Investment Q&A

Q: hi, portfolio analytics says I am underweight basic materials, consumer defensive, healthcare and industrials. can you provide a few Canadian and US equities in each category, that you would consider for medium to long term investment.
cheers, chris ( take as many credits as you need ).
further, I am overweight in utilities ( 18.6% of total holdings ) and financials ( 25.5 %). do you recommend trimming these 2 sectors? and in financials I own BN and BAM ( which I would suspect actually have cross-over with other sectors? )??
cheers, chris

Q: Since the healthcare sector in Canada is quite limited, I would like to explore the option of purchasing 100% US healthcare stocks to better represent this sector. I would greatly appreciate it if you could suggest six stocks that I should consider. Thank you in advance.

Q: I have owned ENB for 6 years / it continues to disappoint. Russ Healy was on BNN saying net overall asset value continues to drop in the last 5 year's and i agree with him as my performance is negative (down 6% in the last 5 years, (this is excluding the dividend . Kindly explain how you continue to recommend this stock as it clearly is a loser in value the dividend is its only advantage... would TRP not be a better risk return or even Fortis / one of the pipes for that matter Thanks for your help with this . Lastly what is your top 3 picks in the health care sector

Q: What US Healthcare stock or ETF would you recommend to replace ABBV?

Q: As I'm sure you're aware, this is a name that has been drifting steadily lower since it ranked on its disappointing latest earnings release. Do you think it remains a premier us drug manufacturer worth holding or would you recommend redeploying the capital into another name?

Q: In the US healthcare space, I am looking for a value priced name with meaningful upside total return potential (3 to 5 years) ideally with some current yield. Am thinking ABBV but not sure if I should be looking at pure play pharmaceutical, equipment mfg or..? CVS already owned
Thoughts please on above or others, and thanks

Q: Do not own either, but would like to own both, any problem buying them now?
Thanks Again

Q: Is inflation finally under control?
Will we have a recession? How deep could it be?
Are our banks safe?
Are we losing control of our country to others that seem to play by different rules? We just kicked a Chinese diplomat out of Canada for threatening the family of a member of the Canadian parliament. How will China retaliate?
Russia is still at war against Ukraine. How is that impacting the world economy?
Climate change is threatening economies in counless ways. Almost all negative.

So here's my question. In your opinion, what Canadian and global companies offer a service so necessary or a product that is in such high demand that they will persevere in these troubled times and make profits for their investors?

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)?

Q: I have held this stock for a few years and I am getting impatient. I guess I bought it at the wrong time, I am considering getting out. If I do exit do you have another health care company that you would recommend. Your overall thoughts please. Thanks

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.

Q: Thanks to strong performance largely from CSU and KXS, I am both overweight in Tech and also have outsized positions in both - CSU along with the spin offs is ~13% of total now.

While I like to let the winners run this position feels too oversized and would appreciate considerations around taking some earnings off here . Since I am also underweight in Industrials, Utilities, and Healthcare what would be good long term options here (I'm 41) to transition into?

Q: I have 4% of my RRSP in cash. Im underweight industrials and healthcare. I’m a fan of LLY for HC and J for industrial (WSP is my other). Would you add to these at current prices to get to a half position in each?

Q: Good Morning,

For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?

Q: Now we know we are near the end of J Powell's hikes in Interest Rates as Inflation is dropping should I start building my equity Holdings?

If so can you give me three names in Canada & USA Thanks a lot RAK

Q: If I sold my remaining shares in lightspeed I would like to invest the money in a higher quality company. Could you provide a few names that would fit this description as well as growth upside especially in a market turn-around. Any sectors are fine.

Q: I have a 2% position (of overall portfolio) in Savaria, and up until I looked up its sector classsification, I had considered it to be in the healthcare space, given it is in the business of improving accessibility for those who are physically challenged. As per the Yahoo! Finance portal, Savaria is listed as an industrial company. This investment is held in a RRSP account, so capital gains taxes are not a concern.

My questions are as follows:

- Is it reasonable for me to continue considering this as a healthcare investment, due to its target consumer base?

- Using a long-term (at least five years or longer) time horizon, would you be able to name any other potential companies of interest in the healthcare sector in both the Canadian and US spaces which I could target as potential replacements? The availability of a dividend from a replacement investment would not be a requirement for consideration for me: I am primarily concerned with total return over a longer time horizon.

- Of these companies, would any of them serve as probabilistically (given there are no guarantees in investing) better investment vehicles given the time horizon I have provided?

As always, I appreciate your time, and I look forward to reading your response. Thanks so much!

Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara

Q: Hi group i presently hold CVS - 20% loss,- UNH - 11% loss Buy sell or old ? + if sell what would you replace with (these are my only holds in health sector this sector is really struggling - your comments on the sector + these 2 stocks in general

I also own NRGI - presently a 20% loss I also own ARC in this sector presently 5% loss - your thoughts on the sector in general + But sell or Hold

thanks for your help with my portfolio

Q: I bought this stock a few years back, it pays a consistent dividend but little value add outside of that. I am thinking of selling and moving into other US pharma with better growth upside. What are your thoughts and a couple of recommendations for alternatives.
As always thanks for your advise.

Jim