Investment Q&A

Q: Thinking about taking a full position in PFE. Would it be better in an RSP or unregistered account and why?.

Q: Good morning.

I would be interested in your thoughts about CTLT which was last addressed in Q&A in Dec 2019. It seems to be in a sweet space of the logistics and delivery of COVID-19 vaccines; it has contracts with JNJ and AZN; and Argus has a $100 price target on it. Worthwhile to purchase as a compliment to the big pharma companies themselves or are there better options in the same space?

As others have said, thank you for the amazing work 5i does!
Dave

Q: Why doesn't Amazon split their stock given its share price?

Q: Hello 5i,
I hold TRI as a Canadian Equity. If I journal it over to my USD account, would this serve to change my Asset Allocation for purposes of portfolio re-balancing - i.e. reduce my Canadian Equity and increase my U.S. Equity accordingly? Held within an RRSP for what it's worth.
If so, I can only assume this would apply to all dual-listed equities?
P.A. shows I need to increase my U.S. equity by about 6.70% so am looking at options.
Also, what are your thoughts on QQQ versus any individual component in the FAANG category? I am underweight Tech in general.
Thanks as always!!
Cheers,
Mike

Q: As part of my u.s. exposure which would you consider a better option in an rrsp and why? Thank you.

Q: Good morning guys:
What do u guys think of this name?
Thx
Mark

Q: Hi 5i!
Can you please tell me what happened to Rcel. Was there a stock split or deal?
Also, When I tried to retrieve info about the stock from the 5i system, the company details did not pop up. Is the company too new?
Many thanks,

Q: After watching Tesla from the sidelines (sadly) for too long, I would like to start an investment in the EV "sector". I am thinking about a basket approach and would appreciate your opinion on a few that I know of and any others that you may suggest.
Workhorse, WKHS; Arcimoto, FUV (does not pop up on your site), Nio inc, NIO; Nikola Motors, NKLA; Kandi Technologies, KNDI; and of course, Tesla, TSLA. I realize that some if not all of these may be speculative and require a long time frame but I do believe that there is an EV revolution coming and I would like to be part of it as both an investor and a consumer. Do any of them have serious red flags?
Is there a very specific ETF that might be an easier way to go? Any thoughts on whether Rivian might go public any time soon? Should GM be on the list perhaps?
As always, thanks so much for your valued opinions regarding this and everyone else's enquiries!

Q: Hello 5i Team,
Could you please tell me the names of the companies that are developing a vaccine against Covid 19. Is there an ETF that tracks them?
Thanks,
Antoine

Q: ICad was added to the russel 2000 today yet dropped nearly 5%. Aren’t new additions to an index supposed to trigger a buy?
The company has been on a downtrend over last month. Any news to account for this? Do you still like? I understand it is very high risk.

Q: In your "Companies" section, can you explain how "Leverage Ratio" is calculated? (By googling, I get some different answers.) With VEEV, the "Total Debt to Equity" is only .03. Can you square this with a Leverage Ratio of 1.3 which seems to say debt is material. Thanks.

Q: Thoughts please on the latest acqusition of Vricon and the the refinacing of some debt at better rates ? The stock has certainly been on a tear since earnings release in May. Still own this from when you had it in the BE portfolio and am thinking of adding to it on the positive momentum. Thx

Q: Hi 5i,

Thanks for the great work. Can I please ask you opinion on API Group (APG)?

G

Q: I believe you have had favourable comments and outlook for both of these stocks in the past. In our current environment can you indicate your preference for a long term hold, and perhaps a brief discussion of any risks that go with the potential rewards?

Q: This came up on my radar as suggested by a friend. Can you please provide an investment analysis on this security and advise if recommended as investment worthy?

Much appreciated

Thank-you

Q: I've held Facebook for 3 years and it has been a rollercoaster. It's a company that everyone loves to hate, and I am thinking of taking my profits and investing elsewhere. What would be a replacement stock in a similar area?

Q: Hi gang, looking into buying vz. How would you rate it? How safe is the div? Or just buy bce or t. Thanks. Alnoor

Q: If you had to choose between these two vaccine companies, which do you believe has more upside in the next 12 months?

Q: I hold these 2 US stocks in a well diversified CAN/US portfolio. They have not performed as well as many of their peers and I am wondering if they are "best of breed" and worth holding or if there are better opportunities for growth elsewhere. Could you please comment on the future prospects of these 2 stocks and if its best to keep them or redeploy the funds elsewhere. If redeploy, what would you recommend as replacements in the US, sector allocation aside with a focus on growth

Q: HZNP reported a very good qtr at the beginning of May but yearly guidance did not increase that much. Do you think the share price is getting ahead of itself?
Thanks