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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: Hi 5I, I will appreciate your help in picking the best of intc or csco and or suggesting better choices for safety and growth, and the same for zem or xec.
Many thaks, J.A.P, burlington
Read Answer Asked by Joseph on February 22, 2018
Q: Hey 5i Team,
I know you don't focus on the US but I wondered if you had any insight into the complicated "buyout" Albertsons is trying to do. I own a full stock position and wondered if you would just wait it out till sales goes thru or hold long term. Just seems especially complicated being that Albertsons is private and trying to go public thru buying rite aid.
Thanks
Read Answer Asked by Tyler on February 22, 2018
Q: I hold AMGN and see from your recent responses that it's a 5i favorite. The metrics do not appear to justify your support, so I wonder if I am looking at the wrong data. PEG is sky high (over 4); forward P/E is almost 14 ; ROE is only 6.6. The data above is from a premium site which differs from the Yahoo Finance site which shows forward P/E at 13.09 and PEG at 3.3 with ROE at only 7.18. Net margins do look healthy but I cannot tell from 3 sites I checked whether net margin % data is fwd looking or refers to historical.

Although AMGN appears to have been a dividend grower (not a dividend aristocrat that I know of ) , it’s dividend payout is very high at 171%.

Yet there must be something about AMGN that you like a lot.... perhaps something not shown on reported data. Is it AMGN's pipeline? Projected cash flow? I would prefer not to sell my holding until I can understand what it is about AMGN that you like so much. I would appreciate your insight very much (am not looking so much for basic or raw numbers available on popular sites---but I really would appreciate your thoughts, thanks).
Read Answer Asked by Adam on February 21, 2018
Q: Hi team,

I am looking for your best ideas (small / medium / large cap) to invest in the ongoing and ever-increasing move to 5G. Telcos will be spending billions over next decade. And ultimately benefitting of course. But which companies will benefit from that, or government's (?) spending? Mostly interested in Canadian-based companies. I know AMT and CCI are the big players in US. Any chance they get a foothold in Canada? Does small company like Baylin have unique expertise to deliver in this space? Are they well-managed and well-known enough? Anyone else?

Thanks for advice.
Read Answer Asked by Randall on February 21, 2018
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