Investment Q&A

Q: Would you take a position in Wynn resorts after the 10% downfall following sex scandal revelations? Pundits on CNBC are predicting a doomsday scenario. What do you think of the company in general? Would you be comfortable buying here?

Q: Hi Peter/Ryan,
what's your thought about VUZIX. Its smart AR glass was big hit in CES 2018 and stock gone up 50% recently. would you recommend it for my RRSP

Q: Hi. Most of my US exposure is in tech. Am looking for some Financial exposure in the US. Considering JPM so would like your thought on that as well as a couple other suggestions.

Thanks
Bryan

Q: Wow NWL was really taken out behind the wood shed today on the news of planning a strategic review of company options.I thought this was generally viewed as a positive news.Could this be a great buying opportunity your thoughts on the news and company thanks

Q: Lam Research seemed to report very good earnings today yet it was down 5% on the day. It seems to be very cheap when looking at PEG ratios and has a reasonably good balance sheet. Can you give me any insight as to what is going on here? Would you buy this stock today? Thanks.

Q: Hi 5i,

I hold the above in the semiconductor space. Do you think there is too much overlap or do they all serve separate markets. Would it make sense to keep all of the above or should I swap one of them out for AMAT? Would that give me better diversification? If so, which one?

Thanks!

Q: I sent a question in yesterday and assume it is still for processing. This is a different question. OLED has dropped 20% in the last 5 days. Should I sell it and purchase another US stock. I come across many by reading your questions and answers everyday - the likes of TRHC, NTLA, MYOK and ANET or perhaps you have something better to suggest or do you think this thing will rebound faster than me using a replacement? Thank you, Dennis.

Q: Hi 5i:

BERY.N (Berry Global Group was a top pick on BNN yesterday. It is in the same field as CCL, and was predicted to be a better investment than CCL which has leveled off.. What do you think of BERY, and would you think switching from CCL to BERY is a reasonable move?

Q: HI 5iResearch team,
Can you please advise re: US utilities? I believe Stephen Jarislowsky's view that the US $ will increase relative to Can $ in near term, so have converted some US$ to Cdn$ recently with plan to repurchase at better exchange. He recommended US utilities for a longer term hold. Do you concur and if so, what would you buy?
Thank you, Linda

Q: Hi Team, what are your thoughts on Intest Corp (INTT) .Would this be a good TFSA candidate? Thank-you in advance. Sam

Q: Please provide a little in-depth opinion on Equifax as it works to regain its position as the leading credit rating agency for NA. You can use two credits. Thank you

Q: Please give me your updated view of zoetis. Do you like the sector? Do you consider this a buy, and if so, would this be a compelling buy?
Thx
Karim

Q: Good Morning 5I Team, Can you please tell me when is this Co going to declare their earnings, if yes, I would like to have your opinion and comments. Many thanks, Catherine

Q: Hi,
Can you suggest 1 or 2 good DOW etfs, both hedged and unhedged. I am leaning toward unhedged at the moment as our dollar is quite strong.

Thank You, John

Q: I would like to buy a US stock for my son’s RRSP account. I am considering BAC Bank of America. With current value of CAD/US is it a good time to buy into US market using CDn dollars or should I just stay in the Canadian stocks. Any other US stock suggestions ?
Thanks Kathy

Q: Thanks for your recent reply -- but I think my question was misunderstood.

While I thank you for the recommendations on SQ, CGNX and ALGN, they are all in the Technology sector, which is something I would like to move away from at this time.

Even if I retain a 5% position in Netflix, Nvda and Shopify, that would bring me to a 15% in my portfolio, which I think 5I suggests should be a good enough weighting at this time.

Could you please provide a few names, with good growth, outside of tech? Your favourites?

Please deduct as many points as is required -- as I've got lots in store. : ) Sorry for being such a pest, but I suppose my first question was misunderstood?

Thank you!

Q: I am wanting to sell partial positions in each of these. They have become dangerously overweight in my portfolio and am looking to take profits in order to reinvest in other companies/sectors -- either in Canada or US. ADRs would also be acceptable. While I see huge growth in the technology sector, I think I would like to move away from it, since my weighting in this sector is also "dangerously overweight" ... at almost 25%.

(It's hard to move away from something that's giving you such good returns!)

1. Which 3 stocks might you suggest for equal/similar torque?

2. What is a good weighting for the above stocks? All of them have reached the 7 percent range, and even to me it sounds a bit risky.

Thanks for your advice.

Q: I own some KKR, which has done well, and have been considering either purchasing more of this or investing in another alternative asset manager - possibly Blackstone Group, or Carlyle Group (CG on the Nasdaq, although I was unable to bring this up on your system). All continue to have very good runs. Does a purchase in this group make sense to you at this point? If so, is there one member of the group, or a related company, that you would recommend?

Thanks - Don

Q: would buy AT&T at this time?

Q: Zymeworks had quite a lift today. Can you provide any colour? Thank you.