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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.

Q: I would like your advice on my Healthcare Portfolio. Currently, we own IHI, SYK, PFE, BMY, ZTS , LHCG. My watchlist includes names that you have also recommended. Please rank your top healthcare preferences [could include others] 5 or 6 names overall [ growth at reasonable price, with rationale, if possible.



Read Answer Asked by sam on May 20, 2020
Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.
Read Answer Asked by Andrew on May 04, 2020
Q: Hi 5i
I currently hold PFE, GUD and COV (although this may go after being patient a little longer) in healthcare.
I am currently considering ABBV as an addition and wondering what your thoughts are on it at this time.
Any other US healthcare suggestions that might have caught your eye recently ?

Thanks
Mike

Read Answer Asked by mike on May 04, 2020
Q: I would like your help putting together a yield portfolio of between 15 and 20 names.
This would be the entire investments for my wife and I. We are both retired and now live full-time in the U.S. And at some point I expect my Canadian newspaper pension to disappear, so I am looking to replace that money.
I would like your opinion of the above names with regard to safety of the income and overall diversification.
I would also appreciate some additional ideas and would like to know if I`m off base on any or all of these names.
I am currently only invested in CM, BNS and BMO and DIR.UN.
Please take 20 credits (or more).
Thank you in advance for your invaluable assistance.
Read Answer Asked by Kyle on April 21, 2020
Q: What are some of your favorite US growth names right now? I am a younger investor with some money to deploy. I have a 20+ year time horizon. I am not too worried about sector allocation due to having a defined benefits pension when I eventually retire (20+ years).

I am also wondering what US stocks 5i staff are currently buying and why.

Thanks for all your advice. I read the questions daily. Your support through these tough times (my first as an investor) has been beyond insightful and finding I am getting my financial education through your words of wisdom and advice. I keep speaking highly of you to my friends looking to get into investing and am encouraging they subscribe to your service as it is beyond exceptional.

Thanks for all that you all do! Hope you and yours are safe and healthy during these tough times.

Read Answer Asked by Justin on April 15, 2020
Q: HI there,

Two part question here. First, why is EXAS (in your opinion) being crushed so badly? It has fallen much more than GH. Something fundamentally wrong or one you would expect to bounce back hard and is thus worth adding to.

Secondly, would you suggest taking a 50% loss on EXAS to move to something like ABBV that pays a 7%+ dividend and seems safer? Jim Cramer advocates selling some stocks to move into more premium stocks that are also down and I'm wondering if this would be an example.

Please feel free to take 2 credits and provide complete answers to each part.
Read Answer Asked by Tim on March 19, 2020
Q: Can you recommend the best value Healthcare/Pharma in the US right now - looking for a value play with a bit of dividend and a bit of growth.

Thanks
Read Answer Asked by kelly on December 23, 2019
Q: Hello 5i,
I need to increase the following: ABBVIE, CCL, AQN. ENB. LSPD. and TCL. Some like LSPD I hold as a satellite as I am mostly a value investor but will take advantage of your suggestions on a good growth opportunity but smaller scale than my value equities. Please list the above in the order that I would slowly increase these holdings by $2,000 at a time.
thank you
Stanley
Read Answer Asked by STANLEY on August 22, 2019
Q: Hi Team, been holding Abbv in my rrsp for a while now, and was down till this morning, now , taking a big loss. After this mornings news, should I buy more, ( I know you are not fans of doubling down) Can they still afford to pay their dividend? I thank you in advance! Sam

Read Answer Asked by sam on June 26, 2019
Q: Hi all,

I had limited Healthcare exposure (only from small positions in VXUS and VGRO). Recently added Abbvie and Pfizer on price weakness. Combined these 2 equal about 5% of my Holdings.
3 questions:
1-Comments on ABBV latest quarter? (Seems good)
2-Good Entry point for these companies for a long term hold?
3-Do these 2 companies compliment each other well or should I consider adding another stock or ETF for more Healthcare exposure?

Thanks as always for the great service!
Read Answer Asked by Stephane on April 26, 2019
Q: Good morning,

Two questions this morning. Both are would you make the switch?

I have JNJ that I bought at the $65.00 range back in 2011I think. Would you sell and switch it to ABBV?? Or stay the course?

Same goes for PPL. I have owned it for quite a while and it has gone up nice. Would you switch it to IPL or stay the course?

Thanks
Jimmy
Read Answer Asked by Jimmy on February 22, 2019
Q: I am up on ABBV but think it is time to move on. What are your views on Stryker (SYK)? Any recommendations on other US Health stocks would be appreciated.
Read Answer Asked by Michael on February 06, 2019
Q: Hi,

I would like to get your opinion on the following healthcare and industrial stocks I am planning to buy in equal amounts. Would you recommend any other stocks for long term investments under my registered accounts.

Healthcare:- ABBV, MDT,PFE,GILD
Industrials:- HON,ITW, UTX

CELG is at a better value currently. Would you buy that instead of ABBV ?

Appreciate your service.

Thanks
Ninad
Read Answer Asked by Ninad on November 08, 2018
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