Investment Q&A

Q: Could you name your top 5 'forever' stocks? a Mix of US and CAD would be great. I already own CAD Banks and CSU

Q: Hi,

Doing some rebalancing and portfolio review. For US Large Cap Healthcare exposure, what do you think of a straight swap 3% position GILD for ISRG? which would you say has higher expected return from here?

Q: I enjoyed your piece in the Globe comparing FAANG to DOCKS. Not considering weightings, could you provide 5 US stocks where you currently see "FAANG" like potential?

Q: Hi 5i,

I own all the above in the healthcare sector. After reading many comments on JNJ, I am getting a bit concerned. Would you continue to hold on or would you replace it with something else in the same sector? It is inside an RSP so no tax for selling and it is a long term hold as I do t need the money for over a decade.

TIA!

Q: On the US side of my portfolio I am going to be cautious about what I add. I will get an opinion from you before making a purchase. My last recent purchase which I watched for quite some time (Netflix), made the purchase, and 2 days later it was down $75.00 per share and it does not seem to be making a recovery. I am thinking of selling Netflix and along with some US cash I have, and I will list some US stocks that look good to me. APO, NOW, ISRG, OKTA, BIIB and SFTBY. Out of these, which ones would you purchase? Thanks again, Dennis

Q: Please comment on the companies . What is the reason for the big increase in price in KINAXIS , and the surge in afterhours for INTUITIVE SURGICAL ?
Thanks a lot

Q: Hi !
In the event of a significant market sell-off, which U.S. stocks would be on top of your list for good value with superior growth potential in the short term and in the long term ?

Have a good day,

JD

Q: Hi team, I would like to add some US health care (which I know you don't cover) to my non-registered account for a long term hold and was wondering which one you like better between SYK and ISRG. I am ok with some risk.
Thanks

Q: Greetings,
I see you believe ISRG to be one of the best managed companies in the US. I take that as a strong recommendation! Are they managed similar to CSU ie they don’t issue stock and the executives are made to purchase company shares? They appear to have little competition so I conclude they must develop their own technology instead of buying other companies to acquire their technology. How would you asses their growth - is it driven primarily due to organic growth or acquisitions? They appear to have a large cash hoard - are they buying back shares, planning to introduce a dividend or keeping it in reserve for acquisitions? You note growth is likely to be muted for the next 2 to 3 years so, all things being equal, is it reasonable to expect the share price to languish for the next 24 months or so?
Thanks
Jim

Q: Can you please comment on $ISRG. I am planning in initiating a small position. Any info would be greatly appreciated.

Thanks Valter

Q: I'm thinking of dumping GILD and replacing it with ISRG. Is GILD worth holding on to at current levels?

TIA!

Q: Our son is 14 and his RESP is about $80K. It owns Amazon, Facebook, Nvidia, Alphabet (equally) and Knight (24%), reflecting his lifestyle and my faith in GUD. Can you temporarily overlook weighting, etc. and suggest one more US stock with some potential torque for a 5 year hold? Risk is not a factor. If this account craters, he will still get any education he aspires to before he heads out on his own...
Thank you.

Q: Please give me your much valued opinion on this stock. Thanks.

Q: I am largely an extremely long term buy and hold investor. With respect to tech stocks over the next three decades I see the usual suspects alphabet, amazon, facebook and apple as fairly certain bets over that time frame notwithstanding potential government intervention causing breakups. That said, what other US tech companies would you feel have similar potential staying power for the extremely long term aside from Cognex ? Which 4-5 others would you select ?
I continue to spread the good word about this site. You do solid work.

Q: Is this still a buy? please coment on debt, roe, p/e, any headwinds

Q: Happy Holidays 5i. I am interested in AI and specifically how it is going to impact the medical field in the coming years. Is there a specific AI stock that is advancing methods in the medical field that you know of? I am aware of ROBO but am not sure how much of it is tied to the future treatment of patients. Thanks

Q: Hello 5i,
Nice job on the new web site!
I began adding stocks to an otherwise sleeepy TFSA after I joined 5i. I recently used Norbert’s gambit to add us $. Also, thank you 5i, I’m close to 100k in that account. My accounts, taken together are balanced across sectors but lean toward growth. I should add to health sector but not necessarily in the TFSA- so don’t let that restrict your answer.
Of the stocks listed above, which one shows the most potential? Why? What are the growth numbers for 2018.
If not any of the above, those listed are expensive, can you offer a couple of US stock ideas?
Many thanks,

Q: 10,000 Americans a day will reach the age of 65 and this will continue for the next 19 years. That's 3,500,000 a year times 19 years. More walkers, hips, knees, wheelchairs, nursing homes, retirement homes, pain pills, drugs. More of what Savaria ( SIS ) produces. Great for Savaria !

What other Canadian & U.S. Companies will benefit from this great explosion of aging of America . Is Canada in a similar situation. Baby Boombers, Bob

Q: Any view on this company and its surgical robotic system ? Does the recent correction present a buying opportunity ? What would be your favorite in this sector ?

Thank you for your impressive service.

Jacques