Investment Q&A

Q: I read an article last night talking about if you had purchased AAPL stock on it's IPO 42 years ago at 22$ and invested 10G at that time and held until now the value not including the small div they pay would be roughly 14Million$ after all the splits your share count went from 400+ to over 100,000+ shares.. I know it is a tough call and this is more of a fun exercise but could you name a few companys/stocks that one day may return something like this over 30-40 year time block Canadian or USA..

Thanks

Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.

Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!

Q: To my knowledge cancer is showing no signs of going away and yet these companies and others in the field have been punished with the rest of the market. Can you please provide an attractive entry point for each and state which 1 or 2 would be your favourite and why? If you can add one additional name that you think has tremendous potential in this field I would be appreciative. If that requires a second credit go ahead and take it!

Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you

Q: Hi 5i, Can I get your take on these 3 companies - current valuation, growth prospects, balance sheet…? I currently hold ILMN. Should I add to ILMN or diversify in the diagnostics/research field by adding TMO or A, and if so, which if the two would you prefer? Growth investor with a long-term time frame.
Thank you, Doris

Q: May I have your thoughts on ILMN? Analysts appear to be projecting a weak stock price going forward...but the 8% drop on Friday may be more a result of their comments rather than the latest companies financials. Could these Wall Street firms have already shorted the stock prior to their analyst's comments being issued? I believe the latest earnings are negative compared to a year ago but overall I felt the latest quarter financials weren't too bad. Is the short interest high? Are insiders buying? Is the Reddit crowd circling? I'm sitting at a loss but still prepared to hang-in-there.
Thanks,
Jim

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

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

Q: Would you have a proxy for ILMN and UPST for tax loss selling? Would you buy them back after 30 days or keep the proxies. All within the same risk/upside potential.
Thanks for your service!

Q: I've traded around my position in ILMN for a few years and was thinking of adding. I like the long term potential of the sector and the regular consumables income. However, I'm wondering if CRSP is better value - less downside and similar upside. I'd appreciate your thoughts. Thanks!

Q: Can you please rank the following cancer related stocks based from best to worst based on your understanding of which are currently under appreciated based on their potential to cure or prevent cancer? To put it another way, do any of them have technology that could become significantly larger businesses than they are today in treating or detecting cancer?
Please add one name that I have not listed that may have higher potential.

Q: I am interested in these two companies for growth. Which do you prefer and why? What would you say is a good entry point for them? Would you tend to wait to see what happens with these stock ie further volatility and declines? Thanks!

Q: Hi. I still like both companies (veev,gh) but am going to sell for tax loss reasons and that they total between them 3% only of my portfolio. Am looking to consolidate into a single health care stock to go along with MDT which I already own in my portfolio. I like my positions to be at least 3% and not two smaller positions. Any suggestions. I was thinking ILMN. If you like ILMN please let me know why and what sets them apart. Thanks

Q: Could I have a proxy for APPS:US and GH:US? Would you buy back in 30 days or would you recommend another stock, if so, which ones? Same risk level and APPS/GH.

Thanks for your service?

Q: Would you have a good proxy for U:US, DND and GH:US to capture tax losses, I do not need them but I would use them at for the future? If there is no equivalent, please state that as well and I can wait until markets return, whenever that will be.

Thanks for your service!

Q: I'm down about 17% in Guardant Health and the downward track since the peak a year ago does not look appealing. I've read the most recent comments on this stock and you seem to suggest that it might be worth hanging on to or possible even buying more.
In a case like this, the question for me is always:
1) Should I get out now before it goes any lower, or should I hang in and hope it recovers by 17% in the next year?
2) If I do sell it, what would I buy that has a better chance of increasing 17% in the next year?
I recognize, of course that you don't have a crystal ball, but you DO have your eye on the ball and that's what I depend on.

I am down even more on Crowdstrike (25%) and the same dilemma applies.

Your thoughts please and deduct points as appropriate.

John

Q: I was considering deploying some cash to Health Care Sector. What are your three top picks for this sector. What is your view on CloudMD and CareRX?

Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant

Q: With the recent market correction, there are a lot of stocks are deep in red. Which stocks are the compelling buys, after the market settle a bit?