skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Can you provide a list of a few microcaps, smallcaps, both us/cdn that could rocket up with a recovery in the economy. Thanks 5i for all you do
Read Answer Asked by Geoff on January 12, 2023
Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.
Read Answer Asked by Arthur on January 11, 2023
Q: We often see conflicting analyst opinions, but ratings of MDT seem to be on one extreme or other. For what it’s worth, MDT appears on various lists of “best stocks for 2023”. And just this week, Barrons carried this story: “ Buy Medtronic Stock. Shares of the Dividend Aristocrat Look Attractive” (January 2). This morning RBC-DI downgraded MDT from outperform while CFRA maintains a Buy. Both RBC-DI and CFRA seem to reasonably good track records. I have held MDT shares from multi-year highs all the way down to today’s miserable level. (Tax loss not useable).

I have previously asked you about MDT and possibly others here may have done so too. Would you care to take a side in this frustrating debate with your reasons? Thanks.

Read Answer Asked by Adam on January 10, 2023
Q: Could you provide any information/prospects on the above stock? Thanks.
Read Answer Asked by Michael on January 10, 2023
Q: Asked by Doris on January 09, 2023
5I RESEARCH ANSWER:
We are not big fans of the staples sector overall right now in the US. It has fared decently over the last year but valuations are at the higher end now, as growth should moderate alongside inflation. Also, now that bonds offer more attractive yields, we think the relative attractiveness of staples is lower than it was a year ago (more safe alternatives for stability and yield now).

We think it is difficult to be too hard on COST though. Overall, we think staples names in Canada look a bit more attractive due to what looks like lower valuations on average. In Canada, we think PBH, ATD and NWC are worth looking at.

this is an answer you gave regarding staples . would you feel the same eay about hwalthcare stocks, such as gilead, etc
Read Answer Asked by joseph on January 10, 2023
Q: It's time to add to my TFSA. I own ADBE, GOOG, AAPL, NVDA, PYPL, QCOM, CRM and TOL in this account, where longterm growth is the investment objective. Should any of these be switched? Please recommend replacements if so and ignore sector/market cap considerations. I wish to add to either NVDA or PYPL, which of these should I add to? Deduct as many credits as required. Thanks, and wishing you all the best for 2023.
Read Answer Asked by Walter on January 10, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!