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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: HHLE (Harvest Healthcare Leaders Enhanced) is classified as "diverse", Yes, it is an ETF but it holds only healthcare companies and no industrial, yet it split between HealthCare and industrial. It is not included in the healthcare profile as a percentage of holdings. This put healthcare lower than it should be. Can this be adjusted or does HHLE deserve to be split between healthcare and industrial?
Read Answer Asked by STANLEY on September 11, 2024
Q: For a TFSA if you could pick a few value stocks that have good balance sheets and maybe provide a “margin of safety” if we did have a recession, but also show some promising upside in the medium term if the stars align what would they be? (I’m agnostic on sector and cap size, US or Canada)
Thank you
Read Answer Asked by Stephen R. on June 28, 2023
Q: which ones would you sell first for tax loss reasons?
And what would you have as replacement?
Read Answer Asked by Josh on August 25, 2022
Q: Hi 5i, Can I get your take on these 3 companies - current valuation, growth prospects, balance sheet…? I currently hold ILMN. Should I add to ILMN or diversify in the diagnostics/research field by adding TMO or A, and if so, which if the two would you prefer? Growth investor with a long-term time frame.
Thank you, Doris
Read Answer Asked by Doris on August 22, 2022
Q: In the U.S. part of my non registered Account I have a small gain on LSCC and am thinking of selling and purchasing one of the other 5 U.S. stocks. Could you rate the 5 options I have listed with your opinion of each (best first). Would you agree with my selling of LSCC and purchasing the best of the 5 options I have listed or should I continue to hang on to LSCC.
Thanks John
Read Answer Asked by John on May 03, 2021
Q: I have 5 companies that I have been watching and researching for awhile. I would like to narrow it down to 2. Could you give me an opinion on each and whether they can keep up the positive movement in the future? What does their their debt and future growth look like? Could you please rank them with the best first.
As always thank you for your most helpful guidance.
.
Read Answer Asked by John on March 24, 2021
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