Investment Q&A

Q: Hi Team
What do you think of DHR going forward with the addition of Bio Pharma. Have they taken up too much debt? Would be adding to ABBV, BDX and MDT in my rrsp. Thank-you in advance. Sam

Q: This is for my wife's RRSP, she is now 70 and will soon have to start withdrawing. Have recently sold J&J and have about 17K to re-invest. For the US portion of her portfolio she currently holds: AMTD; FB; AT&T; MSF. For stability (preservation of capital), some growth and growing dividends which of the above which you recommend without regard to sector. If you can suggest another or even two securities with better overall qualities that meet my requirements, I would appreciate your suggestion.

Q: Hi 5i,

I own all the above in the healthcare sector. After reading many comments on JNJ, I am getting a bit concerned. Would you continue to hold on or would you replace it with something else in the same sector? It is inside an RSP so no tax for selling and it is a long term hold as I do t need the money for over a decade.

TIA!

Q: What price level would you recommend buying Danaher and Covalan to keep for 1-3 years.
Thanks
Margita

Q: Good day,

I know that your focus is not the US but the landscape is changing with the election so perhaps you could just be a sounding board. I have a large position in JNJ (for growing yield and broad diversification), a full position in EXE (for yield), and a 3% position in CRH (for growth). JNJ trades at a premium, justly so. I was thinking of swapping these holdings except maybe EXE for CVS, NVO and DHR. DHR is now focused since its spin off of Fortive and has been a long-term outperformer (it is devices and consumables). NVO (drugs) and CVS (broad healthcare) are great growth stocks that are beaten down compared to JNJ and together offer comparable yields. What would be your thoughts?

Thanks!

Derek