Investment Q&A

Q: I am looking for stable Industrial companies with good management, low debt, and are well positioned for a recession. I would also like a stable growing dividend, showing good faith for investors.
Would you please be able to suggest your top 4 or 5 companies in canada and top 4 or 5 in the US?

Thank you yet again,
Fed

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Read Answer Asked by Federico on July 24, 2019

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: Hi Peter and Team
can I get your opinion on GLXY Galaxy. I recently bought it and am down 35%.
Should I hold on or take my loss and move on.
Thanks Ron

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Read Answer Asked by Ron on July 24, 2019

• Constellation Software Inc. (CSU)
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Q: Are you aware of a company in the US that is comparable to CSU in Canada, in terms of its outstanding management, strong long-term growth rate, high ROE and generally superb performance over many years? Any industry would be fine, not just tech.

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Read Answer Asked by Philip on July 24, 2019

• Under Armour Inc. Class C (UA)
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• Rapid7 Inc. (RPD)
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• Paysign Inc. (PAYS)
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• Slack Technologies Inc. Class A (WORK)
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Q: Hello team,
I am looking to sell my CY shares and replace them with two of the above four stocks. Looking for growth and comfortable with risk, sector not a consideration.
Which two would you pick and why?
Deduct credits as required.
Thank you,

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Read Answer Asked by Bekaye on July 24, 2019

• DHT Holdings Inc. (DHT)
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Q: What is your current opinion on this tanker stock? Do you have other preferences in this area ? Thanx Robbie

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Read Answer Asked by Robert on July 23, 2019

• Amazon.com Inc. (AMZN)
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Q: Would you initiate a position on Amazon at this point?

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Read Answer Asked by Mike on July 23, 2019

• Applied Materials Inc. (AMAT)
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• Methanex Corporation (MX)
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Q: Hello, Methanex has droped by 5% today, do you continue to endorse the company? Would you buy more at this price? I also hold Applied Materials and its momentum has been positive for the last 2 months with a good increase today, should I use this momentum to sell, hold or buy? Thanks, Gervais

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Read Answer Asked by Gervais on July 23, 2019

• Berkshire Hathaway Inc. (BRK.B)
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Q: Hi Everyone! What would be your thoughts of this stock as a long term investment and from a value perspective , would it be something you would invest in at this time? Cheers, Tamara

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Read Answer Asked by Tamara on July 23, 2019

• Paysign Inc. (PAYS)
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Q: Sorry to ask again and the crystal ball answer!. Would you step in today? Or Wait and watch. I'd hate to miss the upswing!

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Read Answer Asked by El-ann on July 22, 2019

• Paysign Inc. (PAYS)
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Q: Good morning 5i. I've been waiting for a pullback on PAYS to purchase some shares. These would be for the aggressive side of my PF in my TFSA. What are your thoughts? Much thanks for keeping us on track.

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Read Answer Asked by El-ann on July 22, 2019

Q: I am now trying to balance our Equity Portfolio By Industry.Since I still need to reduce our Canadian investments,could you recommend 3 non-Canadian investments for each of the following categories-Consumer Defensive,Health Care and Utilities.
Unfortunately any fiture transactions will be in our TFSAs.

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Read Answer Asked by James Robertson on July 22, 2019

• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: If to initiate a position now, between Visa or Mastercard which one would you prefer?

Thanks.

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Read Answer Asked by Lin on July 22, 2019

Q: EGBN missed on revenue estimates, but still had revenue similar to last year. However, the stock plummeted to a 4 year low. Is there anything else going on with this Bank?
I know it was downgraded by some investment firms. Would this be a good entry point or should I stay away.

Thank you
Steve

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Read Answer Asked by Steve on July 19, 2019

• Paysign Inc. (PAYS)
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Q: Following your comments on Paysigns (PAYS), I bought a small amount of it at the end of May. Since then, it has gone up a phenomenal 85% ! What is going on there ? At the present level, I am debating either to buy more to take advantage of my good fortune or sell before it turns as fast as it went up or simply put a stop loss. What would you do ?
A very grateful Montrealer,
Jacques

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Read Answer Asked by Jacques on July 19, 2019

• Rapid7 Inc. (RPD)
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Q: Is now a good entry point for RPD or is there a better cyber security stock you would recommend?

Thanks!

Greg

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Read Answer Asked by Gregory on July 19, 2019

• Global X SuperDividend ETF (SDIV)
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• Vanguard High Dividend Yield Indx ETF (VYM)
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Q: Currently hold VYM in my US$ RRIF. I note that SDIV has a much higher dividend yield, is that because of it's global exposure? Is the tax treatment the same for both inside the RRIF?

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Read Answer Asked by steve on July 19, 2019

• Illumina Inc. (ILMN)
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Q: Hi Peter and Team
Do you think it will be a good entry point to buy ILMN at the current price or should wait a bit?

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Read Answer Asked by Yousef on July 19, 2019

• Mastercard Incorporated (MA)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: Would you still consider ATD.B as a buy today given that the stock price dropped again today?
Do you still see growth in the stock over a period of 5 years ?
I also want your insight on MA.

Thank you

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Read Answer Asked by Kristelle on July 19, 2019

• Intuitive Surgical Inc. (ISRG)
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• Stryker Corporation (SYK)
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Q: Hi Team,

I am thinking a move from ISRG to SYK. what do you think about the move? Better growth without higher risk is what I am looking for. If you have a better suggestion please let me know.

Thanks!

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Read Answer Asked by Issaku on July 19, 2019

• Amarin Corporation plc (AMRN)
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Q: Have a half position in AMRN in my growth portfolio where I am very comfortable with risk as I am well diversified and conservative in the rest of my portfolios. Is the recent decrease due to a secondary offering an opportunity to increase my position?

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Read Answer Asked by Paul on July 19, 2019