Q: Hi Team, which one to choose for growth and some income, in the U.S. Health Sector, AmerisourceBergen, Baxter International or Johnson & Johnson. Thanks! Sam
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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: May I have your thoughts on the talcum powder lawsuit? I am not so much afraid the company has known they are selling a carcigen or even that they have been unknowingly selling a carcigen. I am more concerned about the legal costs defending themselves from these lawsuits. The stock was up today inspite of loosing the case. I assume they will appeal.
Q: Hello Peter and Team, I,m wondering if it is time to take profits on my U.S. stocks as two of these are up over 100% and the others between 30 and 50%. Also the currency gain of almost 25% I receive over 2000.00 U.S. in dividends per year for an investment of around 80,000.00 U.S. This is in my cash account so I imagine I will pay a fair amount of cap. gains tax. Thank you Herb
Q: Hello 5i.
We would like to increase our Healthcare sector alloc.
We purchased JNJ Aug2014 @ $100. We are currently up ~ 2%. It represents only 1% of Pfolio. Have read your reply to Satesh today re etfs XLV and PSCH, and we are considering selling our JNJ, and purchasing 2-3% position in XLV (it holds 10% in JNJ), and 1-1.5% position in PSCH.
What are your thoughts on this idea. Thanks
We would like to increase our Healthcare sector alloc.
We purchased JNJ Aug2014 @ $100. We are currently up ~ 2%. It represents only 1% of Pfolio. Have read your reply to Satesh today re etfs XLV and PSCH, and we are considering selling our JNJ, and purchasing 2-3% position in XLV (it holds 10% in JNJ), and 1-1.5% position in PSCH.
What are your thoughts on this idea. Thanks
Q: I just turned 65. I have the following US stocks in my RRSP.
PG,JNJ,UTX,HIG,PVH,HON,GE,DXJ,T,YUM,IBM,USB,NOV,F,KEY,MS,NKE,AXP,ETN,VZ,GS,PFE,JPM,SBUX,COH. The total value of these stocks is $64000. Which one's would you recommend I keep and which one' should I get rid of. I do not plan to take the money out till I turn 71.
Thanks for help.
PG,JNJ,UTX,HIG,PVH,HON,GE,DXJ,T,YUM,IBM,USB,NOV,F,KEY,MS,NKE,AXP,ETN,VZ,GS,PFE,JPM,SBUX,COH. The total value of these stocks is $64000. Which one's would you recommend I keep and which one' should I get rid of. I do not plan to take the money out till I turn 71.
Thanks for help.
Q: I have about $50,000.00 US which I am looking to use to purchase 3-4 US stocks in a non-registered (taxable)account. I am happy to hold long term. Am thinking of purchasing either Disney or Time Warner and one or two others. Can you recommend a couple of additional US larger caps? We do have AIG/Halliburton/GE in our rrsp. Thanks for the terrific service. Bill Y.
Q: Hello Peter and team,
I am overweight in JNJ and was thinking of selling half and buying PG with the cash. Do you think this is a good move or just a sideways trade. Thank you
I am overweight in JNJ and was thinking of selling half and buying PG with the cash. Do you think this is a good move or just a sideways trade. Thank you
Q: Hi Peter and Team: Would it be a good time to sell Johnson & Johnson (JNJ, ~75% profit) and reinvest the proceeds in Canadian growth companies. I have sufficient US exposure and the portfolio is balanced.
Q: I'm interested in knowing your outlook for JNJ... do you think it's a buy, hold, or sell at these levels?
Q: Good morning 5i, I was wondering what your thoughts are of Johnson & Johnson (JNJ) as compared to Pfizer (PFE)
Q: Hi,I have picked up great profits from JNJ (50%) and GIS (40%)
but I think a substantial market correction is coming.
Should I sell these 2 stocks and buy back in on the dip with the likes of these 2 or MCD,DIS,CL,GE,DD,BNS,for example?
I know it goes against the premise of "Keep the good and sell the bad but those profits are very tempting. By the way, I also hold FSZ and CGX, 2 of your recommendations, but I see those as growth stories that will keep climbing - keep up the good work.
Regards. Robert
but I think a substantial market correction is coming.
Should I sell these 2 stocks and buy back in on the dip with the likes of these 2 or MCD,DIS,CL,GE,DD,BNS,for example?
I know it goes against the premise of "Keep the good and sell the bad but those profits are very tempting. By the way, I also hold FSZ and CGX, 2 of your recommendations, but I see those as growth stories that will keep climbing - keep up the good work.
Regards. Robert
Q: I'm looking to add a position in a healthcare and considering US companies for both growth and dividend. Can you give me your thoughts on JNJ, MRK and PFE?
Q: hello 5i:
First, a comment. I've complimented you on the service you offer, so no need to go back there. But I would like to add that this Q and A forum has become a necessity for me: first place I look EVERY DAY, and I'm constantly surprised by the things I learn reading questions from my peers (and of course your answers). Also get some very good portfolio ideas, so that is a thank you to all that write in.
Second: Peter, can I have your single best idea for the Health Care Sector (I currently have no exposure to this sector); stability is more important than growth (70/30) and a dividend is essential. Thanks, I'll look forward to this.
Paul
First, a comment. I've complimented you on the service you offer, so no need to go back there. But I would like to add that this Q and A forum has become a necessity for me: first place I look EVERY DAY, and I'm constantly surprised by the things I learn reading questions from my peers (and of course your answers). Also get some very good portfolio ideas, so that is a thank you to all that write in.
Second: Peter, can I have your single best idea for the Health Care Sector (I currently have no exposure to this sector); stability is more important than growth (70/30) and a dividend is essential. Thanks, I'll look forward to this.
Paul