Investment Q&A

Q: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated

Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible

Q: can you recommend a Canadian and Us biotech etf and stock?
thanks

Q: Hi Peter and Staff
If I am correct, I believe you were high on DXCM at one point and may not feel as high on it today? It had gone up nicely until recent earnings but downward spiral since then. Is it closer to a buy or a sell in a basket of health care stocks .
Secondly, assuming it might be deemed not as good as some or all of the following,, please rank the top 4 in order from
ABBV, CRRX, ISRG,MDT,SYK,VEEV and WELL

THanks for all you do
Dennis

Q: without any health positions....what would recommend as across the board encompassing stocks. I am open to cdn or us.
Thank you.

Q: Hi group need more exposure to real estate and health care - could you recommend a few in each sector also a few ETF would be helpful. I have some ready cash to deploy but am a bit queasy about investing into todays market feels oversold? also India , South America are struggling with COVID what's you thoughts (leaning towards waiting until Virus is better controlled. Wait or jump in Appreciate your thoughts

Q: good morning - i want to increase my US health care exposure. At this point I could add to my ABBV which would make it more than a full position or I could trim a bit of ABBV and add the proceeds to existing cash to take a second US position. I do have WELL on the canadian side of my health investing. Is there a strong second US candidate you would suggest? Thanks

Q: Hi 5i,
ISRG reported earnings yesterday....how were they and what is your opinion on share price going forward?
Would you continue to hold or add at this point for a 2 year hold.
Thx
jim

Q: I have CRM, DOCU, ISRG and VEEV in my portfolio. I have to raise some cash and I would like to ask for help in deciding which one to trim first, second, third etc.
Thanks for your help.
Albert

Q: Do you see a reason for the fall of ISRG other than it was in the "expensive" stock category?

Q: Comments on earnings?

Q: I am interested in investing in Health Care Robotics. I am looking at Stryker and Medtronic. I am leaning toward MDT due to lower entry point and higher dividend. Based on history and statistics which one would you favour? Could you suggest similar companies for consideration?
Thank You
Jane

Q: Hi Peter and Staff

FInally bite the bullet on Sienna, looking to redeploy in the US topping up some or all of my US basket of health care. Please eliminate any of the above that you do not feel are a buy at this time and rank the rest within categories of strong buy, buy or hold.
Thanks for all you do
Dennis

Q: Happy New Year to the 5i team.

I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.

These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.

I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.

Thanks in advance for all the great work you do,
Rory

Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.

Thanks,
Jason

Q: I currently have PFE, GILD, MDT and ABBV in my Healthcare sector. I am looking to add a couple of names - I have been looking at MRK and BMY - your opinion please on these AND can you provide some other US healthcare companies that might be of interest to you at this time. Greatly appreciate your comments.
Thanks

Q: This stock stumbled 20% over the first 3 weeks of September.

Any insight into what was happening and future strength / weakness?

Thanks

Q: I am negative on subject three U.S. companies (FSLY, TWLO, ISRG) While these companies may be good growth companies if held long enough, I would appreciate your suggestions of several U.S. and Canadian companies that are likely to have more near term growth, any market segment and I have much risk tolerance. Thanks.
Klaus

Q: Somewhere in my past I read an article that proposed the idea that an investor should develop a list of 10 companies that are so well managed and poised for long-term growth that they could become a 'hold forever' portfolio. I guess you could call them the 'best of the best companies'. I'm 75 years old which seriously limits the amount of time for my investments to grow, so I have begun to think of my investments as ones that my children would benefit from inheriting.
Keeping all this in mind, I would greatly appreciate it if you would provide me with what you consider to be the absolute best 5 Canadian companies to buy AND although I realize you don't deal directly with American companies, the best 5 American companies to include in the portfolio.
Thank-you for your continued support and I would appreciate any suggestions you can give me.

Q: May I have your views on this company as a long term hold for growth. Would you buy at present prices. Thanks.

Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.