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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: Hi Peter & Ryan, I’m very light in the healthcare sector after recently selling JNJ. I rely on dividends to supplement my pension income and was looking at DR:CA, EXE:CA and SIA:CA. Can you please comment on each of these, quality of the companies, management, safety of the dividend etc. Feel free to suggest other names not listed Canadian or US. Dividend payers preferred. ( I already hold csh.un and used to own sis). Thanks. Mario
Read Answer Asked by Mario on August 02, 2019
Q: Hi Everyone at 5i! JNJ has been in the news quite a bit lately with the newest issue being a law suit for billions of dollars launched by the state of Oklahoma for JNJ’s role in the opioid crisis.
I hold a tidy number of stocks in this company , which I have held for years and I am up quite a bit on the stock. My objective is a long term hold....so my question....how serious is this law suit to the overall value of the company? Should the share value fall, would this be an opportunity to buy more? Or....should I take the money and run ? Looking for some crystal ball insight....Cheers, Tamara
Read Answer Asked by Tamara on July 16, 2019
Q: I am very fortunate to be a member of 5I,Thanks
I wish you were actively advising on US stocks meanwhile however
for me to start please suggest some US stocks or etf for not very aggressive
stocks with high volatility but something like BNS,SLF,td in Canada Income is not my priority but steady growth is in my mind not stocks like canabis?
I appreciate your sugestion and has always benefited from them
Nizar
Read Answer Asked by Nizar on March 19, 2019
Q: In response to a question about a subscriber's portfolio you said “KO and JNJ we would consider less attractive for various reasons. We might add VZ and PFE instead.”. I am holding JNJ in a non-registered account with a cost base of $58.36/share. JNJ is 2.5% of a diversified portfolio. Is it still worth making the switch for PFE? Over the years, JNJ seemed to be a much better managed company than PFE. What has changed?
Read Answer Asked by David on March 15, 2019
Q: Hi 5i, please comment on my international div. group for global income or your own top 5 picks, thanks.
Read Answer Asked by Peter on March 15, 2019
Q: Good morning,

Two questions this morning. Both are would you make the switch?

I have JNJ that I bought at the $65.00 range back in 2011I think. Would you sell and switch it to ABBV?? Or stay the course?

Same goes for PPL. I have owned it for quite a while and it has gone up nice. Would you switch it to IPL or stay the course?

Thanks
Jimmy
Read Answer Asked by Jimmy on February 22, 2019
Q: I have a position of about 4% in JNJ, which is still showing a return on investment of 52% even after last week's plunge. It's in a regular account so is liable for tax. In view of the current litigation concerns, would you recommend that I hang tight and see if it comes back, sell the lot and get out while I am ahead, or hedge and sell half. I am what most people would consider to be elderly - I don't have twenty years to wait for a recovery.
B.
Read Answer Asked by Bryan on December 18, 2018
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!
Read Answer Asked by Wayne on August 09, 2018
Q: I only own 2 USA stocks, JNJ and PFE. JNJ has grown over the years to 2 full positions so I need to reduce my holdings in JNJ. JNJ pays a nice 2.7% dividend and has grown significantly. What recommendations would you have for a replacement that pays a similar dividend and has some growth potential. I am retired and rely upon the dividends generated in my RRIF.

Wayne
Read Answer Asked by Wayne on August 09, 2018
Q: Recently, 5i has supported members' suggestions to switch out of JNJ into something else given the legal difficulties that JNJ faces. I generally like to hold indefinitely; given this anticipated time frame, and my preference for safety and a good/growing dividend, do you think I should switch as well? Do you view the alternatives I've listed as less or more risky than JNJ overall? Are there non-pharmaceutical alternatives in the US healthcare space that would provide an equally secure and growing dividend that you would recommend? Thank you.
Read Answer Asked by Walter on August 08, 2018
Q: Johnson and Johnson is a highly rated company. However they are facing a large number of law suits, mostly related to talcum powder. Although the scientific basis for these lawsuits is extremely weak, I am concerned about the legal system in the USA. Would you recommend I keep holding my JNJ shares or sell and invest in something else in the USA? Diversification is not an issue.
Read Answer Asked by jacques on July 13, 2018
Q: Healthcare is approximately 10% of our portfolio. Medical Facilities is the largest investment which we have held for a long time. JNJ and HCP we have added more recently. NVS and AZN we inherited. We want to simplify our portfolio and plan to sell NVS and AZN and add to JNJ. Wonder what your opinion is of DR and HCP specifically and also AZN which I didn't see mentioned in your question section.
Thank you, Marie
Read Answer Asked by J on July 06, 2018
Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.
Read Answer Asked by Stephen on June 20, 2018
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