Investment Q&A

Q: Just sold some Apple stock for two reasons. One, because the position was too large and two my potion in high tech stocks is also too high.
Need to redeploy the funds to healthcare I’m thinking of NVO or LLY.
What would you recommend and an entry point as well as the reason for the choice.

Thanks to the 5i team

Joe

Q: I am interested to invest in the US health sector. Could you please suggest the best pharmaceutical companies in the market or companies related to the health sector? Thank you.

Q: I have both of the above and have gains in both. Are the prospects for LLY superior to ABBV? I've held ABBV for several years but am wondering if it's time to say good bye. Please explain.
Thanks

al

Q: Hi 5iTeam,

Which one of these two would be your choice and why if you were to choose between the two? Thanks

H

Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Q: Time's up!
I've had enough of both Veeva Systems and Well Health. Down about 50% in both. Planning to cut my losses in TFSA account (grow for next 5 years) and move to LLY (full position), ISRG (half position).
This will also increase US holdings percentage in this account.

This is a follow up to the TFSA competition with my wife question from last month. :) I'd prefer not be trading too much, but just can't see these 2 companies recovering too soon, and I cannot get the long term price graph of LLY out of my mind....


Comments before I pull the trigger?



Thanks,


Jim

Q: Hello 5i,
Maybe it was replied in context of an answer to a question when it was stated tat Pfizer is a value trap. Yes, I am down $7,000 in Pfizer but I have a long term outlook. As a value investor, should I just wait it out and enjoy the dividends or get out, take the hit and replace it with something else? If replacing please suggest the alternative.
thank you

Q: Could you please comment on VEEV earnings? Is it still a buy? If I wanted to replace it with another stock, any suggestions? Thanks.

Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Q: I have some nice gains on above listed companies. I am thinking of selling a few shares and use the proceeds to invest into related companies for diversification purposes.
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert

Q: I am underwhelmed with my health sector holdings - ABBV and IHI - both of which have been recently underperforming the market. I have held each for several years in a cash account and they are up 20% and 50%, respectively. I would appreciate your go forward recommendation on both, balancing future prospects, tax consequences and alternative (i.e. faster growing) investments in this sector. Hold or sell? And if sell, replace with what? Thank you.

Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.

Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this

Q: I am seeking a few ideas to deploy US dollars in both RRSP and TFSA for a balance hold approach, and dont need tech. Thank you

Q: hi 5i! 7K US to invest in an rrsp - top 3 options? 10 year time frame.... thank u.

Q: Good morning;

I own the 4 stocks referenced at a 4.5% weight in my portfolio. ILMN was purchased as a turnaround candidate so I wish to keep it. XLV to hedge. UNH I have my initial investment out; it has bounced around quite a bit lately with no clear path but a target +/$75 above current price. May 1st you commented CVS is not one you would add to and it could be a value trap. I've owned it since prior to COVID and missed my opportunity to sell it off.

I want to stay exposed and grow my exposure a bit to the US (and maybe Canadian) health care sector. Other than a very occasional flare of positive results this sector has not been very beneficial to my portfolio other than a bit of modest income. I could part with (in order) CVS, UNH, XLV to build better growth exposure. I would appreciate your top 5 recommended options along with why you would put them on the list.

Thanks very much.

Dave

Q: No healthcare exposure other than WELL, could you compare these, or if you have a better idea?

Q: Can you account for the recent drop in TMO and possibly also for its quick recovery.

Portfolio analytics call for more in my healthcare sector. Do you prefer ETFs or individual companies here?

Please recommend a few of your favourite quality long-term holds for both (more American than Canadian, but both if possible).

Thanks as always.

Q: WELL was $3.50 in August 2020 and its $3.55 today.

Reminds me a lot of GUD. IMHO 5i tends to be overly patient on some failed investments whereby selling them and moving on could make for a much better return.

So I have been as patient as I want to be with WELL. When I sell my shares of WELL, which I intend to do, what would be a good replacement that is well managed and has good potential growth in its future outlook?

And of course, has a proven management team.

Thanks


Sheldon

Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.