Investment Q&A

Q: I need to do some portfolio rebalancing. I want to increase weghtings in Basic Materials, Consumer Defensive and Health care. Could you please give me your top 3 picks in each category for a 3 - 5 year hold. Canadian or US stocks are fine.

Take as many credits as you think appropriate.

Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.

This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.

While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.

Thanks as always,

Dave

Q: Do you have any suggestions re the Pharma companies which would be a good time to purchase now, either in a partial or full position? Thanks

Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help

Q: Besides BRK & CSU, what other companies pay no dividend or only a tiny dividend since presumably they feel they can give sharholders a return higher by investing the funds. Cdn, US, or Global names appreciated. What would be your favorite to put away for 5 years with little need to check on them. Thank you for all your great work !

Q: Give me 5 stocks in Canada and 5 in the US that will not be affected that much even if Trump raises the tariffs 25% or more.
Thanks Again

Q: November 2020 was your last response on the business fundamentals of this company. Recognizing that the stock price has dropped even more since then, what has changed with this company's outlook when comparing time periods?

How is its balance sheet and drug pipeline compared to Pfizer?

Pfizer is clearly more of an income play but that aside, do you favour one or the other for any particular reason?

Q: I currently hold MSFT, NVIDIA and COST in my TFSA. I took a loss on BTX and now have cash to reinvest.
Should I buy more of the above 3 or diversify and if so any suggestions without making specific recommendations

Q: Hello,

Given the current price levels of both MRNA and PFE would this be a good time to take position in either one of those? If so which one would you recommend.

Thank you!

Q: Your thoughts on Merck this morning please,do you see any upside?I hold it in my rif and am still showing a small profit.Buy,hold or sell?

Q: Hello, I'm working on my current ALLOCATIONS. Please recommend CANADIAN and US : Healthcare, Consumer Defensive and Utilities.
Many thanks, Heidi

PS My sincere compliments for your excellent site and service

Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H

Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!

Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?

Q: Share price of LLY is down again this morning (January 14) after the company reported results below analysts’ expectations. For the longer term the company’s forward guidance (just-issued) is slightly above expectations. What do you have as PEG please? Given the firm's latest results and fwd guidance, what would you say is a reasonable price range to buy at :
(1) for a longer-term hold ; and
(2) what would be reasonable price range for a parent aged 75 whose portfolios is tilted towards high growth companies— or would you avoid LLY in the latter case? :ao:sab

Q: Hi, what would you replace NVO with? Thanks and Greetings, Peter.

Q: Happy new year to all of 5i thank you for all your support over all the years it’s great having such a great team on my side. When it comes to Lilly being down 20% from the high last year is it a decent time to pick up a 1/3 position? (new position and analytics says health care is short)

Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.

Q: Hi 5i Team,

I recently tuned into an interview with Jim Roppel who was previously bullish on the pharma sector, especially Eli Lilly, but he now recommends staying away from Eli Lilly and other pharma stocks given the incoming Trump administration. His position was that although Eli Lilly is and will still be a good company it will likely underperform and it would be better to invest in sectors that the new Trump Administration prefers.

Would you agree with this premise and either lighten up your position in Eli Lilly or even sell a full position for the time being?

Thanks as always,
Jon

Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.

What changes might you make to this portfolio to stengthen it?

Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%

Thanks,
Dan