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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: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.
Read Answer Asked by Dave on January 20, 2021
Q: I just moved my RRSP over to Questrade from PH&N and have lots of cash to deploy (5+ year time line). For tax efficiency, I want to hold REITs, bonds, interest investments, US div stocks/ETFs, royalty income funds or any other investments that are not tax efficient in my MARGIN, TFSA and CORP accounts.
(1) Industrial REITs: I have half positions in DIR, GRT - should I diversify and also take positions in WIR and SMU or focus on DIR and GRT?
(2) Other REITs: Can you recommend any other quality value REITs? Is it a good time to invest in residential REITs?
(3) Can you recommend a good high yield bond ETF that has performed as well as PH&N High Yield Bond?
(4) Can you recommend some good value US div stocks (preferred) or ETFs? I am considering ABBV, PG, VZ.
Many thanks for any/all suggestions/comments!!!
Read Answer Asked by Grant on January 19, 2021
Q: Hi Folks,

I am an income investor whose portfolio has fallen out of balance.

I need to increase weights in Basic Materials, Consumer Cyclical, Consumer Defensive, Healthcare, Industrials and Tech..

I am also light on U.S and International holdings.

Please provide some income suggestions for these industries and within these regions.

Thanks very much.




Read Answer Asked by Dave on January 19, 2021
Q: I am interested in investing in Health Care Robotics. I am looking at Stryker and Medtronic. I am leaning toward MDT due to lower entry point and higher dividend. Based on history and statistics which one would you favour? Could you suggest similar companies for consideration?
Thank You
Jane
Read Answer Asked by Jane on January 18, 2021
Q: Hi Peter and Staff

FInally bite the bullet on Sienna, looking to redeploy in the US topping up some or all of my US basket of health care. Please eliminate any of the above that you do not feel are a buy at this time and rank the rest within categories of strong buy, buy or hold.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 14, 2021
Q: Seasons Greetings, to you all,
In order to start my TFSA year of right can I get your opinion on a few of each Cdn. & U.S. stocks that may be considered MUST OWN in the Materials & Health sectors.
Also an alternate on ETF's?
Thanks for your usual good answers!
Read Answer Asked by Terry on January 12, 2021
Q: Peter and Team:
I need some exposure to the healthcare sector and my choices are very limited in Canada, especially when Johnathon doesn't want to play in the Chess Game presently. What are your favourite US names, and where does ABBVIE fit in to the puzzle? When I am typing a question, does it time out after so many minutes?
Regards,
Ben.
Read Answer Asked by BEN on December 31, 2020
Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.

Thanks,
Jason
Read Answer Asked by Jason on December 29, 2020
Q: I have the above U.S. tech companies thanks to your help.
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret
Read Answer Asked by Margaret on December 14, 2020
Q: Hi Peter

To follow up on my earlier question, I forgot to mention that both my wife and I are planning to retire in 5 years. So, I am slowly changing my investments to be income focused and less on capital growth

Greyhair
Read Answer Asked by Greyhair on December 09, 2020
Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom
Read Answer Asked by Tom on December 07, 2020
Q: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.
Read Answer Asked by Clayton on November 27, 2020
Q: Hi Peter !
My US holdings are ADBE,AMZN,TEAM,NFLX,MA,MSFT,AYX,ARKW and I would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
I just started ARKW 5 days ago.
Thanks Andrew
Read Answer Asked by Andrzej on November 25, 2020
Q: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)

How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?

Thank you

Peter
Read Answer Asked by Peter on November 23, 2020
Q: Understanding that time in the market , not timing the market is best approach to long-term gains. And that one should never try to "wait for, or guess, the bottom" to pick up solid stocks, humour me with this scenario -> COVID-19 is gone tomorrow! Albeit with somewhat new reality. But it's effectively off the table as a criteria or condition for stock selection. What are your top 3 industries, and individual names in each industry you'd be rushing out to buy? Feel free to add more than 3 industries and names. I have always been a fan of Info Tech (software) so you can exclude this as I strongly believe that trend is always positive. Thanks.
Read Answer Asked by Randall on November 16, 2020
Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.
Read Answer Asked by Yves on November 13, 2020
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