Investment Q&A

Q: Hi Peter

I have been holding onto this stock on the assumption that AI would soon enable MDT to market or otherwise exploit their massive amount of product research data and information. Am I too optimistic ? I'd very much appreciate any insights you may have on this, and whether you think its worthwhile to hang on because of this thesis, or move on to a "growthier" stock, such as ISRG.

My other question is about Neo Financial. I see that Tobias Lutke and others have contributed in the second (?) round of financing, which to me means that Neo is quite promising. Do you have any info from your sources on Neo's disruption potential, when an IPO could be expected, etc. ?

Thank you kindly.

Ps. We benefitted alot today from the jump in price of shopify, thanks to you.

Q: Could you please review the ratios as I am interested to know what has brought the stock up about 10% recently. Thanks

Q: Hi 5i, I have held Medtronic for just over 3 years and am down 30%. Do you think it's worth holding another year or two (as do a number of the analysts) or should I cut bait and redeploy the funds into LLY? Other suggestions are welcome. Do you feel Intuitive Surgical is overvalued or a good long term call? Thanks!

Q: How would you rate ILMN overall since 2024? Is it still a takeover target in your estimation and who would be the top ones that would make most sense to acquire ILMN?

Q: You replied to my recent question about cdn companies paying us dividends, I would like same 5i stock screener in us companies. Your criteria was us dividends, top 25 with the largest market capitalization, 12 month trailing dividend yield, 5 yr historical dividend growth rate and anything else you may add, basically buy and forget.

Q: Good morning,
Wanting to sell Medtronic to realize a tax loss benefit, would Stryker be a good proxy to hold in the interim? Is there a better-aligned alternative?
Thank you as always...

Q: Hello
Could you comment on MDT earnings?
Sounds like they might be turning the corner with new growth forecasted?
Thank you
Stephane

Q: Retired DIY investor. I find that I’m overweight in Tech stocks having AMZN, AAPL, GOOG, and MSFT and on the Cdn side CSU and SHOP. Meanwhile I have no healthcare stocks. I’m considering selling Apple and rotating into ABBV, MDT, or ZBH.
Could I have your opinion on this move? Many thanks.

Q: Due to the popularity of diabetes/diet drugs, do you see any companies consumer staples or others that have recently been excessively beaten on? Perhaps some that could be in for a turnaround in the long term.

Q: Of the above health care stocks, could you rank from best to worst and indicate a good entry level for the top two. If you happen to have another better suggestion please rate accordingly.

Many thanks

Q: Hi 5i,

I currently have no healthcare holdings and should be at about 9%. Could you please give me some suggested opportunities?

As always, many thanks

Q: Similar to a question you responded to recently. I hold the above stocks....all in the red....and wondering if I should hold or sell and replace with another stock....and if sell, please suggest a replacement.......Thanks for your insight....Tom

Q: Do you prefer Stryker to Medtronic. Would you advise selling Medtronic to buy Stryker at this point in time. Thank you.

Q: What are your current thoughts on this company (TNDM) and do you think it has bottomed? Thanks as usual.

Q: What are your thoughts on MDT these days? Worth investing at current levels? thanks

Q: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your

Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara

Q: In a recent response to me you linked to another answer in which you wrote “There would be no withholding tax in an RRSP account”.
I hold MDT in an RRSP and there is in fact a 25% tax withheld. Company is Dublin- based.

Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg

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