Investment Q&A

Q: Good morning,
Wanting to sell Medtronic to realize a tax loss benefit, would Stryker be a good proxy to hold in the interim? Is there a better-aligned alternative?
Thank you as always...

Q: Hello
Could you comment on MDT earnings?
Sounds like they might be turning the corner with new growth forecasted?
Thank you
Stephane

Q: Retired DIY investor. I find that I’m overweight in Tech stocks having AMZN, AAPL, GOOG, and MSFT and on the Cdn side CSU and SHOP. Meanwhile I have no healthcare stocks. I’m considering selling Apple and rotating into ABBV, MDT, or ZBH.
Could I have your opinion on this move? Many thanks.

Q: Due to the popularity of diabetes/diet drugs, do you see any companies consumer staples or others that have recently been excessively beaten on? Perhaps some that could be in for a turnaround in the long term.

Q: Of the above health care stocks, could you rank from best to worst and indicate a good entry level for the top two. If you happen to have another better suggestion please rate accordingly.

Many thanks

Q: Hi 5i,

I currently have no healthcare holdings and should be at about 9%. Could you please give me some suggested opportunities?

As always, many thanks

Q: Similar to a question you responded to recently. I hold the above stocks....all in the red....and wondering if I should hold or sell and replace with another stock....and if sell, please suggest a replacement.......Thanks for your insight....Tom

Q: Do you prefer Stryker to Medtronic. Would you advise selling Medtronic to buy Stryker at this point in time. Thank you.

Q: What are your current thoughts on this company (TNDM) and do you think it has bottomed? Thanks as usual.

Q: What are your thoughts on MDT these days? Worth investing at current levels? thanks

Q: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your

Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara

Q: In a recent response to me you linked to another answer in which you wrote “There would be no withholding tax in an RRSP account”.
I hold MDT in an RRSP and there is in fact a 25% tax withheld. Company is Dublin- based.

Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg

Q: What is your view of GEHC, the recent spinoff from GE, in terms of its growth prospects? Who are its major competitors and where would you generally rank GEHC among the competition? Thanks

Q: We often see conflicting analyst opinions, but ratings of MDT seem to be on one extreme or other. For what it’s worth, MDT appears on various lists of “best stocks for 2023”. And just this week, Barrons carried this story: “ Buy Medtronic Stock. Shares of the Dividend Aristocrat Look Attractive” (January 2). This morning RBC-DI downgraded MDT from outperform while CFRA maintains a Buy. Both RBC-DI and CFRA seem to reasonably good track records. I have held MDT shares from multi-year highs all the way down to today’s miserable level. (Tax loss not useable).

I have previously asked you about MDT and possibly others here may have done so too. Would you care to take a side in this frustrating debate with your reasons? Thanks.

Q: what is your feeling on Medtronic now? If I buy it in a US RRSP is there still a whitholding tax?

Q: These 4 are currently losers in Registered Accounts.
Time to sell and move on or continue holding?

Q: Time to move on? Bought to target medical equipment at a reasonable valuation. Have full positions in ABBV and MRK and VHT for health care. Bought MDT thinking it would do well when medical procedures came back after coved. It was hit on diabetes and now earnings projections. Loosing patience. It is about the same price as 10 yrs ago. Im a value investor and like the dividend but need some growth. Suggestions.

Q: Good evening, 5i team.
I appreciate having your opinion on these 2 names in my RRSP: Gilead got to 52 week high recently and Medtronic was bought recently. Both have decent dividends and good potential.

Your thought on which one to keep if there is room only for 1. Thank you!