Investment Q&A

Q: Hi,
I would like to put some money in US healthcare. What do you think of these ideas?Would you pick one or a couple?

Q: I have room for another heath care stock. I already have ABBV at full weighting. Do you still like it? If yes, can you suggest another stock in the US that would compliment it and a brief reason why you like it. If no, then which two other health care stocks do you recommend?

Q: 1) TMO or DHR for a long term hold, which do you think is best for growth with minimal volatility?
2) Why are so many experts predicting oil and gas will do well in the next two years, and do you agree?

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

Q: Of these three which two would you recommend and why please? Thanks again. Dan

Q: I own GEHC and am thinking about buying TMOas I want to participate in the pick and shovel theme do you feel that there is too much overlap owning both companies? if so is there another name you could recommend thanks Richard

Q: As I'm sure you're aware, this is a name that has been drifting steadily lower since it ranked on its disappointing latest earnings release. Do you think it remains a premier us drug manufacturer worth holding or would you recommend redeploying the capital into another name?

Q: In the US healthcare space, I am looking for a value priced name with meaningful upside total return potential (3 to 5 years) ideally with some current yield. Am thinking ABBV but not sure if I should be looking at pure play pharmaceutical, equipment mfg or..? CVS already owned
Thoughts please on above or others, and thanks

Q: I have held this stock for a few years and I am getting impatient. I guess I bought it at the wrong time, I am considering getting out. If I do exit do you have another health care company that you would recommend. Your overall thoughts please. Thanks

Q: How about buying this high multiple stock in this market. Is it still the leader in it's field.
Need to buy 2 stocks in healtcare. One growth one income. PFE is around 52 week low with a 4.1% dividend.
Would like to know your favorites at this time.

Thanks for your support in these uncertain times!

Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.

Q: Can I please have your thoughts and analysis on Thermo's recently announced earnings as well as your overall opinion on the company.

Q: Hello,

I currently hold the above stocks in my RRSP and have some $ to add. Given current valuations and future growth, could you please rank how you would add new money? Fairly aggressive investor with long time frame. Thank you,

Doris

Q: Do you know the reason for the huge drop in TMO today? Please comment on your overall thoughts on this company. Thank You.

Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.

Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you

Q: UNH is my only US healthcare name. Could you please suggest 2 other names to add today with a balance of growth and safety. Thank you.

Q: Thermo Fisher has been on a downward spiral recently. Do you see a reason for the weakness and what are your overall thoughts on this company? Dp you see more upside in United Health? Thank You.

Q: Hi 5i, Can I get your take on these 3 companies - current valuation, growth prospects, balance sheet…? I currently hold ILMN. Should I add to ILMN or diversify in the diagnostics/research field by adding TMO or A, and if so, which if the two would you prefer? Growth investor with a long-term time frame.
Thank you, Doris

Q: Would appreciate your guidance on building a healthcare portfolio with these names and any other suggestions divided into 2 categories [1] core [to constitute the bulk of the portfolio] and [2] growth, for a 3+ year hold. If you could add a few thoughts on each as to why you like or not, that would be most helpful.
Best wishes