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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: Presently I have the above stocks in losing positions. would you buy more to average down / sell or hold? thanks

Read Answer Asked by Terence on May 29, 2023

Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?

Read Answer Asked by Benjamin on May 01, 2023

Q: I have been fortunate to come into a windfall of cash from a relative, and I am interested in taking new positions in the following securities with this new cash. Please note, my existing portfolio is fairly well diversified across all sectors in North America.

Can I please get your long-term opinion on these new securities I wish to invest in. Do you see any issues with respect to these investment choices? I have money to invest and feel the urge to plunge into the market at this time.

CSH.UN, MRC, ALA, MPCT.UN, TRP, CVS, LIFE.U, TEVA

Thanks

George

Read Answer Asked by George on April 20, 2023

Q: I have had these 2 companies in my rrsp portfolio for over 2 and half years now. usb has been up and down but not doing anything and cvs was up nicely and now i reached the even mark on it. I would like to replace both of these what will be your suggestion would you have that i can replace these 2 with what other stocks please and thank you

Read Answer Asked by wilson on April 18, 2023

Q: Hi group i presently hold CVS - 20% loss,- UNH - 11% loss Buy sell or old ? + if sell what would you replace with (these are my only holds in health sector this sector is really struggling - your comments on the sector + these 2 stocks in general

I also own NRGI - presently a 20% loss I also own ARC in this sector presently 5% loss - your thoughts on the sector in general + But sell or Hold

thanks for your help with my portfolio

Read Answer Asked by Terence on March 15, 2023

Q: Hello, the above mentioned US stocks are now offered in CDRs. Are any of these worth buying and if so, why? Thanks

Read Answer Asked by Martin on December 05, 2022

Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.

Read Answer Asked by Terence on November 08, 2022

Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!

Read Answer Asked by Keith on September 22, 2022

Q: I want to add some consumer stables stock to my portfolio for diversification in my taxable accounts, both Canadian and US. I would appreciate your comments on the Canadian stocks. What would be the US eqvilants and how would you rank them.

Read Answer Asked by Nancy on September 22, 2022

Q: Hi group what going on with the big pharma stocks over the last several days ? LLy as an example is now off 10% in the last 5 days. Can you shed any light other than a very tough market. Buy sell or hold and why...thanks

Read Answer Asked by Terence on June 03, 2022

Q: Hi Folks
I am looking to add to my Health Sector, currently holding ABBV, PFE, GILD and WELL in various accounts. I have CVS and MRK in mind to add - which one would you recommend at this time and why ? Appreciate your comments.
Thanks

Read Answer Asked by JOHN on May 05, 2022

Q: Hello Peter,

I am thinking of trimming CVS in half back to 5% of my portfolio and switching to one of these 3: Walgreens, Loblaws or Metro.

Your thought, please. Thank you!

Read Answer Asked by Nhung on April 21, 2022

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Read Answer Asked by Jacques on April 20, 2022

Q: Hi group need to get a bit more defense (I am retired) I am thinking recession is coming. Health care and consumer staples make sense do you agree? Presently I have $25,000 to invest in my TSFA..am thinking WMT, DOl, might fit .In consumer staples I already own Cost, L, PFE, Can you please give me your 3 top picks (in preference order) for for Health care + Consumer staples Mega Tech thanks

Read Answer Asked by Terence on April 09, 2022

Q: As a new subscriber, Iím 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. Iím 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?

Read Answer Asked by Anthony on October 12, 2021

Q: I need to increase the healthcare allocation in my portfolio. I am considering MDT, DGX,and CVS as, I think, together they provide a good balance of strong fundamentals, yield and some growth. Do you agree, and do you have any other (non-pharma) suggestions.
Many Thanks
John

Read Answer Asked by John on October 08, 2021

Q: I have some new funds to add 2 positions. I wish to do so in some USA companies. Even though the US is not your primary focus here, and you are not aware of the make up of my portfolio, can you pls provide your view on which 2 of these 4 names you would consider best and why? Looking for a long term hold, with dividends being less important. Thank you for your very excellent service.

Read Answer Asked by Leonard on September 10, 2021

Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!

Read Answer Asked by Nhung on June 29, 2021