Investment Q&A

Q: I own approx an equal $ amt of the above,both are up considerably NVDA especially but it has a PEG of 3.5 and YY PEG 0.5. Projected earnings are strong.
Should I sell nvda to purchase the cheaper yy or just stay the course. nvda has been extraordinary but is it too expensive now. Thank you.

Q: Hello
Are there any pure auto insurance companies to invest in, my thinking is that with the use of sensors etc accidents will be greatly reduced and insurance companies will not be passing savings on to consumers.

Q: Do you happen to know why Comcast has fallen sharply? Would you recommend it as a long term investment, or do you prefer other names in that space? Thanks.

Q: hello 5i:
I am normally a fairly risk averse investor. Butttttt, knowing that the key person is probably the most important ingredient in a company, and assuming the company has a product that is still relevant (we'll rule out typewriters and horse drawn buggies), I am more than willing to have a small part of our portfolio in a growth company with good earnings potential. ie, we are invested in GUD, primarily because of Jonathan Goodman.
Recently, I've read about a company called Synergy CHC, run by a man called Jack Ross. Mr Ross is a very major shareholder in SNYR. And Knight (GUD) has invested in SNYR, something I see as a vote of confidence from Mr Goodman.
Knowing its not your forte, but trying to do my due diligence, can I ask you to comment on this company? I would try to establish a position at $XXX as it seems to be a thin trader, and fairly volatile. But I can't access this name on Stockcharts, so am a little constrained with TA. And there is not much information, in general, available.
Any advice you can give is beneficial
note that you can publish all of this question, EXCEPT FOR the part about my (hopeful) offer price.
tia
Paul L

Q: What do you think of buying Equifax Inc. (EFX) on the dip. They have lost 15% value due to a hack. It seems like an event the company will rebound from after enough time for people to forget what happened.

Q: Hello team,

Would you buy this company at this time? Is its massive/nonstop share price growth really justified? Isn't there any competition out there for it? What are the pitfalls in your opinion? What do you think about its mid-/long-term prospects?

Thanks for your exemplary insights as always!

Q: Hi, guys
I'm not sure if you're familiar with this company, Smart Global, but its performing well and I'm wondering if you have any comments amd thought the group might be interested. (exoensive but has good support)
Cheers,

Q: Do you think the recent decline in DIS is an opportunity to increase a position?

Q: I was thinking of a position in HXS as a stable long term gainer for my RRSP. It has outperformed the SMP500 handsomely over the last few years - except in the last few months. Is that simply because the CAD I rising against the US and would this make it a good entry point?

Q: Good morning,
It 'appears' GE's downward trend will continue. That would soon take our current US$23k investment below our book value. I prefer holding, but don't like the notion of underwater for years waiting for this ship to turn around. So I'm 'inclined' to move on, in which case probably by adding that to SPY which most of our US$ are in. Your thoughts will be appreciated.

Q: Hi,

Could you give me information on Histogenics Corp (HSGX) and your opinion on company outlook.

Thanks,
Nick

Q: Globus Medical - your assessment of GMED ? Thank you

Q: What is your opinion of Zomedica?
Thanks!

Linda

Q: What is your opinion on Campbell Soup (CPB)? It is trading near its 52 week low but still trades at a p/e of about 35. It also has underperformed the S&P 500 by at least
20% since summer (June-September). Do you think it is undervalued at this level and may even be a takeover target?
Oleh

Q: Greetings 5i,

I am making an effort to increase my exposure to US stocks, and am considering adding a US healthcare position to augment my Canadian healthcare holdings of CSH.UN and GUD.

JNJ was my first thought, given its strong history, massive valuation, and diversification. However, I am (like many, I assume) concerned about its legal troubles; particularly given the severity of the issues that surround them. Moreover, it appears that said troubles may be present for quite a long time.

I am thinking long term (I am 36), am a "buy and hold" investor, and will not need the capital I would be deploying for the foreseeable future.

Do you feel as if this is a good entry point for JNJ (perhaps a half position to start), or would you wait to see how the legal situations unfold before considering this purchase? If the latter, is there another American healthcare stock you might recommend in its place?

Thank you.

Q: Hi 5i - If something were to trigger a broad based repatriation of profits for US companies, do you see any names that would see a significant bump?

Q: Thinking of switching to VUN from VUS for long term hold at this time...With the CAD at pretty high levels.Your thoughts.

Q: Just wondering if you think there are specific infrastructure or other companies that will benefit from rebuilding after Hurricane Harvey and possibly Irma.

Q: Hello Peter, I've been watching CLCT for a few months now, since it was mentioned in one of your responses. It has a dividend over 6% and is 9% cheaper today than yesterday after factoring in the currency move. While I'm tempted to buy, I'm not clear on what the 'China' component of its business entails - and also have some doubts as to how much an American company can count on being dealt with 'fairly', long-term, when doing business in China. Can you please explain the importance of China to CLCT's business, and whether you see the China political/trade risk as a meaningful concern for this particular company. Thank you!

Q: I would appreciate your thoughts on Keysight Technologies. Any comments would be appreciated. Thank You.