Investment Q&A

Q: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.

Q: Hi Peter !
My US holdings are ADBE,AMZN,TEAM,NFLX,MA,MSFT,AYX,ARKW and I would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
I just started ARKW 5 days ago.
Thanks Andrew

Q: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)

How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?

Thank you

Peter

Q: Hello,

What would be your favorite healthcare stocks in the US other then technology/healthcare stocks

Thank you

Q: Which one would you prefer and why please

for a 3 to 5 year hold in RRIF act.
Many thanks.

Q: Understanding that time in the market , not timing the market is best approach to long-term gains. And that one should never try to "wait for, or guess, the bottom" to pick up solid stocks, humour me with this scenario -> COVID-19 is gone tomorrow! Albeit with somewhat new reality. But it's effectively off the table as a criteria or condition for stock selection. What are your top 3 industries, and individual names in each industry you'd be rushing out to buy? Feel free to add more than 3 industries and names. I have always been a fan of Info Tech (software) so you can exclude this as I strongly believe that trend is always positive. Thanks.

Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.

Q: My portfolio is a little out of balance when it comes to healthcare stocks.

I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.

Thanks!!

Q: With the sector rotation taking place I'm interested in buying or adding dividend paying companies that could benefit from the change taking place. With that in mind, and hoping for some growth and relatively secure dividends, could you please suggest what you consider to be your top 5 Canadian and 5 American companies that could benefit from this sector rotation.

Q: good morning - it is time for me to prune my BEPC position which I took eighteen months ago at your suggestion, thank you very much. I have plenty of utilities, financials and telecom and would like to add to my health care, consumer discretionary, materials and maybe even real estate. I currently own VEEV and WELL both thanks to 5i and also have Magna, Dream Industrial, Northwest Healthcare, Interrent and ATD.B. Can you suggest some solid dividend paying Canadian companies with promising futures, please. I have been considering Nutrien and NFI. I am also thinking of increasing my BCE or T, or Magna or ATD. Do either Empire or Loblaws make sense. I do need dividend income and would like a three per cent yield. Fussy, right? Thanks again. Most of the positions I hold have taken with your guidance. I am stuffed with Fortis and AQN along with the banks and SLF. You have been a great guide, thanks.

Q: BHC has dropped after earnings. Pls comment the earning. How does the future look for this company? I have 1% in my portfolio, would you suggest to hold or sell the stock now?

Q: Can I get your thoughts on the valuation of the healthcare industry? Could you provide a few picks on dividend paying healthcare stocks?

Thanks,

Joe

Q: Hi there. I hold positions in ABBV, PFE, MRNA, and AMGEN. I am looking for some supplemental help in the healthcare space and considering MDT, WBA, JNJ(on pull back and aware of legal risks).

What would your opinion and/or recommendations be on these companies JNJ/WBA/MDT Do you have one or two alternatives for a dividend conscious investor?

Thank you so much.
Peter

Q: When we are facing the specter of the federal government spending without regard to the future and the Governor of the Bank of Canada saying negative interest rates are back on the table, how could investors reposition their portfolios to mitigate the negative aspects of these events? Can you provide a few examples across the various sectors where one could start to reposition a portfolio?
Thank you...

Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks

Q: I currently have PFE, GILD, MDT and ABBV in my Healthcare sector. I am looking to add a couple of names - I have been looking at MRK and BMY - your opinion please on these AND can you provide some other US healthcare companies that might be of interest to you at this time. Greatly appreciate your comments.
Thanks

Q: Looking to buy one of these, which would you select. Than-you.

Q: Currently hold VEEV and GH in the health care space. Considering MDT as the next addition. What do you think of this. Any better suggestions?

Q: Just curious. Looking forward, would you see any reason not to include these two health care companies in my portfolio? Are there other health care companies that you would prefer?

Q: I am looking to add energy and health care coverage in my portfolio and am considering DUK, MDT. CVS, and XLV. Would these companies be at the top of your consideration list in their respective spaces. Is now an acceptable time to purchase or might it be prudent to await the fallout in the coming week after last week's corrective activity?