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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 have a half position in ISRG (bought before latest Q). Would you go for adding to it (if it was your position to build on momentum) OVER buying LLY to get to 6% in US$ health? Looking for growth. I already have 3% in WELL
Read Answer Asked by JR on October 28, 2025
Q: Good Day,

With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?

It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?

Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?

No need for megacap names, I'm well represented there.

Thanks!

James
Read Answer Asked by James on October 16, 2025
Q: Hi, could you suggest a couple each of your fav. small, mid and large cap biotech stocks and why you like them.

thanks, M
Read Answer Asked by Mark on October 08, 2025
Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian
Read Answer Asked by Ian on October 01, 2025
Q: Hi,
I want to buy Healthcare stocks.
Can you please recommend in order of preference a top 10 mix of Canadian and USD names. Can you also add a growth/risk rating 1 to 10 with 10 being highest growth and 10 being highest risk.
Thanks
Read Answer Asked by Marco on September 30, 2025
Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.
Read Answer Asked by Adam on September 30, 2025
Q: Could I have three US Healthcare names you recommend today please.
Many thanks!
Read Answer Asked by Issaku on September 26, 2025
Q: In your answer to a recent question from Tim about how to prepare for an inevitable market correction, you suggested holding stocks in defensive areas of Consumer Staples, Utilities, and Healthcare, Can you pls provide 5-6 names in each of those areas that you would want to hold. A mix of Cdn and US would be great. Thank you for your excellent service.
Read Answer Asked by Leonard on September 20, 2025
Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much
Read Answer Asked by Nick on September 11, 2025
Q: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,

Jason
Read Answer Asked by Jason on August 20, 2025
Q: I hold HHL in my RRIF which is primarily focused on income. I am considering switching HHL to
HHLE. This would increase my income by approximately 30% on this money and allow me to keep the same list of healthcare stocks. Does this make sense; any downsides ; am I missing anything?

As an aside , I am at breakeven with HHL as the sector is under pressure from Trump and also United Healthcare has dampened the sector. But with Trump wanting lower drug prices , the companies will be going overseas to compensate for lower US revenue as witnessed by Eli Lilly raising international prices for Mounjaro.
Thanks .Derek
Read Answer Asked by Derek on August 20, 2025
Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.
Read Answer Asked by dan on August 15, 2025
Q: I sold a portion of my NVO holdings a while ago, and am not inclined to buy it back just now. What would you see as the best buy in the US healthcare sector these days; possibly as a compliment to NVO, but not necessarily?
Read Answer Asked by David on August 13, 2025
Q: I hold LLY shares. Following the announcement of weight loss trial results, the stock declined approximately 14%, despite an improved 2025 outlook after a positive Q2 report. My current position is down 20%, and this investment makes up 5% of my portfolio.

Is this an appropriate time to consider increasing my position? Alternatively, are there other securities that you would prefer ? I would like to take advantage of the Trump turmoil. I am overweight technology.

Thank you kindly. Very appreciative of your comments.

Elaine
Read Answer Asked by Elaine on August 08, 2025
Q: Hi,

With the purpose of investing in the health sector, which stocks would you consider now for best growth, either in the U.S or Canadian market, for the next 3 to 5 years ?
In addition, which are your high conviction stocks in the sector ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on August 07, 2025
Q: Hi 5i,

Currently own both LLY & ISRG. They have become a smaller percentage of my portfolio over the past year and I am currently looking to consolidate by selling one to purchase the other.

From the perspective of a 5+ year hold, which stock do you believe to have the greatest growth potential from here?

Thank you.

Greg C.
Read Answer Asked by GREGORY on August 07, 2025
Q: Given the potential for a market down-turn, do you see any of these as a good buy for a long-term investment?
Read Answer Asked by Camille on August 01, 2025
Q: hi group what's going on with following stocks and are they buy sells or holds and why? also suggested buy /sell targets

Cost
FFH
AC
TFII
NVDA
LLY
TOI
MDA
Read Answer Asked by Terence on July 30, 2025
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