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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: Hi, my respected 5i team
I'm looking for some US stocks to buy in order to take advantage of the current market dip. Could you please recommend 4 or 5 solid names that worth buying now in the order of the most attractive to the least if possible? My time zone is about 3 to 5 years. Could you also comment the reasons of recommending?

By the way, I bought GOOG and NVDA last year upon your suggestion, only half position. Do you think it is a good idea to add more now?

Thanks in advance!
Jane
Read Answer Asked by Jane on March 17, 2020
Q: Hi Guys
Thanks for all your help during this little blip in the market. Thinking that with the new focus on Covid-19 treatment, medical supply companies might be a good investment, at least in terms of consumables. Do you think that might be a wise investment and if so do you have any favourites at this time?

Thanks

Stuart
Read Answer Asked by Stuart on March 17, 2020
Q: ZWK has fallen dramatically in this oil and coronavirus crisis. It now yields more than 10% with a 16 cent monthly distribution. Is this higher yield now a red flag for this ETF and U.S. Banks in general? Your thoughts are appreciated on the risks for it going forward, and given it's holdings and exposure to this downturn, and history, the likelihood that it may cut it's distribution. Thank you.
Read Answer Asked by Will on March 17, 2020
Q: Hi 5i Team,
In this crazy market, your opinion is very appreciated. I listed my holdings in both US and CA. Are you seeing any stock in the list concerning ( fundamentals changed or poor balance sheet etc) with SELL recommendation even with a loss. These are hold in 2 tfsa and the investments are 5+ years. These companies are hold with 4 diversified etfs and follow the markets and nothing to do about them and i'm always with 6 to 8% cash with "see and wait mode".
USA: MSFT,V,CRM,AMZN,ADBE,TTD,GH,AYX,DXCM,ISRG,AVLR
CANADA: ATD-B.TO,BAM-A.TO,TRI.TO,LSPD.TO,ECN.TO, REAL.TO, CAE.TO
TFII.TO,SHOP.TO, WSP.TO, PBH.TO, DSG.TO, KXS.TO, PLC.TO,GSY.TO
BYD.TO, CSU.TO, PEO.VN

Thanks for help with this"Knocking Out market"
Read Answer Asked by Ben on March 16, 2020
Q: Jeffries has stated that rebound candidates in the market are CRM, CTSH, EMN, CVS, WBA - could you give me an opinion on these candidates?
Seeking Alpha mentioned an expert (I didn't catch his name) predicting that the S& P 500 will hit 2300 before recovering. Your opinion on that? Thanks for being around during this crisis.
Read Answer Asked by Dennis on March 16, 2020
Q: First off I just want to say thank you so much for your special report you issued last week. For a young investor like myself who has never been through events like we currently are experiencing your advice has been extremely valuable to help navigate these uncharted waters.

I have been sitting on some cash and would like to increase my technology (both Canada and the US) exposure as it is low right now. I am comfortable with moderate risk. I have a few questions on this subject so feel free to subtract as many credits as you see fit:
1) For Canadian tech companies, after reading your special report and the Q&A's, it seems you like CSU, KXS, DSG, and SHOP. Would you recommend buying these individual companies (or others?) or would XIT be a reasonable alternative with these 4 companies composing ~61%? Or is there another tech etf you would suggest?
2) For US tech companies (or any US company for that matter), with the Canadian dollar being low, would you recommend looking at specific US companies or a Canadian ETF that holds US tech companies? I am worried the exchange would eat into possible returns. Do you have any recommendations (e.g. I have seen you mention XQQ for an etf, SKYY highlighted in etfupdate, and companies like MSFT, GOOG, TEAM, etc)?

Thanks for all that you do.
Read Answer Asked by Justin on March 16, 2020
Q: I’m looking deploy some cash. I read your report on which Canadian stocks to look at but can you recommend 3-4 American stocks to start picking away at?
Read Answer Asked by sean on March 13, 2020
Q: I see the Jeffries downgraded Welltower yesterday, with a price target of $52. I realize that COVID-19 isn't helping here, but this stock is being beaten down to similar levels to that of airline and cruise ship stocks. Do you see that as logical?

I see that this stock can fluctuate from about 20% below Morningstar's Fair Market Value to as high as about 10% above. Of course at the moment we're talking closer to -30%.

In your opinion is the balance sheet okay?
On my TD Wealth screen the dividend payout ratio - 290% - seems out of whack but I believe it should be calculated differently for REITs (?)

As always, thanks for your informative responses.
Read Answer Asked by James on March 13, 2020
Q: I currently own IHI and GOOGL (only about $8000 in each} and with the recent severe downturn am looking at adding additional funds ($16000) to my portfolio. Am considering MFST and/or ESLT or would you recommend just adding to my existing holdings. These funds are in an non-registered account.
Ed in Montreal
Read Answer Asked by ed on March 13, 2020
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