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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: Both GH and ILMN are held in diversified US Portfolio, with weightings of 2.36% and 2,22% respectively. I bought both with initial positions with the intention of adding on other positive future factors. After reading recent Q&A for these two companies, should I own both or just one and if just one, which one?.....thanks....Tom
Read Answer Asked by Tom on September 14, 2020
Q: In a recent missive, David Rosenberg suggests that smallish pharma and biotech companies are the place to look for future growth. As I don't have enough cash on hand to buy a bunch of stocks, can you please suggest a fund or two that would be a good way to play the pharma/biotech sector. Though your focus is mainly Canada, I suspect that the US would be the place to play this sector. Do you agree?

Thanks in advance!
Read Answer Asked by David on September 11, 2020
Q: hello 5i:
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L
Read Answer Asked by Paul on September 11, 2020
Q: Just curious. Looking forward, would you see any reason not to include these two health care companies in my portfolio? Are there other health care companies that you would prefer?
Read Answer Asked by Les on September 10, 2020
Q: Your detail quote shows earnings of 21.50, but looking at their earning announcements on tdw it is not even close.
Did they sell an asset that gave them this one time earning.
Your thoughts on this company in the past shows a less then stellar impression yet the year low is 127 and closed yesterday at 328.
How does 5i. see it for a 2 yr or more hold.
Btw - a professional in the field I know thinks their scanner and products are second to none.
Thanks
Read Answer Asked by Leon on September 10, 2020
Q: Hello, I would like to know about the Snowflake ipo and what are your thoughts. The fact that Berkshire and Salesforce are investing big on this makes it look very attractive. Between Snowflake and Palantir what would be your preference? Are they considered to be in the same sector? Thank you!
Read Answer Asked by Shyam on September 10, 2020
Q: We are experiencing the third day of steep declines in the US tech sector. Is it time to look at picking up some bargains if so what names would you prefer at today's prices? Would we be better advised to buy an ETF like VGT or individual stocks?
Read Answer Asked by Ron on September 09, 2020
Q: I am looking to add energy and health care coverage in my portfolio and am considering DUK, MDT. CVS, and XLV. Would these companies be at the top of your consideration list in their respective spaces. Is now an acceptable time to purchase or might it be prudent to await the fallout in the coming week after last week's corrective activity?
Read Answer Asked by Peter on September 09, 2020
Q: I am trying to identify one and only one Telecom co. to invest across the US or Canada. According to Morningstar data, Verizon has the best ROE, ROIC and interest coverage metrics (and the lowest P/E apart from AT&T). Would you consider VZ the best overall for a long term investment? Thank you for your excellent service as usual.
Read Answer Asked by Christian on September 08, 2020
Q: We currently own the above US companies what would your suggestion be to add to this mix?
Read Answer Asked by Marcel on September 08, 2020
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