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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: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse
Read Answer Asked by Marcel on August 24, 2020
Q: Hi guys,

I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?

Thanks in advance.
Read Answer Asked by Peter on August 24, 2020
Q: I have both BAC & RF both of them are slightly higher than my cost. I would appreciate your opinion if selling both of them and buying SCHW would result in a better growth opportunity.
Thanks
Read Answer Asked by Saad on August 21, 2020
Q: I have been and continue to be a believer in BRK and have no concern about succession plans there. Although BRK’s performance has been dull in the past ten years, I am aware that a value style has done very poorly compared to a growth orientation. My holdings in BRKb represent an appropriate allocation and I will not make changes there. I reviewed Markel after I saw it included in “RBC Top Global Ideas for 3Q-2020” .
I reviewed both BRK and MKL and found:

Over 10 years MKL has beaten both BRK and S&P (BRK did not beat S&P in the past 10 years.
Over 5 years BRK beat MKL but not S&P
Over 3 years S&P beat both companies
Over 1 year S&P beat both companies

I have reviewed a past question and am looking for an update. Would your deep look at MKL prompt you to rate this a buy? Some regard it as a “mini Berkshire” . Based on the holdings would you agree? Would you give it a higher grade than BRKb in terms of price appreciation over the next 3 years?

I tend to buy on noticeable dips. IF you would rate MKL a buy, what would you consider a reasonable entry price?
Read Answer Asked by Adam on August 20, 2020
Q: Any suggestion for US income stocks that still represent good value ? Thanks.
Read Answer Asked by Robert on August 20, 2020
Q: I have been "trolling" for financially stable dividend payers in the insurance business to find quite a disparity in the perception of value for various firms. While Sun life seems to be the pre-emptive "favourite", can you recommend other insurers of similar quality whether from this list or elsewhere? Stable income is the main attraction but some inflation resistant growth would be a valuable plus.
Read Answer Asked by David on August 20, 2020
Q: Morning 5iTeam,
GT stock had dropped by about 1/3 year to day while its competitor CTB's stock is up10% ytd and that was before Trump's call to Americans to stop buying GT products. Your thoughts please on reasons for GT's pullback and your comments going forward for this stock. Would GT would be a buy, hold or sell.
Again thanks for your great work.
Cheers,
Read Answer Asked by Harry on August 20, 2020
Q: I would like to invest in one of these companies,
for a 5 years hold. Which one is has more upside momentum going forward, and why?
Thanks
Read Answer Asked by Fernando on August 20, 2020
Q: Hello 5I Team
Newmont Corporation is a US domiciled company and trades primarily on the US market (NEM:US) and it also trades on the Canadian Market (NGT:CA).
I am assuming the Canadian listing is a result of the Goldcorp acquisition in 2019.
1 - Which is the better market (Canada or US) to purchase Newmont on?
2 - Assuming the dividends from Newmont are not eligible for the dividend tax credit, would it be better to buy the Canadian domiciled companies (ABX, AEM, FNV, KL etc.) and receive eligible dividends? The yield on all the major gold miners is approximately 1 %, so I understand yield is not the primary reason for holding gold stocks.
Thanks
Read Answer Asked by Stephen on August 20, 2020
Q: I have noticed more of ROP’s applications in use by in the medical world. It continues to remains on RBC’s top global ideas for 2020. Is it over-valued right now? Does it have the balance sheet and cash flow from existing operations to continue its acquisition strategy?

The share price worries me. Should it? Or does ROP deserve its rich price due to its growth potential? If you would buy, what would be reasonable entry price (or would you be patient and wait for the next market dip?)
Read Answer Asked by Adam on August 20, 2020
Q: Kim Boulton on BNN made a strong case that Intel is undervalued and made it one of his top picks .
the other two were TWLO and Fastly.
Do you rate any of these three as a compelling buy
Read Answer Asked by thambirajah on August 20, 2020
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