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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: Hi Peter and Staff
Ready to dump Gilead (have PZE and JNJ) and put some $ into medical devices.
Please compare the merits of MDT vs STY and choose one with reason for doing so.
From stats I can see MDT is much more expensive and has a better chart to be sure.....all good if it earns and draws down the multiple I guess.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 27, 2020
Q: Could you please give me a couple of suggestions for US Healthcare stocks. will be held in a RRSP account. I only have Guardant (Small position) at the moment. Thanks
Read Answer Asked by Rudy on January 13, 2020
Q: I own SYK. My broker has suggested switching it to MDT or TMO.
They all seem pretty much the same to me. What say you?
Read Answer Asked by Doug on December 11, 2019
Q: Hey guys. Looking for some health care exposure..... Already have some cannabis ownership so no need to add there. Canadian and US recommendations with strong balance sheets and some growth potential? Long term holder likely buying in an RRSP. Thank you!
Read Answer Asked by Ryan on December 11, 2019
Q: Good afternoon,
Looking to add US healthcare to my portfolio. I would appreciate your thoughts and ranking on the following US healthcare and service providers; MCK, BDX, SYK, UNH, HUM and MDT. I am open to other recommendations.
Thank you,
Patrick
Read Answer Asked by Patrick on December 09, 2019
Q: Could you please give 4-5 U.S. stocks that you would consider a core holding and advise why you like them.
Thank you
Margaret
Read Answer Asked by Margaret on November 22, 2019
Q: Hi,

I'm sitting with a 15% gain in Parklawn. I believe I bought on advice read hear so thank you. My question is whether it should continue to be held in a balanced portfolio or if you would exit a 5% position because a better opportunity exists elsewhere? To go one step further, I have done well on Medtronic and might like additional exposure to US healthcare. Could you recommend a) whether to sell PLC and b) what you might shift to if you agree with my alternative above?
Read Answer Asked by Tim on November 18, 2019
Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara
Read Answer Asked by Tamara on July 29, 2019
Q: As the opportunity arises, I need to lessen my overweight position in SIS. Would SYK be an attractive substitute in a sector that, like SIS, is right for the times as the general population ages and are increasingly in deteriorating physical shape. Is there any other company with these dynamics that I should look at?
Read Answer Asked by Geoffrey on June 24, 2019
Q: Good morning,
Can you please comment on the effects if any of the Huawei ban and its effect on Verizon, and would you purchase here? Also, see MDT is up today on no apparent news - would you still purchase at these levels?
Please feel free to deduct 2 credits for 2 questions,
Thank you.
Read Answer Asked by Brad on May 24, 2019
Q: Portfolio analytics says I am low in healthcare so that means pretty much US companies. I already have 3.5% in Abbot but see you referring to Medtronic as attractive quite often. Since they are both in the medical device category, does this make buying MDT to similar of a purchase to ABT? Would I be better switching to MDT or look at something else in the sector. Some capital gains if I do switch.

Thanks for the great service.
Read Answer Asked by David on April 26, 2019
Q: Hey guys,

MDT gets lots of love on here but seems to be losing a bit of steam. The chart is concerning and it appears ready to test the 82.50 mark. Do you continue to like it and how far are you willing to tolerate what appears to be a downtrend? Hold with conviction or is there a point you throw in the towel?
Read Answer Asked by Tim on April 22, 2019
Q: Could you please give me 2 US healthcare and 2 US technology stocks i am trying to follow your asset allocation suggestions! Thanks. Dimitrios
Read Answer Asked by Dimitrios on April 01, 2019
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