Investment Q&A

Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....

Q: My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.

Q: Hello Peter and Team,

We are celebrating the start of CPP and OAS this year. With that in mind we have to think about RRIF in 7 years, investments , bonds, and GIC's in our RRSP's. We also have a small TFSA for higher growth stocks. With that said, it is time to retool our investments. We have not been a fan of bonds for over 10 years though we are open to bonds now. .

Which mix of CDN/US/Foreign Bonds, GIC's, and top 10 stocks would you recommend for RRSP's if you have a clean slate with a 7 year outlook.?

Thank you so much for your service. It is the best site by far for advice, CDN portfolios, and general questions by subscribers.

Sincerely,
Debbie and Jerry

Q: I am looking to build a corporate portfolio (i.e. ~40% tax on dividends and distributions), and will be adding a position monthly, then topping those holdings up on a monthly basis ongoing. My timescale is 30 years, and really the only important thing is amount of money at the end. What holdings would be reasonable for such an account? Any preference as to order I add them?

I grew up with Money Saver magazine, so my gut feeling is just to buy a set of big, well run companies that pay dividends. However, the current popular zeitgeist seems to be to just buy an all-in-one fund, like VGRO, and not overthink it.

Please take as many credits as needed to answer this question as completely as possible. Thank you!

Q: Moving past the opioid settlement, is this name worth revisiting? I have not owned in years, debt appears better but still high. Is there a better play on pharmaceuticals for an aging population.

Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.

Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?

Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?

AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL

Q: I am a 76 year old income investor. 3% of my portfolio is held in BIP, BIPC and BEP. I just sold my CU for my RRIF withdrawal. I now have about $40,000 with which to invest in our TFSA accounts. Analytics shows I need 5% more of healthcare, industrials and technology. I am thinking of adding BIPC.TO. and/or CPX to replace the CU. Please provide other income ideas.
Thank you
Stanley

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

Q: I have no Healthcare companies in my portfolio. What names are you presently recommending; Canadian and/or US $. Thanks.

Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger

Q: Hi

For 2023, I can contribute $17,500 to my TFSA.

I was thinking of splitting the amount between CELH and LNTH.

Your comments or other suggestions are most welcome.

Thank you

Mike

Q: Given the choice of a health care stock to add for portfolio diversification, which of CVS or LLY would you recommend and why. Thanks

Q: hi,
I hold these in my USD account. I'm trimming PFE today as it was getting too large a holding. could you please rank all as a current buy, sell, hold. I am a long term investor. and , could you provide 2-3 other US names, with a reasonable balance of growth and downside protection in this market. cheers, chris

Q: Is there something to replace WELL in the Healthcare sector in Canada or US, ETF inclued?

Q: Dear 5i
From my readings it appears that LLY,ABBV and UNH would be your favourite healthcare stocks and in that order . Would you agree ?
Between my wife and i we have 3 RRSP accounts . Would you recommend putting the number one healthcare pick LLY in all three accounts or maybe LLY in one account , ABBV in another account and UNH in the third account ?
The same applies to DOL and ATD which seem to be your favourite consumer staples stocks . Earnings forecasts look better for DOL but ATD is liked a lot as well though ATDs earnings forecast isn`t as good as DOL .Do i put DOL in all three accounts or and DOL in one account and ATD in another and a combination of both in the third account ?
Please deduct credits accordingly .
Thanks
Bill C

Q: I hold these 3 healthcare stocks. Thinking of adding Lily. Do you see too much overlap in this combination or can you recommend others for diversification?

Thanks very much.

Mike

Q: I just sold off my Biogen holding and am looking for a replacement within the healthcare sector. I held Biogen for over 3 years and exited with a nice return, but I have to say that I did not enjoy the wild ride and price swings as it seemed to trade solely on its new Alzheimer’s drug advancements and setbacks. So now I am looking to replace it with something a little more stable but still with the expectation of slow and steady growth. What would be your top 1 or 2 picks be today for both the US and Canada that might fit. I already own Savaria and XLV so something besides these.

Q: Dear 5i
I am lacking stock exposure in 3 different sectors , namely Healthcare , Materials and consumer staples . If you could only pick one or two per category what would they be .
Thanks
Bill C

Q: UNH is my only US healthcare name. Could you please suggest 2 other names to add today with a balance of growth and safety. Thank you.