Investment Q&A

Q: I have a 2% position (of overall portfolio) in Savaria, and up until I looked up its sector classsification, I had considered it to be in the healthcare space, given it is in the business of improving accessibility for those who are physically challenged. As per the Yahoo! Finance portal, Savaria is listed as an industrial company. This investment is held in a RRSP account, so capital gains taxes are not a concern.

My questions are as follows:

- Is it reasonable for me to continue considering this as a healthcare investment, due to its target consumer base?

- Using a long-term (at least five years or longer) time horizon, would you be able to name any other potential companies of interest in the healthcare sector in both the Canadian and US spaces which I could target as potential replacements? The availability of a dividend from a replacement investment would not be a requirement for consideration for me: I am primarily concerned with total return over a longer time horizon.

- Of these companies, would any of them serve as probabilistically (given there are no guarantees in investing) better investment vehicles given the time horizon I have provided?

As always, I appreciate your time, and I look forward to reading your response. Thanks so much!

Q: How about buying this high multiple stock in this market. Is it still the leader in it's field.
Need to buy 2 stocks in healtcare. One growth one income. PFE is around 52 week low with a 4.1% dividend.
Would like to know your favorites at this time.

Thanks for your support in these uncertain times!

Q: PFE’s stock value has been declining. Do you have any insight as to what cause that?
Thanks,
Roger

Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.

Q: Pfizer is very weak over the last month or two. Any reasons other than maybe some market repositioning? Thanks

Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris

Q: I would like to add to my CDR holdings of either PFE, ABBV or UNH. I am leaning towards PFE since it's price has been down lately and it has a decent yield. How are CDR distributions treated for tax purposes, are they considered to be Canadian or US equities?
Thank you.

Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?

Thanks.

Q: RSP account, new position. 10-yr + hold. Don’t know whether to buy individual stock for nice dividend, or ETF for diversification. Thoughts?

Q: Hello, if today you had to choose just one between Eli Lilly and Pfizer which one would it be and why? Thank you

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: 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: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?

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: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James

Q: Hi 5i
PFE ($49.36) has had a nice run. Any worries of a backlash against them as we all keep getting jabs and yet keep getting COVID? The virus mutates faster than they can come up with new vaccines. Will investors start to worry that this giant boost to revenue may disappear?
-And side question-how have your portfolios fared this year? Just curious since you don't own any Canadian stocks, have you managed to avoid major declines?

Greg

Q: Hi 5i Team,
Pls give your assessment on Pfizer, this stock looks very cheap with a very low p/e and 3% plus dividend. what do you think of this company going forward, is it a buy, hold or sell?
Thank you for your help as always.

Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?

Q: Hello 5i,
It was suggested that MMM is not going anywhere soon, but yet it hasd over 4% yield. As a value investor is it time to let it go, noting its problems or kept for yield? I f let go, would you please suggest a replacement with good yield.
Thank you
Stanley

Q: What you recommend staying with Abbvie? Like the dividend but down on stock price. Is there another health care or other US stock with similar interest rate? I have a v concentrated portfolio. Thx so much.