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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: Good afternoon,
Looking to add US healthcare to my portfolio. I would appreciate your thoughts and ranking on the following US healthcare and service providers; MCK, BDX, SYK, UNH, HUM and MDT. I am open to other recommendations.
Thank you,
Patrick
Read Answer Asked by Patrick on December 09, 2019
Q: Hi,

I'm sitting with a 15% gain in Parklawn. I believe I bought on advice read hear so thank you. My question is whether it should continue to be held in a balanced portfolio or if you would exit a 5% position because a better opportunity exists elsewhere? To go one step further, I have done well on Medtronic and might like additional exposure to US healthcare. Could you recommend a) whether to sell PLC and b) what you might shift to if you agree with my alternative above?
Read Answer Asked by Tim on November 18, 2019
Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara
Read Answer Asked by Tamara on July 29, 2019
Q: As the opportunity arises, I need to lessen my overweight position in SIS. Would SYK be an attractive substitute in a sector that, like SIS, is right for the times as the general population ages and are increasingly in deteriorating physical shape. Is there any other company with these dynamics that I should look at?
Read Answer Asked by Geoffrey on June 24, 2019
Q: Portfolio analytics says I am low in healthcare so that means pretty much US companies. I already have 3.5% in Abbot but see you referring to Medtronic as attractive quite often. Since they are both in the medical device category, does this make buying MDT to similar of a purchase to ABT? Would I be better switching to MDT or look at something else in the sector. Some capital gains if I do switch.

Thanks for the great service.
Read Answer Asked by David on April 26, 2019
Q: Hey guys,

MDT gets lots of love on here but seems to be losing a bit of steam. The chart is concerning and it appears ready to test the 82.50 mark. Do you continue to like it and how far are you willing to tolerate what appears to be a downtrend? Hold with conviction or is there a point you throw in the towel?
Read Answer Asked by Tim on April 22, 2019
Q: Hi 5i,
looking for health care related stocks (other than Drug companies) that pay a dividend and are good for a 10 yr hold. Please rank them in order of reference.
Thanks,
Earl
Read Answer Asked by earl on February 13, 2019
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