Investment Q&A

Q: Give me 5 stocks in Canada and 5 in the US that will not be affected that much even if Trump raises the tariffs 25% or more.
Thanks Again

Q: November 2020 was your last response on the business fundamentals of this company. Recognizing that the stock price has dropped even more since then, what has changed with this company's outlook when comparing time periods?

How is its balance sheet and drug pipeline compared to Pfizer?

Pfizer is clearly more of an income play but that aside, do you favour one or the other for any particular reason?

Q: I currently hold MSFT, NVIDIA and COST in my TFSA. I took a loss on BTX and now have cash to reinvest.
Should I buy more of the above 3 or diversify and if so any suggestions without making specific recommendations

Q: Hello,

Given the current price levels of both MRNA and PFE would this be a good time to take position in either one of those? If so which one would you recommend.

Thank you!

Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Q: Hello, I'm working on my current ALLOCATIONS. Please recommend CANADIAN and US : Healthcare, Consumer Defensive and Utilities.
Many thanks, Heidi

PS My sincere compliments for your excellent site and service

Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H

Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!

Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?

Q: Share price of LLY is down again this morning (January 14) after the company reported results below analysts’ expectations. For the longer term the company’s forward guidance (just-issued) is slightly above expectations. What do you have as PEG please? Given the firm's latest results and fwd guidance, what would you say is a reasonable price range to buy at :
(1) for a longer-term hold ; and
(2) what would be reasonable price range for a parent aged 75 whose portfolios is tilted towards high growth companies— or would you avoid LLY in the latter case? :ao:sab

Q: Hi, what would you replace NVO with? Thanks and Greetings, Peter.

Q: Happy new year to all of 5i thank you for all your support over all the years it’s great having such a great team on my side. When it comes to Lilly being down 20% from the high last year is it a decent time to pick up a 1/3 position? (new position and analytics says health care is short)

Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.

Q: Hi 5i Team,

I recently tuned into an interview with Jim Roppel who was previously bullish on the pharma sector, especially Eli Lilly, but he now recommends staying away from Eli Lilly and other pharma stocks given the incoming Trump administration. His position was that although Eli Lilly is and will still be a good company it will likely underperform and it would be better to invest in sectors that the new Trump Administration prefers.

Would you agree with this premise and either lighten up your position in Eli Lilly or even sell a full position for the time being?

Thanks as always,
Jon

Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.

What changes might you make to this portfolio to stengthen it?

Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%

Thanks,
Dan

Q: Peter, our one true source of help in this investment purgatory, thank you for your response to David yesterday regarding covered calls. Moving forward, could you please provide us with some companies that you use in this endeavor?

Merry Christmas, everyone!

Q: Happy holidays…. Tax loss selling….. proxy for TLT, VDE, EMXC, OXY, PICK, LLY, NXT, ZBH, AMD, -Thanks

Q: Good morning,

I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?

An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.

Thank you.

Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J

Q: Forward metrics for LLY and NVO show roughly the same revenue growth, but LLY shows much better earnings and ROE growth. What, then, is the case for recommending both (other than that the market is big enough for both to appreciate)? I realize that, for drug developers, depth of pipeline and patent expiry are also factors, but for simplicity have assumed that, in these respects, their situations and risks are comparable - in which case, shouldn't things like ROE growth turn out to be decisive?