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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 Peter and Staff
My health care basket of stocks (mostly US) is in my RRSP where I am not taking withdrawals from. Hence dividends are not the motivating factor but rather overall returns over the next 5-10 years.
All individual positions are small in relation to size of my overall portfolio.
I am considering shaving some of my JNJ and PFE and adding to my DXCM and IRGS.
Does this sound like a good move in total or in part or not at all.

Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 23, 2020
Q: Hi Peter and Team
Your advice on options, specifically covered calls is very much appreciated. Some time ago you had advised on opportunities in the US market for selling covered calls. As I believe that with the US election done that there may be some return to normal, is this a good time to again consider selling calls and could you advise 3 Canadian and 3 US shares that might offer good premiums ?
Thanks so much for the ongoing advice. Peter
Read Answer Asked by Linda on November 23, 2020
Q: Looking for your favorite five US growth stocks for next 3 years in an RRSP. Currently have no US exposure. Could you also suggest a couple of potential US multi baggers ok with the higher risk here. Thanks for all your great work!
Read Answer Asked by Ray on November 23, 2020
Q: Hi team ,
What’s up with the lack of investor enthusiasm over the last few months in regards to the bigger players such as crm ? Is the investment opportunity gone stagnant here? I am overweight this position , should I be looking at other smaller cap plays.? If so , which ones do you have high conviction of today for the long term ? Thanks

Shane
Read Answer Asked by Shane on November 23, 2020
Q: What companies will benefit most by providing the logistics for distribution of the virus vaccine?
Read Answer Asked by Ian on November 23, 2020
Q: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)

How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?

Thank you

Peter
Read Answer Asked by Peter on November 23, 2020
Q: Hi 5i,
Is Affirm Holdings upcoming IPO of interest? Could this be a disruptor to the credit card industry?
Thanks
Read Answer Asked by Terry on November 23, 2020
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