Q: Well if tRUMP is re-elected as US president, what are the reasons that Merck would do well???......keen to get your take on this....Tom
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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.
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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UnitedHealth Group Incorporated (DE) (UNH)
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TransMedics Group Inc. (TMDX)
Q: Further to Peter's column in the Financial Post [always good, plain ,common sense advice] I'm wondering what US companies in the health care sector might be considered?
Thanks
Thanks
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AbbVie Inc. (ABBV)
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Merck & Company Inc. (MRK)
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Chartwell Retirement Residences (CSH.UN)
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Extendicare Inc. (EXE)
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Sienna Senior Living Inc. (SIA)
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Harvest Healthcare Leaders Income ETF (HHL)
Q: Hello 5i,
So, retired, dividend-oriented investor looking to add to Healthcare in Canada for a RRIF. Our primary healthcare holding is a full position in HHL, for the yield. P.A. indicates that we are overweight U.S. and need to increase our Canadian holding while healthcare is underweight.
We were considering CSH.UN, but it seems to be classed as a REIT (real estate is also overweight), so that doesn't seem to be an option. The 2 remaining choices seem to be either SIA or EXE, both seeming somewhat problematic.
Since the latest questions I could find on either SIA or EXE date back to last fall, could you update your analysis on these two equities with a view to whether either would be a suitable investment for us and whether the dividends appear safe for the foreseeable future?
And, finally, are there any other suitable Canadian healthcare options that pay a dividend?
Where there is nothing suitable in Canada, my thought was to return to ABBV and suck up the geographical imbalance. Thoughts?
As always, many thanks for your awesome service!!! It is very much appreciated!
Thanks,
Cheers,
Mike
So, retired, dividend-oriented investor looking to add to Healthcare in Canada for a RRIF. Our primary healthcare holding is a full position in HHL, for the yield. P.A. indicates that we are overweight U.S. and need to increase our Canadian holding while healthcare is underweight.
We were considering CSH.UN, but it seems to be classed as a REIT (real estate is also overweight), so that doesn't seem to be an option. The 2 remaining choices seem to be either SIA or EXE, both seeming somewhat problematic.
Since the latest questions I could find on either SIA or EXE date back to last fall, could you update your analysis on these two equities with a view to whether either would be a suitable investment for us and whether the dividends appear safe for the foreseeable future?
And, finally, are there any other suitable Canadian healthcare options that pay a dividend?
Where there is nothing suitable in Canada, my thought was to return to ABBV and suck up the geographical imbalance. Thoughts?
As always, many thanks for your awesome service!!! It is very much appreciated!
Thanks,
Cheers,
Mike
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Microsoft Corporation (MSFT)
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AbbVie Inc. (ABBV)
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JPMorgan Chase & Co. (JPM)
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Merck & Company Inc. (MRK)
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PepsiCo Inc. (PEP)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
Q: Hello 5i,
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Vanguard Health Care ETF (VHT)
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WELL Health Technologies Corp. (WELL)
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InMode Ltd. (INMD)
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Lantheus Holdings Inc. (LNTH)
Q: I am looking for new healthcare stocks after selling Lantheus and InMode in the last 6 months. I currently own WELL. Quite a few have had a good run up lately so not sure if they are good buys at current valuations. What are recommendations? US or CAD, doesn’t matter. Should I buy an ETF instead?
Thank you in advance
Thank you in advance
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Merck & Company Inc. (MRK)
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NextEra Energy Inc. (NEE)
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Procter & Gamble Company (The) (PG)
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Williams Companies Inc. (The) (WMB)
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Berkshire Hathaway Inc. (BRK.B)
Q: Could you list some Canadian + US stocks that you would consider "among the safest" , including in case of an economic slow down .thanks for your always excellent reports.
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Stryker Corporation (SYK)
Q: Good morning and happy thanksgiving even though it is not ours!
I am looking to invest in healthcare for a registered account(RESP). Could you please provide me with your recommendations.
I would also request two other stocks outside health/finance and energy, perhaps info tech/cons staples for the same account
TIA
Peter
I am looking to invest in healthcare for a registered account(RESP). Could you please provide me with your recommendations.
I would also request two other stocks outside health/finance and energy, perhaps info tech/cons staples for the same account
TIA
Peter
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Gilead Sciences Inc. (GILD)
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Johnson & Johnson (JNJ)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Pfizer Inc. (PFE)
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WELL Health Technologies Corp. (WELL)
Q: Hi folks,
I am looking to replace GILD in my TFSA. I currently hold ABBV, LLY, PFE and WELL in other accounts. I am looking for a name that pays a good dividend and has some potential for growth. Can you suggest a couple of names I can take a look at or should I add one of the names I already hold.
Thanks
I am looking to replace GILD in my TFSA. I currently hold ABBV, LLY, PFE and WELL in other accounts. I am looking for a name that pays a good dividend and has some potential for growth. Can you suggest a couple of names I can take a look at or should I add one of the names I already hold.
Thanks
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Apple Inc. (AAPL)
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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Salesforce Inc. (CRM)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Morgan Stanley (MS)
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Prudential Financial Inc. (PRU)
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Ulta Beauty Inc. (ULTA)
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Take-Two Interactive Software Inc. (TTWO)
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Vertiv Holdings LLC Class A (VRT)
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Duolingo Inc. (DUOL)
Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+
Q: I am considering selling PFE for tax loss. In your opinion is this a good time to sell? Secondly - if I did sell - what might be a good proxy to buy in the meantime and/or - would it be beneficial to rebuy PFE after 30 days. I already have a 4% position in ABBV.
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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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Freeport-McMoRan Inc. (FCX)
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Merck & Company Inc. (MRK)
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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lululemon athletica inc. (LULU)
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Novo Nordisk A/S (NVO)
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Vanguard FTSE Developed Markets ETF (VEA)
Q: According to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, consumer defensive, health care and industrials. I’m also significantly short on international equities. With this in mind, can you provide your top 3 to 5 companies for each sector to increase my holdings in basic materials, consumer cyclical, consumer defensive, health care and industrials. To increase my exposure in international equities, I will be investing in ETFs. Please provide and rank the top 5 ETFs with international exposure. Thank you.
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Alphabet Inc. (GOOG)
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Merck & Company Inc. (MRK)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Enbridge Inc. (ENB)
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Loblaw Companies Limited (L)
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Fortis Inc. (FTS)
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Agnico Eagle Mines Limited (AEM)
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Alimentation Couche-Tard Inc. (ATD)
Q: What would consider as a good entry point for each of these and also a price target please.
Thank you
Thank you
Q: Hi there I own ABBV thinking of selling and switching to MERCK for a bit more growth and dividend yield of each is comparable. What do you think?
Thanks!
Thanks!
Q: One gets weary of the seemingly endless legal battles that JNJ continues to suffer. I have held on to shares assuming all sides would surely give in to battle-fatigue. My assumption looks wrong, especially after yet another defeat by JNJ on Friday July 28. Worth holding or move on? As always, your opinion backed by your own reasoning would be much appreciated. If you think best trim or sell, what dividend payer in health care would you favor today (US only).
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Alphabet Inc. (GOOG)
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AbbVie Inc. (ABBV)
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The Walt Disney Company (DIS)
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Merck & Company Inc. (MRK)
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ONEOK Inc. (OKE)
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Pfizer Inc. (PFE)
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Williams Companies Inc. (The) (WMB)
Q: good morning,
I'm overweight communications services, own BCE,T,DIS and GOOG. Telecoms are for dividends disney for a recovery if and when Iger sells TV and streaming business. Not selling GOOG which is more hybrid .If I where to trim telecoms where can i find a similar dividend stream.
Also is there any way to split google in portfolio analytics between technology and comm services. What are the percentages?
Thanks (gratefully)
Plenty of credits left
I'm overweight communications services, own BCE,T,DIS and GOOG. Telecoms are for dividends disney for a recovery if and when Iger sells TV and streaming business. Not selling GOOG which is more hybrid .If I where to trim telecoms where can i find a similar dividend stream.
Also is there any way to split google in portfolio analytics between technology and comm services. What are the percentages?
Thanks (gratefully)
Plenty of credits left
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Gilead Sciences Inc. (GILD)
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American Tower Corporation (REIT) (AMT)
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McDonald's Corporation (MCD)
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Altria Group Inc. (MO)
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Merck & Company Inc. (MRK)
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Procter & Gamble Company (The) (PG)
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UnitedHealth Group Incorporated (DE) (UNH)
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Verizon Communications Inc. (VZ)
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Vodafone Group Plc (VOD)
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Orange (ORAN)
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Spok Holdings Inc. (SPOK)
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Telefonica SA (TEF)
Q: My long-term interest in VZ was partially founded on it's extremely low correlation with almost every other equity and fixed income category. I am "off" VZ due its recent issues and am curious as to whether you are aware of any similarly low correlation, reliably high income alternatives?
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Agilent Technologies Inc. (A)
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Merck & Company Inc. (MRK)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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Visa Inc. (V)
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Great-West Lifeco Inc. (GWO)
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WSP Global Inc. (WSP)
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Brown & Brown Inc. (BRO)
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IDEX Corporation (IEX)
Q: For a TFSA if you could pick a few value stocks that have good balance sheets and maybe provide a “margin of safety” if we did have a recession, but also show some promising upside in the medium term if the stars align what would they be? (I’m agnostic on sector and cap size, US or Canada)
Thank you
Thank you
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Danaher Corporation (DHR)
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Johnson & Johnson (JNJ)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Thermo Fisher Scientific Inc (TMO)
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GE HealthCare Technologies Inc. (GEHC)
Q: In the US healthcare space, I am looking for a value priced name with meaningful upside total return potential (3 to 5 years) ideally with some current yield. Am thinking ABBV but not sure if I should be looking at pure play pharmaceutical, equipment mfg or..? CVS already owned
Thoughts please on above or others, and thanks
Thoughts please on above or others, and thanks
Q: Do not own either, but would like to own both, any problem buying them now?
Thanks Again
Thanks Again
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Amgen Inc. (AMGN)
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Pfizer Inc. (PFE)
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Savaria Corporation (SIS)
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Profound Medical Corp. (PRN)
Q: I have a 2% position (of overall portfolio) in Savaria, and up until I looked up its sector classsification, I had considered it to be in the healthcare space, given it is in the business of improving accessibility for those who are physically challenged. As per the Yahoo! Finance portal, Savaria is listed as an industrial company. This investment is held in a RRSP account, so capital gains taxes are not a concern.
My questions are as follows:
- Is it reasonable for me to continue considering this as a healthcare investment, due to its target consumer base?
- Using a long-term (at least five years or longer) time horizon, would you be able to name any other potential companies of interest in the healthcare sector in both the Canadian and US spaces which I could target as potential replacements? The availability of a dividend from a replacement investment would not be a requirement for consideration for me: I am primarily concerned with total return over a longer time horizon.
- Of these companies, would any of them serve as probabilistically (given there are no guarantees in investing) better investment vehicles given the time horizon I have provided?
As always, I appreciate your time, and I look forward to reading your response. Thanks so much!
My questions are as follows:
- Is it reasonable for me to continue considering this as a healthcare investment, due to its target consumer base?
- Using a long-term (at least five years or longer) time horizon, would you be able to name any other potential companies of interest in the healthcare sector in both the Canadian and US spaces which I could target as potential replacements? The availability of a dividend from a replacement investment would not be a requirement for consideration for me: I am primarily concerned with total return over a longer time horizon.
- Of these companies, would any of them serve as probabilistically (given there are no guarantees in investing) better investment vehicles given the time horizon I have provided?
As always, I appreciate your time, and I look forward to reading your response. Thanks so much!