Investment Q&A

Q: If inflation does continue can you give names of companies that i may want to hold and company's that i should not hold in different categories? Thanks, James

Q: On 8/23 FDA gave final approval to PFE re vaccine,and PFE announced acquistion of Tril for $2.26B. Initial spike to $51.36 high,but been dropping since then to close at $46.04 today.Meanwhile C Wood has been buying. Is this a good time to buy? Txs for u usual great services & views

Q: What do you prefer?
Pfizer
Moderna
Biontech

Q: Hi Folks,
in my RRSP account I have PFE and ABBV - I am thinking of selling some PFE and adding to ABBV to bring each weighing to 10%. Currently 14% and 7%. Would you recommend ABBV over PFE at this time?
Thanks

Q: Hello Peter and Staff
So I am a slow learner and a bad listener.....in order to add AND to my health care basket, Chartwell is gone.......I did not feel like adding $ for $ so have some of CSH proceeds left to top up a position or 2 in my basket....Please list 1, 2 ,3 in priority of your preferences above and if you see any you would not advise be kept, please say so and why.
Thanks for all you do
Dennis

Q: Hello 5i,
With all the recent changes at AT&T is it still a good hold? I've had it for a number of years and am still about level. The dividend has been good which helps but less now.
Thanks for your excellent service.
Greg

Q: Hi Folks,
I currently own the following in my RRSP account (weightings in brackets ) - PG (4%), TD (13.5%), BNS (10%), MFC (3%), ABBV (6.5%), PFE (12%), BCE (14%), T (14.5%), AQN (6.5%), BIP.UN (6%), and ENB (6.5%).
I want to reduce my exposure to TD, BNS, BCE, T and PFE to bring them in line with the others - can you suggest some names that will complement the portfolio, keeping in mind I am looking for Income with some growth - long term hold.
Thanks

Q: Would you recommend to buy pfizer now?

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: i have held this for about 5 years and it has basically done nothing despite all the promises from management for change/consolidation etc. Would you support continuing to hold or am i better switching to a better growth name. i am retired so i like a bit of income in addition to share price appreciation. i already own ABBV and MDT and do not want to add to these positions. i am better off in Merck or PFE?

Q: If one believes in the potential importance of mRNA therapies to the future of human medicine in applications beyond COVID vaccines, which company would stand to benefit the most? Which are likely to benefit the most in the short term from COVID vaccines, or is this "baked in" for most already? Deduct points as needed and thank you for your excellent service.

Q: Hi Group I am presently light on Health care (GUD - HMMJ - Doc) total is 2% of my portfolio) can you suggest a couple of etfs + Stocks to balance my portfolio . I believe health care is a must own sector do you agree Thanks for your guidance

Q: Haven’t seen a question since January. MDRA looks over sold and the stock has just issued a possible early technical buy signal using scholastics. More importantly this mRNA technology got another “shot in the arm” with the latest data indicting that they may work by STOPPING transmission not just mounting an immune response to decrease the course f the disease while you remain contagious. How well funded is MRNA. How is their free cash flow and their debt load. This technology keeps getting more and more exciting. Malaria, the common cold, HIV, etc!! And if is better maybe even influenza?
For the science geeks: Impact of the COVID-19 Vaccine on Asymptomatic Infection Among Patients Undergoing Pre-Procedural COVID-19 Molecular Screening
Aaron J Tande, MD, Benjamin D Pollock, PhD, MSPH, Nilay D Shah, PhD, Gianrico Farrugia, MD, Abinash Virk, MD, Melanie Swift, MD, MPH, Laura Breeher, MD, MPH, Matthew Binnicker, PhD, Elie F Berbari, MD Author Notes
Clinical Infectious Diseases, ciab229, https://doi.org/10.1093/cid/ciab229
Published: 10 March 2021

Q: please provide me your best 4 income plays in both
Canada and USA, thanks, retired seniors mid 70's.

Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks

Q: How come PFE is muddling along despite having one of the top covid vaccines? How much of their revenue/growth does it make up - or are they just too massive to it to move the needle? What's PFE's growth outlook and valuation?

Q: Could you list a few companies (in Canada/ U.S.A) from each sector that may benefit if inflation catches hold and supercedes target rates set by their central banks?

Art

Q: I am looking for some ideas on how to strengthen my healthcare holdings. I have a small position in BMY, and a full position in WELL. Present asset weighting is 3% of my portfolio.
I have room in registered and non registered.
Looking for quality, slow and steady, dividend paying, Thank you.

Q: You have not fallen out of love with PFE. Neither had I , but my feelings for it have been getting very wobbly lately. I have had PFE for many years and still show a loss. Shares continue to decline, now at a faster rate it seems. Although several PFE drugs are going off patent , but I understand PFE has a good pipeline of promising new drugs. Is this why you love it so? Nevertheless, I would now admit defeat were it not for your very positive view of the company, which has encouraged my already biased positive regard. I am however now running out of excuses for holding on to this otherwise great company. I would therefore love to know what YOU regard are the catalysts for PFE going forward. Those catalysts seems to be things I have missed completely.