Investment Q&A

Q: Hi 5i team

I have investments in LLY and LNTH. Which among ISRG/INMD/ILMN has better potential for a 10+ year hold? and why?

Best,
Matt

Q: May I have your current thoughts on the iShares U.S. Medical Devices ETF (IHI). After a tough three months and today's 5% dip would you consider it an opportune time to add for medium to long term investors, or is it better to let it find its feet first?

Q: I would appreciate your help with an investment decision.

I own Qcom and I’m down about 40%.

As you pointed out in answering a recent question the PE makes it look cheap. It’s got a decent dividend Howe.

However, it doesn’t seem to be or have any momentum,

Would I be better off selling QCOM and adding to either or both NVDA or Adobe both of which are up nicely.

Alternatively, would I be better off just buying an ETF for safety and diversification.

Thank you for your help.

Q: Hi 5i, I heard Bill Gross suggesting AGNC on CNBC what do you folks think about this ticker. Also curious of what you think of FIS as a investment. Your thoughts are apreisiated.

Q: Hi
What is so great about Nextera Energy. They have almost doubled their debt since 2018 from about 38 billion to 72 billion. They have been raising their dividend roughly 10% a year and not even coming close to earning it. Their FCF per share alone in 2022 was Negative .74 Cents, yet their paying out $1.69..
The 2 years prior was just as bad. The return on their assets in 2021 was only 1.44% and 2022 was 1.57%
Gord

Q: Good morning,

Now a few weeks after this highly anticipated IPO ARM holdings, would you look at this as a good play towards the Ai and global chips market.? How is this company and Nvidia connected if at all? What is a price that would be a screaming buy in your opinion? I own Nvidia already with a hefty profit, I was thinking to sell some and buy ARM just want to know who you think has better lift in this exciting space.
Thanks

Q: Good morning

Any reason you can see for a big up day yesterday and then a complete reversal down day today? Can't find any news for the up and down

Thks
Marcel

Q: I am an income investor in my 80’s, largely in large cap Canadian equities and with 30 percent in GIC’s. Approximately 5% in U.S. stocks through ETF’s. I feel that I should have a larger U.S. presence but lack the knowledge to invest in that market. Can you make a few suggestions, bearing in mind that preservation of capital is important?

Q: My Consumer Descretionary % is a bit low.

1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?

2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.


SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.

Q: I need to add to the utility sector. Is this a good time to buy?
Could you please provide 5 names and rate them in order of preference and why.
Would prefer U.S. exposure though Canadian is fine as well.
Thank you.

Q: Do you see interesting dividends stocks down that we should keep an eye on with potentiel harvesting tax-loss season coming? Canadian and US stocks with a good balance sheet.

I have been looking at dir.un, plc, ko and pfe

Q: who are the major competitors to FTNT?. what percent of FTNT revenue is recurring? how are FTNTs revenue divided worldwide? what is the degree of insider ownership? thanks Richard

Q: Two questions about the Veralto (VLTO) spinoff from Danaher (DHR) (I acquired 125sh as a result of owning 375 shares of DHR), in a taxable account:

1. Would you add to this VLTO position? (In general, per my previous experience, spinoffs are usually attractively priced in the first months following their creation, due to numerous shareholders disposing of relatively small numbers of shares received). Plus, I initially purchased DHR several years ago in large part due to its “water business” (now spun off as VLTO), and so am keen to continue to invest in this sector.
2. Do you know how a Canadian shareholder would account for these shares (in a taxable account)? It looks like my brokerage account has valued the spinoff at US$9631.25, and has not changed (at least, not yet) the book value of the DHR shares (US$113,231). In other words, would the spinoff just be considered as a one-time foreign income event (US$9631.25 or ~CAD$13,200, at ~1.37 exchange rate); sort of like a special foreign dividend, but without any withholding tax applied, with the cost basis for DHR unchanged (US$113,231) and US$9631.25 as the cost base for the acquired VLTO shares (with me paying tax on ~CAD13,200 of foreign income)? Or should this event be considered non-taxable, with the pre-spinoff cost basis of the DHR shares split proportionately between the two entities, DHR and VLTO (something like US$103,600 for DHR and US$9631.25 for VLTO)?

Ted

Q: Hi Peter and Staff

Have held this for several years up a bit down a bit now it’s down more than a bit . Do you rate this sell , hold or buy

Further would you prefer a long term investment in DXCM or WELL

Thanks for all you do
Dennis

Q: Hi, would you buying ZIP today? What does the future hold for this company. ?
Thanks. Alnoor

Q: Do you think any other suitors will come? If not, should you sell at offer price?

Q: Of the above health care stocks, could you rank from best to worst and indicate a good entry level for the top two. If you happen to have another better suggestion please rate accordingly.

Many thanks

Q: What do you think about taking a new position in Russell 2000 at this time? Dan Niles was on CNBC talking about how the index may outperform some of the big tech names. I am also considering a position in SPY and/or the QQQ. I tend to buy and sell stocks too quickly and my thought was to buy an index fund with a view to holding longer term so that I don't have to worry about individual names. Thank you,

Jason

Q: I doubt that a significant percentage of us will go on weight loss drugs and stop eating at McDonalds. More likely more of us will dine there to save some cost as things tighten. The stock is down and pays a nice dividend. Is it a buy in your opinion at this level for a 3 year hold or do you recommend averaging in gradually? Or would you avoid it altogether for some reason? Thank you.

Q: RDNT Is this company profitable? Do you see it as a buy, hold, or sell.