Investment Q&A

Q: Greetings 5i, I would like to revisit the investment thesis for Ilumina, sold it for a tax loss but the stock spiked up on earnings and has continued to rise. Please provide an analysis of its future prospects and your opinion as to whether or not this is a buy now. Or, is there a better option in this field? I already have a good sized position in Intuitive Surgical. Thank you.

Q: Hi Peter and team,

Our Healthcare sector is under-represented according to Portfolio Analytics. We do own VHI and are down, but most of what I read indicates a compelling case for VHI. As an example, National Bank Direct Brokerage rates it as outperform. Its current position is 0.76% of our Total Portfolio Equity Weight, and our only other sector holding (other than some diversified ETFs) is SIA with a Total Portfolio Equity Weight of 3.34%.

Would you be a buyer at current levels?

As always, thanks for your insight.

Q: For more defensive US stocks (I.e. non tech) how would you rank the long term performance of the following CL, Cost, HD, MCD, SYK and URI. I have all of these, but I am not happy with the performance of CL nor MCD and I am thinking of selling them and upping my positions in the others. I am not worried about being concentrated in too few stocks, as I have the opposite problem.

Thanks for your thoughts.

Q: Hi 5i,

What would be your top three picks today in the health care equipment sector? US or Canada. Are they buys today and what would be a good entry point. Please provide a short description as to why they are top picks.

If SIS is not part of the list, can you provide your opinion on this company as an investment for 5 year hold.

Thanks for your help.

Q: Hi! Would you buy HD and SYK today? What do you think their growth prospects are over the next 5 years? Thanks so much.

Q: I have been reviewing my health care holdings and I am disappointed in the whole sector. Their percentage of my holdings has dropped, and if I rebalance I should be adding another 50% to these holdings. I am unhappy with IHI and UNH, even ISRG is in the doldrums. Your thoughts on adding to the health care sector and these companies/ETFs at this time. Are there other companies much better suited that I am missing. I am tempted to remove the whole sector from my portfolio, as I am comfortable with risk.

Q: I sold a portion of my NVO holdings a while ago, and am not inclined to buy it back just now. What would you see as the best buy in the US healthcare sector these days; possibly as a compliment to NVO, but not necessarily?

Q: Would you purchase this stock at it's current price for a five year hold?

Q: Good afternoon,

I’d like to commend 5i on the well thought out updates!

Looking to form a healthcare position. 3-5 positions. Long term growth in a TFSA.
These could be pharmaceutical, equipment etc etc.


Thank you very much.

Q: Previously had 3 U.S. ETFS for U.S. healthcare but haven't been happy about these.
Could you please suggest 3 or 4 U.S. healthcare companies that might work out for a 5 yr+ return. Please put in order of ratings and advise why you like them.
THank you
Margaret

Q: There was an article in the Globe and Mail today by David Rosenberg about the aging population and he suggested health care related investments such as health care REITS, pharma, devices, and services. What do you think of this idea and can you give me a few recommendations in canada and the US for each of the 4 categories (health reits, pharma, devices, sefrvices)? A mix of ETFS and individual stocks would be great.

Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.

Q: Seems the whole Healthcare sector stocks are depressed right now. Aside from ISRG (owned) which five are the most compelling to own and at what entry price are they wotth it? Canadian would be best, or ADRs. But I'll take US or world suggestions also.
Thank you!

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?

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.

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

Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom

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.

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.