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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: Good Morning
How would you compare Leon’s and Park Lawn. I had purchased both around the same time and currently Leon’s has far out performed. Would you consider a clean up trade selling PLC and buying more LNF at this time?(Portfolio weight not a concern). Or would you give PLC more time?
Thank you
Read Answer Asked by Marty on November 23, 2020
Q: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)

How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?

Thank you

Peter
Read Answer Asked by Peter on November 23, 2020
Q: TCS began its recent ascension in early Sep at $26.50,reaching a peak of $42.50(1 yr H) on Oct 22,then started decension till Nov 15 @ $33.59.($34.86 on Nov 20.) What is its record of Q results vs estimates? Is it time to establish a position or wait after its Q report on Dec 2? Note that U have recent favourable comments. Txs for u usual great services & views
Read Answer Asked by Peter on November 23, 2020
Q: Greetings 5i,
I am looking to reduce my Industrials and hold each of these stocks In various accounts. I would prefer to trim an entire position rather than a portion of each. In what order would you reduce these holdings today? Tax-loss selling is not a factor.
Thank you
SP
Read Answer Asked by Steve on November 23, 2020
Q: I'm looking to diversify my RIF. I have North America covered both ETF and stock wise.
I need to add to cover the rest of the world
Your suggestions for 1-3 dividend [ for income and upside ] ETF's to do the job
Read Answer Asked by Henry on November 23, 2020
Q: Hi there, I'm looking for some DRIP recommendations. So any sector ... with a dividend between 3-5% that Offers opportunity to take the dividend as stock. And is there usually an amount of stock that must be owned to qualify. Thanks!
Read Answer Asked by Sebastian on November 23, 2020
Q: If there is a post-U.S. Thanksgiving (seasonal) rally, which sectors do you expect to be strongest?
Read Answer Asked by Ken on November 23, 2020
Q: Hi 5i,
Is Affirm Holdings upcoming IPO of interest? Could this be a disruptor to the credit card industry?
Thanks
Read Answer Asked by Terry on November 23, 2020