skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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?
Read Answer Asked by Ian on December 01, 2023
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
Read Answer Asked by chris on December 01, 2023
Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.

Outside of Canada to get USA or World exposure.

Or would you stick with XHC?

Thanks.
Read Answer Asked by Colin on November 24, 2023
Q: What would be your best contrarian pick today in both us and canadian markets
Read Answer Asked by Todd on November 03, 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 David on October 03, 2023
Q: Hi 5i,

I found the Q&A about Envista this morning very interesting. With the Veralto spinoff that is happening with DHR, do you think that Veralto will have the same low/no growth issues? I think DHR is trying to do the same again by keeping the higher growth assets and spinning off the lower growth ones. Would you hang on the the new shares when received or would you sell and maybe put back into DHR instead? TIA!


Wayne
Read Answer Asked by Wayne on September 25, 2023
Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?
Read Answer Asked by Robert on August 15, 2023
Q: As I'm sure you're aware, this is a name that has been drifting steadily lower since it ranked on its disappointing latest earnings release. Do you think it remains a premier us drug manufacturer worth holding or would you recommend redeploying the capital into another name?
Read Answer Asked by Patrick on May 30, 2023
Q: In the US healthcare space, I am looking for a value priced name with meaningful upside total return potential (3 to 5 years) ideally with some current yield. Am thinking ABBV but not sure if I should be looking at pure play pharmaceutical, equipment mfg or..? CVS already owned
Thoughts please on above or others, and thanks
Read Answer Asked by Harry on May 23, 2023
Q: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?

Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth

Thanks!
Read Answer Asked by Keith on May 13, 2023
Q: I thought that I had asked this question before, but I went through 6 web pages of "My Questions" and came up empty.

What would you say is the "most" CSU-like stock in the US? Thanks again!
Read Answer Asked by Danny-boy on January 09, 2023
Q: I have no Healthcare companies in my portfolio. What names are you presently recommending; Canadian and/or US $. Thanks.
Read Answer Asked by Gerry on January 05, 2023
Q: To be clear, my previous question was to see if you could recommend a company(s) that supply services/equipment/support to biotech companies rather than biotech companies themselves. MTD is more of what I'm looking for - any others?
Read Answer Asked by Michael on September 15, 2022
Q: I think I may have timed out before submitting this question earlier.

I wanted to know your views on swapping DHR for ISRG in my health care allocation, which currently includes SYK and WELL. I know you like ISRG today, perhaps more than you did a couple of years ago when you had concerns about their business in China. Is China a significant part of their business? And your DHR concerns seem centred on their higher levels of debt which are being paid down.

I have done well with DHR but I am wondering if ISRG's growth profile is considered higher without taking on a significant increase in risk. Or would one of my other holdings be a better swap? Or is "do nothing" the best course?

Appreciate your insight.


Paul F.
Read Answer Asked by Paul on May 04, 2022
Q: Hello,

I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.

Could you please rank the stocks I've listed, and indicate if there are better choices.

Thank you!
Read Answer Asked by Barbara on March 15, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!