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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: CAN: NTR, AEM, LUN, CCL.b US: BHP, RS, DOW, LYB, IP
Hi 5i,
I'm looking to make the material sector within my portfolio better. Can you please help me by ranking these companies for me and maybe let me know if something isn't needed or something should be added to give strength and diversification. Truly appreciate your service.
Regards
Read Answer Asked by Mark on March 23, 2022
Q: This was one you had liked in the past, and certainly with tightness continuing with chips, and therefore reduced new automobile supply, this used car auctioneer I thought would have held up better in these volatile markets. Are you still as keen on this one, or would you use this holding as a source of funds for other ideas. Essentially, is it a 'soft' hold at this point?

Thank you as always...
Read Answer Asked by Warren on March 22, 2022
Q: Hello, from looking at the long-term chart of Sherwin-Williams, it appears that this a compounder stock with a good underlying business. Since you last commented in January, the stock has had a bit of a pullback. Any updates on your broad thoughts around valuation and prospects for the for the near-to-mid term (1-2 years), and whether you like this name?
Read Answer Asked by Al on March 22, 2022
Q: What is a solid level of free cash flow a company should deliver and what are your favoured 5 stocks in each of Canada and the US with high free cash flow? Thank you.
Read Answer Asked by Michael on March 22, 2022
Q: The Trade Desk presently has sales of 86% in North America and 14% in international. The president believes that in the long run, international will become a bigger part of the overall revenues which is promising.

On the other side I see a strong growth in stock base compensation every year. In 2018 there was around 424 M of stock and now it is more than 500 M. No acquisitions were made to dilute shareholders and there is no buyback at the moment. They could put one in place in the future since they have 1 B in cash and no debt.

I know that stock base compensations is a way to acquire and retain strong talents but do you believe that it is bad for us as shareholders ?
Read Answer Asked by jean on March 22, 2022
Q: Can you please give me your recommendation on a defence stock or stocks that you like at this time when many countries will be increasing their defence budgets. Thank You.
Read Answer Asked by Brian on March 22, 2022
Q: Hi team. I was fortunate to add to my Nvdia position at $219 a couple of weeks ago. Nvdia has now grown to 7% of my investment portfolio (stocks) and 6% of my total portfolio. I know you can’t get specific with weightings. I do see you typically trim your balance model portfolio around 8% when a winner runs.

Thoughts on how you decide to trim a winner and when?
Read Answer Asked by Don on March 22, 2022
Q: Hi Everyone! What do you think of Warren Buffett’s pending purchase of Alleghany? It is my impression that a certain portion will be held in the Berkshire B fund which I already own. Would it be worthwhile to purchase a few shares of Alleghany separately?? Cheers, Tamara
Read Answer Asked by Tamara on March 22, 2022
Q: Good morning 5i

I am wavering between these two. I already own some abbivie. But I hesitate because it has shot up recently. I know you favour it. But I have seen several people lately, today Brian Acre, leaning towards bmy. Here is the reasoning of one such person:

The company has a strong pipeline of new drugs, but also a lot of patent expirations for its big existing drugs coming up, which means the company has to effectively rotate its portfolio of revenue-producing drugs in the coming years. To offset that risk, it is priced very cheaply, with a single-digit price/earnings ratio and a solid dividend yield. I think the current price offers a good accumulation zone.

I am wondering about your different approaches. Would it be that you favour growth more and they are looking for safe income?
Thanks as always
Read Answer Asked by joseph on March 21, 2022
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