skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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.
Read Answer Asked by Harvey on November 06, 2023
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.
Read Answer Asked by Robert on October 17, 2023
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
Read Answer Asked by ralph on October 11, 2023
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
Read Answer Asked by ralph on September 19, 2023
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
Read Answer Asked by Tom on July 18, 2023
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
Read Answer Asked by Frank on April 13, 2023
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.
Read Answer Asked by Tamara on April 03, 2023
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
Read Answer Asked by Dave on January 17, 2023
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.

Read Answer Asked by Adam on January 10, 2023
Q: These 4 are currently losers in Registered Accounts.
Time to sell and move on or continue holding?
Read Answer Asked by Richard on December 16, 2022
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.
Read Answer Asked by Peter on November 23, 2022