Investment Q&A

Q: We are selling our house and will be renting a condo instead, so I’ll have 500k to put in the stock market. My current portfolio is mainly Canadian dividend stocks and bonds, providing me with plenty of retirement revenue. I am light on non-Canadian stocks and was looking at buying the above-mentioned stocks for a long term holding period (10+ years). Do you have issues with any of these stocks, and if so, what are those? I happen to be a customer/user of these companies, except for PFE. thanks,

Q: Hi
In a past question I was provided these US stocks to purchase: VZ, DUK, GILD, ABBV, O. I was looking for: low to moderate risk and high dividend yields I am again looking for another 5 to 7 stocks with similar criterion. As I am trying to build a US portfolio, please provide some diversification suggestions as well. Thanks, Len

Q: Pfizer looks attractive from a valuation and dividend perspective, but what is your opinion of their pipeline? Anything coming off patent or any promising drugs coming that would affect the top line? Thanks!

Q: Hi Peter and Staff

Looking at my health care basket, I have a couple of losers in it VEEV and VTRS.

I have had losers I regretted selling and losers I wish I had not wasted opportunity cost on.......I am fine doing either....Do you think the risk/reward of selling either or both of these to top up ABBV,PFE,SYK or JNJ would be a good move in the long run ignoring how many positions I have or should I hang on. If a sale is suggested which order would you top up the 4 stocks mentioned.

Thanks for all you do
Dennis

Q: What is your current view on Bausch Health Companies? It looks like a good price now. Or, would you prefer any of other names in health care now such as PFE, LLY or JNJ? Already hold ABBV and MRK.

Q: Hello 5i team,

Need an opinion on resizing my healthcare investment.

I hold GILD, ABBV, PFE in our portfolio; ABBV & PFE are doing well while GILD is barely breaking even. Your thought in replacing GILD with JNJ or go to IHI - a medical devices ETF.

Thank you !

Q: Hi Folks,
I've held GILD in my TFSA now for a couple of years and I'm down 27%, time to let it go. I also hold ABBV, PFE and MDT all performing well - can you suggest a replacement for GILD - looking for a company paying a dividend with some growth. Appreciate your suggestion.
Thanks

Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.

Q: Peter and Co, I have some concerns about the future of AbbVie after Humira comes off patent. Is there a similar biotech company that you would recommend as a replacement?
With appreciation,

Q: Hi 5i We have $65000.00 in cash in an RRESP account. The funds will not be used for 7 years. We are looking to get back into the market. May we have 5 Canadian and 5 US suggestions. Thanks

Q: Hi 5i,
Hope you are all well.

My wife's portfolio accounts (RSP,TFSA,CASH) on a consolidated basis show the following asset allocations by % sector type:

Tech --- 38%
Telec -- 0%
Financ - 4.6%
Cons --- 6.8%
Mater -- 0.6%
Reits -- 1.8%
Energy - 3.8%
Util/Pip - 4.0%
Indus --- 2.6%
Health - - 0%
CASH --37.8%

Obviously, quite a few glaring gaps to fill ... could you please suggest some top of mind positions in the key underallocated sectors that would provide a more rational and balanced portfolio thesis.

Thank you very much,
Dean

Q: I notice BHVN made a deal with PFE recently. Their stock has dropped since and was wondering if you could shed some light on why, I would have thought it would have been positive for them.
Generally what are your thoughts on BHVN as an investment?
Thanks John

Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

Q: I currently hold Abbvie and PFE in our portfolio. I'm looking to add another in the healthcare sector, such as Eli Lily, Merck or Danaher. Do you have a preference among thee to add or another?

Q: I would like to add more healthcare to both my Canadian and US portfolios. I am OK with ETF's, or, good stocks that you like. I currently own small positions in NBLY and WELL, so I would be looking for something outside of those two companies. My timeframe for the investment is long-term (10+ years).

Thanks in advance

Q: I have some extra USD money from a small US pension that is used for going to Florida in the winters. Since we have not gone in the last two years, I would like to put some of it in our TFSA. My questions are, if I buy say TD on the NY stock exchange would the dividend in US dollars be subject to 15% withholding tax. Could you please give me several companies I could buy into if this is true. Could you also give me several US companies or ETF's that would give me a dividend and hopefully growth for a long term hold. Thank you for all the help I get for being a member. Gary

Q: Happy New Year to all. With the new pill to help people with Covid 19 do you feel PFE will continue to rise or at least hold steady? The variants may be with us for awhile!
Thankyou for a solid year and here's to a HEALTHY 2022

Q: Happy New Year from Panama!

I will be receiving RRIF payments at the end of each month going forward.
My question to the team is could you please give me a couple of US and CDN stock ideas? looking for safety of principal, with some growth,and monthly payouts? or quarterly?

Thanking you in advance

Stephen

Q: I am underweight in the Healthcare sector with only a 1.5% holding in Well. Could you suggest US and Canadian securities which would be suitable for a solid performing “ core” holding?

Secondly, I am down 39% in WELL. Should I have any concerns picking up additional shares at this level?

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,