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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: 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
Q: I currently hold Abbvie and PFE in our portfolio. I'm looking to add another in the healthcare sector, such as Eli Lily, Merck or Danaher. Do you have a preference among thee to add or another?
Read Answer Asked by Gerry on February 08, 2022
Q: With the backdrop of global warming and water likely becoming a more valued resource (see Columbia River article on CNN), are there any companies that over the long term (5-10 years) may see strong growth as a result?
Read Answer Asked by Dave on August 24, 2021
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?
Read Answer Asked by Tim on March 27, 2020
Q: Hi, I've held ISRG for a few years now, am up 25% but was honestly expecting more. It's traded largely sideways since Sept of 2018. 5i and I both seem to have similar (great) expectations for this company, but they just can't break $620 or so.

I'm tempted to dump ISRG and pick up some IHI which includes a number of other seemingly great companies that are on my watch list. However, I keep thinking ISRG is on the brink of its next big leg up. From my research, I have ISRG at the bottom of its long term channel - which if it holds - would have stock price growth at 40% from here...

Help me decide: hold (even add) to ISRG, or dump it and pick up IHI. Perhaps a bit of column A and column B?

Cam
Read Answer Asked by Cameron on February 10, 2020
Q: Recent XYL results and the stock drops 7%. I've held for years and it has been one of my more volatile and poorer performing stocks. Yet even after today's action I'm up 15%.

I really want to own XYL largely b/c I firmly believe we'll need more 'engineered' water solutions. However, I'm ready to sell and try something different.

Please tell me why I should continue to hold XYL and not sell to buy WAT, AWK, DHR or and ETF like PHO.

Thx.
Read Answer Asked by Cameron on February 10, 2020
Q: I would like to buy a stock or ETF that deals with water treatment, possibly desalination, or purifying water. This would be a US holding, but not necessarily aimed at treating water in the US. What suggestions might you have? I thought about American WaterWorks, and would like an idea of what else is out there, especially for desalination treatment. Thank you.
Read Answer Asked by Elizabeth on January 09, 2020
Q: I know you don't deal with US, but it seems people like to own US stocks as there are more opportunities. All of these stocks except Team have been recommended by at least 2 analysts on Market Call. Could you tell me briefly why these over the last three months have been performing so poorly. Which one would be the first one you would sell? Thanks for your expert opinion. Dennis
Read Answer Asked by Dennis on November 06, 2019
Q: With Danaher being in the news, I'm reminded that the founders of DHR are they guys behind CFX, which has been struggling.

With 5i always discussing how important good management is, do the guys behind CFX warrant investment despite the poor track record of the stock price? What are your thoughts on CFX in general?

C.
Read Answer Asked by Cameron on February 28, 2019
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