Investment Q&A

Q: Is there a Canadian company that you would recommend that possibly would benefit from a vaccine to overcome Covid 19, if not what U.S. or international company would you recommend? Thank You.

Q: I own Abbvie and Stryker .What US healthcare company would you recommend to complement these holdings? Thank you.

Q: Hi Peter, Ryan and Team,
Thank you for the service that you provide, it's been invaluable.
I currently have held JPM for the last few years and it's effectively been a net gain of zero. I think it might be time to move on for a bit and perhaps look to buy back at a later date. We already hold VEEV, AYX, TEAM, DOCU, TTD, NVDA, and QCOM, so I'm looking for a non-tech suggestion as to where to move. I'm hoping that you could provide a list of 2-3 quickly growing large(ish) US companies that ideally are near debt free and meet this criteria.
Thank you again,
Mike

Q: I have very little healthcare in my portfolio and also need to diversify geographically. There are so many opinions on what types of healthcare to invest in (drugs, medical devices (knees, hips), insurance, pharmacies, etc.) that I am struggling to jump in. What would be your top three healthcare related choices (outside Canada) to invest in for the long term.

Thank you for the great service you provide

Sean

Q: Hi Ryan and Peter.
BIIB was beat hard lately. I want to buy a couple of big names in Health care and am wondering whether this is a good timing. I am watching REGN, VEEV, ABBV, GILD too. I only have cash for one stock only.

Thank you,
Yiwen

Q: Hi 5i
What will Sanofi’s sale of its’ stake in Regeneron do to the price of regeneron? What is the $$ value and % of the REGN market cap? (about $12b?) Will Sanofi keep any of its regeneron interests). 5i pls look at the technicals and suggest an entry point? As the sale is to be completed by December (or the lock up) should one wait?
Many thanks,

Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX

Q: I would like your advice on my Healthcare Portfolio. Currently, we own IHI, SYK, PFE, BMY, ZTS , LHCG. My watchlist includes names that you have also recommended. Please rank your top healthcare preferences [could include others] 5 or 6 names overall [ growth at reasonable price, with rationale, if possible.

Q: Good morning 5i,
It is often mentionned that we should buy US stocks to offset the heavy concentration on financial and energy in the Canadian market. What sectors should one concentrate on in the US for this reason? And, in the current environment, is it possible to suggest one or two preferential stocks in each of these sectors?
thanks

Q: Can I get your views on BIIB and REGN. I suspect they might do well in the search for vaccines. Thanks.

Q: Hi folks,
In view of the coronavirus concerns, which are the companies you would recommend now as likely to grow strongly in the search for a vaccine or in the production of the equipment needed for fighting the spread of this virus ? Could you as well indicate the degree of risk involved in such companies and an order of priorities for the most interesting now ? As a start, what about GILD, INO, MRNA, REGN, SNY ?

Please deduct as many credits as you see fit.

And make sure you stay healthy…...we need you more than ever !

J. IDS

Q: Do you think Regn is a buy at this price?

Q: I have a well diversified portfolio, 2/3 Cnd and 1/3 US. In the US I have full positions in BAC, GOOG, DWDP, AAPL and 3/4 positions in MS, PYPL and half positions in FLIR, SWKS and LYB. I am happy with all these and think you have endorsed all of these recently.
I have also held a full position in US biotechs (spread evenly 1/3 each across BIIB, AGN and REGN) for 2 years and they have done nothing. My question is, would you continue to hold these biotechs in the hope/belief that their turn will come and they too will participate in the remarkable US growth, or are there simply better sectors and stocks I should be looking at? I don't want to be stubborn and recklessly hang on. If moving on is the wiser bet, what one or 2 alternate names would you suggest given my current US holdings (or perhaps add to one of the existing positions?)
You have not steered me wrong yet and I welcome your comments,

Many Thanks

Scott

Q: Thanks to 5i I have a well diversified Canadian portfolio. I have been augmenting it with Large Cap US stocks that expose me to markets that are not available to me through the TSX and most of these US names have done very well for me. I am comfortable with being more concentrated in my US holdings as my Cdn investments make up 75-80% of my total portfolio and are well diversified across sectors. My US holdings are in a non-resgistered account and break down as follows:
AAPL - 35%
AGN/REGN/BIIB - 15%
BAC/MS - 27%
LYB - 3%
PYPL - 8%
SWKS - 7%
WBA - 5%

AAPL has done so well for me over the past few years that it is now a large part of my US exposure. My microchip stock (SWKS) has also done extremely well, but it is closely tied to AAPL. My question is given the current announcement by AAPL and its strong recent performance would you be inclined to take some profits off the table or let the "winners continue to run"? I have a reasonably high risk tolerance but do not want to be unduly foolish/greedy. Would you suggest any other changes to what I am holding? What would be your top 3 or 4 US stocks to augment this portfolio?

I value and appreciate your guidance.

Many Thanks
Scott

Q: Hi team: I wonder if you would recommend a buy at these prices of Sept 22.