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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 Peter
I hold ZSP in my TFSA account. Is it a good idea to add XMC to compliment ZSP? The US equivalent of XMC is rated gold rated by Morningstar. Can you comment on XMC and if it is a good core buy for a long term hold?
Read Answer Asked by Greyhair on May 22, 2020
Q: Hi 5i team,
I went to check recent questions on UAA and there were none. Maybe that is a bad omen. It has really been beaten up with a big earnings miss and poor guidance. It seems to be one of the have nots in retail but I thought it had somewhat of a loyal following and some branding power. The item that recently caught my eye was the appointment of Mohamed A. El-Erian as the lead independent director. I have always found Mohamed to be very thoughtful and insightful on the markets. Is there any hope for UAA? I don’t own it but am intrigued by Mohamed.
Thanks again for the insight.
Dave
Read Answer Asked by Dave on May 22, 2020
Q: Hello team,

From here on, which one has significantly more growth potential, NET or RPD?

How do you rank them based on their balance sheet, competitive advantage, and management?

Or do you have something better to suggest in tech, with superior balance sheet, management, and growth potential?

Thanks! :)
Read Answer Asked by Saeed on May 22, 2020
Q: I just read the following on CNBC news feed:

A bill that could force Chinese companies to give up their listings on American stock exchanges is now moving at “warp speed” in Congress, one analyst says.
“We believe it is only a matter of time before this bill (or something similar) is signed into law,” Raymond James analyst Ed Mills wrote.
The Senate bill would require companies to certify that “they are not owned or controlled by a foreign government” and allow the Securities and Exchange Commission to delist non-compliant firms.

They claim it is receiving bipartisan support as it would be political suicide to be seen as supporting Chinese interests and such a bill would help prevent issues such as the Luckin Coffee fraud.

I would be interested in your thoughts. I own TCEHY and wondered:
1) even though it is an ADR, I assume it would be effected by this?
2) I have to believe this negative perception of Chinese stocks will not go away anytime soon and will put downward pressure on TCHEY (or at best, mute its upside potential). Am I better to sell the stock and use the proceeds to purchase a high quality US tech company, and if so, what would you recommend - add to one of my existing positions of AAPL, GOOGL, CSU, KXS, NVDA, AYX, OTC, SHOP, SWKS,........or start a new position in one of your other favourites not listed here.

I have held TCEHY for a few years and am basically flat. It keeps teasing me with its potential but I do not want to be in a fight that is MAYBE bigger than than the stock and become emotionally attached to a position when there are so many good companies out there. Your sage adivce is most welcome
Scott
Read Answer Asked by Scott on May 22, 2020
Q: Hi 5i - I have been thinking of starting a half position in Apple, looking at a 3-5 year hold. Do you think the timing is OK or would I be better to add to my current holding in Alphabet which is only a quarter position. Or should I hold off and wait for another market dip. Thanks,
Read Answer Asked by Martha on May 21, 2020
Q: Comments on earnings for MDT please. Should I top up a 2% position? The only other healthcare stock I own is GUD. What other healthcare stock (US) would you add currently?
Also a comment on your service. It has paid for itself many times over! Just yesterday saved $1200 by using Norberts gambit. Something I would not have done if not for being part of the 5i community. Thanks for educating the individual investor.
Read Answer Asked by Paul on May 21, 2020
Q: Hello Peter and Crew,

Could you please comment on these two stocks that were in favour for a while last year, but as much in 2020. Still worth holding to see where they go? They have bounced from the bottom, but certainly not as much as others in comparable spaces.

Thanks,

Brad
Read Answer Asked by Bradley on May 21, 2020
Q: Hello
I have owned CVS for a approx two years. I am down just over 10%.
Although rumors of Amazon opening up online pharmacy seemed to have died down. Debt I think (correct me if I am wrong)is holding the stock price down?

I am thinking of dumping it for Medtronics although it is a completely different business although still related to health care. I think more chance of stock price upside?

Can I have your opinion on this change?
Thanks
Stephane
Read Answer Asked by Stephane on May 21, 2020
Q: Hi Peter and Ryan.
The US will try to open up the Economy and create employment. I remember they have talked about spending on infrastructure. I am looking for some opportunities there. Do you think CLF is a good mid/long term investment? What are your recommendations if not?
Thank you,
Yiwen
Read Answer Asked by Yiwen on May 21, 2020
Q: I would like your advice on my Healthcare Portfolio. Currently, we own IHI, SYK, PFE, BMY, ZTS , LHCG. My watchlist includes names that you have also recommended. Please rank your top healthcare preferences [could include others] 5 or 6 names overall [ growth at reasonable price, with rationale, if possible.



Read Answer Asked by sam on May 20, 2020
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