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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: Considering the adverse effects of COVID-19, many specialists in the medical community are using online technology for appointments for there patients. What thoughts and recommendations might you have related to this statement in a PR Newswire release and the specific companies named?

"Global Telehealth Market 2020-2024 The analyst has been monitoring the global telehealth market 2020-2024 and it is poised to grow by USD 95.72 bn during 2020-2024, progressing at a CAGR of 25% during the forecast period. .... American Well Corp., Cisco Systems Inc., Doctor On Demand Inc., Enghouse Systems Ltd., General Electric Co., Honeywell International Inc., Koninklijke Philips NV, MDLIVE Inc., Medtronic Plc and Teladoc Health Inc."
Read Answer Asked by David C. on April 01, 2020
Q: I am interested in the performance of these 2 stocks before and during the current conronavirus environment.
I would have thought that AYX would have fared better, since it has about 3 time the market capitalisation. I acn't articulate the other factors which have given me a gut feeling that AYX was inherently stronger. But KXS seems to have held up better.
Grateful for your insights on the comparative recent performance of these two.
Read Answer Asked by TOM on April 01, 2020
Q: please list in order of preference your favourite 5 Canadian technology companies with strong balance sheets.
Read Answer Asked by richard on April 01, 2020
Q: Just wondering your general opinion on these 4 stocks that were rated 5 stars by Morningstar. Do you think any of them are interesting and how would you rate them. Thank you
Read Answer Asked by Meghan on March 31, 2020
Q: Hope everyone at 5i is doing well in these times!

I have been sitting on mostly cash in my RRSP/LIRA and would like your recommendations on the best ETFs to consider for my full US and International exposure. All of these would need to be listed on the TSX as I am purchasing in CAD $. While I know you prefer non-hedged, I’d greatly appreciate if you could explain benefits/workings of hedged vs. non-hedged considering the current environment. And provide ETF recommendations for each.

I am looking to achieve a balance of diversification, reasonable MER, minimizing any withholding tax while optimizing the potential in market recovery. For US, I would like to have a technology ETF, health care ETF and a broader spectrum ETF – but also open to ideas. Also, looking for recommendations on International – one broad ETF or perhaps that and a mix of ETFs. I recognize there can be overlap (e.g. between a tech and broad sector fund), so if you can give me a sense of the degree of duplication that may be present in your recommendations. Perhaps going heavier on tech right now could be a good thing.

While I started off thinking ETF selections would be relatively simple, in reading various Q&A there seem to be many important considerations - your assistance is appreciated. Again, all of these are being purchased in RRSP/LIRA accounts with the goal of optimizing my returns over a 10 year window.
Read Answer Asked by Loretta on March 30, 2020
Q: In this market, is Absolute one to worry about. Is the dividend covered? Do they still have lots of cash? If there is a possibility they will cut the dividend, I dont want to see my investment cut in half with no dividend and I will bail now.
Read Answer Asked by Helen on March 30, 2020
Q: Hi Team! As more more and more people are working from home, cloud based software companies, cyber security companies will benefit as I think this will become a new reality as companies realize they can save money. In Internet communication and hardware companies out there that will see an increase of their services and products are there any names you would recommend? I thank you in advance. Sam
Read Answer Asked by sam on March 27, 2020
Q: I believe it in the last year or so has not been one of your favourites, however I have held GIB.A for a long time and it has been a stalwart; I (unfortunately) added a significant amount last year. In the last few weeks it has decreased a lot, more than many other tech names. I am still not sure why; any comment about that? I was attracted to the idea of harvesting a tax loss and migrating to another position (eg KXS) but since the drop in GIB.A has been much larger, does it have more potential upside than KXS which is not down as much? Thanks.
Read Answer Asked by Leonard on March 27, 2020
Q: Just to alert your readers: there seem to be two Zoom's out there and one of them was a penny stock that has some pretty wild and expensive trading. You've been correct in noting that ZM is the correct one. Do you think ZM is currently too risky for this market? A lot of companies seem to be using Zoom for online communication, and it seems to work pretty well.
Read Answer Asked by Ed on March 23, 2020
Q: Hello Peter and Team,

Thank you for your helpful guidance during this unprecedented turbulence. I know you've liked Docusign in the past, but do you like it even more now? Would it be a stock that potentially plummets after the virus is controlled, or would a raft of new users adopt it for the longer term? Any thoughts?

Brad
Read Answer Asked by Bradley on March 23, 2020
Q: Hi,
A question about this company was asked to your team sometime in January and you mentioned that it was an expensive stock at that time, based on certain metrics.
Since then, DT has fallen significantly but I was surprised that on Friday (March 20th), it bucked the trend and closed up over 9%.
Has the stock reached a point whereby it is now cheap?

Your opinion is appreciated.
Read Answer Asked by ilie on March 21, 2020
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