Investment Q&A

Q: Growth stocks have outperformed value stocks for a number of years. My understanding is that growth stocks are currently at an all time high relative to value stocks. Presumably, at some point, this trend will reverse and value stocks will begin to outperform growth stocks.

Do you have any thoughts as to how much longer the growth outperformance will continue? What conditions should an investor watch for, to be able to detect the switch when it occurs, to outperformance by value stocks?

Many thanks for your insightful advice.

Q: Comment: The management of PHM might not have been perfect, but if you are a buy and hold investor, and purchased PHM when Jason Donville recommended it years ago, you actually have made out rather well. I wish I had not sold some shares as a tax loss.

Q: I own Abbvie and Stryker .What US healthcare company would you recommend to complement these holdings? Thank you.

Q: What will be the future growth above company that I listed here in 2 to 3 yrs
Thx,

Q: NIO stock has shot up significantly over the last couple weeks; sales numbers for the last quarter looked strong. Financing is in place. What are your thoughts on this company and do you think it makes sense to jump on this EV play vs Tesla. Second question; if sales remain strong throughout the rest of 2020, where could you see the stock price by year end.

Q: Hi,
I would like invest some money in to Gold sector. Instead of putting money in to one gold producer, I would like to invest money into DEUTSCHE Bk AG/DB GOLD DOUBLE LONG (DGP). Please advice this is a good stock to invest or you prefer another stock,
Thanks

Q: Thoughts on the Fairfax Africa deal? Thanks.

Q: Could you compare these two companies wrt management, growth, acquisition rationale and strategy, and moat. Would you consider VEEV a US version of CSU?
Thanks
Jeff

Q: Hi Guys,
Are any of these names a MUST sell in your opinion? They are all down approx. 15%.
My time frame is 3 to 5 years.

thanks
Jim

Q: Is there any reason other than technical sell signal that PTON drops so much yeterday? Is there any further downside? Thanks for your advice

Cindy

Q: Hi 5iTeam,
my question is a follow-up on a recent question raised by Ted regarding potential US estate tax liability on US situs investment. I remember a few years ago when Gordon Reid was on Market Call, he commented that even if one's US situs investment exceeds threshold of forty some US$ (I forgot the exact threshold amount) when one passes away, there will be no US estate tax payable unless the total value of the deceased's estate is over the exemption amount of US$11.4M. Would you please confirm if this is still the case.
Cheers,

Q: What is your analysis on this stock? Seems they had an uptick in business due to social distancing tape and the online business trajectory.

Q: Regarding Paul's question on software to help with decumulation of assets, Cascades Financial Solutions purports to offer a cloud based Canadian product, although it does appear to be aimed at advisors.

Q: Checked through the question/answers on this ETF and as it seems pretty slim in Canadian stocks can you suggest a US one?
Thanks for the great work you do!
B.

Q: Good Morning peter & Team

High trading volume today and it's been treading water since March with lower highs and lower lows for the past month. Any explanation for the high volume and what do you think about TD moving forward?

Thanks for all you do

gm

Q: I hope all is well. I view your response to questions every day and see that questions on US stocks is rapidly increasing. Maybe you should create another site called 4iResearch for US stocks but you can still own them i.e., 5i minus Independence. My questions is about VEEV. They have an impressive list of clients. Can you explain more please why you like it so much? Thanks again as usual. Dan

Q: Is this a good time to be investing in banks? Any preference between TD and Royal?

Q: A month ago, Tom asked a 5i Office straw poll: What % cash is your group holding in their personal accounts. I am curious if you could provide an update on your response:
It averages out to near zero. A few have 10% to 15% cash, but this is offset by several using margin. Many are expecting a second drop, but of course the more expecting this the more it is priced in. We continue to think the market needs to 'chill' a bit. Things are not THAT great, and the expectations for a V recovery are high, and it may not be as fast as investors think. We think slow buying remains a good strategy over holding lots of cash, however.

I ask as I was expecting the market to chill but continues to move higher. I am about 15% cash right now and was wondering if I should keep slowly deploying.

Thanks for your excellent service!

Q: One of my bonds recently matured. I am looking to use the funds to purchase che.db.b. I know you do not like che.un as an investment, but this convertible debenture matures June 30, 2021 with a yield of 5.6%. What is the likelihood that CHE.UN will pay out at maturity?

Q: I am looking for added income and some growth. I already own TRP and ENB, and am considering PPL . I am thinking that PPL will give safe income along with higher growth potential than ENB. I would appreciate your comments.