Q: How do current shareholders of JNJ benefit from the spinoff of Kenvue? Thank you for clarifying.
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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.
- Abbott Laboratories (ABT)
- CVS Health Corporation (CVS)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- Pfizer Inc. (PFE)
- UnitedHealth Group Incorporated (DE) (UNH)
- iShares Global Healthcare ETF (IXJ)
- Health Care Select Sector SPDR (XLV)
Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?
- AbbVie Inc. (ABBV)
- Johnson & Johnson (JNJ)
- Health Care Select Sector SPDR (XLV)
- iShares U.S. Medical Devices ETF (IHI)
Q: the above are my healthcare holdings in my RRIF. I need to add but am wondering about eliminating individual stocks for an ETF with a higher income component. Any suggestions both on the move and the ETFS
Thanks
Thanks
Q: A pick a few months ago from David Einhorn. Acting well this year - +33%. you haven't liked their debt load in the past. May I have your current thoughts?
Q: I currently own ABBV. I am aware of the off-patent cliff for Humira. Earnings are expected to drop when they are announced at the end of this month. I'm not so sure their other two drugs - Rinvoq and Skyrizi - will be capable of picking up the slack. I had read a recent article, and it gave me the impression that Humira and its new biosimilar competitors have some active ingredient(s) that allows them to be used for patients using Rinvoq and Skyrizi (?) In other words, I'm wondering if the upside of Rinvoq and Skyrizi is limited. I think you like ABBV, but is there any concern longterm? The market doesn't appear to be pricing in the risks.
I've pared back some of my ABBV shares, and am considering selling the rest. Alternatively, how robust is Amgen's pipeline in comparison ? LLY looks historically expensive, and I already own JNJ.
I've pared back some of my ABBV shares, and am considering selling the rest. Alternatively, how robust is Amgen's pipeline in comparison ? LLY looks historically expensive, and I already own JNJ.
- Regeneron Pharmaceuticals Inc. (REGN)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Thermo Fisher Scientific Inc (TMO)
- Novo Nordisk A/S (NVO)
- iShares Biotechnology ETF (IBB)
- Moderna Inc. (MRNA)
- VANECK ETF TR (BBH)
- iShares U.S. Pharmaceuticals ETF (IHE)
Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.
- Johnson & Johnson (JNJ)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Manulife Financial Corporation (MFC)
- Canadian Imperial Bank Of Commerce (CM)
- TC Energy Corporation (TRP)
- Intact Financial Corporation (IFC)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Enbridge Income Fund Holdings Inc. (ENF)
- Granite Real Estate Investment Trust (GRT.UN)
- goeasy Ltd. (GSY)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- iShares Expanded Tech Sector ETF (IGM)
Q: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.
Q: JNJ shares have been sliding down for weeks. Today the company lost its appeal to segregate its talc div for bankruptcy and JNJ Shares gapped down. The talc litigation was already priced in before the decision. The ruling itself was not a real surprise. What gives? Is it much of a risk to add to existing holdings? “Waiting for things to settle” does not always work out when negative factors depressing share values were already known before resolution of said negatives.
- Becton Dickinson and Company (BDX)
- Johnson & Johnson (JNJ)
- Medtronic plc. (MDT)
- Stryker Corporation (SYK)
- GE HealthCare Technologies Inc. (GEHC)
Q: What is your view of GEHC, the recent spinoff from GE, in terms of its growth prospects? Who are its major competitors and where would you generally rank GEHC among the competition? Thanks
Q: I'm wondering about the big drop in JNJ today?
- Amgen Inc. (AMGN)
- Cisco Systems Inc. (CSCO)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Emerson Electric Company (EMR)
- International Business Machines Corporation (IBM)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Procter & Gamble Company (The) (PG)
- The Travelers Companies Inc. (TRV)
Q: Hi,
Of this list do any of these names have concerns and if so, what might they be? Are there any you would wish to wait longer before buying? Any you do not think appropriate buys in this market? Others you feel are more compelling? If you were to buy these, in what order would you do so? I know - lots of questions - feel free to deduct accordingly! My preference is for stability of future earnings, lower or no debt and the dividend is a bit of a bonus, but not something to rely on. Many thanks!
Dawn
Of this list do any of these names have concerns and if so, what might they be? Are there any you would wish to wait longer before buying? Any you do not think appropriate buys in this market? Others you feel are more compelling? If you were to buy these, in what order would you do so? I know - lots of questions - feel free to deduct accordingly! My preference is for stability of future earnings, lower or no debt and the dividend is a bit of a bonus, but not something to rely on. Many thanks!
Dawn
- Starbucks Corporation (SBUX)
- Abbott Laboratories (ABT)
- BlackRock Inc. (BLK)
- Johnson & Johnson (JNJ)
- JPMorgan Chase & Co. (JPM)
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Blackstone Inc. (BX)
- RTX Corporation (RTX)
Q: Good Morning,
As the market gets beaten down yields on some very good companies are becoming difficult to ignore.
With a recession in sight yields could possibly get even better.
I am retired and an income investor sitting on substantial cash.
What would be your preferred course of action at this time?
What companies would be most attractive to you?
Thanks
As the market gets beaten down yields on some very good companies are becoming difficult to ignore.
With a recession in sight yields could possibly get even better.
I am retired and an income investor sitting on substantial cash.
What would be your preferred course of action at this time?
What companies would be most attractive to you?
Thanks
- Abbott Laboratories (ABT)
- Johnson & Johnson (JNJ)
- JPMorgan Chase & Co. (JPM)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Blackstone Inc. (BX)
- RTX Corporation (RTX)
Q: I am in my 80's and am changing my investment philosophy.
Can you suggest 6-8 stocks US or Can that would be in a solid l-o-n-g term growth and income portfolio. I would particularly like stocks that have recently been a little soft.
Thanks
PB
Can you suggest 6-8 stocks US or Can that would be in a solid l-o-n-g term growth and income portfolio. I would particularly like stocks that have recently been a little soft.
Thanks
PB
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- Home Depot Inc. (The) (HD)
- Johnson & Johnson (JNJ)
- UnitedHealth Group Incorporated (DE) (UNH)
- Visa Inc. (V)
- Canadian Pacific Kansas City Limited (CP)
- Constellation Software Inc. (CSU)
- Berkshire Hathaway Inc. (BRK.B)
Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.
- Illumina Inc. (ILMN)
- AbbVie Inc. (ABBV)
- CVS Health Corporation (CVS)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- Veeva Systems Inc. Class A (VEEV)
- DexCom Inc. (DXCM)
- Guardant Health Inc. (GH)
- Lantheus Holdings Inc. (LNTH)
Q: Hello 5i Team,
Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.
Could you also suggest 3 "safer" options.
Feel free to subtract as many credits as warranted.
Many thanks!
Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.
Could you also suggest 3 "safer" options.
Feel free to subtract as many credits as warranted.
Many thanks!
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- Johnson & Johnson (JNJ)
- Procter & Gamble Company (The) (PG)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Barrick Gold Corporation (ABX)
- Berkshire Hathaway Inc. (BRK.A)
Q: 3 questions
What is the annual return for ENB since it went public when you include dividends & largest drawdown?
Would a 20% position in ENB for a retired person looking for income make sense?
What are the 5 safest Canadian & US stocks that would provide the best protection against drawdowns?
What is the annual return for ENB since it went public when you include dividends & largest drawdown?
Would a 20% position in ENB for a retired person looking for income make sense?
What are the 5 safest Canadian & US stocks that would provide the best protection against drawdowns?
Q: If you had to pick one healthcare (realize all are different in makeup) which and briefly why. I am looking for steady and growing dividends and in registered account positioning to a RIF transfer
- CVS Health Corporation (CVS)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
Q: Hi group what going on with the big pharma stocks over the last several days ? LLy as an example is now off 10% in the last 5 days. Can you shed any light other than a very tough market. Buy sell or hold and why...thanks
- AbbVie Inc. (ABBV)
- Johnson & Johnson (JNJ)
- Pfizer Inc. (PFE)
- Stryker Corporation (SYK)
- Veeva Systems Inc. Class A (VEEV)
- Viatris Inc. (VTRS)
Q: Hi Peter and Staff
Looking at my health care basket, I have a couple of losers in it VEEV and VTRS.
I have had losers I regretted selling and losers I wish I had not wasted opportunity cost on.......I am fine doing either....Do you think the risk/reward of selling either or both of these to top up ABBV,PFE,SYK or JNJ would be a good move in the long run ignoring how many positions I have or should I hang on. If a sale is suggested which order would you top up the 4 stocks mentioned.
Thanks for all you do
Dennis
Looking at my health care basket, I have a couple of losers in it VEEV and VTRS.
I have had losers I regretted selling and losers I wish I had not wasted opportunity cost on.......I am fine doing either....Do you think the risk/reward of selling either or both of these to top up ABBV,PFE,SYK or JNJ would be a good move in the long run ignoring how many positions I have or should I hang on. If a sale is suggested which order would you top up the 4 stocks mentioned.
Thanks for all you do
Dennis
Q: What is your current view on Bausch Health Companies? It looks like a good price now. Or, would you prefer any of other names in health care now such as PFE, LLY or JNJ? Already hold ABBV and MRK.