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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: Hi team,

Grateful if you could provide a list of what you see as the best canadian and the best U.S. blue chips at this time for building a solid portfolio with a growing future. It would help to know what guided your choices.

Deduct as many credits as you see fit.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 02, 2024
Q: Thank you for answering my earlier question on the screening criteria for Options. Your customary comprehensive and measured answer has an inbuilt framework for an article by itself! Your words of caution is appreciated.

Using the criteria that you have outlined in that answer i.e. Mkt cap 10 B+, Good cash position and sales and earnings growth, positive cash flow and reasonable volatility and momentum, can you give me 5 stocks for writing covered calls?

Where I get stumped is that some good companies give paltry premiums! Hence this question!

Always appreciate your insight.
Read Answer Asked by Savalai on April 02, 2024
Q: Based on my TD Webroker Analyst ratings, ANGIE STOROZYNSKI and Analyst with Seaport Global has a 4.5 star rating as a result of her PERFORMANCE WIN-LOSS RATE
84 Out of 128 Successful Ratings(66%) and an Average Return Per Rating
+12.0%

Now I know generally we're not supposed to take analyst ratings that much into account with maybe the exception of "..are the analysts ratings trending up or down".

Is that the theory I should be be taking with analysts ratings? What's 5i philosopy on analysts ratings and do you take note of any prominent analysts in the investment field?

Those questions aside Neil Kalton from Wells Fargo with a similar rating but an average of half of Angie's came out with a rating for Nextera Energy NEE on the same day as her. His is for a target price of $85 and hers is for $44. It seems mind boggling how two analysts can have both and upside of 30% percent and a downside of 30% on the same stock on the same day being the most recent analyst opinions on the stock??? What is your price point for NEE today, Is it a buy, sell or hold. What price would you get in at because I'd like to average down on the position I have on it now. Thanks for the help to clear things up.

Hope everyone has a good Easter Weekend.

Cheers


Read Answer Asked by James on April 01, 2024
Q: In your response to Peter this morning you stated that you "think investors can always hedge against the depreciation of US dollars" and you go on to give some examples of how that can be done. Would you consider owning hedged ETFs and CDRs to be another option to hedge against the depreciation of the US dollar? Thank you.
Read Answer Asked by Dennis on April 01, 2024
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
Read Answer Asked by Ahmed on April 01, 2024
Q: Hi 5i Team - Could you provide an update on Intellia, its balance sheet including cash on hand for R&D and day-to-day expenses, as well as insider holdings. Could you also comment on its potential over the next couple of years including info on its third stage trials for new technology which targets mutated genes. It was a top pick on today's (Monday's) Market Call. Thanks.
Read Answer Asked by Rob on March 28, 2024
Q: I own Shockwave, which popped following the news that they’re in talks with Johnson & Johnson to be acquired. I know Boston Scientific showed interest last year. There’s no offer yet and I’m not sure of the best course of action at this point. Is it realistic for the stock price to keep climbing? Any general guidance?
Read Answer Asked by Brendan on March 28, 2024
Q: Which US industrials represent the best combo of dividends and growth potential? Thanks
Read Answer Asked by alex on March 28, 2024
Q: Is there a way to short DIGITAL WORLD ACQUISITION, the company that has acquired Truth Social?
Read Answer Asked by Philip on March 27, 2024