Investment Q&A

Q: Hi 5i happy new year! I believe its time to step into US perpetual preferred shares due to interest rates. I'm having problems finding these and I'm hoping you can help. Quality needs to be high to the highest as this is for my retirement. I am an advocate of diversification so please if you can have a few stable sectors listed, thanks!

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: Hello Team,

Do you have a list of three top DEFIBRILLATOR Maker publicly traded companies that are good investments (I suspect they will all be US and European Companies)?

Thank you,

Joseph

Q: I am holding BSX in TFSA and up 30% thinking about switch to MED around $210 price range, please share your thoughts on this. BSX is more a major brand and things could be opening up as covid subsides whereas MED has come down a lot

Q: Good morning, 5 i Team!
The market had a great run in the last 12 months. I am looking to trim some gains and deploying the new cash in post Covid re-opening theme.
REIT, Travel, Leisure, Energy, Medical devices.
Your thoughts on SRU.UN /O, GOOG/EXPE, CVX/BP, MDT/BSX

Thank you!

Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom

Q: Would you start a position at these levels?
I know they recalled the Lotus Aortic valve but it doesn’t represent a significant earnings miss at all.
I know you like MDT over BSX and JNJ &SYK are also great company’s that you may want to think about in this equation if we wanted to buy 2 of them in the Medical device space.
Thank you,
Nick

Q: I have a position in BSX in my daughter's TSFA account. It seems they have pulled one of their drugs recently, and the stock is down. I'm just wondering if you could commit on this company; and whether I should continue to hold it. (It's for a three year hold). Thanks so much!

Q: Peter; Could you update your opinion on Boston Scientific? Thanks.
Rod

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?

Q: Over a year since last question; what are your current thoughts please?

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.

Q: Can I have your view of Boston Scientific in regards to their debt,profibility and products moving for ward for a long term hold?

It is an American and I understand you may not follow this company.

Thanks.

Q: Why these good stocks are going down What is your opinion about these stocks?.Thank you.Ebrahim

Q: Hi Team, For a play on Medical devices or the health space what are your thoughts on Boston Scientific? Is MDT Medtronic a better play or maybe JNJ with some Medical Devices. Thank-you! Sam

Q: Hi, Can you provide some feedback on the recent rally for Below Sun Mines (BSX.) As far as I can tell no new public information has become available. Agnico Eagle Mines is investing in BSX since spring of 2015. Do you see a takeover play by AEM? If yes, would a takeover be positive for BSX share price?

Q: please comment on bello sun mining,its looking pretty cheap at.64 cents even with sector risk etc. etc. tkx. pat

Q: BSX - seems to be under some pressure re some environment issues...is this something to be concerned about?

Q: hi can you give your opinion of bello sun -bsx they are going ahead with phase one of feasibility and have 55.9 m in bank . would this be a stock you would buy?

Q: BSX - can you please comment. There has been some local news re enviromental issues - how do you think the government will react? Also, they have released news re financing. The management has a good track record - they seem to have lots of gold - but are not in production. I am concerned about the risk profile of this company.