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Investment Q&A

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

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!
Read Answer Asked by Jean-Bernard on May 24, 2018
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.
Read Answer Asked by Domenic on May 21, 2018
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!
Read Answer Asked by Pierre-Charles on May 17, 2018
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