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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: Wow your team is good!

I am short in health care in my portfolio. Can you please provide me with your current five favourite health care buys for growth over the next five years. I am comfortable with volatility, Canada or US, and small, medium or large cap.

Thanks in advance

Read Answer Asked by Brian on April 20, 2020
Q: With the possible exception of MDT or ISRG, some of the US listed medical stocks remain down near their lows while other names have rallied hard. I am interested in the companies above and wonder if you can tell me if each would be a buy for you at current levels? Again each are down a lot, have favourable analyst ratings but haven't bounced much. Are there any on this list you DO NOT like?
Read Answer Asked by Tim on March 27, 2020
Q: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks
Read Answer Asked by Marco on March 24, 2020
Q: Can you give your current thoughts on this company please? What is the growth outlook and how does the balance sheet look? Would you recommend anything else in the US instaed? Thank you
Read Answer Asked by Cory on March 02, 2020
Q: Which of these US stocks do you feel have the best growth outlook when you review their management and potential? ISRG, FRPT, PODD, ETSY, TDOC, CRM, ZEN, SFIX, TTD.
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!
Read Answer Asked by Andrew on January 14, 2020
Q: Could you please give me a couple of suggestions for US Healthcare stocks. will be held in a RRSP account. I only have Guardant (Small position) at the moment. Thanks
Read Answer Asked by Rudy on January 13, 2020
Q: Hi there,

I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?

Thanks
Read Answer Asked by Tim on January 07, 2020
Q: I wont to buy one of above mentioned stocks.
Which one would you recommend for growth.
thanks Andrew.
Read Answer Asked by Andrzej on November 04, 2019
Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?
Read Answer Asked by Tim on August 29, 2019
Q: Looking at adding one of TMO or ISRG to my TFSA. Can I have your analysis of both and your opinion as to which one would best be suited to a portfolio built towards capital preservation with some growth. Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on August 23, 2019
Q: Hi Peter and Company:
I am under water re. above 3 US companies and 1 Canadian. Your advice, sell or keep? If sell, your recommendation with what to replace in growth companies, sector not important.
If keep, why? I prefer to trade if there is something more promising then
long term wait.
Thanks, Much appreciated as always,
Klaus
Read Answer Asked by Klaus on June 27, 2019
Q: I have held MO for over 10 years. It's done very well for me - tripled in value plus dividends. But it's probably time to move on. Traditional tobacco product sales are declining rapidly (not a bad thing to be honest) and investments in JUUL and Cannibis are probably years away from potentially paying off. I'm comfortable with my portfolio make up except for healthcare, which i have no exposure to. I've been looking at ISRG, TMO, BSX and BDK. I'm leaning towards ISRG based on their balance sheet (lots of cash, very little debt),market position, and potential growth but it seems to be in the doghouse after an earnings miss last quarter and it looks expensive on a fwd P/E basis. That said I don't mind paying up for quality. Your thoughts on ISRG or maybe one of the other stocks I listed? Deduct as many credits as you see fit. Thanks in advance.
Read Answer Asked by Richard on June 03, 2019
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