Investment Q&A

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: Is Merk unjustifiably cheap or is it a value trap? Which of MRK, JNJ, MDT (or other suggestion) would you recommend as a buy and forget cornerstone healthcare holding for someone looking for long term capital appreciation and dividend growth. My only other healthcare position is ABBV. Please also explain the rationale. Thank you!

Q: I am currently looking to rebalance my portfolio taking into account the latest volitilty. I am a long term investor and fairly well diversified. I do need to top up in a few places. Would you suggest your favourite stocks in each of the following sectors: energy, health, telecom and industrials.
Thanks Peter and all of you for this wonderful service.

Q: Good day, I’m thinking with the better exchange rate of late, it would be a good time to buy more US shares inside a tfsa. We are very diversified across all accounts. Looking for some ideas. What are some growth names you would buy today? Already own most big tech, but would have no problem adding to them. Thanks so much as always

Q: Hi Peter and Staff
If I am correct, I believe you were high on DXCM at one point and may not feel as high on it today? It had gone up nicely until recent earnings but downward spiral since then. Is it closer to a buy or a sell in a basket of health care stocks .
Secondly, assuming it might be deemed not as good as some or all of the following,, please rank the top 4 in order from
ABBV, CRRX, ISRG,MDT,SYK,VEEV and WELL

THanks for all you do
Dennis

Q: How are you feeling about GH these days?
Do you see better opportunities out there for an investor who's currently in the red?
Thank you!

Q: What three US and three Canadian Public companies would you recommend for growth and management abilities/performance when looking at a 10 to 15 year horizon. (In order of your preference)

Thank you for the incredible value your investing insight has given me over the years!

Q: Good Morning 5i Team,

In your response to a recent question asked about your thoughts on Buffet and Lee-Chin's cash hordes and how much cash to hold in the current environment, part of your response was "Investors are not used to rising rates, and we think some protection is needed. Not necessary in terms of cash but in terms of some portfolio adjustments to companies less susceptible to higher rates (i.e. value stocks over expensive growth stocks). Growth stocks can still do well in a rising economy, but companies with valuations at 15 to 20X sales would see an adjustment with higher rates (of course this has already partially occurred this year). "

I am in the camp needing to make some adjustments, and I'm wondering if you could suggest several U.S. and Canadian stocks that you see as attractive "value" plays at this time.

Thanks very much,
Brad

Q: Please give US or Canadian stocks, in Consumer defensive, Energy and Health sectors which are buyable now. Thanks for great service.

Q: hello 5i:
I haven't seen a question on ABBV's latest earnings, so if you've answered already, please ignore this one. If not, can you review their latest quarter and particularly the discussion on drugs in the pipeline? I'm considering adding to about a 2% position.
thanks
Paul L

Q: without any health positions....what would recommend as across the board encompassing stocks. I am open to cdn or us.
Thank you.

Q: I just sold a US stock that represents about 5% of my RIF and about 23% of my US holdings in the RIF. Income is obviously OK but some growth would also be welcome. Do you have any suggestions.
Thanks for the great work!
Bob

Q: ABBV is mentioned and recommended frequently in the 5I questions. I have heard that Humira is its strongest asset; is that the case? A BNN guest the other day referred to Humira coming off patent in 2023; does this affect its long term prospects? The company has a very healthy dividend, especially for a US entity; is this sustainable in the long term? Any other comments about ABBV? Thank you for your excellent service.

Q: Hi group need more exposure to real estate and health care - could you recommend a few in each sector also a few ETF would be helpful. I have some ready cash to deploy but am a bit queasy about investing into todays market feels oversold? also India , South America are struggling with COVID what's you thoughts (leaning towards waiting until Virus is better controlled. Wait or jump in Appreciate your thoughts

Q: What would be your top 5 picks to buy now and hold for 5-10+ years in both the US and CAN thinking about management, disruptors, growth, etc with.

Q: I was wondering what will be your recommendation for 5 growth companies in Canada and US after the pandemic.

Q: Good morning. Looks LLY is going to take a bit of a hit this morning. What are your thoughts on the company and it's growth potential. I have little Healthcare exposure. Would you consider this or prefer something else?

Q: My healthcare stocks include ABBV,VEEV,and Well.I am considering switching from VEEV to STRYKER. What do you think?