Q: Looking to take a position in UNH, would you consider it stable now for half position.Seems to have put in a good floor past week. Thanks Mike
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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.
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AbbVie Inc. (ABBV)
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Procter & Gamble Company (The) (PG)
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UnitedHealth Group Incorporated (DE) (UNH)
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Elevance Health Inc. (ELV)
Q: Greetings Folks:
Given I am 79 years of age, do feel there are better options than waiting out UNH's revival? We are currently also invested in ElV.
Thanks millions for your great support!!!!
brian
Given I am 79 years of age, do feel there are better options than waiting out UNH's revival? We are currently also invested in ElV.
Thanks millions for your great support!!!!
brian
Q: Stock has been hammered while reportedly May 19th CEO and CFO collectively buy ~$30 mln worth of stock.
Lots of problems, do you believe the company can recover from its Medicare Advantage woes?
Thanks for all your great work! Ted.
Lots of problems, do you believe the company can recover from its Medicare Advantage woes?
Thanks for all your great work! Ted.
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Bank of America Corporation (BAC)
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JPMorgan Chase & Co. (JPM)
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Prudential Financial Inc. (PRU)
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UnitedHealth Group Incorporated (DE) (UNH)
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Intact Financial Corporation (IFC)
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BMO Covered Call Canadian Banks ETF (ZWB)
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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EQB Inc. (EQB)
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Royal Bank Of Canada (RY)
Q: hi group light on both Canadian and Us banks. what ETFs in Canada and the US make most sense in the present environment or should i go with induvial names like JPM in US and RY in Canada IFC and EQB are also attractive . Also is UNH a screaming buy or should i wait for the dust to settle
Q: There has been some insider buying on this stock lately by the new president ( 25 millions ) and by other directors, do you think it is a good idea to buy some shares and have a good risk reward potential or should we wait for more positive signs. I was thinking of going for a 2% position today. This company is so big and has a proven business model.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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United Rentals Inc. (URI)
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Tesla Inc. (TSLA)
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KKR & Co. Inc. (KKR)
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Advanced Micro Devices Inc. (AMD)
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Arista Networks Inc. (ANET)
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ASML Holding N.V. (ASML)
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Powell Industries Inc. (POWL)
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CrowdStrike Holdings Inc. (CRWD)
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Cellebrite DI Ltd. (CLBT)
Q: Good morning!
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Q: do you think it's a good time to start getting some of this stock? Is the Canadian or US side better? I see that 5i staff owns unh.us and I'm guessing that their ACB is higher than the current price.
Q: VHT is hitting some lows, being effected by UNH which is a 4.7% position of the fund. Do you see upside from here, or is it a cautionary sector right now? How do you see the sector going forward? Thinking of stepping in as my healthcare part of portfolio is low. Thanks.
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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UnitedHealth Group Incorporated (DE) (UNH)
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Shopify Inc. (SHOP)
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CrowdStrike Holdings Inc. (CRWD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Team,
Over the past several years, as a general rule, one of the best buying opportunities seems to be buying quality, best in breed companies while they are down. Stocks such as NVDA, META, SHOP, BN, CRWD come to mind here where in the past we have seen significant sell offs but the quality names always seem to recover. My question is, are we witnessing this type of opportunity right now with UNH? In reality the name has been a steady eddy, reliable grower in the sector for years. Now...it loses over half it's market cap in a month? In my un-professional opinion this seems much too extreme to me for a company of this magnitude, with a long track record of success, and seemingly huge moat in the US. Is it time to start picking away at buying this name, collecting the now near 3% dividend, and sitting on it for the longer term? Collecting the div and having the name recover in say 3 years would calculate to a quite lucrative return. Thoughts?
Thanks,
Shane.
Over the past several years, as a general rule, one of the best buying opportunities seems to be buying quality, best in breed companies while they are down. Stocks such as NVDA, META, SHOP, BN, CRWD come to mind here where in the past we have seen significant sell offs but the quality names always seem to recover. My question is, are we witnessing this type of opportunity right now with UNH? In reality the name has been a steady eddy, reliable grower in the sector for years. Now...it loses over half it's market cap in a month? In my un-professional opinion this seems much too extreme to me for a company of this magnitude, with a long track record of success, and seemingly huge moat in the US. Is it time to start picking away at buying this name, collecting the now near 3% dividend, and sitting on it for the longer term? Collecting the div and having the name recover in say 3 years would calculate to a quite lucrative return. Thoughts?
Thanks,
Shane.
Q: My focus is on ELV. With the Medicare fraud investigation just announced on UNH, is there the potential for similar risks at ELV? Its stock price seems to have moved down in sympathy with UNH recently (a classic M-pattern technically speaking).
What are your thoughts with a long term investment in this space, and in ELV in particular?
What are your thoughts with a long term investment in this space, and in ELV in particular?
Q: Hi 5i, not sure reply on UNH included the most recent news out of the company. Would you still be a buyer and what floor do you put in now given MAs. Thx.
Q: The ultimate falling knife and yet a pretty darn good company unless I misunderstand. Per your April 28 comment, waiting for things to settle was advised. It was around $420 then and down under $380 now and doesn't seem to have an obvious support level. At what point does this become a compelling buy where the downside is minor relative to the upside? Are we talking $300 floor and a return to all time highs as the upside?
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Mainstreet Equity Corp. (MEQ)
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GFL Environmental Inc. subordinate voting shares (GFL)
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MDA Space Ltd. (MDA)
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Lumine Group Inc. (LMN)
Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help
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Intuitive Surgical Inc. (ISRG)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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Intact Financial Corporation (IFC)
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Royal Bank Of Canada (RY)
Q: Hi group am short on healthcare and financials'.
Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?
Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help
Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?
Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help
Q: Recently a BNN guest was making the case for investing in UnitedHealth after the big decline in share price. Do you view this as one that an investor with a long term view could begin picking away at now, or do you feel things have changed fundamentally and it should be avoided at least for now?
Thanks for your thoughts.
Thanks for your thoughts.
Q: which 3 metrics do you use to value ISRG and UNH and how do they compare to their 3 year prior history ? what entry price do you suggest for each company. thanks Richard
Q: Now it has fallen 20%, do you think it's a good buy considering the new forecast?
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AbbVie Inc. (ABBV)
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Johnson & Johnson (JNJ)
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UnitedHealth Group Incorporated (DE) (UNH)
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Loblaw Companies Limited (L)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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Wheaton Precious Metals Corp. (WPM)
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Agnico Eagle Mines Limited (AEM)
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Pan American Silver Corp. (PAAS)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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Hydro One Limited (H)
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SPDR Gold Shares ETF (GLD)
Q: Hi,
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Many thanks,
Jacques IDS
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Abbott Laboratories (ABT)
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Mastercard Incorporated (MA)
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NextEra Energy Inc. (NEE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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WSP Global Inc. (WSP)
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Alimentation Couche-Tard Inc. (ATD)
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Copart Inc. (CPRT)
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MSCI Inc. (MSCI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
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Gilead Sciences Inc. (GILD)
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Illumina Inc. (ILMN)
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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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UnitedHealth Group Incorporated (DE) (UNH)
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Novo Nordisk A/S (NVO)
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BioMarin Pharmaceutical Inc. (BMRN)
Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.
This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.
While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.
Thanks as always,
Dave
This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.
While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.
Thanks as always,
Dave