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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 want exposure to health. Looking for growth in the next 5 years. Can you please rate these companies in term of growth in next 5 years, starting with the most potential? And what is a good entry point for them?
Feel free to suggest any other health care stock that offer growth as well. Thank you very much.

Read Answer Asked by Anh on October 18, 2021

Q: I own Abbvie already and would like to add another company from the health care sector. What would be your next choice for a long term hold in a dividend focused portfolio? Considering maybe JNJ, PFE, BMY, AMGN, ABT, MRK.

Read Answer Asked by Serei on September 29, 2021

Q: You noted several months ago that Johnson and Johnson may have exposure from opioid lawsuits and that this may be of concern. ABBV, through its Allergen division, may also be involved in at least some of these suits. You have continued to recommend ABBV so do you feel they are less exposed?


Appreciate your insight.

Paul F.

Read Answer Asked by Paul on September 14, 2021

Q: Hello Peter and Staff
So I am a slow learner and a bad listener.....in order to add AND to my health care basket, Chartwell is gone.......I did not feel like adding $ for $ so have some of CSH proceeds left to top up a position or 2 in my basket....Please list 1, 2 ,3 in priority of your preferences above and if you see any you would not advise be kept, please say so and why.
Thanks for all you do
Dennis

Read Answer Asked by Dennis on August 19, 2021

Q: Hello 5i Team.

Thank you for all the insights into investing - it has been profitable both educationally and financially.

7% of our portfolio is in geared to health care with a holding of 5 stocks , GUD - (slightly underwater but is the hopeful flyer), Medtronic - MDT, Cardinal Health - CAH, Abbvie - ABBV, Johnson & Johnson- JNJ. In an effort to reduce the overall number of stocks in our TFSA, RRSP and taxable accounts I was considering liquidating CAH and JNJ and either purchasing more ABBV or adding SYK, unless of course you can recommend another US health care stock. JNJ and and CAH have been the laggards of the US group since my initial purchases. I realize MDT and SYK might be similar but i do believe surgeries should increase in 2022.

I enjoy reading your resources and recommend it often.

Kevin

Read Answer Asked by Kevin on June 30, 2021

Q: Is Merk unjustifiably cheap or is it a value trap? Which of MRK, JNJ, MDT (or other suggestion) would you recommend as a buy and forget cornerstone healthcare holding for someone looking for long term capital appreciation and dividend growth. My only other healthcare position is ABBV. Please also explain the rationale. Thank you!

Read Answer Asked by Matthew on May 27, 2021

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Read Answer Asked by grace on April 27, 2021

Q: i have held this for about 5 years and it has basically done nothing despite all the promises from management for change/consolidation etc. Would you support continuing to hold or am i better switching to a better growth name. i am retired so i like a bit of income in addition to share price appreciation. i already own ABBV and MDT and do not want to add to these positions. i am better off in Merck or PFE?

Read Answer Asked by kelly on April 07, 2021

Q: dear team:
i have BPY and bpy.un roughly 15% in my no-registered account which bought at last May. i think it is too risky to keep them and plan to replace them .
pls give me some idea.

appreciate!

Jacky

Read Answer Asked by liang on January 20, 2021

Q: Hi Peter and Staff

FInally bite the bullet on Sienna, looking to redeploy in the US topping up some or all of my US basket of health care. Please eliminate any of the above that you do not feel are a buy at this time and rank the rest within categories of strong buy, buy or hold.
Thanks for all you do
Dennis

Read Answer Asked by Dennis on January 14, 2021

Q: Would you start a position at these levels?
I know they recalled the Lotus Aortic valve but it doesnít represent a significant earnings miss at all.
I know you like MDT over BSX and JNJ &SYK are also great companyís that you may want to think about in this equation if we wanted to buy 2 of them in the Medical device space.
Thank you,
Nick

Read Answer Asked by Nick on November 26, 2020

Q: Hi there. I hold positions in ABBV, PFE, MRNA, and AMGEN. I am looking for some supplemental help in the healthcare space and considering MDT, WBA, JNJ(on pull back and aware of legal risks).

What would your opinion and/or recommendations be on these companies JNJ/WBA/MDT Do you have one or two alternatives for a dividend conscious investor?

Thank you so much.
Peter

Read Answer Asked by Peter on October 19, 2020

Q: I have been considering investing in JNJ but am concerned about its legal issues. These are highlighted in the most recent annual financial statements but are not mentioned in the subsequent quarterly releases other than to say that the company does not give guidance because it cannot predict the outcomes of legal matters. This indicates that they believe the issues are material.
Can you provide your thoughts about the company and the risks that the legal issues present.
Thanks for your advice.
Ian

Read Answer Asked by Ian on September 16, 2020

Q: Hello 5i Team,
Could you please tell me the names of the companies that are developing a vaccine against Covid 19. Is there an ETF that tracks them?
Thanks,
Antoine

Read Answer Asked by Antoine on June 30, 2020

Q: Hey guys. Looking to put some money to work in the health care and cyber security worlds. Im a buy and hold, long term investor so looking for long term compounders with really strong innovative business models and a good runway to grow. What would be your top two or 3 picks in each space for a 5-10 year time frame?

Read Answer Asked by Ryan on June 22, 2020