Investment Q&A

Q: Looking at buying some healthcare...will this one recover or are there better choices in U or Can?...

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

Q: Overall I am below the recommended allocations in these sectors: Materials, Consumer Cyclical, Consumer Defensive, Industrials, and Healthcare. I have cash to allocate in my TFSA (about $8600). Which would be the best place(s) to invest now in any of these sectors in the TFSA?

Q: Your thoughts please about putting new money into JNJ. Also, a couple of preferred alternative suggestions if it isn’t your first choice.

Q: We purchased ARCT at $105 US and it has dropped 50% due to underwhelming results.
It jumped 10% yesterday. Should we consider dollar cost averaging?
How would you rank the vaccine stocks in terms of growth?
Thanks for a great year.

Q: I have these 4 stocks, purchased higher than they are trading now, is there any hope they will go back up or should I just sell at a loss and take the hit? I was wondering if they may go back up with good earnings?

Q: Hi, recently PFE, AZN & Moderna have all dropped a lot from their highs in early December. Why do you think these stocks have dropped so much? Thanks.

Q: Your thoughts on selling XLF to buy JPM & BAC and selling PFE & GILD to buy ARKG.

Thank you!

Q: HI!
I am wondering about the potential short and long term growth of VTRS as the sister company of PFE producing their generics?

Thanks Ben.

Q: I am trying to understand Pfizer. In September it was trading at $36 and change. Today after all the good news about the vaccine it is at $39 and change. This seems like a small increase given the good it is doing and news, etc. However, if there were reports of a few bad reactions (or worse, sorry to say), the stock would tank. Can you help me understand this or maybe I am seeing it all wrong. Thanks again.

Q: I HAVE HELD THESE STOCKS FOR ALMOST YEAR AND A HALF, HOPING THE STOCKS WILL MOVE UP AS THE VACCINES BECOME AVAILABLE. I FIND THAT NONE OF THESE STOCKS HAVE MOVED UP EXCEPT VEEV, AND THAT TOO MARGINALLY. SHOULD I KEEP THESE STOCKS OR SELL THEM AND USE THE MONEY FOR OTHER PROMISING TECH STOCKS. THANKS

Q: Good morning, I have a watch-list of vaccines, but it seemed like such a gamble in the past months, I didn't invest in any. Now that some are successful, I would like to have a position in at least one company. I've named a few above, but there are more. With the goal of growth in the next 1-2 years, which one or two "vaccine" stocks would you choose, and what percentage of the portfolio would you suggest as investment size. Thank-you.

Q: Hi Peter

To follow up on my earlier question, I forgot to mention that both my wife and I are planning to retire in 5 years. So, I am slowly changing my investments to be income focused and less on capital growth

Greyhair

Q: I am an experienced investor and for years have been selling short strangles, in the money puts and out of the money calls around some of my core position stocks, such MSFT, UNH, SRPT etc with good success.
Last week, I sold naked positions around NFLX, picking Jan 15/2021 expiration, which is before they report earnings and expecting NFLX to be substantially range bound until then.

Sold  NFLX 01/15/21 455 PUT at 15.10
Sold  NFLX 01/15/21 515 CALL at 16.10

The trade is profitable between $424 and $546 and in an unlimited loss position outside the range (a risk I am prepared to accept).

My question is, do you have any stock recommendations, for stocks whose prices are not likely to fluctuate a great deal over a a defined period of time, or any screening methods to identify such stocks, so as to trade puts and calls as I described?

Thanks in advance for your insights.

Q: Hello 5i,
I have two questions pertaining to the spin-out:
1. Would I be correct in assuming that if held in an RRSP, there would be NO tax implications at all?
2. When typing in VTRS, I see a second option showing up: VTRSV. What, if any, is the difference? My broker recorded the transaction as VTRS and so that is what I use.
Many thanks, as always!!
Stay safe and well!!
Cheers,
Mike

Q: Which vaccine company if any would you recommend to invest in?

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: This week Pfizer spun-out Viatris as a Reverse Morris Trust Transaction. I understand the purpose of this type of transaction is to make it non-taxable. Are there income tax consequences for a Canadian citizen who owned Pfizer at the time of the spin-out?
Are Viatris shares worth holding?

Q: I am looking to add more healthcare to my portfolio - thinking about adding Pfizer plus an ETF. Given the recent vaccine news I am surprised that the price of PFE has not really soared. Can you shed some light on this? Do you feel PFE has upside growth potential - is it a good buy at the current prices? Patrick

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!!