Q: Can you comment on the earnings and whether this pullback is a buying opportunity? My concern is that the stock has a premium valuation - would you have other suggestions you prefer in the health care space (pharma or otherwise)? Thanks
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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.
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The Cigna Group (CI $268.63)
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Eli Lilly and Company (LLY $905.03)
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Thermo Fisher Scientific Inc (TMO $531.67)
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Zoetis Inc. Class A (ZTS $120.76)
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DexCom Inc. (DXCM $61.54)
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Lantheus Holdings Inc. (LNTH $83.94)
Q: Would appreciate your guidance on building a healthcare portfolio with these names and any other suggestions divided into 2 categories [1] core [to constitute the bulk of the portfolio] and [2] growth, for a 3+ year hold. If you could add a few thoughts on each as to why you like or not, that would be most helpful.
Best wishes
Best wishes
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Illumina Inc. (ILMN $132.26)
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Intuitive Surgical Inc. (ISRG $468.36)
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AbbVie Inc. (ABBV $208.42)
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Bristol-Myers Squibb Company (BMY $57.89)
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Eli Lilly and Company (LLY $905.03)
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Merck & Company Inc. (MRK $117.90)
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Pfizer Inc. (PFE $27.19)
Q: Hi,
Can you please list your 5 best health care stocks (USD or CDN) for a 3-5 year hold. In order of preference. Thanks
Can you please list your 5 best health care stocks (USD or CDN) for a 3-5 year hold. In order of preference. Thanks
Q: In a question today regarding top health care stocks you mentioned abbivie as one of the top choices but not lly. I know that in the recent past you were strong on lly over abbevie. I bought lly at that time, in fact, and profited quite well from the purchase. Thank you. My question is what made you pinpoint lly as a good prospect earlier on and what brings you to not mention it now in response to the question on top health care stocks?
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Alphabet Inc. (GOOG $334.47)
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NVIDIA Corporation (NVDA $198.87)
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Eli Lilly and Company (LLY $905.03)
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TELUS Corporation (T $16.90)
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Tricon Residential Inc. (TCN $15.34)
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Agnico Eagle Mines Limited (AEM $294.70)
Q: Hi! If you listen to Larry Summers from Harvard on Wall Street Week he speaks of stagflation, Fed not raising rates quick enough, and difficulty with getting a soft landing. If you had to create a brand new portfolio today with a tilt towards income and could choose a combination of 16 stocks from either the US and Canada what stocks would you choose?
Q: Hello 5i,
How concerned should I be about the patent coming off Abbie’s drug Humira?
Do you see more opportunity in Eli Lily?
Thank you
Dave
How concerned should I be about the patent coming off Abbie’s drug Humira?
Do you see more opportunity in Eli Lily?
Thank you
Dave
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CVS Health Corporation (CVS $74.99)
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Johnson & Johnson (JNJ $238.67)
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Eli Lilly and Company (LLY $905.03)
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Merck & Company Inc. (MRK $117.90)
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Pfizer Inc. (PFE $27.19)
Q: Hi group what going on with the big pharma stocks over the last several days ? LLy as an example is now off 10% in the last 5 days. Can you shed any light other than a very tough market. Buy sell or hold and why...thanks
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Alphabet Inc. (GOOG $334.47)
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Microsoft Corporation (MSFT $411.22)
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Chevron Corporation (CVX $184.91)
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Eli Lilly and Company (LLY $905.03)
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ONEOK Inc. (OKE $84.10)
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Pfizer Inc. (PFE $27.19)
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UnitedHealth Group Incorporated (DE) (UNH $314.05)
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Royal Bank of Canada (RY $241.74)
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Toronto-Dominion Bank (The) (TD $142.77)
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Cenovus Energy Inc. (CVE $34.97)
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Pembina Pipeline Corporation (PPL $59.35)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $177.78)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $36.86)
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Vanguard FTSE Canada All Cap Index ETF (VCN $69.43)
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INVESCO QQQ Trust (QQQ $637.40)
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Nutrien Ltd. (NTR $100.80)
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Tourmaline Oil Corp Subscription Rcpt (TOUR)
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Nutrien Ltd. (NTR $73.35)
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State Street SPDR Dow Jones Industrial Average ETF Trust (DIA $484.72)
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Invesco DB Commodity Index Tracking Fund (DBC $28.89)
Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.
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Apple Inc. (AAPL $266.43)
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Costco Wholesale Corporation (COST $984.75)
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Alphabet Inc. (GOOGL $337.12)
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Microsoft Corporation (MSFT $411.22)
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Eli Lilly and Company (LLY $905.03)
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Pfizer Inc. (PFE $27.19)
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Constellation Software Inc. (CSU $2,631.56)
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Western Forest Products Inc. (WEF $14.45)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $177.78)
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Aritzia Inc. Subordinate Voting Shares (ATZ $134.13)
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ECN Capital Corp. (ECN $3.07)
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Nutrien Ltd. (NTR $100.80)
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Brookfield Asset Management Inc Class A Limited (BAM $48.83)
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Boyd Group Services Inc. (BYD $170.01)
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Dye & Durham Limited (DND $4.00)
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Topicus.com Inc. (TOI $99.70)
Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?
Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio
Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio
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Alphabet Inc. (GOOG $334.47)
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NVIDIA Corporation (NVDA $198.87)
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Eli Lilly and Company (LLY $905.03)
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Kinaxis Inc. (KXS $145.66)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
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Atlassian Corporation (TEAM $66.00)
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Advanced Micro Devices Inc. (AMD $258.12)
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The Trade Desk Inc. (TTD $22.38)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.01)
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CrowdStrike Holdings Inc. (CRWD $411.16)
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Digital Turbine Inc. (APPS $3.39)
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Unity Software Inc. (U $25.26)
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Topicus.com Inc. (TOI $99.70)
Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks
Q: Hello,
If you were to start a portfolio today, what would be your top picks across all sectors? Could include ETFs too. CDN and/or US. Thx!
If you were to start a portfolio today, what would be your top picks across all sectors? Could include ETFs too. CDN and/or US. Thx!
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NVIDIA Corporation (NVDA $198.87)
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Honeywell International Inc. (HON $232.19)
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Eli Lilly and Company (LLY $905.03)
Q: Hi 5i!
Thanks for your educational and always rational guidance in these rough market waters.
Given that things change drastically week to week lately, what are you top 3 undervalued stocks you would buy today?
Looking for 3 Canadian AND 3 US.
Thanks a bunch!
Thanks for your educational and always rational guidance in these rough market waters.
Given that things change drastically week to week lately, what are you top 3 undervalued stocks you would buy today?
Looking for 3 Canadian AND 3 US.
Thanks a bunch!
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Gilead Sciences Inc. (GILD $139.77)
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AbbVie Inc. (ABBV $208.42)
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Bristol-Myers Squibb Company (BMY $57.89)
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Eli Lilly and Company (LLY $905.03)
Q: Good morning 5i,
I have a loss in Gild and have been waiting for a time to claim it and buy a replacement. It seems to me that the recent drop in Abbivie might provide that opportunity, unless there is something I don't see. Would you think that this would be the best opportunity in this field at the moment?
thanks as always for your great work
I have a loss in Gild and have been waiting for a time to claim it and buy a replacement. It seems to me that the recent drop in Abbivie might provide that opportunity, unless there is something I don't see. Would you think that this would be the best opportunity in this field at the moment?
thanks as always for your great work
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Eli Lilly and Company (LLY $905.03)
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Pfizer Inc. (PFE $27.19)
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Suncor Energy Inc. (SU $86.31)
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Enbridge Inc. (ENB $72.30)
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Cenovus Energy Inc. (CVE $34.97)
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AltaGas Ltd. (ALA $48.67)
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ARC Resources Ltd. (ARX $25.37)
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Vermilion Energy Inc. (VET $16.85)
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Ovintiv Inc. (OVV $75.64)
Q: Great 5i team, There are times like this; I will need to put my cash holding to work. I kept trimming energy names in our family portfolio to under 10% and staying on the sidelines for the last few months. Your thoughts are very much appreciated with these 2 questions: which one that you would pick 3 out of these 7 energy names and which sector that you will allocate the funds? I am light in industrial and health care. Thanks for your input.
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Apple Inc. (AAPL $266.43)
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Alphabet Inc. (GOOG $334.47)
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Intuitive Surgical Inc. (ISRG $468.36)
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NVIDIA Corporation (NVDA $198.87)
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Booking Holdings Inc. (BKNG $185.69)
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Eli Lilly and Company (LLY $905.03)
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The Trade Desk Inc. (TTD $22.38)
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CrowdStrike Holdings Inc. (CRWD $411.16)
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Digital Turbine Inc. (APPS $3.39)
Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?
Thanks,
Thanks,
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Apple Inc. (AAPL $266.43)
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Amazon.com Inc. (AMZN $248.50)
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Meta Platforms Inc. (META $671.58)
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Alphabet Inc. (GOOG $334.47)
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Intuitive Surgical Inc. (ISRG $468.36)
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NVIDIA Corporation (NVDA $198.87)
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Honeywell International Inc. (HON $232.19)
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Eli Lilly and Company (LLY $905.03)
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Williams Companies Inc. (The) (WMB $70.76)
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Jacobs Solutions Inc. (J $127.31)
Q: Dear Peter and Ryan.
I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?
Thank you,
Yiwen
I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?
Thank you,
Yiwen
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Amgen Inc. (AMGN $348.22)
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Regeneron Pharmaceuticals Inc. (REGN $753.93)
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Vertex Pharmaceuticals Incorporated (VRTX $441.70)
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AbbVie Inc. (ABBV $208.42)
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Eli Lilly and Company (LLY $905.03)
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Pfizer Inc. (PFE $27.19)
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Mettler-Toledo International Inc. (MTD $1,315.85)
Q: Hi, can you suggest some names in Biotech sector with 3-5 year time frame.
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AbbVie Inc. (ABBV $208.42)
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Abbott Laboratories (ABT $101.56)
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Danaher Corporation (DHR $198.14)
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Eli Lilly and Company (LLY $905.03)
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Stryker Corporation (SYK $341.24)
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Thermo Fisher Scientific Inc (TMO $531.67)
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UnitedHealth Group Incorporated (DE) (UNH $314.05)
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Zoetis Inc. Class A (ZTS $120.76)
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DexCom Inc. (DXCM $61.54)
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STERIS plc (Ireland) (STE $221.50)
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Bio-Rad Laboratories Inc. Class A (BIO $295.96)
Q: Hello,
I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.
Could you please rank the stocks I've listed, and indicate if there are better choices.
Thank you!
I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.
Could you please rank the stocks I've listed, and indicate if there are better choices.
Thank you!
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AbbVie Inc. (ABBV $208.42)
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Danaher Corporation (DHR $198.14)
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Eli Lilly and Company (LLY $905.03)
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Merck & Company Inc. (MRK $117.90)
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Pfizer Inc. (PFE $27.19)
Q: I currently hold Abbvie and PFE in our portfolio. I'm looking to add another in the healthcare sector, such as Eli Lily, Merck or Danaher. Do you have a preference among thee to add or another?
Q: JIM CRAMER OF CNBC RECOMMENDED ELI LILLY BECAUSE OF THEIR PIPELINE AND ETC. THEREFORE, I WAS THINKING OF SWITCHING JOHNSON AND JOHNSON FOR ELI LILLY, WHAT SAY YOU?