Investment Q&A

Q: Is there something to replace WELL in the Healthcare sector in Canada or US, ETF inclued?

Q: Dear 5i
From my readings it appears that LLY,ABBV and UNH would be your favourite healthcare stocks and in that order . Would you agree ?
Between my wife and i we have 3 RRSP accounts . Would you recommend putting the number one healthcare pick LLY in all three accounts or maybe LLY in one account , ABBV in another account and UNH in the third account ?
The same applies to DOL and ATD which seem to be your favourite consumer staples stocks . Earnings forecasts look better for DOL but ATD is liked a lot as well though ATDs earnings forecast isn`t as good as DOL .Do i put DOL in all three accounts or and DOL in one account and ATD in another and a combination of both in the third account ?
Please deduct credits accordingly .
Thanks
Bill C

Q: Which US health insurer is your favourite for LT investment? If there is a different one that you all like, plse indicate and why.

Q: Can you give me a couple of names of direct competitors to United Health.

Thanks Valter

Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.

Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you

Q: I would appreciate if you could provide me with the following for United Health.

REVENUE {LAST FISCAL YEAR}

NET INCOME {LAST FISCAL YEAR}

EPS {3X TRAILING YEARS}

Q: UNH is my only US healthcare name. Could you please suggest 2 other names to add today with a balance of growth and safety. Thank you.

Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.

Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?

Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you

Q: Hello, I saw that there are seven new CDRs from CIBC: Verizon, McDonald's, Nike, Starbucks, Coca-Cola, United Health, and Cisco. Without going into the CDRs versus buying on American exchanges debate, I am curious to know if some of these stocks are worth buying today, which ones, the reason why and in what order (from most compelling to least)., presumably for a 5-year holding period. Thanks.

Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.

Q: Hello 5i Team,

With the continued decline of stocks related to the semi-conductor industry (e.g. materials, fabrication, testing), is now a good time to buy for a 3+ year hold? Or should I wait for prices to settle?

Either way, could you please recommend 3 stocks for me to consider (not including NVDA, which I already own) and include a brief comment explaining each choice.

Thanks!

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: Thoughts on Humana sell-off and is it a good buying opportunity? Would you favor UNH today? Longterm hold, registered account.
Thank you!

Q: In recent responses to questions regarding recommended health care posotions you like: ISRG,SYK,MDT,ABBV. I have a full position in UNH. Would you suggest a change (no tax implications) i.e., is there anything wrong with UNH is your opinion? Thanks again.

Q: My virtual 'conservative growth' portfolio has the above 10 stocks in equal wights. What two stocks would you add to round it out please? Please assume that I have 45% outside of this portfolio in fixed income. Are 12 stocks enough in your view? I know there are many factors but please answer the best that you can ... maybe assume it is you.

Q: Hi can you recommend some healthcare etf funds that trade on the NYSE or NASDAQ, I need exposure in this sector, looking for:
1. Growth based funds with some dividend income
2. Dividend income with lower volatility

Thx!

Q: Good Morning Peter & Team,

On November 3rd subscriber Peter' asked;

"Top USD stocks for dividend income please."

Your answer offered a number of suggestions all of which indeed generate good dividends but offer minimal (for the most part) in the way of capital gains.

Can you please tell me how your answer might have been different if the question had asked for;

"Top USD stocks for dividend income which have the potential for good growth/capital gains moving forward please."

Thanks for all you do

gm