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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: 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
Q: I currently only own AMGN is the biotech/medical sector. I am considering re-entring NOVO after the hit it is taking. Would you recommend 'catching the falling knife', purchasing LLY which appears to be suffering in sympathy with NOVO or an alternate to these two?
With appreciation,
Ed
Read Answer Asked by Ed on July 30, 2025
Q: Good afternoon,

I’d like to commend 5i on the well thought out updates!

Looking to form a healthcare position. 3-5 positions. Long term growth in a TFSA.
These could be pharmaceutical, equipment etc etc.


Thank you very much.
Read Answer Asked by Adam on July 18, 2025
Q: Team, I sold LLY from a 4% to a 1% position at $950ish. It’s come down a lot and has been negative to flat recently. Is this a stock you would start adding back? ISRG is a 5% and Well a 3% with LLY at 1%. 5+ year horizon. Is there a different Healthcare firm I should be looking at?
Read Answer Asked by Don on July 18, 2025
Q: Previously had 3 U.S. ETFS for U.S. healthcare but haven't been happy about these.
Could you please suggest 3 or 4 U.S. healthcare companies that might work out for a 5 yr+ return. Please put in order of ratings and advise why you like them.
THank you
Margaret
Read Answer Asked by Margaret on July 15, 2025
Q: Hello, I've been holding UHN in my RRSP for a while, but the stock has taken a significant hit with a 33% loss. Given its current stagnation, I'm thinking of selling it and reallocating the funds. I have a few options in mind: I could buy a call option with a strike price of $79 expiring on Dec 27, which might give me a chance to recover some losses if the stock rebounds. Alternatively, I could sell UHN and use the proceeds to increase my stake in other healthcare stocks, such as LLY or ISRG, which I believe have more potential. Or, I could cut my losses entirely and exit the healthcare insurance sector. Which direction makes the most sense? Thanks
Read Answer Asked by Esther on July 10, 2025
Q: There was an article in the Globe and Mail today by David Rosenberg about the aging population and he suggested health care related investments such as health care REITS, pharma, devices, and services. What do you think of this idea and can you give me a few recommendations in canada and the US for each of the 4 categories (health reits, pharma, devices, sefrvices)? A mix of ETFS and individual stocks would be great.
Read Answer Asked by Carla on July 08, 2025
Q: Seems the whole Healthcare sector stocks are depressed right now. Aside from ISRG (owned) which five are the most compelling to own and at what entry price are they wotth it? Canadian would be best, or ADRs. But I'll take US or world suggestions also.
Thank you!
Read Answer Asked by Roger on June 27, 2025
Q: Hello, what are your thoughts on these two companies? They seem attractive..I already have a small position on corpart and I am wondering if it is a good time to add.

Any other stocks in US/Canada which are attractive buys? Thanks.

Shyam
Read Answer Asked by Shyam on June 19, 2025
Q: I enjoy all the questions that pass through. I’m not into day trading but certainly add a couple swing trades in as a boost as well as selling calls.

With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.

Thank you.
Read Answer Asked by Adam on June 02, 2025
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