Q: Do you see a reason for the fall of ISRG other than it was in the "expensive" stock category?
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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: Comments on earnings?
Q: I am interested in investing in Health Care Robotics. I am looking at Stryker and Medtronic. I am leaning toward MDT due to lower entry point and higher dividend. Based on history and statistics which one would you favour? Could you suggest similar companies for consideration?
Thank You
Jane
Thank You
Jane
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Johnson & Johnson (JNJ)
- Medtronic plc. (MDT)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Stryker Corporation (SYK)
- Veeva Systems Inc. Class A (VEEV)
- DexCom Inc. (DXCM)
Q: Hi Peter and Staff
FInally bite the bullet on Sienna, looking to redeploy in the US topping up some or all of my US basket of health care. Please eliminate any of the above that you do not feel are a buy at this time and rank the rest within categories of strong buy, buy or hold.
Thanks for all you do
Dennis
FInally bite the bullet on Sienna, looking to redeploy in the US topping up some or all of my US basket of health care. Please eliminate any of the above that you do not feel are a buy at this time and rank the rest within categories of strong buy, buy or hold.
Thanks for all you do
Dennis
- Intuitive Surgical Inc. (ISRG)
- Xylem Inc. New (XYL)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- Guardant Health Inc. (GH)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
- Unity Software Inc. (U)
- Mitek Systems Inc. (MITK)
Q: Happy New Year to the 5i team.
I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.
These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.
I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.
Thanks in advance for all the great work you do,
Rory
I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.
These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.
I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.
Thanks in advance for all the great work you do,
Rory
- Intuitive Surgical Inc. (ISRG)
- Abbott Laboratories (ABT)
- Medtronic plc. (MDT)
- Stryker Corporation (SYK)
- UnitedHealth Group Incorporated (DE) (UNH)
- iShares Biotechnology ETF (IBB)
- iShares U.S. Medical Devices ETF (IHI)
Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.
Thanks,
Jason
Thanks,
Jason
- Biogen Inc. (BIIB)
- Gilead Sciences Inc. (GILD)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Regeneron Pharmaceuticals Inc. (REGN)
- AbbVie Inc. (ABBV)
- Bristol-Myers Squibb Company (BMY)
- Medtronic plc. (MDT)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- DexCom Inc. (DXCM)
- Guardant Health Inc. (GH)
Q: I currently have PFE, GILD, MDT and ABBV in my Healthcare sector. I am looking to add a couple of names - I have been looking at MRK and BMY - your opinion please on these AND can you provide some other US healthcare companies that might be of interest to you at this time. Greatly appreciate your comments.
Thanks
Thanks
Q: This stock stumbled 20% over the first 3 weeks of September.
Any insight into what was happening and future strength / weakness?
Thanks
Any insight into what was happening and future strength / weakness?
Thanks
- Amazon.com Inc. (AMZN)
- Intuitive Surgical Inc. (ISRG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Twilio Inc. Class A (TWLO)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Fastly Inc. Class A (FSLY)
Q: I am negative on subject three U.S. companies (FSLY, TWLO, ISRG) While these companies may be good growth companies if held long enough, I would appreciate your suggestions of several U.S. and Canadian companies that are likely to have more near term growth, any market segment and I have much risk tolerance. Thanks.
Klaus
Klaus
- Amazon.com Inc. (AMZN)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Veeva Systems Inc. Class A (VEEV)
Q: Somewhere in my past I read an article that proposed the idea that an investor should develop a list of 10 companies that are so well managed and poised for long-term growth that they could become a 'hold forever' portfolio. I guess you could call them the 'best of the best companies'. I'm 75 years old which seriously limits the amount of time for my investments to grow, so I have begun to think of my investments as ones that my children would benefit from inheriting.
Keeping all this in mind, I would greatly appreciate it if you would provide me with what you consider to be the absolute best 5 Canadian companies to buy AND although I realize you don't deal directly with American companies, the best 5 American companies to include in the portfolio.
Thank-you for your continued support and I would appreciate any suggestions you can give me.
Keeping all this in mind, I would greatly appreciate it if you would provide me with what you consider to be the absolute best 5 Canadian companies to buy AND although I realize you don't deal directly with American companies, the best 5 American companies to include in the portfolio.
Thank-you for your continued support and I would appreciate any suggestions you can give me.
Q: May I have your views on this company as a long term hold for growth. Would you buy at present prices. Thanks.
- Amgen Inc. (AMGN)
- Amazon.com Inc. (AMZN)
- Biogen Inc. (BIIB)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Pfizer Inc. (PFE)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Guardant Health Inc. (GH)
- CrowdStrike Holdings Inc. (CRWD)
Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.
Q: What are the - and - for Thermo Fisher?
Why does ISRG screen better for you?
Thanks for all your insightful work.
Mark
Why does ISRG screen better for you?
Thanks for all your insightful work.
Mark
- Meta Platforms Inc. (META)
- FLIR Systems Inc. (FLIR)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Veeva Systems Inc. Class A (VEEV)
- DexCom Inc. (DXCM)
- Guardant Health Inc. (GH)
- Pinterest Inc. Class A (PINS)
Q: Good morning team,
In a bit of a portfolio cleanup in my TFSA yesterday I sold some laggards and reduced my Shopify shares to bring it more in line with my targeted weighting. After completing Norbert's Gambit, I will be deploying the funds to buy US stocks. Please share your 2 or 3 favourite growth stocks for 5+ year hold in each of the following categories: Health Care, Communication Services, and other non-Tech (if you have more compelling options than those listed in Health and Comm Service).
Thanks in advance,
Rory
In a bit of a portfolio cleanup in my TFSA yesterday I sold some laggards and reduced my Shopify shares to bring it more in line with my targeted weighting. After completing Norbert's Gambit, I will be deploying the funds to buy US stocks. Please share your 2 or 3 favourite growth stocks for 5+ year hold in each of the following categories: Health Care, Communication Services, and other non-Tech (if you have more compelling options than those listed in Health and Comm Service).
Thanks in advance,
Rory
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Regeneron Pharmaceuticals Inc. (REGN)
- AbbVie Inc. (ABBV)
- Guardant Health Inc. (GH)
Q: Could you recommend a stock and an ETF in the healthcare system? Thank- you.
- Biogen Inc. (BIIB)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Gamehost Inc. (GH)
- Knight Therapeutics Inc. (GUD)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Avalara Inc. (AVLR)
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....
- Intuitive Surgical Inc. (ISRG)
- Medtronic plc. (MDT)
- Stryker Corporation (SYK)
- iShares U.S. Medical Devices ETF (IHI)
- DexCom Inc. (DXCM)
Q: What would be your top 3 stock selections in the large cap medical device space for long term capital appreciation. Thank-you.
- Intuitive Surgical Inc. (ISRG)
- Becton Dickinson and Company (BDX)
- HCA Healthcare Inc. (HCA)
- Tenet Healthcare Corporation (THC)
Q: Hello Peter & Team,
Everyone is starting to focus on how to re-open the economy and what it might look like. All Elective Surgeries were cancelled as well all know, and as a result there is an estimated 30,000 patients who have had their surgery put on hold. Catching up on the back-log is going to take a number of years.
The private sector is going to be heavily leaned to help with this catch-up. Do you have any idea which companies and/or sector(s) might benefit from this in the coming years?
Thanks for all you do
gm
Everyone is starting to focus on how to re-open the economy and what it might look like. All Elective Surgeries were cancelled as well all know, and as a result there is an estimated 30,000 patients who have had their surgery put on hold. Catching up on the back-log is going to take a number of years.
The private sector is going to be heavily leaned to help with this catch-up. Do you have any idea which companies and/or sector(s) might benefit from this in the coming years?
Thanks for all you do
gm
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Honeywell International Inc. (HON)
Q: I have these equities in my US Margin Account. I would like to raise some additional cash ... just in case. Which of above would you trim first. Are there any which should be sold for a tax loss if possible such as CRM and ISRG, where I am slightly negativ.
Thanks for your answer
Albert
Thanks for your answer
Albert
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Cognex Corporation (CGNX)
- ROBO Global Robotics and Automation Index ETF (ROBO)
- iRobot Corporation (IRBT)
Q: what are the best companies to buy that will benefit from research and development of robotics? also is there an it there an ETF in this area that you like? thanks Richard