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.
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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: 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!
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!
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- The Walt Disney Company (DIS)
- Medtronic plc. (MDT)
- Nike Inc. (NKE)
- goeasy Ltd. (GSY)
- Crocs Inc. (CROX)
- MEDIFAST INC (MED)
- FIGS Inc. Class A (FIGS)
Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you
- Intuitive Surgical Inc. (ISRG)
- Medtronic plc. (MDT)
- Stryker Corporation (SYK)
- Penumbra Inc. (PEN)
- Lantheus Holdings Inc. (LNTH)
Q: Do you have three or four names in the medical equipment sector that you expect will do well this coming year.?
- Gilead Sciences Inc. (GILD)
- AbbVie Inc. (ABBV)
- Bristol-Myers Squibb Company (BMY)
- Medtronic plc. (MDT)
- Pfizer Inc. (PFE)
Q: Hi Folks,
I've held GILD in my TFSA now for a couple of years and I'm down 27%, time to let it go. I also hold ABBV, PFE and MDT all performing well - can you suggest a replacement for GILD - looking for a company paying a dividend with some growth. Appreciate your suggestion.
Thanks
I've held GILD in my TFSA now for a couple of years and I'm down 27%, time to let it go. I also hold ABBV, PFE and MDT all performing well - can you suggest a replacement for GILD - looking for a company paying a dividend with some growth. Appreciate your suggestion.
Thanks
- Intuitive Surgical Inc. (ISRG)
- Boston Scientific Corporation (BSX)
- Medtronic plc. (MDT)
- iShares U.S. Medical Devices ETF (IHI)
Q: Hi - 2 part question: Over the next year or so, what would be your top selections for US healthcare stocks? Second, what sub sector of US Healthcare do you like the most over next year?
Thank you as always.
Thank you as always.
Q: I previously asked you about MDT (November 3, 2021). You suggested to wait till January 2022. My original question has specifics including asking you to confirm certain key ratios. Kindly update your answer, especially in view of yesterday’s positive article on MDT. MDT and other medical equipment businesses have been stumbling due to Covid. I especially like MDT products in my med work, but that of course is not enough reason to buy.
Kindly confirm what you see on Bloomberg for the following:
PEG
FWD P/E
ROE and ROCI
Do you think the value for EV/FCF makes MDT a decent buy today?
Kindly confirm what you see on Bloomberg for the following:
PEG
FWD P/E
ROE and ROCI
Do you think the value for EV/FCF makes MDT a decent buy today?
- Johnson & Johnson (JNJ)
- Medtronic plc. (MDT)
- Procter & Gamble Company (The) (PG)
- Visa Inc. (V)
- BCE Inc. (BCE)
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
Q: Hello 5i team,
Need to build equity portion of a portfolio for a recently retired almost senior citizen.
Very conservative, sleep at night stocks. Not needed for at least 5-10 years.
Need about 10 for RRSP and 4-5 for TFSA.
Do you agree with above stocks or would you pick others?
No oil stocks and no significantly cyclical stocks.
Don't need to be dividend payers but looking for total return of 5-8% or more per year on average.
Can you provide about 12 choices including above suggestions if you agree for RRSP and 4-5 for TFSA.
Take as many credits as needed.
Thank you so much for this great service.
Need to build equity portion of a portfolio for a recently retired almost senior citizen.
Very conservative, sleep at night stocks. Not needed for at least 5-10 years.
Need about 10 for RRSP and 4-5 for TFSA.
Do you agree with above stocks or would you pick others?
No oil stocks and no significantly cyclical stocks.
Don't need to be dividend payers but looking for total return of 5-8% or more per year on average.
Can you provide about 12 choices including above suggestions if you agree for RRSP and 4-5 for TFSA.
Take as many credits as needed.
Thank you so much for this great service.
Q: Good morning,
What are your thoughts on purchase of MDT after the FDA warning letter ? A buying opportunity or time to wait?
Thank you.
What are your thoughts on purchase of MDT after the FDA warning letter ? A buying opportunity or time to wait?
Thank you.
- Abbott Laboratories (ABT)
- Boston Scientific Corporation (BSX)
- Medtronic plc. (MDT)
- Stryker Corporation (SYK)
Q: Hello Team,
Do you have a list of three top DEFIBRILLATOR Maker publicly traded companies that are good investments (I suspect they will all be US and European Companies)?
Thank you,
Joseph
Do you have a list of three top DEFIBRILLATOR Maker publicly traded companies that are good investments (I suspect they will all be US and European Companies)?
Thank you,
Joseph
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Medtronic plc. (MDT)
- Stryker Corporation (SYK)
- UnitedHealth Group Incorporated (DE) (UNH)
Q: In recent responses to questions regarding recommended health care posotions you like: ISRG,SYK,MDT,ABBV. I have a full position in UNH. Would you suggest a change (no tax implications) i.e., is there anything wrong with UNH is your opinion? Thanks again.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- The AES Corporation (AES)
- Duke Energy Corporation (Holding Company) (DUK)
- Home Depot Inc. (The) (HD)
- Hess Corporation (HES)
- JPMorgan Chase & Co. (JPM)
- Medtronic plc. (MDT)
- Mosaic Company (The) (MOS)
- Morgan Stanley (MS)
- Prologis Inc. (PLD)
- PPG Industries Inc. (PPG)
- Public Storage (PSA)
- Sherwin-Williams Company (The) (SHW)
- Stryker Corporation (SYK)
- TJX Companies Inc. (The) (TJX)
- Verizon Communications Inc. (VZ)
- Exxon Mobil Corporation (XOM)
- Xylem Inc. New (XYL)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- BCE Inc. (BCE)
- Canadian Natural Resources Limited (CNQ)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- TELUS Corporation (T)
- Dollarama Inc. (DOL)
- Fortis Inc. (FTS)
- ARC Resources Ltd. (ARX)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Whitecap Resources Inc. (WCP)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Profound Medical Corp. (PRN)
- Boralex Inc. Class A Shares (BLX)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- CubeSmart (CUBE)
- Nutrien Ltd. (NTR)
- Alimentation Couche-Tard Inc. (ATD.A)
- Extra Space Storage Inc (EXR)
- MEDIFAST INC (MED)
- T-Mobile US Inc. (TMUS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
- Celsius Holdings Inc. (CELH)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Topicus.com Inc. (TOI)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- The Walt Disney Company (DIS)
- McDonald's Corporation (MCD)
- Medtronic plc. (MDT)
- Visa Inc. (V)
- Enbridge Inc. (ENB)
- WSP Global Inc. (WSP)
- WELL Health Technologies Corp. (WELL)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.
Q: I want to clean up a US account with 1/4 positions in these three companies. I want to sell two and use the funds to increase the position in the third. Please rank the three companies for growth over the next three years or longer.
Q: I have a 2/3 position in MDT whose share price has fallen much more than I expected due to a product recall. Was the said recall bad enough to warrant such a drop? I am tempted to top up my position. I hesitate, thinking there must be some bad news out there that I am unaware of. Is there?
MDT seems to have high trailing P/E probably due to elective surgery being postponed. Do you have the following: PEG; fwd P/E; ROE; ROCI ?
I also wonder if my views towards MDT are biased because I see it on the AAII dividend model portfolio; on a BAC top picks (issued a couple of weeks ago); and because it seems to have been a reasonably good dividend grower.
MDT seems to have high trailing P/E probably due to elective surgery being postponed. Do you have the following: PEG; fwd P/E; ROE; ROCI ?
I also wonder if my views towards MDT are biased because I see it on the AAII dividend model portfolio; on a BAC top picks (issued a couple of weeks ago); and because it seems to have been a reasonably good dividend grower.
- Regeneron Pharmaceuticals Inc. (REGN)
- AbbVie Inc. (ABBV)
- Medtronic plc. (MDT)
- Stryker Corporation (SYK)
- Zimmer Biomet Holdings Inc. (ZBH)
Q: According to portfolio analytics I need to increase my allocation to healthcare.
Have MRK. Please rank the following from 1. growth perspective 2. safety perspective: MDT SYK ABBV ZBH REGN
Have MRK. Please rank the following from 1. growth perspective 2. safety perspective: MDT SYK ABBV ZBH REGN
Q: I need to increase the healthcare allocation in my portfolio. I am considering MDT, DGX,and CVS as, I think, together they provide a good balance of strong fundamentals, yield and some growth. Do you agree, and do you have any other (non-pharma) suggestions.
Many Thanks
John
Many Thanks
John
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- JPMorgan Chase & Co. (JPM)
- Moody's Corporation (MCO)
- Medtronic plc. (MDT)
- Visa Inc. (V)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- NIO Inc. American depositary shares each representing one Class A (NIO)
- Redfin Corporation (RDFN)
- CrowdStrike Holdings Inc. (CRWD)
- Celsius Holdings Inc. (CELH)
- Unity Software Inc. (U)
Q: Am wondering which of these stocks are vulnerable to climbing interest rates. For the vulnerable ones, would you please advise at what point you would consider reducing or selling them. Also, a strategy on when and how to do such an assessment would be instructive.
Thanks for your great advice. Most of your subscribers say this regularly, but they probably really mean it ! If it weren't for 5i, I'd still be holding a bag of mutual funds not knowing how big my losses were.
Whatever number of credits works
ConsCyc US:NIO
ConsDef US:CELH
ConsDef US:COST
Enrgy CPX
Enrgy AQN
ETF VGG
FinSvcs RY
FinSvcs US:V
FinSvcs SLF
FinSvcs US:MCO
FinSvcs GSY
FinSvcs BNS
FinSvcs US:BAM
FinSvcs US:JPM
Heal US:MDT
Heal WELL
Ind US:RTX
RealEst US:RDFN
Tech SHOP
Tech KXS
Tech US:MSFT
Tech US:CRWD
Tech US:U
Tech US:CRM
Telco BCE
Telco T
Util US:BEP
Util CU
Thanks for your great advice. Most of your subscribers say this regularly, but they probably really mean it ! If it weren't for 5i, I'd still be holding a bag of mutual funds not knowing how big my losses were.
Whatever number of credits works
ConsCyc US:NIO
ConsDef US:CELH
ConsDef US:COST
Enrgy CPX
Enrgy AQN
ETF VGG
FinSvcs RY
FinSvcs US:V
FinSvcs SLF
FinSvcs US:MCO
FinSvcs GSY
FinSvcs BNS
FinSvcs US:BAM
FinSvcs US:JPM
Heal US:MDT
Heal WELL
Ind US:RTX
RealEst US:RDFN
Tech SHOP
Tech KXS
Tech US:MSFT
Tech US:CRWD
Tech US:U
Tech US:CRM
Telco BCE
Telco T
Util US:BEP
Util CU
Q: Can you please provide your top 3 US healthcare sector stocks. I'm looking for total return over the next few years.
Thanks for your sage advice.
Thanks for your sage advice.
Q: I am considering selling Veev or Abbv and buying Syk or Mdt. Could I have your thoughts on these companies today and which ones have the most long term promise? Would you have other suggestions in US healthcare?