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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 folks,

Which Cdn and US companies would you consider buying now in relation to their assistance (equipment, internet services, food services, etc...) or solution (vaccines, drugs, etc...) or potential in view of the Covid-19 crisis and why ? Take credits as you see fit.

Please keep yourselves safe,

Jacques ids
Read Answer Asked by Jacques on April 08, 2020
Q: I read an article that suggest that the US has essentially moved the FED's role to the Treasury Dept, thereby giving control (more at least) to the Trump admin. First, do you see this as the case, and second, if they were to devalue the US dollar as Trump has often called for to better compete with the world, and this brought structural support to the political move away from China and ROTW imports and boosted a reemergence of the US manufacturing/supply-chain system, what companies would look like a steal today ten years from now?
Read Answer Asked by Rick on April 02, 2020
Q: Thinking about investment implications of this crisis. In a recent investigation by Assoiated Press it was reported that " The critical shortage of medical supplies across the U.S. (Canada?), including testing swabs, protective masks,surgical gowns and hand sanitizer, can be tied to a sudden drop in imports, mostly from China". Do you think there will now be a new emphasis on domestic manufacture and if so where might one find the companies that would benefit?
Thanks
Mike
Read Answer Asked by michael on April 01, 2020
Q: With respect to energy producers, would it be fair to say that producers such as Suncor, who also have refining assets, are better shielded against the current downturn in the energy sector, given that the cost of the input (crude oil) allows for a (theoretically) larger crack spread ? Unrelated to energy, do you believe that a company such as 3M, which manufactures various items used in the medical field, will weather the current corovirus downturn a bit better ?
Read Answer Asked by Mike on March 23, 2020
Q: What is your view on 3M as a long term investment? I've always heard great things about this company and the shares always seem to sell at a premium, but when I take a look at growth either top or bottom line, it always fails to impress. What am I missing? Opportunity to pick up some shares here for the long term on the cheap with the recent drop?
Read Answer Asked by John on May 17, 2019
Q: When a company like 3 M has a day like this one dropping by over 25 %, how should one react.

I am trying to think calmly in terms of fundamentals.

So is this still a good company with safe dividends ?

Are earnings moving in the right direction, if not why, isn't it ?

Is there a fundamental change in the business that is longer lasting?
Read Answer Asked by Ernest on April 26, 2019
Q: Hello 5i,
I am up $3000 to $4000 on JPM, MMM, PEP and others. I am down $3000 on KWH, RME, TCL.A. and others. I do not need money and can stay invested in all. I am retired, 72, with good pensions. I am inclined to just stay put and collect dividends. Should I sell and apply the losses to the gains or just stay put as I am inclined to do?
Thanx,
Stanley
Read Answer Asked by STANLEY on October 30, 2018
Q: Thanks for the News Update. and it mentions adding Industrials. For that last few weeks, I'm pondering adding industrial positions to my balanced, diversified US portfolio. I assigned a 15% weighting to the US industrial sector. My current positions are UTX at 4.6% weighting and FDX at 2.6% These two total 7.2% and as a result, I could add 7.8%. Please provide a few US names in this sector for my consideration, including adding to bring FDX to 4%........Appreciate you insights....Tom
Read Answer Asked by Tom on October 03, 2018
Q: Greetings 5i,

As a generally conservative investor with a long time horizon (I am 36), I am very partial to "less exciting" blue chip stocks with a high potential for long-term stability. And while I am in no rush to add any single positions at this time, I would like to ask your opinion of two large cap names to augment my research. Please feel free to deduct as many credits as you deem appropriate.

Could I please have your opinion on UPS and MMM as potential "buy and hold" names for a long-term time frame?

Thank you.
Read Answer Asked by Lucas on May 28, 2018
Q: MMM has fallen from grace, I presume from reduced guidance. However, I see increasing and steady dividends, a well managed business, good margins, major buy backs continuing, etc., etc.

Is the decline in price simply b/c investors are wanting more growth? Would you consider MMM a good buy today?

Best,

Cam
Read Answer Asked by Cameron on May 01, 2018
Q: May I please have your thoughs on today's selloff, and its sizable decline since its February highs. I realize it has been a victim of the Trump tariff talks, but is there any real concern here for a long-term investor? I was thinking of adding to my position since it has fallen to 2.8% of my portfolio, or would it be advisable to allocate new funds elsewhere?
Read Answer Asked by Peter on April 24, 2018
Q: I have approximately 2% of my portfolio invested in MMM in a RSP and with decreased share price and current outlook of industrials would it be a better choice to sell and add to either SPY or VIG for the long term ? I would appreciate your opinion.Elizabeth
Read Answer Asked by Elizabeth on March 26, 2018
Q: Hi, I'm underweight industrials and currently only hold SIS and XYL for a total of 4.5% of my overall portfolio.

From the above list, and looking to hold long term with lower risk, could you rank your preferences and provide justification for the top two?

Thanks,

Cam.

Thanks
Read Answer Asked by Cameron on February 26, 2018
Q: I've held MMM for the last several years, but have become increasingly uneasy with its valuation (though it's not the only stock I feel that way about!). Do you think MMM's current valuation warrants an exchange with another US industrial? If so, could UTX foot that bill and would it complement my other holdings in that space: NFI, SIS, WSP and XYL. Other/better suggestions most welcome! While I have enjoyed the relative stability MMM has provided to my portfolio, I could be comfortable with something a little "growthier" in that space.
Read Answer Asked by Peter on December 13, 2017
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