Investment Q&A

Q: I think I may have timed out before submitting this question earlier.

I wanted to know your views on swapping DHR for ISRG in my health care allocation, which currently includes SYK and WELL. I know you like ISRG today, perhaps more than you did a couple of years ago when you had concerns about their business in China. Is China a significant part of their business? And your DHR concerns seem centred on their higher levels of debt which are being paid down.

I have done well with DHR but I am wondering if ISRG's growth profile is considered higher without taking on a significant increase in risk. Or would one of my other holdings be a better swap? Or is "do nothing" the best course?

Appreciate your insight.


Paul F.

Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick

Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?

Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?

Thanks,

Q: Dear Peter and Ryan.

I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?

Thank you,
Yiwen

Q: Hi All at 5i! I am doing some tax loss selling to off set a capital gain. I am underwater on these three stocks and plan to sell them. After the appropriate waiting time would you buy any of these back?? Cheers, Tamara

Q: Thanks for the great service. If you haven’t already can you comment on intuitive surgical’s quarter? Are they down grades warranted? And maybe some technical analysis might help. Feel free to deduct as many credits as necessary..

Q: What would be your Fav health {large cap} care stock for a longer term hold.
I do not currently own any health care stocks or ETFS.

Thanks Valter

Q: Hello Team 5i,

I recently sold GUD, my only CDN. or US. Health Care holding. Could you recommend one or more replacements for me? Not sure what your current suggested health Care portfolio weighting should be but that might figure into your response.

I read something recently that indicated that the S&P/TSX Health Care index is down 58% between March 2021 and 2022, might that be correct? If so, would you say this would be a good time to be buying?

Thanks for your wisdom

Q: What would be your number one pick in the health field.

Q: Which would you choose if only one were to be added to a portfolio? I have owned SYK and know it to be a relatively steady-eddy company but one that has had some solid growth over the years. ISRG showed very promising stock appreciation but that has certainly cooled off over the past several months. Which do you feel has the better total upside over the next 5 years?

Appreciate your insight.

Paul F.

Q: Hi - 2 part question: Over the next year or so, what would be your top selections for US healthcare stocks? Second, what sub sector of US Healthcare do you like the most over next year?
Thank you as always.

Q: Hi 5i,
Hope you are all well.

My wife's portfolio accounts (RSP,TFSA,CASH) on a consolidated basis show the following asset allocations by % sector type:

Tech --- 38%
Telec -- 0%
Financ - 4.6%
Cons --- 6.8%
Mater -- 0.6%
Reits -- 1.8%
Energy - 3.8%
Util/Pip - 4.0%
Indus --- 2.6%
Health - - 0%
CASH --37.8%

Obviously, quite a few glaring gaps to fill ... could you please suggest some top of mind positions in the key underallocated sectors that would provide a more rational and balanced portfolio thesis.

Thank you very much,
Dean

Q: I'm looking for the best robotic company [manufacturer] to buy. Would this ETF be a good buy now or could you recommend something better in robotics?

Thank you.

Q: I was considering deploying some cash to Health Care Sector. What are your three top picks for this sector. What is your view on CloudMD and CareRX?

Q: Hi, we are trying reduce our Technology exposure in US stocks. These are the companies held in our portfolio, in this sector, with weighting in descending order as follows: AAPL,MSFT,AMZN,MA,V,GOOG,PYPL,NVDA and ISRG.

How would you rank them, Today, based on the current valuation, growth prospects and risk ?

Also, should MA,V and PYPL be considered different than others ?

Thank You

Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant

Q: Appreciate the uncertainty @ the moment. That said, how do you feel about the next 5 years for this company? Is the current valuation as attractive as it seems to me?

Q: since the number of hospital surgeries will grow post covid please list your 2 favourite companies that will benefit . please name a pairing of companies with little or no overlap that will benefit under this scenario. thanks Richard

Q: For 2022 what are your top AI picks? If you could please indicate a large cap and small cap option in canadian, us and or european markets.
Thx