Investment Q&A

Q: Could I get a couple of utility stocks in the US that you like at the present time.
Thanks

Q: Hi there,
Asking about gaslog for a family member. How do you feel about this sector? Is the dividend safe? Do you see this as a long term hold or a speculative trade? Thanks!

Q: Hi Peter/Ryan, I would like to buy AAPL for my TFSA, first of all can an American company be put into a TFSA and would the same rules apply to capital gains or losses, or what is different about an American company in a TFSA. Secondly, they are about to split is it better to buy before or after a split. Thanks

Q: WHEN DOES APPLE SPLIT FOUR FOR ONE. IN OTHER WORDS, WHEN WILL THE ADDITIONAL SHARES BE IN THE PORTFOLIO?

Q: When will the 5 for1 split happen ? Should I buy now or wait until split is done? What would your best guess be for the price after split? What is your opinion of Tesla as an investment in terms of electric cars and other phases of Tesla ?
Cheers, Doug

Q: Ifn the event we are seeing a shift from growth to value stocks could you identify five value stocks in Canada and the US that would make good investments at this time?

Thanks for your advice.

Q: Hi,
Both of these companies have recently announced stock splits. AAPL for the umpteenth time, TSLA I think for the first time. While I understand the logic behind a stock split, I am curious as to the usual market reaction. With our current electronic trading, does a split still have weight in attracting new buyers because the price point has decreased? I you were to initiate a new position on either of these companies would you do so in advance of the split, or wait until after? Is there a 'usual' response that occurs - such as just before a split prices rise, or they fall just after a split, etc. Any thoughts on this would be most welcome! If you were to start a new position how would you rank these two companies against adding to a current position in MSFT? Thanks, as always, for your hard work and insight.
Dawn

Q: Earlier this year, Norm Rothery [The Stingy Investor] was fairly positive on this co. Since then it's been on a steady slide. Realizing that foreign co's. are not your forte, what do you feel the prospects are for it's recovery?

Q: DHT reported and raised their dividend. Current yield 35%! And SP is only up 3% at the moment after reporting after close yesterday... They paid off a bunch of debt early in Q2, and have many of their ships on charters rather than spot. I'm long on them, and I'm not seeing a reason I shouldn't buy more. What are your thoughts?

Q: Hi guys,

Please rank these three companies (HRL, FDS, DHR) for a half position for a 3 year hold.

thanks

Jim

Jim

Q: Hello
what is your opinion on CNC? do you think that there is room for growth US health care stocks and would you recommend any other? Also, MSFT is down today. Do you think there is more room for it to go down with the upside to value stocks or do you see this as a good time to buy?
thanks for all your help

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: RPAR is newish ETF. Conservative. My interest is to protect capital in expected volatile markets as part of L/T barbell strategy. Would grow initial position to 3+% over time. SWAN in same category.
Would you advise either or another for some growth with capital preservation in mind?
Thanks for advice.

Q: I’ve owned Blackline for a few months, and it had done well going from high 60’s to low 90’s and then fell off a click down to low 70’s. I can’t seem to find much news. Was it earnings related, outlook change in leadership? Do you think it is a good stock to hold, correction is overdone?

Q: What are your overall thoughts on investing in commercial mortgage REITs for income in this market? How would a pick-up in inflation impact this sub-sector?
BXMT is closely related to BX - has advantages. Please advise on this particular REIT - BXMT - or another you prefer.

Q: I would like your opinion on Centene and Merck? Is valuation good? can you suggest any other US healthcare companies? Do you anticipate growth in this area?
thanks

Q: Hi 5i,

Please comment the second-quarter report, do you consider in strong buy? Many thanks.

Q: Hello,
For a TFSA with a long term horizon (5+ years) would you please rank these companies, keeping in mind their current valuation?
Also, are there any that you would shy away from/not consider?
Thanks for your help

Q: Back on June 3, this question was asked. Would you make any changes now?
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR

Q: Hello Peter and Team,

Your advice is usually to sell a particular stock when its value exceeds a set percentage of your portfolio or when there is a material change. Would you consider the downgraded earnings forecast by AYX management as a material change? Thanks.
Brad