skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have held MO for over 10 years. It's done very well for me - tripled in value plus dividends. But it's probably time to move on. Traditional tobacco product sales are declining rapidly (not a bad thing to be honest) and investments in JUUL and Cannibis are probably years away from potentially paying off. I'm comfortable with my portfolio make up except for healthcare, which i have no exposure to. I've been looking at ISRG, TMO, BSX and BDK. I'm leaning towards ISRG based on their balance sheet (lots of cash, very little debt),market position, and potential growth but it seems to be in the doghouse after an earnings miss last quarter and it looks expensive on a fwd P/E basis. That said I don't mind paying up for quality. Your thoughts on ISRG or maybe one of the other stocks I listed? Deduct as many credits as you see fit. Thanks in advance.
Read Answer Asked by Richard on June 03, 2019
Q: I currently own Cott on the US exchange and my PA states that I need to decrease my consumer cyclical and need to increase healthcare .I curently own TMO and thought I would sell Cott and buy more TMO as my weight in TMO is not very high. I would have a capital gain on Cott that I have to pay but in the longer term do think this is a good move?
Thanks

Read Answer Asked on April 30, 2019
Q: Hi 5i,
looking for health care related stocks (other than Drug companies) that pay a dividend and are good for a 10 yr hold. Please rank them in order of reference.
Thanks,
Earl
Read Answer Asked by earl on February 13, 2019
Q: I have read today the Morningstar Credit report. I own 10K and made 23% so far :-)
Their leverage scares me, gone much higher since your last opinion on TMO, while they only have 600 mill in cash. Can I stay or sh I sell out.
art
https://www.bmo.wallst.com/Morningstar/reports/credit?YYY2151_Ha1I7iDTdeyvMUHDXTiMgmP4NQOl73+jF+HF/Ua1yxpDiGutSHl+pRAFhU0ohs+G7aH7GFnB9ccKEtYVsYhJaMJwhdMT/w9w
Read Answer Asked by Arthur on January 10, 2018
Q: I would like to invest n the US healthcare and have been recommended to invest in TMO but since this Would be the only stock in the healthcare that I would invest in I think it might be better to invest in a healthcare ETF and have found IXJ and IHI and wonder if better to invest in an ETF or ok just to invest in one US healthcare stock? If an ETF which one would you prefer?

Thanks
Read Answer Asked on July 12, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!