Investment Q&A

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.

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

Q: Happy holidays…. Tax loss selling….. proxy for TLT, VDE, EMXC, OXY, PICK, LLY, NXT, ZBH, AMD, -Thanks

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

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

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

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?

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.

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

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

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.

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!

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

Q: What is the expected profit and share price growth for Danaher over the next few years? I already own ISRG. Would you expect DHR to outperform SYK or LLY going forward?

Appreciate your insight.

Paul F.

Q: Hi All,

I have a really nice gain shorter term gain on LLY thanks to your recommendation of 125% which is down a little from the high.
Is LLY on the over valued side now and starting to correct? Should I sell it and move into another Healthcare name and if so I'd love a few recommendations. I already own a partial position in UNH and ABBV. I see UNH has dropped and may have some issues with the government should they be stayed away from for now? Thanks for your service.

Q: I own LLY and GEHC and am looking to add CVS or SYK? I'm actually open to selling LLY or GECH, but my point is I'd like to keep 3.

Please let me know your thoughts.

Q: How would you rate ILMN overall since 2024? Is it still a takeover target in your estimation and who would be the top ones that would make most sense to acquire ILMN?

Q: With the down day and negative news on Friday for BKNG, I’ve been thinking of selling and buying into SYK. Bookings has had a good run but if travel is measurably slowing it may make sense to migrate into a company that has a more positive outlook. Thoughts??