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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 you give me 3 stocks you believe would earn 10% gain per year that have outdone them selves year after year? Not sure if they exist, thanks
Read Answer Asked by Ziaad on January 31, 2022
Q: CSTL has doubled their sales force, advanced commercialization of its flagship DecisionDx-Melanoma test, and they acquired Cernostics - an early-stage diagnostic company, plus they have $300 mil in cash. The stock price is off 70% on a company that looks to have sold fundamentals. Could I have your assessment of this being a buy scenario?
Read Answer Asked by Harry on January 31, 2022
Q: Hello 5i
I am a value investor with some growth positions LSPD, LNS). Having learned from LSPD I trimmed some Leon's. The yield of ZIM seems excessive but the company has been improving over the years, dept is improving and it is showing a profit. Is the yield sustainable? Does it fir a profile as a value investor with 10 year outlook in need of industrials and global invesment?
Thank you
Stanley
Read Answer Asked by STANLEY on January 31, 2022
Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always
Read Answer Asked by joseph on January 30, 2022
Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
Read Answer Asked by adam on January 28, 2022
Q: I am buying KEG shares here is Canada and I am wondering if you have any recommendations for dine-in restaurants in the US that will benefit from re-opening. Thanks.
Read Answer Asked by Alex on January 28, 2022
Q: On Wednesday this week I bought a 1/2 position in Netflix. My intention was to view it as a trade rather than a long term investment. I've done this before when the high flying techs crashed and I caught a bounce. Nortel being one example. In reality I'm mainly a value investor that's in the typical stocks that you don't even read the news releases on. Like, who cares that TD bank is handing out bags of candy to the Panda bears in China.

I have a problem now. I think my trade, in less than a day, may have gone long term due to Pershing Square having stepped in and picked up 3.1 m shares of NFLX.

My question isn't about NXLX, it's about Pershing Square. What's your read on their intentions? I'm guessing you have a pretty good handle on their Modis operandi and can give me some insite into what might happen.

I appreciate your opinion and will give it full consideration but realize the final decision and responsibility is mine.
Read Answer Asked by Larry on January 28, 2022
Q: I actually bought Square (Block) at 65.00 but it has dramatically dropped in price. My question is do it hold or sell and buy perhaps a more secure stock like Googlewhich had been dependable over the last 5 years for me. It may recover faster.
Read Answer Asked by Dennis on January 28, 2022
Q: I have held IBM in my RRIF for several years. With dividends, I am about break-even on my purchase price. After the KD spinoff, I thought that IBM would move higher on P/E expansion to reflect higher earnings growth. This seemed to happen after the last quarterly earnings report, but now seems to be stalled. IBM popped up as good value on a P/CF screen you did in response to another client's question, so I am reluctant to sell it. However, you have also suggested in your recent answers to questions that GOOGL is very good value right now, and that the 20% discount from the offer price also makes ATVI good value. So would you wait for a turnaround in IBM and, if so, how long would you wait? Or would you move on and, if so, would you switch into GOOGL for a long term hold or ATVI for a short term profit? If the acquisition of ATVI closes within a year, a 20% return in a year, tax free in a RRIF, seems pretty attractive. The other company I have been considering as an IBM substitute is ROP. But your comments about the attractiveness of GOOGL and ATVI at current prices got me thinking. As always, I would appreciate your insights into the relative merits of these alternatives.
Read Answer Asked by David on January 28, 2022
Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks
Read Answer Asked by Tyler on January 28, 2022
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