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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: I am looking for a specific type of health care stock. In my portfolio I have core positions in JNJ and NVO. I have speculative positions (half positions at most) in GUD and CXR. I would like a recommendation for a health care stock that is not as dependant on pharmaceuticals. Any recommendations in North America or a foreign firm that trades in the US? Thanks!
Read Answer Asked by Derek on March 04, 2016
Q: I currently hold a diversified portfolio in US, Canadian stocks and have some exposure to European and Global stocks. My question is: should I lower my exposure to Appl as it's no longer perceived as a growth stock and increase my exposure to Starbucks as it appears to have a higher growth projectory in the next few years.

Thanks
Read Answer Asked by Valter on March 03, 2016
Q: What are your thoughts on the current valuation and the near future of Walmart?
Read Answer Asked by Sam on March 02, 2016
Q: Some time ago, you indicated that cbm, ulti, osis, wex, could be worthwhile U.S. growth stocks.
Are you still of the same view ? Anyone to add to that list ? What would be the time frame ?

Thank you so much for your valuable contribution,

Jacques
Read Answer Asked by Jacques on March 01, 2016
Q: Is this a good stock to purchase considering that i would hold it for 5 to 10 years? I like the brand name recognition in the online payment processing market.
Read Answer Asked by Grant on March 01, 2016
Q: In general what are the tax implications of investing in US markets.
Thank You
Read Answer Asked by Peter on March 01, 2016
Q: Hi there - can I ask for your opinion on PRA group? Analysts seem to have mixed opinions on the company, but it looks interesting based on some of the reading I've done. It's down heavy this morning after what looks like a minor miss.

Thanks much.
Read Answer Asked by Rick on February 29, 2016
Q: Hi 5i: I am overweight financials. Among others I hold C, JPM and WFC in the US, with SLF and EFN on the TSX. I'd like to drop 2 of these. Your advice would be appreciated.
Read Answer Asked by Roland on February 29, 2016
Q: Verronica Hirsch had this as a top pick on BNN.Do you have an opinion?
Read Answer Asked by Allen on February 29, 2016
Q: I am thinking to add to utx.us or pfe.us
Which one would you choose?
And what is going on with the honeywell deal....could there be a better offer coming or pull the whole deal off?
Read Answer Asked by Josh on February 29, 2016
Q: What are your thoughts on IEP for a buy. Thanks again for all your good work.
Read Answer Asked by andre on February 29, 2016
Q: Although you do not specifacally follow US stocks, I would appreciate your opinion on ESRX. It has dropped significantly this year. I still have an 18% profit on it. Is it worth holding or would another US investment be more promising? (My other US holdings being MMM, JNJ, NVS, VIG, IWO). Thank you
Read Answer Asked by jacques on February 27, 2016
Q: Could you review Leucadia corp. in the U.S. and provide your thoughts. Is it good time to buy this company.

Thanks
Read Answer Asked by satish on February 27, 2016
Q: Hi 5i team, thanks for all your good advice. You have mentioned brk.us as a mutual fund like. Can you recommend a better one for long term growth in US and Canada ?
Read Answer Asked by victor on February 26, 2016
Q: Hi Peter, Ryan and Team,
Fully realizing that taxation is not your area, I have a general question that concerns where one would go to find out info on a U.S. company doing a spin-out, to determine what potential tax implications there could be, for Canadian holders.

Specifically, opening my T5 summary today, I got a nasty surprise from the HP I was holding before they split into two last November. Apparently they didn’t just do an even split, rather they held the original (and full) book cost of one side of the company, and spun out the other portion as a 100% dividend. So if the original cost was $45 for HP many years ago, after this spin-out my book-cost has been increased to $45 + $14.72 (for the spin-out), and the $14.72 is a fully taxable event for the 2015 taxation year.

One of the lessons, I guess, is never continue to hold the stock of a foreign company once they announce a split. This is a very costly lesson, and given that, I’d like to know how I can avoid it in the future, short of selling before the spin-out/split occurs. In speaking to my broker, this was supposed to be a non-taxable event for foreigners, it just never materialized though.

Would one look at U.S. SEC filings, or as a general rule, would you just suggest selling, and if one really wanted to continue to hold, buy back in after the event occurred?

Thanks for thoughts on this one.
Read Answer Asked by Warren on February 25, 2016
Q: May I have your thoughts on the talcum powder lawsuit? I am not so much afraid the company has known they are selling a carcigen or even that they have been unknowingly selling a carcigen. I am more concerned about the legal costs defending themselves from these lawsuits. The stock was up today inspite of loosing the case. I assume they will appeal.
Read Answer Asked by James on February 25, 2016
Q: Hi folks,please get your opinion on Q4/15 results for Civeo,housing play in oil business.For 2015 they reduced debt but gave guidance they are well positioned to ride out storm in 2016. Would u rate buy,hold or sell and how do they rate against bdi/t and Hnl/t,which one would u pick. Thanks as always,jb
Read Answer Asked by John on February 25, 2016
Q: How risky is this company? Saw them featured on ctv and the marijuana breathalyzer seems like a cant lose as long as they don't get beat to market.
Read Answer Asked by Mark on February 25, 2016