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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 Peter, Ryan, and Team,

In a TFSA with PKI as the only "energy" holding, would you be OK with a switch to ENB? (Higher yield, lower beta, more conservative) The recent dropping of PKI from 5i's portfolio is another reason, and it's been quite a "dog" for me.

Thanks for your continued insight as we navigate this difficult market.
Read Answer Asked by Jerry on May 05, 2022
Q: I think I may have timed out before submitting this question earlier.

I wanted to know your views on swapping DHR for ISRG in my health care allocation, which currently includes SYK and WELL. I know you like ISRG today, perhaps more than you did a couple of years ago when you had concerns about their business in China. Is China a significant part of their business? And your DHR concerns seem centred on their higher levels of debt which are being paid down.

I have done well with DHR but I am wondering if ISRG's growth profile is considered higher without taking on a significant increase in risk. Or would one of my other holdings be a better swap? Or is "do nothing" the best course?

Appreciate your insight.


Paul F.
Read Answer Asked by Paul on May 04, 2022
Q: Eastman just had their earnings a few days ago. What do you think of the stock? Are there better opportunities in the sector, CDN or US? I have a small position in my RRSP, and was thinking of adding to it.

Thank you for all you do.
Read Answer Asked by Ed on May 04, 2022
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