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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: Two part question, deduct as many points as you like.

I'm just wondering if anyone at 5I has glanced at the 195 page(!!) short report that Spruce Point put out last week on Stryker. Anything in particular to be concerned about? I own it in my RRSP, and have been slowly adding to my position. It is the only stock that I own in the health care sector.

Also, what would be your top pick, CA or US in this sector, if I wanted to diversify my portfolio?

Thank you for all that you do.

Read Answer Asked by Ed on April 12, 2022

Q: Which would you choose if only one were to be added to a portfolio? I have owned SYK and know it to be a relatively steady-eddy company but one that has had some solid growth over the years. ISRG showed very promising stock appreciation but that has certainly cooled off over the past several months. Which do you feel has the better total upside over the next 5 years?

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on April 06, 2022

Q: Hi Peter and Staff

Looking at my health care basket, I have a couple of losers in it VEEV and VTRS.

I have had losers I regretted selling and losers I wish I had not wasted opportunity cost on.......I am fine doing either....Do you think the risk/reward of selling either or both of these to top up ABBV,PFE,SYK or JNJ would be a good move in the long run ignoring how many positions I have or should I hang on. If a sale is suggested which order would you top up the 4 stocks mentioned.

Thanks for all you do
Dennis

Read Answer Asked by Dennis on March 30, 2022

Q: Hello,

I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.

Could you please rank the stocks I've listed, and indicate if there are better choices.

Thank you!

Read Answer Asked by Barbara on March 15, 2022

Q: Hi Peter and team,
While Becton Dickinson and Stryker seem to have a lot in common (medical supplies, joint replacement, etc.) their performance has deviated greatly in recent years; (over the past year, less than 1% gain for BDX but almost 12% for SYK). The one I own (naturally) is BDX, which also has a lower P/E and a higher dividend. Two questions: (i) any idea why BDX has underperformed SYK so much; (ii) would you sell, hold on, or buy more of what many analysts say is a well-run company in a demographically promising business?
Thanks!

Read Answer Asked by James on December 23, 2021

Q: Hello Team,

Do you have a list of three top DEFIBRILLATOR Maker publicly traded companies that are good investments (I suspect they will all be US and European Companies)?

Thank you,

Joseph

Read Answer Asked by Joseph on December 14, 2021

Q: In recent responses to questions regarding recommended health care posotions you like: ISRG,SYK,MDT,ABBV. I have a full position in UNH. Would you suggest a change (no tax implications) i.e., is there anything wrong with UNH is your opinion? Thanks again.

Read Answer Asked by Dan on December 13, 2021

Q: Hi Peter & team,

For US Heathcare, Iíve ABBV. I want to add one more wide moat, stable growth healthcare company. Thinking of either SYK or ISRG. Based on their current market valuation, balance sheets, and future revenue growth, which is the current preferred choice and why. Or is there another better choice? Whatís the suggested entry price? Thanks.

Read Answer Asked by Willie on December 13, 2021

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Read Answer Asked by kaushikbhai on December 10, 2021

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?

Read Answer Asked by Don on December 06, 2021

Q: Where do you see Stryker and Becton Dickinson going forward with the Delta and now Omnicon which is way more transmissible?

If hospitalisation increases with Omnicon and surgeries are held back again, will this affect both companies and will this cause these 2 stocks to plunge?

thank you



Read Answer Asked by Kristelle on December 01, 2021

Q: Looking to invest in the health care sector. Please rank these companies using the criteria of possibility of capital gains, relative security if inflation becomes a problem and fundamental strength. If you have other choices I would welcome the ideas.

Read Answer Asked by Les on November 22, 2021

Q: Good Morning Peter & Team,

On November 3rd subscriber Peter' asked;

"Top USD stocks for dividend income please."

Your answer offered a number of suggestions all of which indeed generate good dividends but offer minimal (for the most part) in the way of capital gains.

Can you please tell me how your answer might have been different if the question had asked for;

"Top USD stocks for dividend income which have the potential for good growth/capital gains moving forward please."

Thanks for all you do

gm

Read Answer Asked by Gord on November 09, 2021

Q: I need to add to my industrial and health care positions of my portfolio.
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back

Read Answer Asked by Geoff on November 09, 2021

Q: According to portfolio analytics I need to increase my allocation to healthcare.
Have MRK. Please rank the following from 1. growth perspective 2. safety perspective: MDT SYK ABBV ZBH REGN

Read Answer Asked by Doug on October 13, 2021