Q: RSP account, new position. 10-yr + hold. Don’t know whether to buy individual stock for nice dividend, or ETF for diversification. Thoughts?
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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.
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
I noticed that you are recommending Lily for US healthcare. Are you still high on Abbvie?
Carl
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
- Eli Lilly and Company (LLY)
- Nucor Corporation (NUE)
- Rockwell Automation Inc. (ROK)
- Constellation Brands Inc. (STZ)
- Tesla Inc. (TSLA)
- Digital Turbine Inc. (APPS)
- Cheniere Energy Inc. (LNG)
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....
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
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!
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!
- Eli Lilly and Company (LLY)
- Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)
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.
- Eli Lilly and Company (LLY)
- Toronto-Dominion Bank (The) (TD)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Tamarack Valley Energy Ltd. (TVE)
- Major Drilling Group International Inc. (MDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Brookfield Corporation Class A Limited Voting Shares (BN)
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.
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.
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Advanced Micro Devices Inc. (AMD)
- ECN Capital Corp. (ECN)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Datadog Inc. (DDOG)
- AbCellera Biologics Inc. (ABCL)
- Topicus.com Inc. (TOI)
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
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
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Brookfield Renewable Partners L.P. (BEP)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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
Thank you
Stanley
- Amgen Inc. (AMGN)
- Cisco Systems Inc. (CSCO)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Emerson Electric Company (EMR)
- International Business Machines Corporation (IBM)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Procter & Gamble Company (The) (PG)
- The Travelers Companies Inc. (TRV)
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
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
- Amgen Inc. (AMGN)
- Gilead Sciences Inc. (GILD)
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- Danaher Corporation (DHR)
- Eli Lilly and Company (LLY)
- UnitedHealth Group Incorporated (DE) (UNH)
- DexCom Inc. (DXCM)
Q: I have no Healthcare companies in my portfolio. What names are you presently recommending; Canadian and/or US $. Thanks.
- Amgen Inc. (AMGN)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Pfizer Inc. (PFE)
- iShares Global Healthcare ETF (IXJ)
- Health Care Select Sector SPDR (XLV)
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
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
- Alphabet Inc. (GOOG)
- Eli Lilly and Company (LLY)
- L3Harris Technologies Inc. (LHX)
- Celsius Holdings Inc. (CELH)
- Lantheus Holdings Inc. (LNTH)
Q: Hi
For 2023, I can contribute $17,500 to my TFSA.
I was thinking of splitting the amount between CELH and LNTH.
Your comments or other suggestions are most welcome.
Thank you
Mike
For 2023, I can contribute $17,500 to my TFSA.
I was thinking of splitting the amount between CELH and LNTH.
Your comments or other suggestions are most welcome.
Thank you
Mike
Q: Given the choice of a health care stock to add for portfolio diversification, which of CVS or LLY would you recommend and why. Thanks
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Honeywell International Inc. (HON)
- Eli Lilly and Company (LLY)
- 3M Company (MMM)
- Pfizer Inc. (PFE)
- Berkshire Hathaway Inc. (BRK.B)
- CrowdStrike Holdings Inc. (CRWD)
- L3Harris Technologies Inc. (LHX)
Q: hi,
I hold these in my USD account. I'm trimming PFE today as it was getting too large a holding. could you please rank all as a current buy, sell, hold. I am a long term investor. and , could you provide 2-3 other US names, with a reasonable balance of growth and downside protection in this market. cheers, chris
I hold these in my USD account. I'm trimming PFE today as it was getting too large a holding. could you please rank all as a current buy, sell, hold. I am a long term investor. and , could you provide 2-3 other US names, with a reasonable balance of growth and downside protection in this market. cheers, chris
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- UnitedHealth Group Incorporated (DE) (UNH)
- Health Care Select Sector SPDR (XLV)
- WELL Health Technologies Corp. (WELL)
- Neighbourly Pharmacy Inc. (NBLY)
Q: Is there something to replace WELL in the Healthcare sector in Canada or US, ETF inclued?
Q: Dear 5i
From my readings it appears that LLY,ABBV and UNH would be your favourite healthcare stocks and in that order . Would you agree ?
Between my wife and i we have 3 RRSP accounts . Would you recommend putting the number one healthcare pick LLY in all three accounts or maybe LLY in one account , ABBV in another account and UNH in the third account ?
The same applies to DOL and ATD which seem to be your favourite consumer staples stocks . Earnings forecasts look better for DOL but ATD is liked a lot as well though ATDs earnings forecast isn`t as good as DOL .Do i put DOL in all three accounts or and DOL in one account and ATD in another and a combination of both in the third account ?
Please deduct credits accordingly .
Thanks
Bill C
From my readings it appears that LLY,ABBV and UNH would be your favourite healthcare stocks and in that order . Would you agree ?
Between my wife and i we have 3 RRSP accounts . Would you recommend putting the number one healthcare pick LLY in all three accounts or maybe LLY in one account , ABBV in another account and UNH in the third account ?
The same applies to DOL and ATD which seem to be your favourite consumer staples stocks . Earnings forecasts look better for DOL but ATD is liked a lot as well though ATDs earnings forecast isn`t as good as DOL .Do i put DOL in all three accounts or and DOL in one account and ATD in another and a combination of both in the third account ?
Please deduct credits accordingly .
Thanks
Bill C
- Eli Lilly and Company (LLY)
- Stryker Corporation (SYK)
- Novo Nordisk A/S (NVO)
- STERIS plc (Ireland) (STE)
Q: I hold these 3 healthcare stocks. Thinking of adding Lily. Do you see too much overlap in this combination or can you recommend others for diversification?
Thanks very much.
Mike
Thanks very much.
Mike