Investment Q&A

Q: Hi, My respected 5i team
During the March 2020 market correction, your team provided a special report which was a big help for me to take advantage of the market correction. I bought some solid names at a discount as the report recommended. Are you guys still doing this kind of special report in the future?
Could you please recommend 5 solid names to buy in Canadian and US markets respectively if there is a market correction again? Do you think it is a good time to buy them now during the current market  drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!

Q: For asset allocation I follow AlphaBeta which suggest 6% for. Basic Materials I have 1.35%. Any suggestions for additions to this sector?
In Health Care it suggest 9% I have 6.44% mainly1.45 % in Well the rest must be from holdings in ETFs . Any suggestions.?

Q: Favourite US health stock for TFSA long hold, other than ABBV? Thanks

Q: Hello 5i Team.

Thank you for all the insights into investing - it has been profitable both educationally and financially.

7% of our portfolio is in geared to health care with a holding of 5 stocks , GUD - (slightly underwater but is the hopeful flyer), Medtronic - MDT, Cardinal Health - CAH, Abbvie - ABBV, Johnson & Johnson- JNJ. In an effort to reduce the overall number of stocks in our TFSA, RRSP and taxable accounts I was considering liquidating CAH and JNJ and either purchasing more ABBV or adding SYK, unless of course you can recommend another US health care stock. JNJ and and CAH have been the laggards of the US group since my initial purchases. I realize MDT and SYK might be similar but i do believe surgeries should increase in 2022.

I enjoy reading your resources and recommend it often.

Kevin

Q: Hi Guys
I am interested in these two companies. Could you give me your thoughts on them and if you think they are worth taking a position, do you have a price point you would suggest for entry? Thanks Patricia

Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!

Q: I would like to increase my health care sector weighting. It is presently 0.3% of my portfolio with one stock, CSH.UN. What quality health care stocks would 5iReseach recommend & should I also add to CSH.UN to help increase the sector’s weighting. Thanks … Cal

Q: A family member would like to build a US dollar portfolio with US stocks. My thought would be to do it along the lines of the 5iR Cdn Balance Portfolio. For example, JPMorgan would be the US stock for the BNS. With this in mind, and being able to tolerate risk and for a long-term intention, like 10 years, what would you suggest the 15+ position US portfolio would look like?....Thanks...Tom

Q: Can you recommend 5 blue chip U.S. stocks that look attractive right now? I have capital that I'd like to put to work and I currently own AMZN, ABBV, BMY, NVDA and COST. Looking to add some other names. I'm looking at HD on the most recent pullback and JPM.

Thank you,
Jason

Q: Hi Team,
Can you suggest one or two US Pharma company for a long term holding Please !
Thanks as always,
Tak

Q: I own both ABBV and MDT and I am up nicely on both, thanks to 5i.
Thinking of selling MDT and purchasing SYK, which should have more growth in the coming months??
I would appreciate your opinion on all companies and the switch from MDT to SYK.

Thanks

Dave.

Q: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated

Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible

Q: Hello 5i,
Income value investor with some growth stocks. Just received 16 shares of OGN. At 75 years I don't think I want to wait for "maybe" some growth. No dividend either. I would just sell them and by a few more MRK. Any suggestions would be appreciated.
Stanley

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Q: Your views on AMGN. The price is moving in the range between US$230 to US$245. Pays a dividend yielding 2.5% plus and increasing dividend year over year. One bad thing is happening with its new drugs. They are failing and not getting approval. Your views. Should exit the position? What's your choice? Do not own any drug company but own BAX-N as 10% of my portfolio. I run very concentrated portfolio based on individual companies and ignoring sectors.

Q: I am looking to increase my healthcare exposure in the US. Would you recommend VEEV or GH or both or would you have other recommendations. Risk is not a factor.
Thanks for your service!

Q: What US stocks would you recommend to reduce volatility of a portfolio which is overweight on US growth stocks (mostly IT)? Looking for dividend payers, which are expected to grow at a moderate pace and are reasonable priced for that growth.

Q: Hi Peter, I've taken some comfort despite my loss on BDX shares because some commentators have pointed out that their products (joint replacements) will soon benefit from the pent-up demand due to Covid-caused delays in such surgeries. However, Stryker, which is in a similar business, has significantly outperformed BDX both before and after Covid. In other words, do you know why BDX is so underperforming SYK, and would you hang onto (or perhaps add to) BDX at this point? Thank you.

Q: Thanks, 5I Team, for all the good work. I owe GILEAD SCIENCES since 2017. It is still around the same price I am down about 1.5%. Would you recommend holding on or moving on. If moving on, what would you recommend in health care sector, I already owe Cardinal Health & ABBVIE Inc. I am looking at long term investment.
Secondly, I owe FASTLY INC and am down about 40%. I am a long-term Investor and can hold on. Would you advise to hold on or switch to Lightspeed or something else? If it really has potential, I can wait it out don’t need the cash.
This is general question not stock specific. Normally I prefer to buy US stocks in RRSP and Canadians in TFSA and non registered due to withholding Tax. I am unable to make up my mind as to where to put the riskier growth-oriented stocks. In TFSA I am unable to write off the loss if the investment goes sour, If I put in RRSP eventually, one pays tax on withdrawal in retirement, but can’t immediately write off the loss when I sale and book a loss. In a non registered account If the stock takes off I end up paying tax on half the gains. What would you normally recommend?

Please deduct credits as required.

Q: Just thoughts...First background -  I have an income, balance and growth portfolio that's invested in trade, TFSA and LIRA accounts...all similar to 5iR's...and also a US balance portfolio with a definite growth tilt...and I like to stay within the portfolio framework, aka add to existing stock positions which now total 100 positions. With cash on hand, I'm muddled about what to invest in, aka Cdn and US stocks?And here is the tug...there seems to be many other good stocks but from my reading of 5iR, it's better to stay with the ones you have or totally drop the existing position and move onto a new position. With that in mind, what are the Cdn 5iR positions would you suggest are a buy today or watch it for a buy? When it comes to the US, the draw for me today is to add to existing positions 'cause of the strength of the Loonie and the expectation that it will decline over the next few years relative to the Green Back. What would you suggest are US stock buys now for a longer term hold, like 5+ years. Thanks for the assistance.....Tom