Investment Q&A

Q: on April 12 you stated ISRG was one of your favourite growth companies what is your current opinion in light of the drop in share price from 582.85 to a current price of 467.66.? plus any reason for the huge drop in price? thanks Richard

Q: I have held MO for over 10 years. It's done very well for me - tripled in value plus dividends. But it's probably time to move on. Traditional tobacco product sales are declining rapidly (not a bad thing to be honest) and investments in JUUL and Cannibis are probably years away from potentially paying off. I'm comfortable with my portfolio make up except for healthcare, which i have no exposure to. I've been looking at ISRG, TMO, BSX and BDK. I'm leaning towards ISRG based on their balance sheet (lots of cash, very little debt),market position, and potential growth but it seems to be in the doghouse after an earnings miss last quarter and it looks expensive on a fwd P/E basis. That said I don't mind paying up for quality. Your thoughts on ISRG or maybe one of the other stocks I listed? Deduct as many credits as you see fit. Thanks in advance.

Q: Bought at $127.00. Your your thoughts on holding during this uncertainity in market.

Q: Up 11% on much higher volume Friday- any explanation?

Q: Hi team,

Could you tell us why the 10% jump today ?

Thanks!

Q: Plus Products is the only company I know of that produces cannabis gummy bears (Cdn company operating in US). Does 5i know of others?

Q: Hi - I like both of these companies. Which would you prefer for safety and perhaps a little long term capital appreciation. Thanks

Q: Which companies would your preferred 2 or 3 ways to play 5G? Thanks for your service.

Q: Good afternoon,

What is your opinion on the long term trajectory on owning JNJ should the outcome in the Oklahoma opiod prescription trial find for the state? Is this a material concern?

Thank you,

Q: I would like to buy two of these. How would you rank them in terms of growth and volatility?
If one is going in a TFSA and the other in a RIFF which is the best RIFF choice?
Thanks for your valuable advice.

Q: Your advice about TLRY is it cheep to buy is it worth to buy ? your
opinion please.
Thank you
Jack

Q: Hello,

What's your take on TEVA after another big drop today?


Thank you.

Q: As a follow up to my previous question, which one would you prefer if you had room for only one additional position at this time.

Q: What is your favorite health care pick for a growth / aggressive growth investor with at least a $1 billion market cap? Perhaps you can list 2 and rank them in order of preference. I'm indifferent as to whether the company is Canadian or U.S., just looking for your favorite growth picks.

Q: On my previous question on EQNR you stated that they had Debt at less than 1x cash flow, just curious at how you arrived at that value, as when i look at Morningstars info they show ttm free cash flow at 6.8 Billion and short and long term Debt around 25.7 Billion. I find this Debt/cash flow Ratio as one of the more useful metrics as it can give you an idea how fast companies can pay off Acquisitions, however few web sites report it, as well as yours when i search under companies
thanks Gord

Q: just to follow up on my paysign question. would you buy paysign ahead of square.
just a comment, there have been a number of mergers in the payment space with i think another one tomorrow.
also i wonder why no one has stepped up and bought square, big u.s bank etc.
dave

Q: There has been a humungous amount of insider buying from the CEO recently. Do you see anything to this? Your opinion of XON please.

Q: I am trying to hunt down highly defensive, high performing companies that do well if a recession hits. Two that I am considering are Ross Stores and Waste Connections. Which do you prefer for it's upside potential in the long run? Which do you prefer for in a large market correction?

Q: I understand this is a US company but I'm curious if you have any thoughts on it or what you think the biggest red flags are. I like the space they're disrupting and looking at the runway that's in front of this company, valuation seems good compared to many other pre earnings growth companies.

Thanks for your thoughts.

Q: Which one of these 3 technology companies would you pick (for a 3-5 year hold) and why