Investment Q&A

Q: I have held JNJ for years and I am *STILL* holding on , in the [vain] hope that surely management will FINALLY resolve its various self-inflicted legal problems. I have been MISERABLY wrong. JNJ shares continue to decline (drowning is the perception as we focus much more on loss). I was idiot enough to buy into JNJ’s spin off KVUE, on which I have a rather loss in just one year.

Notwithstanding the enthusiasm of media commentators, the health care sector hasn’t done anything outside of a couple of star-companies. Are JNJ and KVUE worth holding on to? I would appreciate very much your substance-backed reasons either way. In your answer, kindly please put less emphasis on the legal issues which are already well known and focus entirely on the future prospects .
Many thanks.

Q: AMD’s share price has been going downwards, a direction opposite to most other major semiconductor companies. AMD’s business model seems sound and its newer chips, expected later this year, are said to be slimmer, more heat-efficient and much faster. Those chips should thus be in higher demand by manufacturers of PCs, and servers. Newer AI-equipped PCs need more powerful semis, and AMD is major supplier. Although AMD’s share price was up significantly in recent years, I have a rather large holding and large loss (down 22% in months-- unusual for semi companies). I read numerous analyst reports, 10Ks , other SEC filings and miscellaneous financial reviews. AMD sounds like a great business , so I wonder what I am missing. Granted, the business’ recent financials were poor , and unexpectedly below expectations. I am undecided whether to add to my position or harvest a tax loss. I am reluctant to sell just for tax reasons. Could be hard to get back in as good , high growth companies tend to run away from you.

1. I would appreciate your insight (substance please).
2. Financial ratios I have seen vary more than usual , surprisingly so, including data in otherwise reliable sources. Please, what do you show for :
Trailing P/E,
Forward P/E,
PEG ratio
3. Are you reasonably confident in AMD’s business model, and demand for its upcoming products-- the company's prospects?
Many thanks.

Q: I am looking for a US ETF that has a similar distribution weight has VEQT, I looked at VEQTF which is the US counterpart but it trades on the Grey exchange. Thanks, Jean

Q: With the tsx dropping over the last few weeks and valuations adjusting for companies you like. What would be your top 3 Canadian and top 3 US names that you would start a position in, if buying today for the long term? Thx

Q: Hi 5i,
I'm looking for a FREE real time portfolio tracker. I'm using Watchlists on CIBC Investor's Edge, but that part of the site is so glitchy when adding/removing holdings that it's too frustrating to use.
Could I ask for your top 2 or 3 recommendations for an alternative free real time portfolio tracker? (I realize that I'm asking for something that I can use instead of 5i's Portfolio Analytics tracker and I hope you don't mind, but these days especially I'm trying to keep my costs down ...).
Thanks 5i!
Peter

Q: Hi 5i.
I need to sell Headwater Exploration short term. Would like to continue to hold. What would you recommend as a proxy?
Thank you.

Q: Hi 5i,
I have a small position in Fairfax India holdings. I have made a gain but disappointing for the length of time I have had it. I can still be patient for possibly 5 more years or longer. Would you recommend holding this, or consider ETF's of India holdings that you had recommended in March of this year (ZID or INDY) or other ETF?
Should be on the conservative side of investing.

Thank you for the great service

Q: Can you please compare the fundamentals of AMD vs QCOM for a five year hold? Which one would you recommend to hold? Thank you.

Q: Good Morning, I liquidated my corporate holdings in order to realize substantial gains prior to the June 24, deadline.
Will be buying back some of the holdings and was thinking an ETF instead of individual holdings. Taking this opportunity to try to reduce holdings and re-organize portfolios.

Also, some of the funds will be needed in the next year. Was thinking fixed income ZST (Canadian dollars) and ZUS.U (US dollars)?
Your thoughts please.

Q: Are we Canadians fools? Rhetorical don’t answer that. My question is should we do what you do and not what you say. By that I mean should we invest 100% in the US market and forget about the Canadian stocks. It seems that we are 2%/year or so behind the US on a long term basis. We would easily make up the FX costs within one year. Currently you suggest 30% or so Cdn and I am not that low yet, but I do wonder if that target is too high.

A diehard Canadian who may also be a fool.

Q: this is a question about financial / portfolio advice in estate planning.
Assuming I were pass on, my 3 children all in their 20's , all still in university, they would stand to inherit a million each. What investment advice would you recommend for management of their inheritance. ( I know the Buffet advice, predominantly ETFs.)

I would be curious to survey 5istaff with children and 5istaff closer to their 20's for different view points.

thanks

Q: Do you feel Granite REITs recent weakness and drop to the mid 60s makes it a desirable takeover target. There aren’t many Canadian Industrial REITs remaining after the takeovers of Summit and WPT. Would appreciate your thoughts. Thanks.

Q: Any reason for the plunge in price

Q: I am looking for a short term safe investment for Canadian and US cash in a non-registered account. CBIL according Global X website holds 0-3 month Canadian government bonds, but when purchasing on Questrade, 0-3 mo U.S. T-bill pops up - is CBIL US or Canadian bonds? With UBIL.U in a non-registered account will there be US withholding tax on the estimated 5.25% yield? Thanks!

Q: My son has held VFV and XIC in his RRSP account for a few years now. That was based on your recommendation around starting an ETF portfolio for him at that time.
He will have extra cash to contribute this year, and I'm wondering if he should maybe add some other ETF's at this point, or just continue to stick with these 2.
If he should add, what other ETF's would you recommend?
Also, for the 2 he already has, do you still think VFV and XIC are the best choices, or are there other ETF's you like better right now?
Thank you!

Q: Why does the Start Price for CNQ.TO in the INC portfolio equal 104.70? Is this a typo? CNQ was added on May 31 2024 and the highest price on May 31 was 51.761. Thanks

Q: My patience with what appears to be a much loved KXS is now pretty much stretched.

I am told their business is on a solid footing and they are fundamentally doing well? So, is there a reason it has been sitting on the sidelines during this broad rally?

Q: Good morning,

I was wondering if you could look in to your crystal ball and predict where we may find KXS 5-10-15 years from now....not necessarily the price, but just in general.

To me, it seems like KXS is not widely known, but is establishing itself as a quiet market leader. I like that they don't issue shares. What could the future hold - a take-out candidate? a dividend? dual-listing? I know they make some acquisitions, but will they continue to make more? Could this be an international leader in supply-chain one day? With a market cap of aprox. $4.3 billion could it one day scale to a larger Canadian tech name (e.g. $10 billion+)? Will that PE ratio ever come down? I know there is a report on it, just more considering what the future may hold....

Q: Those ETF are at the same share price as 18 yrs ago...,could they still go much lower or is it a good entry point at this level ?

Q: Sofi appears to be stagnant and going no where. Is it time to move on.

Thanks

Thomas