Q: I've done well with LLY. Is it time to move to something like Intuitive? I also own Stryker. Is there another name you'd favour?
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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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Broadcom Inc. (AVGO)
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Meta Platforms Inc. (META)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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NextEra Energy Inc. (NEE)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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CRH PLC (CRH)
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EMCOR Group Inc. (EME)
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Eagle Materials Inc (EXP)
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Vistra Corp. (VST)
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IES Holdings Inc. (IESC)
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Palantir Technologies Inc. (PLTR)
Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.
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Medtronic plc. (MDT)
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Stryker Corporation (SYK)
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Zimmer Biomet Holdings Inc. (ZBH)
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Globus Medical Inc. Class A (GMED)
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Penumbra Inc. (PEN)
Q: Who are competitors of STRYKER MEDTRONICS Which do you prefer ? RAK
Q: These 2 stocks are health care and considered defensive. At what price for these two stocks would you consider a good price to buy?......Tom
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Broadcom Inc. (AVGO)
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Costco Wholesale Corporation (COST)
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Nasdaq Inc. (NDAQ)
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Accenture plc Class A (Ireland) (ACN)
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BlackRock Inc. (BLK)
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Salesforce Inc. (CRM)
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The Walt Disney Company (DIS)
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Home Depot Inc. (The) (HD)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Synopsys Inc. (SNPS)
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Brookfield Corporation Class A Limited (BN)
Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom
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Amazon.com Inc. (AMZN)
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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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Sherwin-Williams Company (The) (SHW)
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Stryker Corporation (SYK)
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Meta CDR (CAD Hedged) (META)
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ASML Holding N.V. (ASML)
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Axon Enterprise Inc. (AXON)
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Uber Technologies Inc. (UBER)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
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Flutter Entertainment Plc (FLUT)
Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.
Any other suggestions?
Thank you.
Any other suggestions?
Thank you.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Home Depot Inc. (The) (HD)
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Honeywell International Inc. (HON)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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The Trade Desk Inc. (TTD)
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Zscaler Inc. (ZS)
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Reliance Inc. (RS)
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Trane Technologies plc (TT)
Q: Hi 5i Team,
I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?
I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?
I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.
Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.
Lisa
P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.
I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?
I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?
I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.
Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.
Lisa
P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.
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Apple Inc. (AAPL)
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Broadcom Inc. (AVGO)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Johnson & Johnson (JNJ)
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Stryker Corporation (SYK)
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UnitedHealth Group Incorporated (DE) (UNH)
Q: I am looking at rebalancing my portfolio. I am currently overweight Tech and financials and underweight health care, Consumer Discretionary, and Communication.
Can you please provide suggestions on which of the tech stocks you would recommend trimming (maybe Apple? priced as a growth stock but not growing much?) and which of the listed health stocks (or other) would you recommend starting a position in?
Thank you!
Peter
Can you please provide suggestions on which of the tech stocks you would recommend trimming (maybe Apple? priced as a growth stock but not growing much?) and which of the listed health stocks (or other) would you recommend starting a position in?
Thank you!
Peter
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NVIDIA Corporation (NVDA)
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Chevron Corporation (CVX)
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Eli Lilly and Company (LLY)
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Occidental Petroleum Corporation (OXY)
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Stryker Corporation (SYK)
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Zimmer Biomet Holdings Inc. (ZBH)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
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iShares S&P/TSX Global Base Metals Index ETF (XBM)
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Novo Nordisk A/S (NVO)
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Advanced Micro Devices Inc. (AMD)
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Vanguard Energy ETF (VDE)
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iShares 20+ Year Treasury Bond ETF (TLT)
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BMO Asset Management Inc (ZTL)
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iShares MSCI Emerging Markets ex China ETF (EMXC)
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Global X Emerging Markets ex-China ETF (EMM)
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Nextracker Inc. (NXT)
Q: Happy holidays…. Tax loss selling….. proxy for TLT, VDE, EMXC, OXY, PICK, LLY, NXT, ZBH, AMD, -Thanks
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Veeva Systems Inc. Class A (VEEV)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
Q: Good Morning
We own the above US stocks and would like to add one more
Looking at adding either wallmart or celistica
Which would you choose of these two?
What other US stock or stocks do you find interesting for 2025?
Thks
Marcel
We own the above US stocks and would like to add one more
Looking at adding either wallmart or celistica
Which would you choose of these two?
What other US stock or stocks do you find interesting for 2025?
Thks
Marcel
Q: For a three year or longer time frame I intend to buy two of these stocks: SYK, ISRG, UBER or AMZN. Which two would you pick and please give your reasons.
Merry Christmas to all your staff
Elliott
Merry Christmas to all your staff
Elliott
Q: Team, I have holdings in all three and although I have done great with BDX over the years, it seems to be struggling. I am thinking of selling but would like your comments on increasing my holdings in SYK and ISRG or would you provide insights another option. All three stocks are in my non registered account.
By the way, because of your insights on AMED of a few years ago, I sold the stock and purchased GOOG.............it was a great move
I have whittled down my holdings to 15 stocks and want to be careful adding more
By the way, because of your insights on AMED of a few years ago, I sold the stock and purchased GOOG.............it was a great move
I have whittled down my holdings to 15 stocks and want to be careful adding more
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Abbott Laboratories (ABT)
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Becton Dickinson and Company (BDX)
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Stryker Corporation (SYK)
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GE HealthCare Technologies Inc. (GEHC)
Q: Thoughts on BDX. Healthcare in general has been lagging the market and this company has not produced many gains over the years. Is it time to move on and reallocate money to new area like Quanta Services?
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Intuitive Surgical Inc. (ISRG)
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Becton Dickinson and Company (BDX)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
Q: Hello,
Thoughts on these companies? Looking to start a position and get your analysis. Any other ones in this space you would recommend over these two? And why the poor performance YTD?
Thank you.
Thoughts on these companies? Looking to start a position and get your analysis. Any other ones in this space you would recommend over these two? And why the poor performance YTD?
Thank you.
Q: I am considering investing in Healthcare. Would the equipment makers be better than Pharma? Would you consider SYK or is there another equipment maker to consider?
thanks
thanks
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Broadcom Inc. (AVGO)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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QUALCOMM Incorporated (QCOM)
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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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NextEra Energy Inc. (NEE)
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Prudential Financial Inc. (PRU)
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Stryker Corporation (SYK)
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Argan Inc. (AGX)
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Construction Partners Inc. (ROAD)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
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Cellebrite DI Ltd. (CLBT)
Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Novo Nordisk A/S (NVO)
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Enovis Corporation (ENOV)
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GE HealthCare Technologies Inc. (GEHC)
Q: I hold these 8 US Heathcare stocks. Each are about 1.5% of my holdings. I would like to consolidate the 8 down to about 4 holdings. Which ones would you sell and which ones would you add to? Thanks for your great ongoing advice.
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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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Stryker Corporation (SYK)
Q: I'm looking for more momentum in the healthcare sector for the next 3-5 years, at least. I am a long term investor. I currently have ABBV and SYK but am thinking about moving on and buying LLY and ISRG as replacements. Are you still bullish on both LLY and ISRG, and do you think that such a switch makes sense in this market? Thank you!
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Intuitive Surgical Inc. (ISRG)
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Abbott Laboratories (ABT)
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Boston Scientific Corporation (BSX)
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Eaton Corporation PLC (ETN)
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Eli Lilly and Company (LLY)
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Stryker Corporation (SYK)
Q: ETN is a theme play that is on the move. I'm thinking of selling UNH (considered defensive) and buying ETN even though it is more cyclical in nature. Other healthcare names held are ABBV, ABT, BSX, ISRQ, LLY (starting position), and SYK. Currently, health care makes up 9.71% of the total portfolio compared to industrial at 19.12%......What do you say about this stock change? And other suggestions are most welcomed!.....Tom
Q: Good morning. Looking at my U.S. holdings and noticed it's a down day for these 2 great firms. Went looking for any news but nothing specific found. Have I missed something or is this kind of an inverse Trump trade if he's elected? Your input is appreciated. Thank you. David