Investment Q&A

Q: Can I please have your thoughts and analysis on Thermo Fisher's recently announced Q1 results. Any comments would be appreciated. Do you see this stock as a long trem hold. Thank You.

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

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: Hello,

I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.

Could you please rank the stocks I've listed, and indicate if there are better choices.

Thank you!

Q: Peter; All the best in 2022- Covid free . Could you update your opinion on Thermo ? Thanks. Rod

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?

Q: Hello Team,
Could you comment on these two securities. Would you prefer one over the other. Are they too similar to own both.
Thank You,
Barry

Q: I need to add to my industrial and health care positions of my portfolio.
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back

Q: When comparing the two companies would you say there’s a lot of overlap in their businesses? Is one diversified enough in healthcare owning both and if not, which would you prefer? Also, could you recommend a few HC stocks that would compliment either? Thanks!

Q: What are you thoughts on thermo fisher for a long term hold. It seems like the magna of health care industry providing products for making drugs without the risk of drugs going of patent . They also make some drugs on limited runs for companies. How do these companies do in a rising interest rate world if that does come to pass.

Q: what are your thoughts on thermo fisher at current prices for a long term hold. I would like some health care exposure without drug specific concerns.
It seems to me that Thermo is the Magna of pharma and biotechs is that a fair comparison ?
As they produce all the products necessary and even produce drugs in small batches for some pharma companies.

Q: I am considering investing in this company. Can you please comment on the recently announced earnings. Do you like this company or is there another company in this space that you prefer. What type of return would you expect going forward? Thank You.

Q: TMO Can you please comment on this one, management, debt, p/e, competition ...?
Thanks

Q: Hi 5i Team,
Could you please rank the following in terms of growth and then once again in terms of safety. Are any of these companies expected to disproportionately benefit in a post-covid world?
FIVE, GNRC, MNST, QRVO, TMO

Thanks in advance,
Bob

Q: Hi, Do you have an opinion on Bio-Techne? Would this be a good candidate for some healthcare gowth? Would you suggest a nother name for the Biotechnology industry? I thank-you in advance.Sam

Q: TMO is a company I’ve always admired and I see it’s back to November levels. Is it an opportunity here or has an issue arisen? If good, is it a worthy compliment to ABT and ABBV which I own in the health care sector? Thanks

Q: In light of recent announcements about the potential for a COVID-19 vaccine and given the extreme cold temperature required for the product's storage and transportation, which companies will benefit in terms of providing equipment required and/or logistics for distribution? Is there an opportunity here?

Q: What are the - and - for Thermo Fisher?

Why does ISRG screen better for you?

Thanks for all your insightful work.
Mark

Q: I currently own both these 2 stocks for a 4% weight and have done well so far. I was wondering if I should sell 1 % of each and then buy MFST for a 2% weight. What do you think the comfortable weight of these 2 stocks should be? What % would you hold in a portfolio if 5i had a US portfolio? Do you feel that there is a better US stock than MFST for purchase at this time for a retired person?
Thanks

Q: Thinking about investment implications of this crisis. In a recent investigation by Assoiated Press it was reported that " The critical shortage of medical supplies across the U.S. (Canada?), including testing swabs, protective masks,surgical gowns and hand sanitizer, can be tied to a sudden drop in imports, mostly from China". Do you think there will now be a new emphasis on domestic manufacture and if so where might one find the companies that would benefit?
Thanks
Mike