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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: My weightings in each of the listed companies is less than 2.5%. I wish to eliminate some and build up others to the 2.5% level. What are the strongest candidates to keep and what are the weakest candidates to get rid of. As always, I appreciate your responses. RAM
Read Answer Asked by Ray on December 12, 2018
Q: Could you please suggest 2-3 US not technology stocks to buy after this decline.

Thanks,
Milan
Read Answer Asked by Milan on November 21, 2018
Q: I Have held Knight Therapeutics (GUD.TO) in my Granddaughter's trust account for a number of years, but sold today with the jump in price for a small profit. I'M am now looking for a stock in the Health Care sector to replace it, preferably one that pays a dividend.
Would you be comfortable with Savaria (SIS.TO) for a 3-4 year hold? Could you recommend one or two others? Many thanks
Read Answer Asked by Don on November 21, 2018
Q: Hi there,

In the process of transitioning my US 401K from a balanced portfolio to an income portfolio as i get ready to transition to retirement. If you could recommend 5 US stocks or low cost ETFs for income what would they be.
Read Answer Asked by kelly on November 12, 2018
Q: I own OHI (2% weighting) in my RRSP and over the past year have seen a decent run up in the stock. The dividend is now 8%. Can I get your thoughts on the company, short position and if you feel a move out of OHI to either BIIB or PFE would be advisable. Or just add a 2% position in these other two companies? 15+ year investment horizon.

D
Read Answer Asked by Don on November 08, 2018
Q: Hi, you had a comment on AT&T late July and I was wondering, with recent weakness, what the fundamentals look like for this company now. Do you see long term value here? If you think this is a stock with limited prospects going forward, do you have another US income stock (any sector) that might make for a better replacement? Many thanks. Michael
Read Answer Asked by Michael on October 26, 2018
Q: Hello. Can you point me in the direction of a few solid health sector, dividend paying stock options that would be suitable to hold within an RRSP? I’m looking at a five to eight year horizon and consider myself as a ‘low to moderate’ risk investor.
PS found recent ‘ How to Pick a Stock in 2018’ very helpful. Thanks!
Read Answer Asked by Heather on October 25, 2018
Q: Would you recommend buying these companies for a conservative investor? Or others?
Finally, Is it important to hold American stocks in ones portfolio and which stocks would be your favorite conservative stocks?
Many thanks rose
Read Answer Asked by Rose on October 15, 2018
Q: With the patent protection now extended for drugs for two years longer, do you have any suggestions as to co's in that space that might benefit?
Read Answer Asked by steve on October 05, 2018
Q: Lads the above are my US dollar income tilt portfolio holdings. My goal is to add some US cash to stable dividend payers (some of these and perhaps some others you can suggest). Two questions I have - first, could you possibly rank these 9 from most stable to least so I can consider which ones are the most stable to add to my current holding and second, can you recommend some other US equities providing a minimum 3% dividend that you view as stable holdings. Thanks as always for your guidance.
Read Answer Asked by Ken on October 03, 2018
Q: Gentlemen,
I own RHT (now 0.55%, -19%) on margin account.
I own COV (1%, +50%) GUD (1%, -8%), and 2 US ETF, IBB 1%, XBI 1%, on others none margin accounts.
I have cash (1.5%) to add to the HC sector.
Selling RHT, I will have 2% cash to buy.
I want to buy one US growth stock on H.C space.
Which one you suggest today.
Thanks
Best Regards
Read Answer Asked by Djamel on September 27, 2018
Q: I have set 8% sector target and have invested 50% - GUD 15% of total target, TD Health Sciences 11%, and 9% each to ISRG, ILMN, and COV.
If I drop TD Fund, then 60% available to reinvest - what names and allocations do you advise?
Thx for your excellent advice,
Sam
Read Answer Asked by sam on September 19, 2018
Q: It seems to me that when 5i members seek guidance regarding possible investments in American healthcare companies, Pfizer seems to be a common recommendation by your team. If I'm correct that you consider it to be a good investment at this time, what exactly are the reasons you believe this to be the case. If I'm wrong, what other American Companies do you favour currently. I'm willing to accept some risk but I'm really looking for a company that can balance off some of the Canadian small caps that I have in my portfolio that I'm purchased with your guidance. i.e. Knight, Covalon and Reliq. Again, thank-you for your invaluable guidance.
Read Answer Asked by Les on September 13, 2018
Q: I currently have small positions in ABT, CELG, and PHG. Thinking about selling the 3 and buying PFE unless you suggest otherwise. Also have a full position in GUD.
Thanks for the great service.
Read Answer Asked by Brent on September 12, 2018
Q: I am a conservative investor who would appreciate your recommendations as to the best 5 US stocks/ETFs to own over the next 2-3 years. Dividends are not necessary, however preference is for low risk stock recommendations.
Read Answer Asked by Dale on September 07, 2018
Q: There are not many Canadian stocks in the healthcare sector. Telus is now in the Electronic Health Records business, and Loblaws now owns Shoppers Drug Mart. Would you consider L and T to be partially healthcare?

Do you have any stock suggestions for healthcare in Canada? If not, could you recommend US or European stocks that would be advisable?

Thank you,

Fed
Read Answer Asked by Federico on August 23, 2018
Q: ESRX:Q is going to be acquired by CI:N by Dec 2018 and holder of ESRX will receive $48.75 in cash and 0.243 shares of CI. In my case I will be receiving less than 25 shares. Hence I like to sell ESRX:Q before conversion and want to invest in some other US health stock. Should I keep odd number of CI:N or you have some better alternative in US health sector? I own ESRX:Q and BAX:N in Healthcare sector.
Read Answer Asked by Piyush on August 22, 2018
Q: This is for my wife's RRSP, she is now 70 and will soon have to start withdrawing. Have recently sold J&J and have about 17K to re-invest. For the US portion of her portfolio she currently holds: AMTD; FB; AT&T; MSF. For stability (preservation of capital), some growth and growing dividends which of the above which you recommend without regard to sector. If you can suggest another or even two securities with better overall qualities that meet my requirements, I would appreciate your suggestion.
Read Answer Asked by Joseph on August 20, 2018
Q: Thanks for my div. answer. Now with US Cash from my netflix sale to increase my div. income would you agree that buying some US div.payers would be wise. If so please advise some worthy candidates or div. ETF, to stay in the stronger US market. Thanks.
Read Answer Asked by Peter on August 14, 2018
Q: I only own 2 USA stocks, JNJ and PFE. JNJ has grown over the years to 2 full positions so I need to reduce my holdings in JNJ. JNJ pays a nice 2.7% dividend and has grown significantly. What recommendations would you have for a replacement that pays a similar dividend and has some growth potential. I am retired and rely upon the dividends generated in my RRIF.

Wayne
Read Answer Asked by Wayne on August 09, 2018
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