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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: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.
Read Answer Asked by James on March 10, 2023
Q: JNJ shares have been sliding down for weeks. Today the company lost its appeal to segregate its talc div for bankruptcy and JNJ Shares gapped down. The talc litigation was already priced in before the decision. The ruling itself was not a real surprise. What gives? Is it much of a risk to add to existing holdings? “Waiting for things to settle” does not always work out when negative factors depressing share values were already known before resolution of said negatives.
Read Answer Asked by Adam on January 30, 2023
Q: What is your view of GEHC, the recent spinoff from GE, in terms of its growth prospects? Who are its major competitors and where would you generally rank GEHC among the competition? Thanks
Read Answer Asked by Dave on January 17, 2023
Q: Hi,
Of this list do any of these names have concerns and if so, what might they be? Are there any you would wish to wait longer before buying? Any you do not think appropriate buys in this market? Others you feel are more compelling? If you were to buy these, in what order would you do so? I know - lots of questions - feel free to deduct accordingly! My preference is for stability of future earnings, lower or no debt and the dividend is a bit of a bonus, but not something to rely on. Many thanks!
Dawn
Read Answer Asked by Dawn on January 09, 2023
Q: Good Morning,

As the market gets beaten down yields on some very good companies are becoming difficult to ignore.

With a recession in sight yields could possibly get even better.

I am retired and an income investor sitting on substantial cash.

What would be your preferred course of action at this time?

What companies would be most attractive to you?

Thanks
Read Answer Asked by Dave on September 26, 2022
Q: I am in my 80's and am changing my investment philosophy.
Can you suggest 6-8 stocks US or Can that would be in a solid l-o-n-g term growth and income portfolio. I would particularly like stocks that have recently been a little soft.
Thanks
PB
Read Answer Asked by Peter on September 26, 2022
Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.
Read Answer Asked by Stefan on September 22, 2022
Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!
Read Answer Asked by Keith on September 22, 2022
Q: 3 questions

What is the annual return for ENB since it went public when you include dividends & largest drawdown?

Would a 20% position in ENB for a retired person looking for income make sense?

What are the 5 safest Canadian & US stocks that would provide the best protection against drawdowns?
Read Answer Asked by Nick on September 09, 2022
Q: If you had to pick one healthcare (realize all are different in makeup) which and briefly why. I am looking for steady and growing dividends and in registered account positioning to a RIF transfer
Read Answer Asked by Harry on August 23, 2022
Q: Hi group what going on with the big pharma stocks over the last several days ? LLy as an example is now off 10% in the last 5 days. Can you shed any light other than a very tough market. Buy sell or hold and why...thanks
Read Answer Asked by Terence on June 03, 2022
Q: Hi Peter and Staff

Looking at my health care basket, I have a couple of losers in it VEEV and VTRS.

I have had losers I regretted selling and losers I wish I had not wasted opportunity cost on.......I am fine doing either....Do you think the risk/reward of selling either or both of these to top up ABBV,PFE,SYK or JNJ would be a good move in the long run ignoring how many positions I have or should I hang on. If a sale is suggested which order would you top up the 4 stocks mentioned.

Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: What is your current view on Bausch Health Companies? It looks like a good price now. Or, would you prefer any of other names in health care now such as PFE, LLY or JNJ? Already hold ABBV and MRK.
Read Answer Asked by Gerry on March 29, 2022
Q: Hello 5i team,

Need an opinion on resizing my healthcare investment.

I hold GILD, ABBV, PFE in our portfolio; ABBV & PFE are doing well while GILD is barely breaking even. Your thought in replacing GILD with JNJ or go to IHI - a medical devices ETF.

Thank you !
Read Answer Asked by Nhung on March 28, 2022
Q: Want to trade JNJ out of my US dividend growth portfolio (retired, live on divys) as to not be in a complicated tax situation when the company splits up. What is a good trade for JNJ? Dividend amount and growth is important. Thanks Ron
Read Answer Asked by Ronald on January 27, 2022
Q: Hello 5i team,
Need to build equity portion of a portfolio for a recently retired almost senior citizen.
Very conservative, sleep at night stocks. Not needed for at least 5-10 years.

Need about 10 for RRSP and 4-5 for TFSA.

Do you agree with above stocks or would you pick others?
No oil stocks and no significantly cyclical stocks.
Don't need to be dividend payers but looking for total return of 5-8% or more per year on average.
Can you provide about 12 choices including above suggestions if you agree for RRSP and 4-5 for TFSA.

Take as many credits as needed.
Thank you so much for this great service.
Read Answer Asked by Tulio on January 26, 2022
Q: I hold all 3 in a non-registered account, and spin-offs from U.S. companies can bring unnecessary complications at tax time (86.1 elections requiring paper tax filing) - I just want to avoid that whenever possible. Given market efficiency theories, the value of the spin-outs 'should' be in the stock close to spin-out time. Given that, does your Bloomberg advise as to when the ex-dividend dates will be for the spin-outs of these 3? Thanks very much....
Read Answer Asked by Warren on January 11, 2022
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