Q: Dear 5i,
Do you like DHR and/or TMO for a long term buy and forget stock?
If yes, which would you prefer one or both?
Is there much overlap between these two stocks?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can I please have your thoughts and analysis on Thermo Fisher's recently announced Q1 results. Any comments would be appreciated. Do you see this stock as a long trem hold. Thank You.
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Nasdaq Inc. (NDAQ)
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CVS Health Corporation (CVS)
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Home Depot Inc. (The) (HD)
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JP Morgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Thermo Fisher Scientific Inc (TMO)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Fortis Inc. (FTS)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi team,
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
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Gilead Sciences Inc. (GILD)
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AbbVie Inc. (ABBV)
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Johnson & Johnson (JNJ)
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Pfizer Inc. (PFE)
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Thermo Fisher Scientific Inc (TMO)
Q: Hello 5i team,
Need an opinion on resizing my healthcare investment.
I hold GILD, ABBV, PFE in our portfolio; ABBV & PFE are doing well while GILD is barely breaking even. Your thought in replacing GILD with JNJ or go to IHI - a medical devices ETF.
Thank you !
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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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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Zoetis Inc. Class A (ZTS)
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DexCom Inc. (DXCM)
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STERIS plc (Ireland) (STE)
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Bio-Rad Laboratories Inc. Class A (BIO)
Q: Hello,
I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.
Could you please rank the stocks I've listed, and indicate if there are better choices.
Thank you!
Q: Peter; All the best in 2022- Covid free . Could you update your opinion on Thermo ? Thanks. Rod
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Regeneron Pharmaceuticals Inc. (REGN)
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Dover Corporation (DOV)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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WSP Global Inc. (WSP)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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ATS Automation Tooling Systems Inc. (ATA)
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BMO Equal Weight Industrials Index ETF (ZIN)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
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Profound Medical Corp. (PRN)
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iShares Biotechnology ETF (IBB)
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iShares U.S. Medical Devices ETF (IHI)
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Veeva Systems Inc. Class A (VEEV)
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Vanguard Health Care ETF (VHT)
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Vanguard Growth ETF Portfolio (VGRO)
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Linde plc (LIN)
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DexCom Inc. (DXCM)
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Guardant Health Inc. (GH)
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Trane Technologies plc (TT)
Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?
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Q: Hello Team,
Could you comment on these two securities. Would you prefer one over the other. Are they too similar to own both.
Thank You,
Barry
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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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Dover Corporation (DOV)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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Toromont Industries Ltd. (TIH)
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Linde plc (LIN)
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DexCom Inc. (DXCM)
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Trane Technologies plc (TT)
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
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Illumina Inc. (ILMN)
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Abbott Laboratories (ABT)
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Johnson & Johnson (JNJ)
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Thermo Fisher Scientific Inc (TMO)
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Guardant Health Inc. (GH)
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Moderna Inc. (MRNA)
Q: When comparing the two companies would you say there’s a lot of overlap in their businesses? Is one diversified enough in healthcare owning both and if not, which would you prefer? Also, could you recommend a few HC stocks that would compliment either? Thanks!
Read AnswerQ: What are you thoughts on thermo fisher for a long term hold. It seems like the magna of health care industry providing products for making drugs without the risk of drugs going of patent . They also make some drugs on limited runs for companies. How do these companies do in a rising interest rate world if that does come to pass.
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Q: what are your thoughts on thermo fisher at current prices for a long term hold. I would like some health care exposure without drug specific concerns.
It seems to me that Thermo is the Magna of pharma and biotechs is that a fair comparison ?
As they produce all the products necessary and even produce drugs in small batches for some pharma companies.
Q: I am considering investing in this company. Can you please comment on the recently announced earnings. Do you like this company or is there another company in this space that you prefer. What type of return would you expect going forward? Thank You.
Read Answer
Q: TMO Can you please comment on this one, management, debt, p/e, competition ...?
Thanks
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Monster Beverage Corporation (MNST)
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Qorvo Inc. (QRVO)
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Thermo Fisher Scientific Inc (TMO)
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Five Below Inc. (FIVE)
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Generac Holdlings Inc. (GNRC)
Q: Hi 5i Team,
Could you please rank the following in terms of growth and then once again in terms of safety. Are any of these companies expected to disproportionately benefit in a post-covid world?
FIVE, GNRC, MNST, QRVO, TMO
Thanks in advance,
Bob
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Thermo Fisher Scientific Inc (TMO)
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Pacific Biosciences of California Inc. (PACB)
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Bio-Techne Corp (TECH)
Q: Hi, Do you have an opinion on Bio-Techne? Would this be a good candidate for some healthcare gowth? Would you suggest a nother name for the Biotechnology industry? I thank-you in advance.Sam
Read AnswerQ: TMO is a company I’ve always admired and I see it’s back to November levels. Is it an opportunity here or has an issue arisen? If good, is it a worthy compliment to ABT and ABBV which I own in the health care sector? Thanks
Read AnswerQ: In light of recent announcements about the potential for a COVID-19 vaccine and given the extreme cold temperature required for the product's storage and transportation, which companies will benefit in terms of providing equipment required and/or logistics for distribution? Is there an opportunity here?
Read Answer
Q: What are the - and - for Thermo Fisher?
Why does ISRG screen better for you?
Thanks for all your insightful work.
Mark
Q: I currently own both these 2 stocks for a 4% weight and have done well so far. I was wondering if I should sell 1 % of each and then buy MFST for a 2% weight. What do you think the comfortable weight of these 2 stocks should be? What % would you hold in a portfolio if 5i had a US portfolio? Do you feel that there is a better US stock than MFST for purchase at this time for a retired person?
Thanks