Investment Q&A

Q: Could I please get your top 3 growth stocks in the medical technology sector, USA, for a long term hold, in order of preference. Thanks

Q: ISRG was down about 4% Friday on general concerns about spending and increased competition from J&J and Google amongst others. I’m not sure what the fuss is all about since competition is just a fact of life and to the best of my knowledge neither J&J nor Google have any experience building medical devices.
It’s reported ISRG earned $2.96 a share, missing expectations by 2-11 cents per share. However ISRG reported profit was cut by 16 cents per share due to a payment to the Intuitive Foundation. Is the foundation part of the research arm of ISRG and why a foundation? Would ISRG have exceeded expectations if they hadn’t payed money to the foundation and did the analysis’s anticipate the donation to the the foundation?
I am contemplating buying the dip a little bit or do you think I should hold off?
Thanks for you prompt response on Conmed! (I don’t count the weekend as part of the 36 hour commitment).
Jim

Q: Hi
What would the BE portfolio performance be without CSU Constellation Software be as holding over time? What if it was a company listed outside of Canada. With this thought, are there any companies outside of Canada that you would consider the same caliber as CSU (same sector is not important to me)? Sorry for the outside of Canada question but I am hoping to add some diversification over the next few years.
Thank you
J

Q: 1) Please comment on the current market conditions - going up or down? Dependent on the US/China tarrif talks?
2) If you had $120,000.00 to deploy in the market now what 3 to 5 stocks/ETF's would you buy now in 1)Canada and 3 to 5 stocks/ETF's in the US?
3)What companies would u recommend to buy as a play on 5G in the communications world? - Telcos? developers? support companies?
Thank you.

Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.

Q: Hej
I just bought a huge wad of
ISRG. INTUITIVE SURGICAL

THOUGHTS???
Juri
Thanks

Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?

AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN

Thanks for your thoughts.

Q: A recent Globe & Mail article listed a few examples of medical technology stocks. One could add others - ISRG. Could you comment on this sub-sector and recommend your top 2 or 3 Cdn and US stocks for long-term, and what is it about these that stands out in terms of unique contribution to healthcare and reduced healthcare costs.

Q: I know U.S. markets are not your focus but any help would be great. I am looking for some suggestions on growth holdings in a TFSA USD for a long term hold 5-10 years. Currently in the account V, FB, BRK.B I am not a fan of dividend paying US holdings in the account due to the 15% robbery from the US government in non registered accounts. I am looking for something with stability and top in their industry. I have thought about CRM or SQ but other suggestion would be great. Thanks again for the great service

Q: Hello, Can you suggest any other company US or Canada which is enjoying the kind of momentum and growth like SQ and would meet your general criteria as good long term stock? Thank you.

Shyam

Q: Hi Team

In Healthcare I own SYK GUD and COV. I would like to buy another US Health. Which of ILMN or ISRG would you recommend today. I have read all your recommendations but just cant decide...looking for the most growth of course. Dividends do not matter.

Thank you

Q: Could you name your top 5 'forever' stocks? a Mix of US and CAD would be great. I already own CAD Banks and CSU

Q: Hi,

Doing some rebalancing and portfolio review. For US Large Cap Healthcare exposure, what do you think of a straight swap 3% position GILD for ISRG? which would you say has higher expected return from here?

Q: I enjoyed your piece in the Globe comparing FAANG to DOCKS. Not considering weightings, could you provide 5 US stocks where you currently see "FAANG" like potential?

Q: Hi 5i,

I own all the above in the healthcare sector. After reading many comments on JNJ, I am getting a bit concerned. Would you continue to hold on or would you replace it with something else in the same sector? It is inside an RSP so no tax for selling and it is a long term hold as I do t need the money for over a decade.

TIA!

Q: On the US side of my portfolio I am going to be cautious about what I add. I will get an opinion from you before making a purchase. My last recent purchase which I watched for quite some time (Netflix), made the purchase, and 2 days later it was down $75.00 per share and it does not seem to be making a recovery. I am thinking of selling Netflix and along with some US cash I have, and I will list some US stocks that look good to me. APO, NOW, ISRG, OKTA, BIIB and SFTBY. Out of these, which ones would you purchase? Thanks again, Dennis

Q: Please comment on the companies . What is the reason for the big increase in price in KINAXIS , and the surge in afterhours for INTUITIVE SURGICAL ?
Thanks a lot

Q: Hi !
In the event of a significant market sell-off, which U.S. stocks would be on top of your list for good value with superior growth potential in the short term and in the long term ?

Have a good day,

JD

Q: Hi team, I would like to add some US health care (which I know you don't cover) to my non-registered account for a long term hold and was wondering which one you like better between SYK and ISRG. I am ok with some risk.
Thanks

Q: Greetings,
I see you believe ISRG to be one of the best managed companies in the US. I take that as a strong recommendation! Are they managed similar to CSU ie they don’t issue stock and the executives are made to purchase company shares? They appear to have little competition so I conclude they must develop their own technology instead of buying other companies to acquire their technology. How would you asses their growth - is it driven primarily due to organic growth or acquisitions? They appear to have a large cash hoard - are they buying back shares, planning to introduce a dividend or keeping it in reserve for acquisitions? You note growth is likely to be muted for the next 2 to 3 years so, all things being equal, is it reasonable to expect the share price to languish for the next 24 months or so?
Thanks
Jim