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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: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Read Answer Asked by Nick on June 03, 2024
Q: Could you please comment on VEEV earnings? Is it still a buy? If I wanted to replace it with another stock, any suggestions? Thanks.
Read Answer Asked by William on May 31, 2024
Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.
Read Answer Asked by Terence on May 28, 2024
Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.
Read Answer Asked by Merrilyn on May 21, 2024
Q: If Trump wins this election i am considering moving most of my investments into the US market. I think that Canada amongst others will suffer thru his direction (dictatorship) and US stocks will do well. Would you have any stock recommendations should this election play out this way. Thx, James
Read Answer Asked by JAMES on May 21, 2024
Q: hi 5i! 7K US to invest in an rrsp - top 3 options? 10 year time frame.... thank u.
Read Answer Asked by Judith on May 13, 2024
Q: I hold many names from your Balanced Portfolio. I am in the process of deploying cash with the intent of building a more balanced portfolio with a long term view. What 10 Canadian names would you buy today and what 2 US names would you buy?

Thank You
Tim
Read Answer Asked by Timothy on May 06, 2024
Q: WELL was $3.50 in August 2020 and its $3.55 today.

Reminds me a lot of GUD. IMHO 5i tends to be overly patient on some failed investments whereby selling them and moving on could make for a much better return.

So I have been as patient as I want to be with WELL. When I sell my shares of WELL, which I intend to do, what would be a good replacement that is well managed and has good potential growth in its future outlook?

And of course, has a proven management team.

Thanks


Sheldon

Read Answer Asked by Sheldon on May 06, 2024
Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.

I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).

I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.

If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.

Thanks,

Terry
Read Answer Asked by Terry on April 25, 2024
Q: Please recommend a few health care investments.
Read Answer Asked by Susan on April 19, 2024
Q: I've held JNJ for over 15 years based on my belief in the quality of their management. I'm feeling my trust may now be overly 'generous' and it may be time to move on, particularly now that the steadiness of consumer products is gone. I'm considering VRTX or another suggestion you could offer. I have full positions in TMO, SYK and UNH, highlighting my preference for quality.
Read Answer Asked by Mike on April 19, 2024
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
Read Answer Asked by Greg on April 08, 2024
Q: Further to Peter's column in the Financial Post [always good, plain ,common sense advice] I'm wondering what US companies in the health care sector might be considered?
Thanks
Read Answer Asked by steve on April 08, 2024
Q: Hi team,

Grateful if you could provide a list of what you see as the best canadian and the best U.S. blue chips at this time for building a solid portfolio with a growing future. It would help to know what guided your choices.

Deduct as many credits as you see fit.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 02, 2024
Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?

2) Same as previous question, but the 10 names can be any security, Canadian or U.S.

Thank you!

(Public question)

Read Answer Asked by Trevor on March 25, 2024
Q: Please rank these healthcare stocks in terms of long term growth potential (5-10 years or more): EW, ISRG, IDXX, GEHC, ZTS, ABT, TMO, ATRI, GMED, INMD
Read Answer Asked by Brian on March 20, 2024
Q: Good Morning, Can I please get your opinion on the recent earnings of Viemed and Profound Medical? Are they worth holding for several more quarters, or is it perhaps time to move on. I know you don't have many ideas for Canadian healthcare stocks, other than WELL (which I own), but if you wanted to switch to another CDN or US healthcare stock, what might you consider? Thanks. Brad
Read Answer Asked by Bradley on March 13, 2024
Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.

Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
Read Answer Asked by Alex on March 12, 2024
Q: My healthcare sector is very low. I will buying for within my TFSA account and wonder if the ETF XHC would be good ? I can also buy 3 US healthcare companies as I would have enough funds to do so. What would be the best 3 US healthcare companies you would buy if this is preferred over the EFT?

Thanks
Read Answer Asked on March 11, 2024
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