Investment Q&A

Q: Peter/Ryan would like your opinion of 5 good American stocks for an RRSP. Thanks,

Q: Health seems to now be a preferred sector. What would your top two choices be in this sector ?
Regards, David

Q: Hi Group I am presently light on Health care (GUD - HMMJ - Doc) total is 2% of my portfolio) can you suggest a couple of etfs + Stocks to balance my portfolio . I believe health care is a must own sector do you agree Thanks for your guidance

Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks

Q: Hi 5i,
Current shareholder of BMY for last 4 years and it simply has not done very much however pays small dividend of 3.2 %
I'm looking to sell and replace with something in same sector/space with better share price growth potential. Medium risk with 2- 3 year horizon. Dividend would be nice but not absolutely necessary.
Thx
Jim

Q: In Peter's editorial in the February Moneysaver, he re-iterated the importance of diversification across the 11 main sectors. I found I am short in 3: tech, healthcare and communications. I am on the verge of retirement and have an income slant but realize some growth is also needed throughout my investing lifetime. Could you give me one growth and one income recommendation for each of those 3 sectors? (A company which pays a small dividend but has a history of raising it consistently would be ideal in the growth recommendation.)

Thanks,
SCOTT

Q: Good morning, 5 i Team!
The market had a great run in the last 12 months. I am looking to trim some gains and deploying the new cash in post Covid re-opening theme.
REIT, Travel, Leisure, Energy, Medical devices.
Your thoughts on SRU.UN /O, GOOG/EXPE, CVX/BP, MDT/BSX

Thank you!

Q: I am looking for some ideas on how to strengthen my healthcare holdings. I have a small position in BMY, and a full position in WELL. Present asset weighting is 3% of my portfolio.
I have room in registered and non registered.
Looking for quality, slow and steady, dividend paying, Thank you.

Q: Hi,

No exposure to healthcare. Looking at big cap pharma in the U.S. with attractive dividend. What do you recommend?

Thanks,
Jason

Q: In the healthcare sector I hold ABBV, BMY, MDT, AZN and CVS. Am looking to swap one out for a growth/value holding, perhaps in Industrials (maybe LMT?). Was thinking AZN would be my odd one out. Would appreciate your thoughts on best approach for long term buy and hold portfolio given the 5 holdings noted here. Thanks.

Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!

Q: I have MDT whose shares have been in a muted trading range for more than a year. Understandable reasons— e.g. postponement of elective surgeries &c.). However I then checked the 10-year performance of the medical equipment ETF , IHI.us, with that of MDT. To my surprise, MDT has not outperformed IHI in ANY part of an entire decade (I used charts at Scotia’s FlightDesk for this).

Several analyst shops seems to favor MDT, as do you. Has something changed in recent months to boost the prospects of MDT?

If this is a good time to add to one’s holding in MDT, please comment on whether the following metrics from GuruFocus are correct:
TTM P/E : 42.98 and ROE less than 7%. Further, I see y-y EBITDA Growth Rate % of [gasp] minus -30.10 and PEG of 11.45.
Can this be correct for a well-regarded company ? Kindly give your data for forward P/E , PEG , and please confirm whether cash flow from operations is adequate for operations and to meet debt obligations.

Q: Afternoon. Looking at adding to my TFSA - US - Health stock. Which you be your choices - in order of preference and why? Thanks so much.

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.

Q: My portfolio analysis is showing that I need to reduce investments in Canada and increase in United States by 9% and International Markets by 16%. Following are area where it is suggesting to invest more.

Communication Services
Consumer Defensive
Healthcare
Industrials
Technology
Utilities

Can you please suggest couple of stocks or etf in above industries?

Q: Hi,
Your views on BAX-N on long term. Do you prefer any other name over BAX-N in health sector?
Thanks
Piyush

Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.

Q: I just moved my RRSP over to Questrade from PH&N and have lots of cash to deploy (5+ year time line). For tax efficiency, I want to hold REITs, bonds, interest investments, US div stocks/ETFs, royalty income funds or any other investments that are not tax efficient in my MARGIN, TFSA and CORP accounts.
(1) Industrial REITs: I have half positions in DIR, GRT - should I diversify and also take positions in WIR and SMU or focus on DIR and GRT?
(2) Other REITs: Can you recommend any other quality value REITs? Is it a good time to invest in residential REITs?
(3) Can you recommend a good high yield bond ETF that has performed as well as PH&N High Yield Bond?
(4) Can you recommend some good value US div stocks (preferred) or ETFs? I am considering ABBV, PG, VZ.
Many thanks for any/all suggestions/comments!!!

Q: Hi Folks,

I am an income investor whose portfolio has fallen out of balance.

I need to increase weights in Basic Materials, Consumer Cyclical, Consumer Defensive, Healthcare, Industrials and Tech..

I am also light on U.S and International holdings.

Please provide some income suggestions for these industries and within these regions.

Thanks very much.