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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: The company will have slower revenue growth and profitability for the next 1 year or so as they transition their customers to the cloud. Short term pain for long term gain, at least thats their expectation. Still highly profitable, over 2B cash in the bank and investing heavily in their business. Would you suggest holding through this transition, stepping aside for a few quarters or using this as an opportunity to bulk up a long term position?

Thanks.
Read Answer Asked by Joel on November 02, 2020
Q: Hello,
how do interest rates affect SLF? Given they are histirically low presently is this a net positive or negative for it's earnings? If and when rates go up, whenever that is, is this a positive for SLF?
What is the current payout ratio for it's dividend? Do you see any catalysts for growing its EPS given the current economic conditions?
Thanks,
Dan
Read Answer Asked by Daniel on November 02, 2020
Q: Hello 5i Team,
Based on today’s price, is Bam. a buy, hold or sell? Please provide your comments on future earnings and anticipated price appreciation.

Thanks, Rossana.
Read Answer Asked by Rossana on November 02, 2020
Q: Good morning,
I am very happy with Portfolio Analytics, it has proved to be a wonderful tool to help me manage multiple investment accounts - I also love the continuous improvements. Great value for the money.
Question: I would like to add some international exposure to my portfolio. Please provide your top pick of US and Canadian ETF's for international exposure.
Thank you,
Patrick
Read Answer Asked by Patrick on November 02, 2020
Q: I would like to own WELL. My hesitation is what you identify under Key Risks in your report - "inability to compete with larger players such as Telus and Loblaw in the digital health care solutions space ".
I own both Telus and Loblaw and recognize that their exposure to digital health space is a small part of their over-all business at this point while WELL is the pure play growth option.
Having difficulty assessing this and would appreciate your thoughts.
Not asking for specific portfolio advice , but just in broad , general terms -
if one owns these two larger companies , would it be appropriate to put Well in the "like to own " rather than "need to own " category and allocate capital elsewhere .
Thank-you
Read Answer Asked by William on November 02, 2020
Q: I am looking for small cap growth stocks with high gain possibilities over the next three years. How would you rate Been and Rlay for growth potential?
Read Answer Asked by George on November 02, 2020
Q: Hi,
is the current debt level for ABBV to risky in the current economic environment or is the projected cash flow enough to reduce this risk? Might this cause dividend increases in the future not to happen?
In some of your answers to questions from members regarding health care stocks in the US, you often mention the election as a possible concern. Could you expand on this please? I assume you mean that one party is better than the other for this sector.
Thanks,
Dan
Read Answer Asked by Daniel on November 02, 2020
Q: These four fine companies are all RSI oversold at present. I know you like all of them, or have, and am wondering if they could be considered strong buys at these levels ( for long term holders) or whether best to wait and see what the coming weeks bring us all. What order of priority would you give them for current investment? BTW, thanks for the consistently calm and perspective-driven approach you take in your advice.
Read Answer Asked by alex on November 02, 2020
Q: most if not all of these companies are down 20-30% and consequently many pay very high dividends; have they been unfairley thrown into the same bin as oil & gas companies by investors? Could this be a buying opportunity of undervalued solid companies.
Read Answer Asked by Fred on November 02, 2020
Q: I am currently have a large position in Atco and it has been going down a lot since Covid. Going forward, what is your view of continuing to hold ACO.X vs a swap into FTS, ENB, AQN, or CU. Could a swap in either one or into a combination of these be of benefit for a long-term hold for a risk averse investor? What is your recommendation given the current valuations, recovery potential and future growth outlook?
Many thanks!
Read Answer Asked by Yvonne on November 02, 2020
Q: RE; Healthcare,
I currently have a limited amount of healthcare exposure in my portfolio and looking to build the allocation. I hold some MDT in my US account, I have been adding to that holding on dips. I would appreciate hearing your favourite US and Canadian healthcare stocks.. Please provide your top choices for US and Canada plus any particular ETF's you like in the healthcare sector. Thank you, Patrick
Read Answer Asked by Patrick on November 02, 2020
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