Investment Q&A

Q: We have a small amount of investable dollars available that was gifted to us when our two children were born. They both already have RESPs and those are maxed out. Our own TFSAs are maxed out, and the RRSPs are nearly as well - but this is intended to be for them when they get older, not us. Any advice you can give other than model something after the growth portfolio and wait? Time is on our side. 10+ year outlook before we might try and access it.

Q: The genome space seems to have taken a hit and I'd like to add some to my portfolio. Can you give me 3 to 5 Canadian or US stocks going forward that you believe have the highest potential of gains( I realise this would also be subject to the most risk) for a 5 plus year hold.

Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.

Thank you.

Q: Earnings came out last week and looked great to me but the stock got pummeled.
Comments, please.

Q: Any companies that may benefit from the future of Covid as we learn to live with it Testing and therapeutics... not vaccine companies
Went for a wild ride with Flugent is it a option ? Others ?
Thanks
Greg

Q: What is your long term outlook on the above companies.

I own them and some ARKG. Do you have any others you fell would complement them? I got space to add another name or two with out being overweight in the sector.

Q: I'm looking for tax-loss proxy ideas for GH and TTD.
Thank you!

Q: I have a question about 89568
Do you know if Fulgent is actively working on growing it's biotech testing such as for immunotherapy? Looking at long term growth of this field it is going to be a huge field and companies such as Icon are already well off to the races in this field and I'm looking for alternate companies that specialize in testing and right now this company gets a lot of press on it's COVID testing only.

Q: Hello your thoughts on Guardant Health

Q: Good morning
I hold ILMN.US GH.US and WELL.CA in healthcare in our various accounts. I’m looking for an additional healthcare stock (either Can. or US) to add to our TFSA’s. Suggestions greatly appreciated.
Regards
Les

Q: What would be your top pick today among these four biotech stocks ?

Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Q: Hi 5i, BNGO
This company is not currently in your data base. I am considering a 1/2 or 1/4 position is this genomics company and would like your opinion on 2- 3 year hold.
Is this a company you would have any interested in at the current price. Why/why not.
Any suggestions for similar strong candidates in this space.
Thx
Jim

Q: As I type this question ILMN is up 13.68% today. I believe they reported yesterday so they must have been strong numbers. I'm thinking of selling my PFE to buy ILMN because (not including dividends) I'm slightly negative with PFE over 3 years. I know you like ILMN and I would be buying a higher risk company and cutting back the dividends but ILMN just seems an excellent company. It would be about a 2% weighting. Any comments would be appreciated.
Regards,
Jim

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Q: In your answer to a question recently asked on Genomics, your suggestion was to buy an ETF such as ARKG or EAGB. You also mentioned that if so inclined you could start adding small amounts in specific stocks which of course be riskier. Would you be able to suggest 3 or 4 of these stocks either US or Canadian, preferably at least one of each.

Q: I am 60 years old, and I don't need the upcoming major problems that the world central banks are creating lead to the destruction of my retirement. So I am diversifying.

I currently hold the traditional Canadian dividend paying stocks, growing exposure to Emerging market ETF's, Gold bullion / ETF, commodity stocks, Infrastructure / Renewable Energy via the Brookfields, a few big name US stocks, and now entering the crypto world.

Here is my question: I read a recent article on Cathie Wood - CEO of Ark Invest. She claims:

"Seeded during the tech and telecom bubble more than 20 years ago, the five main platforms of innovation that we think will transform the global economy are: DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology. These involve 14 technologies including gene therapies, 3D printing, cloud computing, big data analytics, and cryptocurrencies."

I already have a pension from a Robotics-related company, and I am investing in crypto. Do you have any recommendations for anything else from what she mentioned, in which you would share her outlook? I have both CAD and USD accounts. Could be company or ETF - big or small.

Thanks.

Q: Could you rank the US Healthcare stocks + WELL in terms of management, balance sheet, and long-term growth prospective? Thanks.

Q: Hi guys. Would you be able to tell me your ratings on these medical stocks for growth and risk please. It would be a 3 year time frame minimum. Thks again for the great job you do.

Q: My portfolio is a little out of balance when it comes to healthcare stocks.

I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.

Thanks!!

Q: Am looking at Illumina for a long term hold and as always value your opinion on it's future prospects. I also hold Guardant Health and GUD in health care.

John