Investment Q&A

Q: Has LLY come down enough for it to be interesting? I know you've liked it before, so should we like it more with the pullback?

Q: I have the above but am thinking of selling and buying into a drug etf. I am open to expanding one or two drug co.to accompany lly but I am looking for your comments and advice. Take whatever points for this info.
Do you have an opinion on Biden comments re the pharma and also basic materials on how or will that effect canada and which s tks could be adversely challenged. Thank you.

Q: Hi Team,
In an earlier question you rated LLY as 9 and ABBV as 7. Should I sell my position in ABBV and move it to LLY?
Thanks

Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?

Thanks.

Q: I own these four healthcare companies but would like to reduce my holdings to three. How would you rate them from best to worse. I've done the best on UNH as I've held it the longest but in looking at a long-term chart it has the poorest returns of the four. They are all so different but what three would give me the best diversification? Look forward to your opinion. Thanks.

Q: Hello all at 5i.
LLY as been one of your favourites in healthcare and I ask if this is still the case after the big drop today. Thank you Barbara

Q: RSP account, new position. 10-yr + hold. Don’t know whether to buy individual stock for nice dividend, or ETF for diversification. Thoughts?

Q: Hello, if today you had to choose just one between Eli Lilly and Pfizer which one would it be and why? Thank you

Q: Hi

I noticed that you are recommending Lily for US healthcare. Are you still high on Abbvie?

Carl

Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....

Q: My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.

Q: Hello Peter and Team,

We are celebrating the start of CPP and OAS this year. With that in mind we have to think about RRIF in 7 years, investments , bonds, and GIC's in our RRSP's. We also have a small TFSA for higher growth stocks. With that said, it is time to retool our investments. We have not been a fan of bonds for over 10 years though we are open to bonds now. .

Which mix of CDN/US/Foreign Bonds, GIC's, and top 10 stocks would you recommend for RRSP's if you have a clean slate with a 7 year outlook.?

Thank you so much for your service. It is the best site by far for advice, CDN portfolios, and general questions by subscribers.

Sincerely,
Debbie and Jerry

Q: I am looking to build a corporate portfolio (i.e. ~40% tax on dividends and distributions), and will be adding a position monthly, then topping those holdings up on a monthly basis ongoing. My timescale is 30 years, and really the only important thing is amount of money at the end. What holdings would be reasonable for such an account? Any preference as to order I add them?

I grew up with Money Saver magazine, so my gut feeling is just to buy a set of big, well run companies that pay dividends. However, the current popular zeitgeist seems to be to just buy an all-in-one fund, like VGRO, and not overthink it.

Please take as many credits as needed to answer this question as completely as possible. Thank you!

Q: Moving past the opioid settlement, is this name worth revisiting? I have not owned in years, debt appears better but still high. Is there a better play on pharmaceuticals for an aging population.

Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.

Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?

Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?

AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL

Q: I am a 76 year old income investor. 3% of my portfolio is held in BIP, BIPC and BEP. I just sold my CU for my RRIF withdrawal. I now have about $40,000 with which to invest in our TFSA accounts. Analytics shows I need 5% more of healthcare, industrials and technology. I am thinking of adding BIPC.TO. and/or CPX to replace the CU. Please provide other income ideas.
Thank you
Stanley

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

Q: I have no Healthcare companies in my portfolio. What names are you presently recommending; Canadian and/or US $. Thanks.

Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger