Investment Q&A

Q: Looking to invest in the health care sector. Please rank these companies using the criteria of possibility of capital gains, relative security if inflation becomes a problem and fundamental strength. If you have other choices I would welcome the ideas.

Q: I want to clean up a US account with 1/4 positions in these three companies. I want to sell two and use the funds to increase the position in the third. Please rank the three companies for growth over the next three years or longer.

Q: Good Morning Peter & Team,

On November 3rd subscriber Peter' asked;

"Top USD stocks for dividend income please."

Your answer offered a number of suggestions all of which indeed generate good dividends but offer minimal (for the most part) in the way of capital gains.

Can you please tell me how your answer might have been different if the question had asked for;

"Top USD stocks for dividend income which have the potential for good growth/capital gains moving forward please."

Thanks for all you do

gm

Q: I need to add to my industrial and health care positions of my portfolio.
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back

Q: According to portfolio analytics I need to increase my allocation to healthcare.
Have MRK. Please rank the following from 1. growth perspective 2. safety perspective: MDT SYK ABBV ZBH REGN

Q: I am considering selling Veev or Abbv and buying Syk or Mdt. Could I have your thoughts on these companies today and which ones have the most long term promise? Would you have other suggestions in US healthcare?

Q: I have some new funds to add 2 positions. I wish to do so in some USA companies. Even though the US is not your primary focus here, and you are not aware of the make up of my portfolio, can you pls provide your view on which 2 of these 4 names you would consider best and why? Looking for a long term hold, with dividends being less important. Thank you for your very excellent service.

Q: thanks for Thursday's Market Update...the narrative and charts put reduced tapering with interest rate increases clearly in front of me...and now is making me wonder, especially about a possible window of opportunity later in the year, if I should wait until later to top up to full positions in ISRG and SYK, both heath care US stocks in a LIRA and to be held for the long-term, or do it now....what would you suggest I do or consider?.....oh, the funds used would move health care closer to the Portfolio Analytic target for this sector........thanks for the insights....Tom

Q: We have done very well with Apple in an RRSP account. So much so that it has grown to represent 15% of the portfolio. While I do believe Appl can still grow in value I think it would be prudent to sell some for diversification purposes. Can you suggest a good US company to buy? We also hold Disney in this account.

Q: Hello Peter and Staff
So I am a slow learner and a bad listener.....in order to add AND to my health care basket, Chartwell is gone.......I did not feel like adding $ for $ so have some of CSH proceeds left to top up a position or 2 in my basket....Please list 1, 2 ,3 in priority of your preferences above and if you see any you would not advise be kept, please say so and why.
Thanks for all you do
Dennis

Q: Hi group I am light on Health care + Manufacturing stocks what are your top 3 recommendations in both stocks / ETFs and why Thanks for your guidance

Q: Hello

I would like to have your outlook on both BDX and SYK for a long term hold.
BDX has been trading sideways for months. Do you see the stock outperforming by the end of 2021?
SYK - how do you see the company performing? Do you see surgeries picking up with covid cases decreasing ? Is it a good stock to keep ?

thank you

Q: Just looking for an opinion,

In what scenario does this ever get back to it's glory days before the oil fallout years ago? I have owned this for sometime in a TFSA and wondering if I should just keep holding due to not being able to harvest tax loss or take the loss and move the proceeds into something else in a different industry where over time I could recoup the loss.

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