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
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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: 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.
Appreciate your insight.
Paul F.
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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)
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UnitedHealth Group Incorporated (DE) (UNH)
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.
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.
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CVS Health Corporation (CVS)
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Eli Lilly and Company (LLY)
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Stryker Corporation (SYK)
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GE HealthCare Technologies Inc. (GEHC)
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.
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??
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Garmin Ltd. (Switzerland) (GRMN)
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Microsoft Corporation (MSFT)
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AbbVie Inc. (ABBV)
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Chevron Corporation (CVX)
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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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Visa Inc. (V)
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Williams Companies Inc. (The) (WMB)
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Veeva Systems Inc. Class A (VEEV)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Good Morning
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel
Q: Can you contrast SYK and ISRG? Are they competing against each other?
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Sangoma Technologies Corporation (STC)
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Park Lawn Corporation (PLC)
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Stryker Corporation (SYK)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Tricon Residential Inc. (TCN)
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Agnico Eagle Mines Limited (AEM)
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A&W Revenue Royalties Income Fund (AW.UN)
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goeasy Ltd. (GSY)
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Veeva Systems Inc. Class A (VEEV)
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WELL Health Technologies Corp. (WELL)
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Jacobs Solutions Inc. (J)
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Boyd Group Services Inc. (BYD)
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Trane Technologies plc (TT)
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Nuvei Corporation (NVEI)
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
No commentary is required
Merry Christmas
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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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Merck & Company Inc. (MRK)
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Stryker Corporation (SYK)
Q: Good morning and happy thanksgiving even though it is not ours!
I am looking to invest in healthcare for a registered account(RESP). Could you please provide me with your recommendations.
I would also request two other stocks outside health/finance and energy, perhaps info tech/cons staples for the same account
TIA
Peter
I am looking to invest in healthcare for a registered account(RESP). Could you please provide me with your recommendations.
I would also request two other stocks outside health/finance and energy, perhaps info tech/cons staples for the same account
TIA
Peter
Q: Good morning,
Wanting to sell Medtronic to realize a tax loss benefit, would Stryker be a good proxy to hold in the interim? Is there a better-aligned alternative?
Thank you as always...
Wanting to sell Medtronic to realize a tax loss benefit, would Stryker be a good proxy to hold in the interim? Is there a better-aligned alternative?
Thank you as always...
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Costco Wholesale Corporation (COST)
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Nasdaq Inc. (NDAQ)
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BlackRock Inc. (BLK)
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Salesforce Inc. (CRM)
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Home Depot Inc. (The) (HD)
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Stryker Corporation (SYK)
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Xylem Inc. New (XYL)
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Zoetis Inc. Class A (ZTS)
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Old Dominion Freight Line Inc. (ODFL)
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Saia Inc. (SAIA)
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Heico Corporation (HEI)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
Q: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
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Danaher Corporation (DHR)
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Prologis Inc. (PLD)
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Stryker Corporation (SYK)
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Zoetis Inc. Class A (ZTS)
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BCE Inc. (BCE)
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TELUS Corporation (T)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Roku Inc. (ROKU)
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Coinbase Global Inc (COIN)
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UiPath Inc. Class A (PATH)
Q: What would be your best contrarian pick today in both us and canadian markets
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Boston Scientific Corporation (BSX)
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Stryker Corporation (SYK)
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UnitedHealth Group Incorporated (DE) (UNH)
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Zoetis Inc. Class A (ZTS)
Q: Sooner than later the US Congress and Senate will have to deal with the US debt ceiling. One option is to cut expenditure for certain categories, like health care or medical expenditures. With this in mind, I searched for revenue from the US Federal Government for each of the health stocks that I hold but with no luck. Did this as I think that if such revenue is cut for such healthcare stocks the price of the stock could decline. Can you estimate such revenue received for each of these stocks - ABBV, ABT, BSX, ISRG, SYK, UNH and ZTS? Or do you know a source for such information? .......Thanks for the assistance.......Tom
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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Medtronic plc. (MDT)
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Stryker Corporation (SYK)
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DexCom Inc. (DXCM)
Q: Due to the popularity of diabetes/diet drugs, do you see any companies consumer staples or others that have recently been excessively beaten on? Perhaps some that could be in for a turnaround in the long term.
Q: Good morning
Any reason you can see for a big up day yesterday and then a complete reversal down day today? Can't find any news for the up and down
Thks
Marcel
Any reason you can see for a big up day yesterday and then a complete reversal down day today? Can't find any news for the up and down
Thks
Marcel
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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CVS Health Corporation (CVS)
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Danaher Corporation (DHR)
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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)
Q: This period of seasonal weakness is a great time for some early Christmas shopping. I sold a part position in NVO a while ago and am looking to reinvest proceeds to increase my health care holdings.
Considering current valuations, what would you recommend as a good complement to expand and diversify?
Thanks in advance.
Considering current valuations, what would you recommend as a good complement to expand and diversify?
Thanks in advance.
Q: What’s going on with Stryker, it’s on a significant downward trend?
Q: Which one would you prefer for a 5 year or longer hold?
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Agilent Technologies Inc. (A)
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Merck & Company Inc. (MRK)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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Visa Inc. (V)
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Great-West Lifeco Inc. (GWO)
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WSP Global Inc. (WSP)
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Brown & Brown Inc. (BRO)
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IDEX Corporation (IEX)
Q: For a TFSA if you could pick a few value stocks that have good balance sheets and maybe provide a “margin of safety” if we did have a recession, but also show some promising upside in the medium term if the stars align what would they be? (I’m agnostic on sector and cap size, US or Canada)
Thank you
Thank you