 27, 2026
Q: Hi, I have 7% BN and 1% KKR, BX & ISRG each. With ISRG/BX first quarter results out , i am thinking of bumping up from 1% to half position. Your suggestions please. Thanks S
Read Answer Asked by S on April 24, 2026
Q: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl
Read Answer Asked by Carl on April 23, 2026
Q: According to portfolio analytics, I'm seriously underweight in Healthcare, something which I should probably correct. Any of these names herein stick out as great buys in healthcare. US or CAD, no difference to me. Thank you.
Read Answer Asked by Sylvia on April 16, 2026
Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.
Read Answer Asked by Kim on March 30, 2026
Q: With the Canadian and US markets approaching correction territory, what five CDN and US stocks would you be buying today?

Thanks
Tim
Read Answer Asked by Timothy on March 23, 2026
Q: What is your current top 10 Canadian and US non-tech stocks?
Read Answer Asked by Ben on March 16, 2026
Q: Would you suggest moving out of ISRG into a different US health care company for a better long term hold? I already have ABBV. thank you
Read Answer Asked by alex on March 12, 2026
Q: Can I get your thoughts on Harrow's latest quarter please? And can you please rank HROW, ISRG, LLY and TMDX for purchase/hold?
Thank you
Read Answer Asked by Neil on March 03, 2026
Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.

Thank you!
Read Answer Asked by Peter on March 02, 2026
Q: I want to free up some US cash, in what order would you sell these stocks.
Read Answer Asked by Brendon on February 23, 2026
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