Investment Q&A

Q: leaving out reljq, photon and box which i own lots of what is your single favorite small cap from now until year end.i know you do not like a timeframe but the risk is on me. dave

Q: In my TFSA I am thinking about swapping VMD for some additional shares in GUD. Do you think this switch makes sense as I try to keep my TFSA growing?

Thanks for your great service.

Bob.

Q: Guys I know you are not especially U.S. - focused but what do you have to say about gene editing and the companies involved including CRSP, EDIT and NTLA.

Thank you

Kim

Q: Hello 5i, what is your opinion on theses three companies for a 2-3 year hold? Would you invest in any of those? If not, do you have a better suggestion in the small cap area? Does not have to be in pharma/life science. Thanks for the great service!

Q: Given the recent news implying double the current revenues over the next three years what is your estimate of earnings for these years, and what would be your assumptions with respect to this development

Q: What is your outlook and recommendation on CRH. Thank you

Q: I have a small position in PFE (about 1%), and I am interested in increasing my position to about 2%-2.5% by selling off a similarly-sized position in BAC. My portfolio has about a 10% weighting in financials, while I only have about 4% in health care, which is why I wanted to make the shift. My question is whether I am better off simply topping up my PFE position, or selling PFE as well as BAC, and using the proceeds to buy either JNJ, MRK or GSK. I prefer to stay with larger cap names, and in this particular case, I am looking at US names exclusively. If you have another larger cap US name that may be worth considering, I would be very open to suggestions.

As an aside, I also have a 3% position in GUD which I plan to keep for the longer term.

Thanks so much for your time, and I look forward to your response.

Q: I have Gud in my TFSA, I want to sell GUD and buy Rht or Agb? And do you prefer rht over agb? Are they good entry level ? Your thought please, thanks always.

Q: Would you recommend RHT at this level? Thanks

Q: After announcement of $100m contracts on May 7,COV jumped from $3.67 to $7.50 before declining to $6.15 today.Please give a estimated value.Is this a good entry point?Txs for u usual great services & opinions. Looking forward to seeing Ryan on Market Call on May 24

Q: Which would Fantastic 5i prefer to buy now? Thanks.

Q: Good afternoon:

Your opinion on this company.
Is it time to buy?

Thank you

Mike

Q: I have a question regarding SIS's dividend. Maybe I am mistaken, but most ''growth by acquisitions'' type of companies usually either pay a small dividend or no dividend at all. CSU, ATD or GUD/Paladin come to mind. The logic being that more value is created by investing the money than giving back directly to shareholders. SIS, on the other hand, pays an high dividend that has been growing quite rapidly in the last year. What is your opinion on this? Have you ever asked them why they pay this amount of dividend or have they ever explained it? I understand they usually sound quite confident in the future but still, I am curious.

Thank you!

Q: comments on recent financial data for Prometic Life...
any hope for a reasonable recovery of stock price?

Q: Could you please comment on the results? Is this stock dead weight?

Q: I've noticed that the CEO and CFO of Savaria have 'direct ownership' of a small number of SIS shares but a very large number as 'indirect ownership'. Can you explain the strategy and implications? Also if their ownership is through a parent company, which one?

Thanks
Dave

Q: Do you know of any reason for today's strength in phm?If a good time to sell with a gain,do you have a recommendation for a high risk replacement?

Q: Would like your opinion on Viemed Healthcaye Inc.

Q: Good surprise to see SIS up $1 on 5/11 after "so so" results.Any reason?Txs for U usual great services & views

Q: I'm thinking of dumping GILD and replacing it with ISRG. Is GILD worth holding on to at current levels?

TIA!