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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: Hello, what is your opinion of OneWater Marine that is dedicated to purchasing and operating top marine retail dealerships across North America ?

It looks like a promising roll up model in a fragmented market.

Thanks
Read Answer Asked by jean on April 25, 2022
Q: Hi group please what would be your 3 top picks along with brief explanation (in order of preference) in Canada + US regardless of sectors and risk.

2 nd question - We are in heap of trouble due to inflation +geo political concerns + and so on. Do you recommending selling some higher risk growth / Tech stocks into this weakness. Is it time to reduce stock holdings generally? I realize you do not have a crystal bowl but you comments are requested thanks
Read Answer Asked by Terence on April 25, 2022
Q: Hello 5i Team,

With the continued decline of stocks related to the semi-conductor industry (e.g. materials, fabrication, testing), is now a good time to buy for a 3+ year hold? Or should I wait for prices to settle?

Either way, could you please recommend 3 stocks for me to consider (not including NVDA, which I already own) and include a brief comment explaining each choice.

Thanks!
Read Answer Asked by Keith on April 25, 2022
Q: Which of goog or googl would you recommend purchasing for a cash account? Also jpm or bac. Also would you consider Microsoft as a reasonably priced stock for purchase now as well.
Ed in Montreal
Read Answer Asked by ed on April 25, 2022
Q: I bought the above stocks in my Margin account last year and I'm down considerably on both so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.
Read Answer Asked by K on April 22, 2022
Q: For US financials you have been positive (recommended) both MS and JPM in responses to recent questions. Based on long term safety, valuation and growth potential which of these companies would you buy today? Are they sufficiently different to split the position between them?
Read Answer Asked by Barbara on April 22, 2022
Q: Hello, what are your thoughts on Abbvie vs Anthem? I have recently purchased both but thinking about moving it all to Anthem as I heard that Abbvie will be losing its patent on one of its most successful drug in the new year. I am diversified, currently own Stryker as well. Thoughts?
Read Answer Asked by Neeraj on April 22, 2022
Q: Hello Folks:
How would you choose between: DE CAT and CMI?
Thank you so much
brian

Read Answer Asked by Brian on April 21, 2022
Q: I have some money in my RRSP and would like to buy some US stocks. Could you recommend your top picks you think are priced to buy now, which gives 3% or more dividend. Also any you would wait on, and what price point you would enter. Thanks so much!
Read Answer Asked by Pat on April 21, 2022
Q: Dear 5i team.

I'm trying to understand the impact of the recent fight between Disney and the State of Florida. What would you estimate the impact to be if Florida strips Disney of their special status to govern themselves. To be honest, I'm not sure if this will have any impact as it may be a zero sum game if the surrounding municipalities collect a tax to provide the services Disney does and pays for itself now? Is that too simplistic?

Appreciate your opinions.
Read Answer Asked by Arthur on April 21, 2022
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