Investment Q&A

Q: Understanding that time in the market , not timing the market is best approach to long-term gains. And that one should never try to "wait for, or guess, the bottom" to pick up solid stocks, humour me with this scenario -> COVID-19 is gone tomorrow! Albeit with somewhat new reality. But it's effectively off the table as a criteria or condition for stock selection. What are your top 3 industries, and individual names in each industry you'd be rushing out to buy? Feel free to add more than 3 industries and names. I have always been a fan of Info Tech (software) so you can exclude this as I strongly believe that trend is always positive. Thanks.

Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.

Q: My portfolio is a little out of balance when it comes to healthcare stocks.

I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.

Thanks!!

Q: good morning - it is time for me to prune my BEPC position which I took eighteen months ago at your suggestion, thank you very much. I have plenty of utilities, financials and telecom and would like to add to my health care, consumer discretionary, materials and maybe even real estate. I currently own VEEV and WELL both thanks to 5i and also have Magna, Dream Industrial, Northwest Healthcare, Interrent and ATD.B. Can you suggest some solid dividend paying Canadian companies with promising futures, please. I have been considering Nutrien and NFI. I am also thinking of increasing my BCE or T, or Magna or ATD. Do either Empire or Loblaws make sense. I do need dividend income and would like a three per cent yield. Fussy, right? Thanks again. Most of the positions I hold have taken with your guidance. I am stuffed with Fortis and AQN along with the banks and SLF. You have been a great guide, thanks.

Q: BHC has dropped after earnings. Pls comment the earning. How does the future look for this company? I have 1% in my portfolio, would you suggest to hold or sell the stock now?

Q: We currently hold the above US stocks listed what would your suggestions be for another stock to add to this list of a more conservative nature but not financial as we currently have enough financial in canada
Thks for your great work
Marse

Q: Hi group what's your top 4 sectors /stocks/etfs in the US assuming Biden is going to the white house the market seems to like the set up with Biden winning but Senate going to republicans Thanks for your insight

Q: Good morning

What is up with Abbvie today? Its up over $7.00

What am I missing?

Thanks

Q: Hi,
is the current debt level for ABBV to risky in the current economic environment or is the projected cash flow enough to reduce this risk? Might this cause dividend increases in the future not to happen?
In some of your answers to questions from members regarding health care stocks in the US, you often mention the election as a possible concern. Could you expand on this please? I assume you mean that one party is better than the other for this sector.
Thanks,
Dan

Q: RE; Healthcare,
I currently have a limited amount of healthcare exposure in my portfolio and looking to build the allocation. I hold some MDT in my US account, I have been adding to that holding on dips. I would appreciate hearing your favourite US and Canadian healthcare stocks.. Please provide your top choices for US and Canada plus any particular ETF's you like in the healthcare sector. Thank you, Patrick

Q: Hi Peter and the gang,
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million

Q: Hi, these are the companies that have not performed well since I bought them. Which of these do you think it is worth to keep in my portfolio considering that I aim to make >= 10% a year (including dividends) and it is for the long term (+20y) ? I think to replace HD by COST, INTC by NVDA or AMD, is it a good move in your opinion ? Thank you !

Q: Hi Group I have held GILD for 2 yrs and its just keeps going down is it time to take the loss ? (down 25%) also owned ABBV for 2 yrs also it to is a loser I know you like it please explain why I should continue to hold or? lastly GUD is a dog that I have been holding since the $10 plus days (they clearly are long gone is this a candidate for tax loss selling? appreciate your help on the above 3 questions

Q: Can I get your thoughts on the valuation of the healthcare industry? Could you provide a few picks on dividend paying healthcare stocks?

Thanks,

Joe

Q: What would be your choice for the 5 best non-IT US companies for long-term hold (not high risk)?

Q: When we are facing the specter of the federal government spending without regard to the future and the Governor of the Bank of Canada saying negative interest rates are back on the table, how could investors reposition their portfolios to mitigate the negative aspects of these events? Can you provide a few examples across the various sectors where one could start to reposition a portfolio?
Thank you...

Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks

Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv

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

Q: Back in July 2020, I purchased ABBV, in a non-registered account, to get exposure to the healthcare sector and to continue to diversify my portfolio outside Canada. Since that time, I am down 16% on ABBV. Knowing 5i recommends ABBV, would you suggest I purchase more ABBV (average down)? Perhaps it would make more sense to sell it, take the tax loss, and purchase another healthcare company based outside of Canada. If your recommendation is to sell, what other healthcare sector companies would you suggest?