Investment Q&A

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: Good afternoon 5i
I hold AMGN in my RRSP, and it only represents 2.5% of my portfolio. Its a slow grower with an ok dividend. I'm thinking of selling AMGN and buying ABBV as a replacement, as it may have better performance and a higher dividend too. What are your thoughts on replacing AMGN with ABBV? Does ABBV have better potential? If you can suggest a different stock that is a better choice than ABBV as an alternative, please do so.
My only other current healthcare stock is SYK.
Thanks!

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: Hope you and yours have so far successfully avoiding covid-19.
Our portfolio is below
Cons Discr 5%: US:NIO, US:CELH
Cons Stpl 3.8% - US:COST
Energy 6.2%
Fin Svcs 38% - BNS, GSY, RY, SHOP, SLF, US:BAM, US:JPM, US:MCO, US:V
Health 4.2% - US:MDT
Ind 5.8% - US:RTX, CNR
Real Est 2.7% - US:RDFN
Tech 13.4%
Telcom 5.7%
Util 7.4%
Cash 8%

All the fin svcs are up nicely but V and BAM have only small gains. We like both but think we should reduce this overweight sector and re-balance among the Industrial, Health and Real Estate sectors.
We are down 41% on NIO and down 12% on CELH but we are prepared to wait unless you think their prospects aren’t worth the wait.
We’d appreciate your view on what to sell in fin svcs and what to buy in Ind, Health & Real Est.
Many, many thanks.

Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike

Q: Would appreciate your recommendation of 5 Canadian and 5 US dividend aristocrat equities that you would purchase that you would expect some growth in both income and price appreciation.

Q: Morning 5i:
I am looking to grow 200 k in a new LIRA of mine over the next 5 years before I flip to a dividend income model. What CDN and US growth equities would be your current favourites. I have a healthy risk appetite.
Thanks in advance, Greg.

Q: I am looking to add 1 or 2 U. S. Healthcare companies to my U. S. cash account. Of the 4 above could you list them in order from best to worst with a comment on thier financial and growth situation. Please include any other choices that you might add to my list.
Much appreciated.
John

Q: Five canadian stocks and 5 american stocks for a rrif.

Q: I am retired and would like a recommendation for 10 US and 10 Canadian core stocks. Also one or two ETFs for ex NA exposure.

Thanks

Q: Peter/Ryan would like your opinion of 5 good American stocks for an RRSP. Thanks,

Q: Health seems to now be a preferred sector. What would your top two choices be in this sector ?
Regards, David

Q: Why did this stock drop heavily yesterday? Would you think it is a good time to initiate a long term position now? Thank you!

Q: Hi Group I am presently light on Health care (GUD - HMMJ - Doc) total is 2% of my portfolio) can you suggest a couple of etfs + Stocks to balance my portfolio . I believe health care is a must own sector do you agree Thanks for your guidance

Q: Looks like Abbvie is in talks to sell some of their drug lines acquired from Allergen. Can you comment on this and if it is a material impact to their business?

Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks

Q: Hi 5i,
Current shareholder of BMY for last 4 years and it simply has not done very much however pays small dividend of 3.2 %
I'm looking to sell and replace with something in same sector/space with better share price growth potential. Medium risk with 2- 3 year horizon. Dividend would be nice but not absolutely necessary.
Thx
Jim

Q: Could you list a few companies (in Canada/ U.S.A) from each sector that may benefit if inflation catches hold and supercedes target rates set by their central banks?

Art

Q: As of today, what are your top 10 (5 USA, 5 Canadian) dividend yielding company's that you would invest in for a 5 year horizon. Thank you once again

Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?

Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate

Thanks Gord