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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: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.
Read Answer Asked by Michael on April 27, 2022
Q: I have some money in my RRSP and would like to buy some US stocks. Could you recommend your top picks you think are priced to buy now, which gives 3% or more dividend. Also any you would wait on, and what price point you would enter. Thanks so much!
Read Answer Asked by Pat on April 21, 2022
Q: Hi, can you suggest some names in Biotech sector with 3-5 year time frame.
Read Answer Asked by Harpinder on April 21, 2022
Q: What would be your Fav health {large cap} care stock for a longer term hold.
I do not currently own any health care stocks or ETFS.

Thanks Valter
Read Answer Asked by Valter on April 20, 2022
Q: Hi group need to get a bit more defense (I am retired) I am thinking recession is coming. Health care and consumer staples make sense do you agree? Presently I have $25,000 to invest in my TSFA..am thinking WMT, DOl, might fit .In consumer staples I already own Cost, L, PFE, Can you please give me your 3 top picks (in preference order) for for Health care + Consumer staples Mega Tech thanks
Read Answer Asked by Terence on April 09, 2022
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,
Read Answer Asked by Martin on April 06, 2022
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
Read Answer Asked by Leonard on April 05, 2022
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
Read Answer Asked by Dennis on March 30, 2022
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.
Read Answer Asked by Gerry on March 29, 2022
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 !
Read Answer Asked by Nhung on March 28, 2022
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
Read Answer Asked by JOHN on March 28, 2022
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.
Read Answer Asked by Michael on March 15, 2022
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,
Read Answer Asked by Ed on March 11, 2022
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



Read Answer Asked by Gordon on March 07, 2022
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
Read Answer Asked by Dean on March 03, 2022
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
Read Answer Asked by John on March 01, 2022
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
Read Answer Asked by Terence on February 14, 2022
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?
Read Answer Asked by Gerry on February 08, 2022
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
Read Answer Asked by Don on January 14, 2022
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