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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: Time's up!
I've had enough of both Veeva Systems and Well Health. Down about 50% in both. Planning to cut my losses in TFSA account (grow for next 5 years) and move to LLY (full position), ISRG (half position).
This will also increase US holdings percentage in this account.

This is a follow up to the TFSA competition with my wife question from last month. :) I'd prefer not be trading too much, but just can't see these 2 companies recovering too soon, and I cannot get the long term price graph of LLY out of my mind....


Comments before I pull the trigger?



Thanks,


Jim
Read Answer Asked by Jim on June 06, 2024
Q: Hello 5i,
Maybe it was replied in context of an answer to a question when it was stated tat Pfizer is a value trap. Yes, I am down $7,000 in Pfizer but I have a long term outlook. As a value investor, should I just wait it out and enjoy the dividends or get out, take the hit and replace it with something else? If replacing please suggest the alternative.
thank you
Read Answer Asked by STANLEY on June 04, 2024
Q: I am underwhelmed with my health sector holdings - ABBV and IHI - both of which have been recently underperforming the market. I have held each for several years in a cash account and they are up 20% and 50%, respectively. I would appreciate your go forward recommendation on both, balancing future prospects, tax consequences and alternative (i.e. faster growing) investments in this sector. Hold or sell? And if sell, replace with what? Thank you.
Read Answer Asked by Maureen on May 24, 2024
Q: Hello 5i,

When I look at a chart of WELL, I see that its momentum is not horrible but not good either. When I read 5i's responses to members, I see that his opinion is rather favorable about this company. My question is: If 5i had never had a position in WELL, would he consider initiating one now or would he wait until the momentum has improved?

Thank you
Read Answer Asked by Charles on May 22, 2024
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