Investment Q&A

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

Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

Q: In recent responses to questions regarding recommended health care posotions you like: ISRG,SYK,MDT,ABBV. I have a full position in UNH. Would you suggest a change (no tax implications) i.e., is there anything wrong with UNH is your opinion? Thanks again.

Q: What are your top 10 non-tech growth stocks in the US that you see currently see as attractive long term? Thanks!

Q: Hi Peter & team,

For US Heathcare, I’ve ABBV. I want to add one more wide moat, stable growth healthcare company. Thinking of either SYK or ISRG. Based on their current market valuation, balance sheets, and future revenue growth, which is the current preferred choice and why. Or is there another better choice? What’s the suggested entry price? Thanks.