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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: Hi 5i
PFE ($49.36) has had a nice run. Any worries of a backlash against them as we all keep getting jabs and yet keep getting COVID? The virus mutates faster than they can come up with new vaccines. Will investors start to worry that this giant boost to revenue may disappear?
-And side question-how have your portfolios fared this year? Just curious since you don't own any Canadian stocks, have you managed to avoid major declines?

Greg
Read Answer Asked by Greg on November 16, 2022
Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?
Read Answer Asked by Michael on September 12, 2022
Q: Hello 5i,
It was suggested that MMM is not going anywhere soon, but yet it hasd over 4% yield. As a value investor is it time to let it go, noting its problems or kept for yield? I f let go, would you please suggest a replacement with good yield.
Thank you
Stanley
Read Answer Asked by STANLEY on August 30, 2022
Q: What you recommend staying with Abbvie? Like the dividend but down on stock price. Is there another health care or other US stock with similar interest rate? I have a v concentrated portfolio. Thx so much.
Read Answer Asked by Dr Lorraine on August 24, 2022
Q: what would you suggest for a solid health care position in Canada or the USA? I have UNH. I was looking at HHL but I would like your thoughts on a stock or two. I hope you and the team are enjoying the summer. Thanks Dan.
Read Answer Asked by Dan on August 17, 2022
Q: Hi,

Can you please list your 5 best health care stocks (USD or CDN) for a 3-5 year hold. In order of preference. Thanks
Read Answer Asked by Marco on July 27, 2022
Q: It seems many analysts feel that Health care is a good place to be going into the next 1 to 2 years, do you agree?
Could you name your top 5 Health Care Names, Canada or US?

Thank You
Read Answer Asked by Timothy on July 12, 2022
Q: hi, 5i
I hold these 4 in my USD account. META is down 28%, PFE up 48%, other 2 are break even. thinking of positioning for an eventual recovery, and surviving any further downturns, do you like these? would you sell any, and if so, what would you replace them with? cheers, chris
Read Answer Asked by chris on July 06, 2022
Q: I am down on the following stocks and wondering if i should sell so i can claim the loss on my losing positions % + loss as follows LSPD- 55%, NFLX - 59%, SHOP -47%, NVEI -45%, GSY-47%, KXS - 28%, GM - 39%, TFII - 24%, PFE - 16%. Does it make sense to sell now and maybe buy some back after 30 calendar days or do you think i should keep some of them and ride out the downturn ? can yo comment on what i should keep or sell in order of preference... your help is appreciated
Read Answer Asked by Terence on June 13, 2022
Q: Hi group what going on with the big pharma stocks over the last several days ? LLy as an example is now off 10% in the last 5 days. Can you shed any light other than a very tough market. Buy sell or hold and why...thanks
Read Answer Asked by Terence on June 03, 2022
Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.
Read Answer Asked by Graeme on May 20, 2022
Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?

Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio

Read Answer Asked by Terence on May 19, 2022
Q: Looking for dividends (monthly would be superb). Any US stock with a 4-5% dividend that you would recommend for long term hold (5 years)? Appreciate all your great suggestions!
Read Answer Asked by Dr Lorraine on May 18, 2022
Q: Good day team,

I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.
Read Answer Asked by Seamus on May 13, 2022
Q: Happy Friday,

With the current dip and a further downside expected are there any income equities that you would classify as very attractive.

Looking for some new ideas. I have lots of banks, pipes, telcos, utilities, insurance cos, etc. but am not immune to buying more.

Anything in the US really strike you fancy?

Thanks very much and have a great weekend.
Read Answer Asked by Dave on May 10, 2022
Q: Hi Folks
I am looking to add to my Health Sector, currently holding ABBV, PFE, GILD and WELL in various accounts. I have CVS and MRK in mind to add - which one would you recommend at this time and why ? Appreciate your comments.
Thanks
Read Answer Asked by JOHN on May 05, 2022
Q: Great 5i team, There are times like this; I will need to put my cash holding to work. I kept trimming energy names in our family portfolio to under 10% and staying on the sidelines for the last few months. Your thoughts are very much appreciated with these 2 questions: which one that you would pick 3 out of these 7 energy names and which sector that you will allocate the funds? I am light in industrial and health care. Thanks for your input.
Read Answer Asked by Nhung on May 02, 2022
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