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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 to add a US blue-chip industrial company. How would you rank MMM, HON, ITW and ROP for management quality and overall business prospects? Given their current prices, how would you rank them for total return potential if purchased today for a long term hold?
Read Answer Asked by David on March 14, 2022
Q: You used to be quite positive on GILD in response to subscriber questions asking for recommendations in the US Healthcare sector. Have you given up on the GILD turnaround story? At what price would you buy in?

Now, your top choice seems to be ABBV on the basis that it is performing better and your belief that Humira patent issues are well-known and baked into the stock price. However, ABBV is trading at an all-time high (not just a 52 week high) and GILD is trading at a price that is a 52 week low and lower than its closing price in 2013. Which stock has the better risk-return profile and why? Even if you think ABBV is the better long term investment, I am still nervous buying in at all-time high prices - what would be a good entry point on a pull-back?
Read Answer Asked by David on March 14, 2022
Q: Peter,

Go on the assumption that we will be in for a period of slow and consistent interest rate increases. I am very interested in how a bond fund could possibly increase the NAV during this period. For every uptick in the rates every single holding, whether of a short or long duration loses value. Do you agree ? What could a fund manager possibly do during this period to actually increase the NAV? I guess I am interested in the tricks of the trade or is it simply grab the umbrella and hope the rain eventually stops.

Thank you

Paul
Read Answer Asked by paul on March 14, 2022
Q: Peter,

You brought up a mention of female vs male investors in the recent edition of the Moneysaver. I assume you are speaking of the DIY group. What percentage of this group do you think are males vs females and the reasons for.

Thank you

Paul
Read Answer Asked by paul on March 14, 2022
Q: Do you think it is worth continuing to patiently hold NVTA in my RSP or is it time to sell ? Of course with no tax loss available for an RSP.

I thought the NVTA Feb report and guidance was encouraging.

Also, do you see NVTA moving to profits in the next couple of years, or at least convincing investors that growth is sufficient to entice 'growth investors' while waiting for eventual profits.

Thanks!
Read Answer Asked by Robert on March 14, 2022
Q: What is your view on QYLD as a place to stash cash in the current market? Looking at the chart, although its unit value has dropped since inception, it seems to have held its value on a total return basis - would you agree? Any better recommendation?
Read Answer Asked by David on March 14, 2022
Q: I remember when GUD went public you were in love with it, well maybe not the right choice of words. We know now what happened since. With PLTR, same kind of love at first, as per your current answers not so much. I worry this may become another GUD story. Do you like Peter Theil, and do you think he remains a good asset for PLTR. He is controversial, so that makes we worry. Your thoughts please .
Read Answer Asked by Luc on March 14, 2022
Q: I have now smallish positions in these ETFs held in registered accounts. ARKG at a 40% profit ARKW at a 60% loss and ARKK at a 64% loss. Do you see these recovering in the next few months or would you sell now and look elsewhere?
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Many thanks.
Read Answer Asked by Carlos on March 14, 2022
Q: Hi 5i,

Can you help me understand how TSU is not an absolute tabling pounding buy here. They have been growing the top line at a 40% clip. I believe the ROE is 18 or 19%. They have a long growth run way. Yes they missed last earnings due to two things outside of their control (surety losses impacting .08 and hurricane .02). If those one time items did not occur they would have beat consensus.

They have a great track record of execution and the BAM pedigree. Please let me know if you disagree. Also, please let me know in your opinion when the stock is a) cheap and b) table pounding buy.

Thank you.
Read Answer Asked by James on March 14, 2022
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