Investment Q&A

Q: Hi Peter
I am thinking of balancing the asset type in my income portfolio .
I am currently 40% financials , 25 % energy stocks . 25 % real estate, 10 % consumer
Do I need to rebalance?

Do you have suggestions for dividend paying growth stocks that i can add or health stocks that you would recommend over my current portfolio.

The minimum dividend for a stock in my portfolio income portfolio is 3.5 %

Thank you

Howard

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

Q: Good morning 5i,
I have a loss in Gild and have been waiting for a time to claim it and buy a replacement. It seems to me that the recent drop in Abbivie might provide that opportunity, unless there is something I don't see. Would you think that this would be the best opportunity in this field at the moment?
thanks as always for your great work

Q: Please give your opinion on whether you would buy, hold or sell the companies listed. Thinking of 5 year or more time-frame.

Thanks as always,

Kevin

Q: Hello 5i team,

Need an opinion on resizing my healthcare investment.

I hold GILD, ABBV, PFE in our portfolio; ABBV & PFE are doing well while GILD is barely breaking even. Your thought in replacing GILD with JNJ or go to IHI - a medical devices ETF.

Thank you !

Q: Hi Folks,
I've held GILD in my TFSA now for a couple of years and I'm down 27%, time to let it go. I also hold ABBV, PFE and MDT all performing well - can you suggest a replacement for GILD - looking for a company paying a dividend with some growth. Appreciate your suggestion.
Thanks

Q: You used to be quite positive on GILD in response to subscriber questions asking for recommendations in the US Healthcare sector. Have you given up on the GILD turnaround story? At what price would you buy in?

Now, your top choice seems to be ABBV on the basis that it is performing better and your belief that Humira patent issues are well-known and baked into the stock price. However, ABBV is trading at an all-time high (not just a 52 week high) and GILD is trading at a price that is a 52 week low and lower than its closing price in 2013. Which stock has the better risk-return profile and why? Even if you think ABBV is the better long term investment, I am still nervous buying in at all-time high prices - what would be a good entry point on a pull-back?

Q: I own both BMY and GILD, both of which have not done much the past few years except provide a stable dividend. I have enough health and death care ( - PLC:) ) stocks currently and would be OK to sell or raise some cash.
Do you think one or both of these have an upgraded outlook and are worth holding for the next year or two?
Thank you for the great service.

Q: Good morning everyone at 5i
I have been thinking of selling gild at a tax loss following their earnings report. Wondering what you would see as a replacement in order to buy back later. And should I buy back later or just keep the replacement. I already own abbievie in this sector.

Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always

Q: Hi
I am looking for 5 US Income producing stocks to provide US funds to travel with. This will be long term investments, looking for low to moderate risk, good income stream and somewhat diversified although that's not a huge criterion.
Thank you, Len

Q: Hi can you recommend some healthcare etf funds that trade on the NYSE or NASDAQ, I need exposure in this sector, looking for:
1. Growth based funds with some dividend income
2. Dividend income with lower volatility

Thx!

Q: Hello 5i,
I have been holding GILD for quite a while. While the analyst seem optimistic , with and average one year target of 79 and a high of 100 dollars, the stock just seems to get no traction.
What is your opinion of this stock and management. Thank you. cheers

Q: Top USD stocks for dividend income please. Thanks.

Q: I finally have a small gain on Gilead. Would you continue to hold or switch to some other stock like ABBV or ZTS or some other pharma or biotech stock you like? Thank you. Cheers

Q: Gritstone Bio (GRTS) is a small, early-stage biotech company to which Gilead Sciences has provided some funding under an agreement announced on Feb 1, 2021:

"Under the terms of the agreement, Gilead will make a $60 million payment at closing, consisting of a $30 million upfront cash payment and a $30 million equity investment at a premium. Gilead will be responsible for conducting a Phase 1 study for the HIV-specific therapeutic vaccine and holds an exclusive option under the collaboration to obtain an exclusive license to develop and commercialize the HIV-specific therapeutic vaccine beyond Phase 1. Gritstone is also eligible to receive up to an additional $725 million if the option is exercised and if certain clinical, regulatory and commercial milestones are achieved, as well as mid single-digit to low double-digit tiered royalties on net sales upon commercialization."

GRTS share price has established a baseline after falling steadily since the funding announcement. Presumably Gilead did some due diligence before investing its own money, but the stock price could go to zero if Gilead walks away. However, it could also soar if the trials are successful. Would you consider GRTS to be a worthwhile speculative buy? What has been your experience of investing in early-stage biotech companies that have drawn the attention of Big Pharma?

Q: Thanks, 5I Team, for all the good work. I owe GILEAD SCIENCES since 2017. It is still around the same price I am down about 1.5%. Would you recommend holding on or moving on. If moving on, what would you recommend in health care sector, I already owe Cardinal Health & ABBVIE Inc. I am looking at long term investment.
Secondly, I owe FASTLY INC and am down about 40%. I am a long-term Investor and can hold on. Would you advise to hold on or switch to Lightspeed or something else? If it really has potential, I can wait it out don’t need the cash.
This is general question not stock specific. Normally I prefer to buy US stocks in RRSP and Canadians in TFSA and non registered due to withholding Tax. I am unable to make up my mind as to where to put the riskier growth-oriented stocks. In TFSA I am unable to write off the loss if the investment goes sour, If I put in RRSP eventually, one pays tax on withdrawal in retirement, but can’t immediately write off the loss when I sale and book a loss. In a non registered account If the stock takes off I end up paying tax on half the gains. What would you normally recommend?

Please deduct credits as required.

Q: What 5 stocks (Can and US) now in the bargain bin seem most likely to turn out to be gems in 2 or 3 years time? Much of the market seems very expensive at an uncertain time.

Q: Hi,

I had Gilead for a few years and am still down 15%. Do you think it has upside from here, or do you have a better health care stock in the US? I'm medium risk investor with mostly BE portfolio.

Thanks,
Steve

Q: What do you think of Gilead Science going forward ? It's really down in the dumps. Div. is decent at 4.8 % . Is it sustainable ? It's got an ugly chart. Forward P/E is 8.4 = good ? Is it worth getting in ? Thanks.