Investment Q&A

Q: Hello,

Thoughts on starting a position here?

Thanks.

Q: What are your thoughts on DHR as a long term play in the healthcare space? Stock seems to be unloved for the past couple of years after fantastic long term performance. It's spin off of Veralto created value but wondering what is the next catalyst for this stock / company?

It seems punished due to concerns on China but the company reinstated its buy back program last quarter and I would assume that since the stock is even lower they are seeing value and purchasing shares.

Is this a good position to continue holding and even adding at today's prices?

Q: What do you think of Danaher's current valuation, do you think this a good entry point to start a new long-term position?

Given their long-term success, I'm thinking the company should be capable of navigating any potential "political" headwinds with the incoming US administration?

Q: Would you endorse a switch from DHR to ISRG (taxes not an issue)? I know you really like ISRG. I suspect I would be taking on more volatility and DHR has been a decent grower but would ISRG likely be that much stronger growth wise?

Appreciate your insight.

Paul F

Q: My portfolio analytics says to increase health care holdings. For a 3-5 year hold what are your top 3 companies or etfs to have. Not too risky but with growth in mind.
thxs Michele

Q: Hi 5i, been watching TMO for a bit, any news as to why it's off 2.5% today? Does it have to do with markets view on Olink purchase? What are the next few years forecast for growth and what would be a good entry point? Thx

Q: I had a partial fill on a buy order for PFE and did not return to top up my holding . My position is too small to leave as is and I am unsure whether to add to the position or exit entirely. PFE is included in various dividend models, e.g. the AAII Dividend portfolio and the MS Global Dividend model. This prompted me to hang on. So did the many words by financial writers and commentators who have almost all been talking-up the health care sector for at least a year. Most comments by financial professionals and analysts are on how and why they expect the health care sector finally to catch up. Their focus on demographics does make sense. Yet, nothing happens to liven up the shares in pharma businesses, outside of a few stars like LLY and NVO. The share price of PFE itself has done nothing but decline. Do you the company has good prospects— good enough to ADD to the position? Or do you think I should just exit and be done with it ? (And give up on all the darn reading as research often gets one nowhere).

Q: hi group i am very light on financials does it make sense to invest in the smaller companies for exposure to the financial sector. (eg GSY,IFC EQB - please rate these 3 (in order of preference and why.-against CAD/US BANKS .. also I am light on Health care do you see the sectors as a buy please give me you top 3 picks in healthcare presently i own CVS and PFE should i sell them to invest in you picks?...Thanks for you help with this

Q: I am interested to invest in the US health sector. Could you please suggest the best pharmaceutical companies in the market or companies related to the health sector? Thank you.

Q: Which of these Life Sciences companies would you prefer and why? Thanks for your service!

Q: I have below weight holdings in DHR and TMO and am looking to sell my holdings in one of these and use the proceeds to increase my holdings in the other. Which of these 2 do you prefer.

Thanks

Peter

Q: Good morning;

I own the 4 stocks referenced at a 4.5% weight in my portfolio. ILMN was purchased as a turnaround candidate so I wish to keep it. XLV to hedge. UNH I have my initial investment out; it has bounced around quite a bit lately with no clear path but a target +/$75 above current price. May 1st you commented CVS is not one you would add to and it could be a value trap. I've owned it since prior to COVID and missed my opportunity to sell it off.

I want to stay exposed and grow my exposure a bit to the US (and maybe Canadian) health care sector. Other than a very occasional flare of positive results this sector has not been very beneficial to my portfolio other than a bit of modest income. I could part with (in order) CVS, UNH, XLV to build better growth exposure. I would appreciate your top 5 recommended options along with why you would put them on the list.

Thanks very much.

Dave

Q: Can you account for the recent drop in TMO and possibly also for its quick recovery.

Portfolio analytics call for more in my healthcare sector. Do you prefer ETFs or individual companies here?

Please recommend a few of your favourite quality long-term holds for both (more American than Canadian, but both if possible).

Thanks as always.

Q: Please recommend a few health care investments.

Q: I've held JNJ for over 15 years based on my belief in the quality of their management. I'm feeling my trust may now be overly 'generous' and it may be time to move on, particularly now that the steadiness of consumer products is gone. I'm considering VRTX or another suggestion you could offer. I have full positions in TMO, SYK and UNH, highlighting my preference for quality.

Q: What is the expected profit and share price growth for Danaher over the next few years? I already own ISRG. Would you expect DHR to outperform SYK or LLY going forward?

Appreciate your insight.

Paul F.

Q: I just sold DXCM and am looking for a replacement in the healthcare sector. I've either owned (ISRG, MASI) or watched (DHR) for years, but currently do not own any of these. From my end, they all look like good choices, which would be your preference and why?

If you've got another recommendation, I'm all ears!

Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?

Q: Seasons Greetings!
Can I please get your high level thoughts for DHR and TMO.
Do you like them for a long term hold?
If yes, are they sufficiently different so I should consider buying both?
Which one has the highest exposure to the "water" theme?

Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris