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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: hi,
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris
Read Answer Asked by chris on October 26, 2023
Q: Sooner than later the US Congress and Senate will have to deal with the US debt ceiling. One option is to cut expenditure for certain categories, like health care or medical expenditures. With this in mind, I searched for revenue from the US Federal Government for each of the health stocks that I hold but with no luck. Did this as I think that if such revenue is cut for such healthcare stocks the price of the stock could decline. Can you estimate such revenue received for each of these stocks - ABBV, ABT, BSX, ISRG, SYK, UNH and ZTS? Or do you know a source for such information? .......Thanks for the assistance.......Tom
Read Answer Asked by Tom on October 24, 2023
Q: Due to the popularity of diabetes/diet drugs, do you see any companies consumer staples or others that have recently been excessively beaten on? Perhaps some that could be in for a turnaround in the long term.
Read Answer Asked by Robert on October 17, 2023
Q: Hi 5i team

I have investments in LLY and LNTH. Which among ISRG/INMD/ILMN has better potential for a 10+ year hold? and why?

Best,
Matt
Read Answer Asked by Matt on October 12, 2023
Q: Of the above health care stocks, could you rank from best to worst and indicate a good entry level for the top two. If you happen to have another better suggestion please rate accordingly.

Many thanks
Read Answer Asked by ralph on October 11, 2023
Q: This period of seasonal weakness is a great time for some early Christmas shopping. I sold a part position in NVO a while ago and am looking to reinvest proceeds to increase my health care holdings.

Considering current valuations, what would you recommend as a good complement to expand and diversify?

Thanks in advance.
Read Answer Asked by David on October 03, 2023
Q: From this list what would be your top 3 picks for buys right now with consideration of long term growth in TFSA? If you feel any other picks would make it in to top 3 (besides NVDA/GOOG) please include those as well.
Read Answer Asked by Marco on September 22, 2023
Q: Hi team, RBOT

I have been holding this robotics and AI etf for several years and noted that it somehow managed to completely bypass the rallies in both. Any comments here and guidance of future steps?
Thanks.
Read Answer Asked by Peter on September 21, 2023
Q: What are your top 5 Canadian growth picks for the next year? Please rank and explain why each is a strong choice? Also, what are US choices?
Read Answer Asked on September 20, 2023
Q: Down 28 percent. Is it a hold or sell and buy a different stock. I can also add more if the future prospect is good.
It is in my rrsp.
Thanks
Read Answer Asked by satish on September 19, 2023
Q: Hi 5i,

I currently have no healthcare holdings and should be at about 9%. Could you please give me some suggested opportunities?

As always, many thanks
Read Answer Asked by ralph on September 19, 2023
Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
for TSE,CGY,EIF,NTR,
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.
Read Answer Asked by Nizar on September 12, 2023
Q: So here's my predicament. Over the past many years my portfolio largely reflects NASDAQ returns but has much more volatility. I'm thinking of just buying a bunch of QQQ (or XQQ) so I worry less about the volatility while still getting similar returns. I still like picking stocks and was thinking of holding most of my tech in QQQ while trying to pick a few tech stocks to 'juice' returns. If you were to pick 5 NASDAQ stocks that might outperform the NASDAQ over a mid-long timeframe, what would they be? Note these can include large caps (MSFT, NVDA) or anything else.
Read Answer Asked by Cameron on August 28, 2023
Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks

Shane
Read Answer Asked by Shane on August 03, 2023
Q: ABBV is approx. 28% off it's high of last year. I am considering a change to one of LLY; ILMN; or ISRG. Do you concur with the change and if so which would you prefer.

Carl
Read Answer Asked by Carl on August 02, 2023
Q: I would like to increase my exposure to US large cap healthcare, currently own PFE and ISRG. Can you recommend another company that would be complementary to these holdings or would you simply add to the existing positions? Also own some smaller names in this sector e.g. WELL but am interested in increasing the large cap exposure. Thank you.
Read Answer Asked by Barbara on August 01, 2023