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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: Stumbled on a Morningstar article which pointed out these companies share prices are relatively low in relation to their fair value. Wondering if you comment on these and if you think they have some potential for gains. If there is some opportunity with these, can you rate in order of your preference.
Read Answer Asked by Colleen on April 08, 2024
Q: I own LLY and GEHC and am looking to add CVS or SYK? I'm actually open to selling LLY or GECH, but my point is I'd like to keep 3.

Please let me know your thoughts.
Read Answer Asked by Gregory on March 04, 2024
Q: Hi 5i
Hum down 15% today after earnings and a poor guidance.....also CVS down ...What is your opinion on HUM and what does the future look like for these companies....short term/long term.
Is this industry in trouble?
Where do you see things go from here and a what price does this company become attractive investment.

Read Answer Asked by jim on January 26, 2024
Q: Hi 5i
CVS is down over 5% today and over 10 % since Jan4...What do you think is going on and is this an opportunity to start a position? Looking out 1-2 years......What would be attractive price?
Read Answer Asked by jim on January 19, 2024
Q: Hi Group can you give me your thoughts on 2 Financial + 2 healthcare
stocks. The above picks are just shots in the dark are there others you like better or? also short explanation with you suggestions would be helpful
Read Answer Asked by Terence on December 18, 2023
Q: This period of seasonal weakness is a great time for some early Christmas shopping. I sold a part position in NVO a while ago and am looking to reinvest proceeds to increase my health care holdings.

Considering current valuations, what would you recommend as a good complement to expand and diversify?

Thanks in advance.
Read Answer Asked by Dave on October 03, 2023
Q: Hi 5i Team,

I'm wondering if you have any suggestions for using options to generate routine income. So far, I mainly write puts on companies that are temporarily out of favour but that I wouldn't mind holding for a while and also collect a dividend if I end up having to hold for a bit (e.g, ENB, TD, BN, CVS). I do this randomly (e.g., once or twice a year on a couple of companies) but would like to increase the frequency. I don't have a good sense for what expiry date I should choose (I typically go out six months or more) or the best strike price (I usually pick around the current price). Do you have any good ideas for the current market that you could suggest and could you recommend a resource to do more research. I'm currently thinking of writing puts on TD, CVS, and BTI and wondering if I should scatter their expiry dates.

Thanks as always,
Read Answer Asked by Lisa on June 27, 2023
Q: CIA,CJR-B,NPI,PRMV,TWM,TIXT. CVS-N,MP-N, Witch one to sell and which stocks are underpriced today to replace.
Appreciate your opinion and expertise.
Read Answer Asked by Nizar on June 21, 2023
Q: I have held disney now for 2 and half years and i have been in the red since can you please advice me if i sell it what would be a good replacement for it in my rrsp. And the same goes for cvs it has put me in the red as well is there a better replacement for this that pay a good yield as well. Thank you for all the support
Read Answer Asked by wilson on June 15, 2023
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.



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