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
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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.
- Intuitive Surgical Inc. (ISRG)
- iRobot Corporation (IRBT)
- Datametrex AI Limited (DM)
- Docebo Inc. (DCBO)
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
Thx
- Intuitive Surgical Inc. (ISRG)
- Carriage Services Inc. (CSV)
- Rent-A-Center Inc. (RCII)
- NV5 Global Inc. (NVEE)
- Axon Enterprise Inc. (AXON)
- Century Communities Inc. (CCS)
- DexCom Inc. (DXCM)
- Guardant Health Inc. (GH)
- MEDIFAST INC (MED)
- NVR Inc. (NVR)
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
Thank you
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Pfizer Inc. (PFE)
- Verizon Communications Inc. (VZ)
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Whitecap Resources Inc. (WCP)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Hydro One Limited (H)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ECN Capital Corp. (ECN)
- Stelco Holdings Inc. (STLC)
- NV5 Global Inc. (NVEE)
- DexCom Inc. (DXCM)
- Ultra Clean Holdings Inc. (UCTT)
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,
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,
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Medtronic plc. (MDT)
- Stryker Corporation (SYK)
- UnitedHealth Group Incorporated (DE) (UNH)
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.
- Intuitive Surgical Inc. (ISRG)
- Carriage Services Inc. (CSV)
- NV5 Global Inc. (NVEE)
- Axon Enterprise Inc. (AXON)
- Century Communities Inc. (CCS)
- DexCom Inc. (DXCM)
- Guardant Health Inc. (GH)
- MEDIFAST INC (MED)
- NVR Inc. (NVR)
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.
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.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- The AES Corporation (AES)
- Duke Energy Corporation (Holding Company) (DUK)
- Home Depot Inc. (The) (HD)
- Hess Corporation (HES)
- JPMorgan Chase & Co. (JPM)
- Medtronic plc. (MDT)
- Mosaic Company (The) (MOS)
- Morgan Stanley (MS)
- Prologis Inc. (PLD)
- PPG Industries Inc. (PPG)
- Public Storage (PSA)
- Sherwin-Williams Company (The) (SHW)
- Stryker Corporation (SYK)
- TJX Companies Inc. (The) (TJX)
- Verizon Communications Inc. (VZ)
- Exxon Mobil Corporation (XOM)
- Xylem Inc. New (XYL)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- BCE Inc. (BCE)
- Canadian Natural Resources Limited (CNQ)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- TELUS Corporation (T)
- Dollarama Inc. (DOL)
- Fortis Inc. (FTS)
- ARC Resources Ltd. (ARX)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Whitecap Resources Inc. (WCP)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Profound Medical Corp. (PRN)
- Boralex Inc. Class A Shares (BLX)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- CubeSmart (CUBE)
- Nutrien Ltd. (NTR)
- Alimentation Couche-Tard Inc. (ATD.A)
- Extra Space Storage Inc (EXR)
- MEDIFAST INC (MED)
- T-Mobile US Inc. (TMUS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
- Celsius Holdings Inc. (CELH)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Topicus.com Inc. (TOI)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
Q: Your thoughts on the company? And any suggestions on solid companies that you prefer in the robotic space?
- Amazon.com Inc. (AMZN)
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- The AES Corporation (AES)
- Duke Energy Corporation (Holding Company) (DUK)
- Mosaic Company (The) (MOS)
- PPG Industries Inc. (PPG)
- Sherwin-Williams Company (The) (SHW)
Q: My portfolio analysis suggests I am underweight in Basic Materials, Consumer Cyclicals, Utilities and Healthcare. I have USD to invest as I am also underweight in the US. Could you give me your 2 best suggestions for overall return (not high-risk) in each of these sectors individually as well as a group. I would also like to know if there are Canadian companies more attractive than your US suggestions in the same sector. Thank you for your help over the years
Q: This is about topping up a half position in ISRG. Yea would like to do it but the market price rose somewhat like a hockey stick. With that, I'm reluctant to buy ISRG at this point. Seems to me, the market price is way ahead of the fair value and so I'll park the desire to buy ISRG. Keen to get your take on my "viewpoint". But if you consider ISRG a buy, what would be your entry point at this time?.....Thanks....Tom
P.S. While Bombers are at the top of the CFL, me, cheering for Ti-Cats ......but not wagering, rather saving my coins for one day topping up ISRG.......hahahaha
P.S. While Bombers are at the top of the CFL, me, cheering for Ti-Cats ......but not wagering, rather saving my coins for one day topping up ISRG.......hahahaha
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- TFI International Inc. (TFII)
- Whitecap Resources Inc. (WCP)
- Guardant Health Inc. (GH)
Q: Looking forward to 2022 I think there is a recession coming at us. (Personal Opinion). Looks to me that growth companies are going to continue to face severe headwinds. I also think industrials, financials, energy, and health care will be the sectors that will start to outperform others. Of course I'm open to debate regarding my choices and welcome your opinions. However, I would appreciate 3 or 4 examples of companies that you believe are set up to outperform in these sectors. If I've missed any sector please feel free to add your ideas. Thanks for your valued suggestions.
- Adobe Inc. (ADBE)
- Intuitive Surgical Inc. (ISRG)
- Salesforce Inc. (CRM)
- DocuSign Inc. (DOCU)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
Q: If the scary inflation monster is in fact a mirage and we return next year to the old norm of global oversupply, excess savings, and stagnant growth what would be some Canadian and US stocks likely to benefit.
Thanks
Mike
Thanks
Mike
- Adobe Inc. (ADBE)
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- Pool Corporation (POOL)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Management always seems to be one of the keys to the success of any company. Could you provide a list of companies that you consider to have top-notch management - any sector, any market cap but leaning towards small to mid cap, Canadian and U.S. I'm not going to put a number limit on this - just whatever you feel comfortable in providing, realizing that there may be too many to list for this type of question. Thanks.
Rob
Rob
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Veeva Systems Inc. Class A (VEEV)
- Teladoc Health Inc. (TDOC)
- Guardant Health Inc. (GH)
Q: GH, TDOC, VEEV: Which stock is your favorite and would you buy all 3. If there are other you prefer over these, please list them? Risk is not an issue so no dividends. Would you purchase now or wait until things settle down?
Thanks for your service!
Thanks for your service!
Q: Looking for strong growth going forward. Which of these health care companies shows the most promise?
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- Dover Corporation (DOV)
- Stryker Corporation (SYK)
- Thermo Fisher Scientific Inc (TMO)
- Toromont Industries Ltd. (TIH)
- Linde plc (LIN)
- DexCom Inc. (DXCM)
- Trane Technologies plc (TT)
Q: I need to add to my industrial and health care positions of my portfolio.
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back
- Intuitive Surgical Inc. (ISRG)
- PayPal Holdings Inc. (PYPL)
- Block Inc. Class A (SQ)
- Freshpet Inc. (FRPT)
Q: My 28 yo son has $6k USD to invest in his RSP. I have considered many good companies, and whittled it down to 4 choices. I could not find a site to learn the ROIC on these companies. Could 5i provide please? Could 5i rank these 4 based on their growth potential? No requirement to comment on sector allocation within portfolio as that is in hand. Thanks in advance.
- Intuitive Surgical Inc. (ISRG)
- Johnson & Johnson (JNJ)
- Globus Medical Inc. Class A (GMED)
- Guardant Health Inc. (GH)
- Medpace Holdings Inc. (MEDP)
- Fulgent Genetics Inc. (FLGT)
Q: I want exposure to health. Looking for growth in the next 5 years. Can you please rate these companies in term of growth in next 5 years, starting with the most potential? And what is a good entry point for them?
Feel free to suggest any other health care stock that offer growth as well. Thank you very much.
Feel free to suggest any other health care stock that offer growth as well. Thank you very much.
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Bristol-Myers Squibb Company (BMY)
- CVS Health Corporation (CVS)
- Merck & Company Inc. (MRK)
- GSK plc American Depositary Shares (Each representing two) (GSK)
Q: As a new subscriber, I’m thoroughly impressed with your advice and 5i Research services overall - thank you for all that you do.
I currently hold ABBV, BMY, CVS, and GSK in a long-term hold, diversified RRSP portfolio. I’m not necessarily looking to add further healthcare exposure, but am very interested in the long term prospects for MRK +/- ISRG and would appreciate your opinion on them. And compared to my existing companies, would there be a suggested ranking of these six in terms of potential for long term compounding growth?
I currently hold ABBV, BMY, CVS, and GSK in a long-term hold, diversified RRSP portfolio. I’m not necessarily looking to add further healthcare exposure, but am very interested in the long term prospects for MRK +/- ISRG and would appreciate your opinion on them. And compared to my existing companies, would there be a suggested ranking of these six in terms of potential for long term compounding growth?