Investment Q&A

Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA

Q: I currently own ABBV. I am aware of the off-patent cliff for Humira. Earnings are expected to drop when they are announced at the end of this month. I'm not so sure their other two drugs - Rinvoq and Skyrizi - will be capable of picking up the slack. I had read a recent article, and it gave me the impression that Humira and its new biosimilar competitors have some active ingredient(s) that allows them to be used for patients using Rinvoq and Skyrizi (?) In other words, I'm wondering if the upside of Rinvoq and Skyrizi is limited. I think you like ABBV, but is there any concern longterm? The market doesn't appear to be pricing in the risks.

I've pared back some of my ABBV shares, and am considering selling the rest. Alternatively, how robust is Amgen's pipeline in comparison ? LLY looks historically expensive, and I already own JNJ.

Q: Thanks to strong performance largely from CSU and KXS, I am both overweight in Tech and also have outsized positions in both - CSU along with the spin offs is ~13% of total now.

While I like to let the winners run this position feels too oversized and would appreciate considerations around taking some earnings off here . Since I am also underweight in Industrials, Utilities, and Healthcare what would be good long term options here (I'm 41) to transition into?

Q: What are your top 5 Canadian and US Dividend Stocks (> 3%). Could you also indicate good entry points.

Thank you
Tim

Q: What would your preference be right now? UNH or ABBV?

Q: I have a 2% position (of overall portfolio) in Savaria, and up until I looked up its sector classsification, I had considered it to be in the healthcare space, given it is in the business of improving accessibility for those who are physically challenged. As per the Yahoo! Finance portal, Savaria is listed as an industrial company. This investment is held in a RRSP account, so capital gains taxes are not a concern.

My questions are as follows:

- Is it reasonable for me to continue considering this as a healthcare investment, due to its target consumer base?

- Using a long-term (at least five years or longer) time horizon, would you be able to name any other potential companies of interest in the healthcare sector in both the Canadian and US spaces which I could target as potential replacements? The availability of a dividend from a replacement investment would not be a requirement for consideration for me: I am primarily concerned with total return over a longer time horizon.

- Of these companies, would any of them serve as probabilistically (given there are no guarantees in investing) better investment vehicles given the time horizon I have provided?

As always, I appreciate your time, and I look forward to reading your response. Thanks so much!

Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason

Q: Where can I find a list of all the CDRs available in Canada?

For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?

Thank you in advance.

Q: Hello 5i
I am up $10,000 in the above companies and with 35 others I am up $125,000 in total in a $1,000,000 portfolio. Previously before the downturn I was up $800,000. I am a 77 year old value investor with a good pension.
Question: Should I take the $125,000 off the table, put it in an Oaken savings account at 3.4% and leave the rest invested?
thank you
Stanley

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 would like to add to my CDR holdings of either PFE, ABBV or UNH. I am leaning towards PFE since it's price has been down lately and it has a decent yield. How are CDR distributions treated for tax purposes, are they considered to be Canadian or US equities?
Thank you.

Q: Hi Team,
In an earlier question you rated LLY as 9 and ABBV as 7. Should I sell my position in ABBV and move it to LLY?
Thanks

Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?

Thanks.

Q: hello 5i:
In the health care sector, we own ABBV, MRK and WELL. I'm not impressed with the future growth profile for ABBV. Would a change to either AMGN or UNH make sense here? Why or why not?
thanks
Paul L

Q: Can you comment on ABBV latest quarterly report from last week. What did you like? Anything that you did not like. How is the debt position? Was there anything of particular interest to note from the call (either good or bad)? Do you still see it as a hold for the long term?

Q: With Biden's all out attack on big pharma, is Abbvie still a keeper?

Carl

Q: Hi, I hold ABBV as a healthcare holding, since Canadian choices are limited. Any idea why ABBV is weak lately? Do you think it is company related, or macro related? What do you see going forward, either for operational performance or macro head/tail winds? Not planning to touch it unless something fundamentally changing, but it is close to technical resistance and a further fall here could have it testing $130's.

Q: Good Morning 5i.

I am looking for some US income suggestions.

Preferably with yield’s in excess of 4%.

Long term - safe and secure - holds with potential for dividend and value growth.

Thanks very much.

Q: I'm looking to add a US dividend company into my portfolio with some growth.
Can you rank the best, in your view, of these 5 companies VNO, BMY, ABBV, BAC and T? Any suggestions to add to the list?

Thank you,

Q: I want to invest in 5 or 6 of the above companies, using CDRs on the NEO exchange. I know you like them all, but I need to narrow it down a bit, based on available funds. Although it will be in a non-registered account, the goal is very long term growth. My wife and I will not need the money, so essentially I suppose I'm investing for my children. If two of the stocks are roughly equal in growth potential, then I would choose the one that adds a bit of diversification. But I don't mind if they are correlated and all move up together. It is probably easiest for you to answer this question by rank ordering them, and I will pick the first 5 or 6. Thank you for such great service over the years.