Investment Q&A

Q: What happened to JNJ? I was thinking of selling but didn't act.

Q: Hi 5i
I currently hold PFE, GUD and COV (although this may go after being patient a little longer) in healthcare.
I am currently considering ABBV as an addition and wondering what your thoughts are on it at this time.
Any other US healthcare suggestions that might have caught your eye recently ?

Thanks
Mike

Q: Over the weekend, Warren Buffet is going to addressing his fans and no doubt all of the investment community is anxious to hear his views. I have no doubt he must be quite nervous for he and Charlie Munger since they are both in the late 80's . None the less , he will probably say some soothing words and it may give the market a bit of a boost, but how long it will hold is anyone's guess. As the economy reopens as early as next week, I think the "market" is going to feel better.

Q: Good Day

I have journaled over 1/2 of my SHOP position to the US side of my TFSA. I was contemplating selling to accomplish a few things, lock in some gains(1300%), reduce my overall portfolio weight and to increase my US exposure. Considering a basket of TEAM,MICROSOFT,VISA and AMAZON to replace. What is your opinion on this move and would you recommend anything else to add?
Thank you for your continued guidance.

Q: Do you have an opinion on ZOOM. It seems to be in great demand due to the "stay at home" regulations.
Guy R

Q: Hi 5i Team!

How do you feel about Workiva these days? I last inquired a year ago and not many questions since so it seems under the radar. Like most others it is off approx 40% since it's highs.
They released Q1 numbers Apr 30. It appears they made good improvements vs Q1 2019.
They are only providing Q2 guidance (but are providing full year commentary). How does their guidance compare vs Q2 2019 results.
Would your favourite in the space still be AYX?

Cheers,
Steve

Q: Would these companies provide a good entry point, currently? It appears that they also seem to investigate respiratory viral treatments.
Thank you, Team!

Q: Can you comment on Amazon's earnings

Q: Would u buy before earning on 5MAY,since it well below its highs or
is it to much of a gamble?
tnx u.

Q: Do you know when is the deal is closing and do you expect the deal to close and if there will be any new offers?

Thanks for the great service.

Q: Hey 5i,

Incredible stuff here. Thank you.
Looking for some confirmation.
With relative balance between growth and dividend stocks.
US listed inside an RRSP. Longterm holding. Looking to buy slowly on this wild ride or if and when it plummets.
Could you recommend a starter bundle 8-10 stocks.

Thanks again!

Q: Looking to add a US healthcare stock. I currently have PFE ( 6% weighing ) and was looking to add GILD. I'm concerned that there might be some overlap between PFE and GILD - if so, can you recommend and rank some others that I can look at ? Appreciate your comments.
Thanks

Q: I am interested in investing in an ultra violet light company - sterilization product. Can you recommend any companies that have a good track record? Thank you for providing this service.

Q: What is your opinion on Cerner these days? Is VEEV a competitor?

Q: Hi 5i team,

Between WMT and COST, which one is your choice for a 3 years hold? Why?
Would you buy at the current valuation? Thanks.

Q: Greetings

Can you tell me a bit about this company. Nice 1 year chart, I like the business model, and may like it even more within the next year...

Hope everyone at 5i is well.

Q: A cure is a non-technical term so we need to be careful. Not to beat a dead horse (too much anyways)...Gilead is not offering a "cure" to Covid-19. Their drug was used as a treatment on USA patient 1 in Washington State, a young man who the doctors feared was dying from Covid-19. After receiving the injection he recovered almost immediately and was discharged from the hospital a few days later. Gilead's drug was entered into FDA trials and was shown to be effective for 30% of the people. While this percentage seems small the drug was considered so effective all the people on the placebo were put on the drug. Society is looking for a vaccine which will prevent people from getting Covid-19. This will likely prove more of a challenge to the health industry. Vaccines sometimes offer long term immunity but sometimes the immunity dies out - that is why we need Tetanus booster shots every 10 years or so. Dr. Fauci is on record as feeling a vaccine is "doable" by January 2021.
Publish if you feel this is useful.
Jim

Q: Can I please have your thoughts and analysis of this company's recently announced earnings. Would you consider it a buy at this price. Thank You.

Q: May I please hear from you on their earnings announcement today and forecast? It looks set to move lower after hours today after their release. I own it and don't know whether to hold it. Thanks.

Jason

Q: Your thought on Knot off shore Partners