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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: Will you please provide an update for these companies to your December 13, 2021 response?

Thanks very much,

Mike
Read Answer Asked by Michael on February 13, 2023
Q: I hold VIG and VTI in my RRSP account.

How much overlap is there with these? I'm trying to trim down the number of holdings I have and was thinking I could choose one of these.

If you were to go to one, which one would it be?

Thanks
Robert
Read Answer Asked by Robert on February 10, 2023
Q: About 2 weeks ago, Adam asked a question and 5i answered, as follows:

Q. Would now be a time to review ones stock holdings, maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?

A. We think it is too early to go all in on growth or add risks. While we think the overall outlook is positive, there are still plenty of challenges. .....We still wouldn't time the market with a cash call.....When doing a review, however, we would still focus on the fundamentals rather than the stock movements. We think high-quality growth stocks look good, and there is no need to keep or layer on extra risk when solid companies still remain cheap even after recent moves.

Two questions from me:

1. Two weeks is a mere blip in the investment time horizon, nonetheless with a bit of news (interest rate + market response, some earnings releases, etc,) do you have any further thoughts about the overall outlook for adding cash or more of a tilt to growth?

2. Can you list 10 high - quality growth names (Cdn or US) that fit your desired fundamental profiles, contemplated by your answer to Adam?

Many thanks for your excellent service.
Read Answer Asked by Leonard on February 10, 2023
Q: hi,
I own both GOOGL and CRWD. I am considering selling CRWD for a tax loss, and buying more GOOGL since the AI (or is is AU for artificial unintelligence?) chat thing mishap has driven price down more. question is do you think this is wise, or do you like CRWD as much as GOOGL right now? I am a long term investor, and certainly don't need to get (another) tax loss benefit. appreciate your thoughts, chris
Read Answer Asked by chris on February 10, 2023
Q: Good morning 5i. I appears that I am the first to ask a question about D-Wave. Quantum computing intrigues me but this looks like a sad story. The stock has gone from about $12 to $1 in roughly 6 months since initially listed. I watched the May 2022 webcast and my non-financial analysis view i.e., looking at body language, the team, etc. was not good.

What is 5i's view of any potential financial positive outcome, realizing that Mrs. Market has expressed deep concern. I don't own but would love to hear your analysis/view.
Read Answer Asked by Danny-boy on February 10, 2023
Q: For 3 years horizon, considering stability, valuation and growth potential, in which order will you rank them. In which order will you purchase them and why? Thanks
.
Read Answer Asked by Lucius on February 10, 2023
Q: I own these four healthcare companies but would like to reduce my holdings to three. How would you rate them from best to worse. I've done the best on UNH as I've held it the longest but in looking at a long-term chart it has the poorest returns of the four. They are all so different but what three would give me the best diversification? Look forward to your opinion. Thanks.
Read Answer Asked by Cheryl on February 09, 2023
Q: Please comment on earnings. I’m holding at a loss and don’t know whether to sell. Looks like a miss on this Q. The question is whether to hold and hope for a recovery. Thanks.
Further to my last question, do you think the sales miss is due to the economy or do we have to worry about customers not needing the apps service? Is the lower sales due to the economy or something more fundamental to the product? Thanks!
Read Answer Asked by Jason on February 09, 2023
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