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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: Can I get your thoughts on the valuation of the healthcare industry? Could you provide a few picks on dividend paying healthcare stocks?

Thanks,

Joe
Read Answer Asked by Joe on October 20, 2020
Q: When we are facing the specter of the federal government spending without regard to the future and the Governor of the Bank of Canada saying negative interest rates are back on the table, how could investors reposition their portfolios to mitigate the negative aspects of these events? Can you provide a few examples across the various sectors where one could start to reposition a portfolio?
Thank you...
Read Answer Asked by Ronald on October 14, 2020
Q: Hi 5i,
I'm not happy about the performance of GSK, what do you think about the performance going forward, also what else could you recommend for international exposure. Currently own Merk and Pfizer.
Thanks!
Read Answer Asked by Mark on October 09, 2020
Q: I currently have PFE, GILD, MDT and ABBV in my Healthcare sector. I am looking to add a couple of names - I have been looking at MRK and BMY - your opinion please on these AND can you provide some other US healthcare companies that might be of interest to you at this time. Greatly appreciate your comments.
Thanks
Read Answer Asked by JOHN on October 06, 2020
Q: Back in July 2020, I purchased ABBV, in a non-registered account, to get exposure to the healthcare sector and to continue to diversify my portfolio outside Canada. Since that time, I am down 16% on ABBV. Knowing 5i recommends ABBV, would you suggest I purchase more ABBV (average down)? Perhaps it would make more sense to sell it, take the tax loss, and purchase another healthcare company based outside of Canada. If your recommendation is to sell, what other healthcare sector companies would you suggest?
Read Answer Asked by Sean on October 05, 2020
Q: I've learned recently that mRNA-based vaccines require extra cold storage (-70C; dry ice temperature). This will be a logistical challenge if such vaccines are approved. Two-part question:

1. Your thoughts on the impact of this logistical challenge on PFE/BNTX and MRNA?

2. Dry ice (solid CO2) lasts only about 3 days in insulated packages. Widespread mRNA vaccine distribution might depend on having a lot more dry ice produced at facilities near airports, shipping hubs, and smaller distribution centers. Any ideas for a play on dry ice via companies selling dry ice production equipment?

Many thanks! New subscriber this year and very satisfied!
Read Answer Asked by Mark on September 28, 2020
Q: My powder keg is dry waiting for the covid 2nd wave and in my opinion anticipated second market adjustment. The recent jitters made me realize I haven't made my buy plan for my cash...I am pleased with my portfolio and don't have any huge gaps, I am slowly switching from growth to income so am looking more toward your income portfolio for inspiration. In Canada ENB and H looked like good buy options and I already own Suncor so would top up on that as well to a full position. In the USA I am leaning towards P&G and Coke. These complement my current holdings and I feel these additions will do OK in a possible extended covid induced economic slowdown as well as be good long term income holdings.

Any names you wished you had added on the last drop or names you are watching with interest?
Read Answer Asked by Tom on September 23, 2020
Q: I just retired with no pension and living off my portfolio. I’m sitting on a lot of cash right now with very little US investments. I would like to start buying slowly. What would you suggest. Preferably ETF’s listed on the TSX with the odd US stock. Thanks
Read Answer Asked by HEATH on September 21, 2020
Q: Hi 5i
Do you think the pharma/biotechs sector has risen on (assuming) hopes of vaccine success only for most within the sectors to deflate again when a decisive outcome has played out (does this seem a simplistic view)?
I guess I'm trying to gauge risk factors within these sectors at this time.
Thanks
Mike
Read Answer Asked by mike on September 15, 2020
Q: Any suggestion for US income stocks that still represent good value ? Thanks.
Read Answer Asked by Robert on August 20, 2020
Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.
Read Answer Asked by Imtiaz on August 17, 2020
Q: Hi,

What do you think selling Pfizer on a profit and replace it with XLV. The reason Im doing this, is just comparing them and think XLV has more capital appreciation. Do you know what's the growth outlook on Pfizer?

Appreciate your thoughts.

Thanks,
Sunday
Read Answer Asked by sunday on August 06, 2020
Q: We have sold out of USA Tech and have several full positions of USA $ in registered accounts. I no longer wish to devote as much attention to investments.
We know that USA is not your forte but could you recommend a couple of dividend paying "layups". Buy it and forget it ? We acknowledge that nothing is a sure thing.
Thanks for Your help
Read Answer Asked by Cacey on July 17, 2020
Q: Is there a Canadian company that you would recommend that possibly would benefit from a vaccine to overcome Covid 19, if not what U.S. or international company would you recommend? Thank You.
Read Answer Asked by Brian on July 14, 2020
Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram
Read Answer Asked by Ray on July 07, 2020
Q: Can I get your assessment on investing in ishares ETF US High Dividend (XHD) in my RRSP? If your opinion is unfavourable, do you have specifc stocks to recommend in its place?

thanks -John
Read Answer Asked by john on June 24, 2020
Q: First are ETFS and ISHARES the same ? i am consideing whichever is appropriate .
i ownPFE JNJ Gld . i guess they are okay paydividends and have some role in vaccine.
i would like to with these to an ETF. Going by your answers i would like to have ABBvie let go of PFE .
JNJ i see your concerns on legal issues however i am okay holding this So please recommend an ETFforthis
Also i would like an ETF FOR med insruments i woud like SYK DXCM ISRG or other companie that fit into this mix
Read Answer Asked by thambirajah on June 22, 2020
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