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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: Could you list a few companies (in Canada/ U.S.A) from each sector that may benefit if inflation catches hold and supercedes target rates set by their central banks?

Art
Read Answer Asked by Arturo on February 25, 2021
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.
Read Answer Asked by Lorraine on February 19, 2021
Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?

Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate

Thanks Gord
Read Answer Asked by Gord on February 18, 2021
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.
Read Answer Asked by Patrick on February 01, 2021
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.
Read Answer Asked by Patrick on January 28, 2021
Q: Hi Peter and Staff

FInally bite the bullet on Sienna, looking to redeploy in the US topping up some or all of my US basket of health care. Please eliminate any of the above that you do not feel are a buy at this time and rank the rest within categories of strong buy, buy or hold.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 14, 2021
Q: Peter and Team:
I need some exposure to the healthcare sector and my choices are very limited in Canada, especially when Johnathon doesn't want to play in the Chess Game presently. What are your favourite US names, and where does ABBVIE fit in to the puzzle? When I am typing a question, does it time out after so many minutes?
Regards,
Ben.
Read Answer Asked by BEN on December 31, 2020
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
Read Answer Asked by Joe on October 20, 2020
Q: hi group I asked a question on bio tech last Wed - no response as of yet ? - please follow up. The question was do you like the sector/ and what ETFs /top 3 individual stocks do you recommend thanks
Read Answer Asked by Terence on October 19, 2020
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
Read Answer Asked by Peter on October 19, 2020
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
Read Answer Asked by JOHN on October 06, 2020
Q: Back in July 2020, I purchased ABBV, in a non-registered account, to get exposure to the healthcare sector and to continue to diversify my portfolio outside Canada. Since that time, I am down 16% on ABBV. Knowing 5i recommends ABBV, would you suggest I purchase more ABBV (average down)? Perhaps it would make more sense to sell it, take the tax loss, and purchase another healthcare company based outside of Canada. If your recommendation is to sell, what other healthcare sector companies would you suggest?
Read Answer Asked by Sean on October 05, 2020
Q: Can you give me your opinion on mrk - it's current valuation and room to grow? Can you recommend five large cap us growth stock with room to grow?
Read Answer Asked by Mary on July 17, 2020
Q: Can I get your assessment on investing in ishares ETF US High Dividend (XHD) in my RRSP? If your opinion is unfavourable, do you have specifc stocks to recommend in its place?

thanks -John
Read Answer Asked by john on June 24, 2020
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