Investment Q&A

Q: whats your take on reliq announcing the purchase of 27,000 blood pressure units,that they will resell to their customers.
the whole thing sounds fishy. i mean they say their customers had trouble buying them, so why would reliq be able to buy them. strange stuff. dave

Q: Hi 5i team. After being badly "burned" by healthcare companies over the last couple years (phm, vrx, cxr) I had sworn off investing in healthcare/ drug companies as every one I was invested in seemed to turn out to be giant scams. But, that being said, I find myself liking the idea of the technology behind RHT and I am considering investing in this recent pullback. On the flip side I used to feel the same about patient home monitoring (and we all know how that turned out). I guess I am looking for reassurance that RHT is a MUCH different home monitoring company than phm was, with competent management that aren't scamsters like Dalsin was, and describe the level of potential RHT has for future growth. I like the "tech" and "AI" component of this technology the best as I believe these will continue to be the highest sector of world growth going forward.

Also, in regards to the upcoming quarter; is there a negative setiment out there in regards to the release that you are aware of? Would a person be better off to buy the dip now, or wait until after the release? Thanks

Q: We have a 3.5% weighting in JNJ. We like it for its exposure to the USD, its steady dividend income, its blue-chip size and very modest share price growth. However I am concerned about the potential losses arising from their "baby-powder" lawsuit. We have owned the stock for years. I am thinking about switching out around 2% weighting into PFE. Its dividend appears to be higher and its chart seems to be better.
Reading over 5i responses on JNJ you seem fairly sanguine about JNJ so I hesitate to sell. We are retired but not currently spending our USD dividends - they are kept for foreign travel.
I must say I like XBI's chart. However its dividend is much lower so potentially we would need to sell stock if we needed USD. XBI should lower our risk profile as it is an ETF which is probably a smart move.
My questions are...
1) Would you recommend selling all our part of our JNJ or just do nothing?
2) Would you recommend purchasing PFE or XBI or both?
Please deduct as many credits as you feel my question(s) justify.
Thank you for your assistance.
Jim

Q: With REAL stock continuing to get hammered what effect will this have on AIF or is this priced in and being in a similar industry might AIF be next or get hit? THX

Q: RHT.V is a great example is a stock that is being pushed down 15% before earnings on no news.
Is this a possible short attack? If so can you please explain the technicals behind a short attack such as this.

Q: Are you concerned about the valuation of RHT considering its forward looking from a mgmt team which has never succeeded in the past. Also I was told they have spent a enormous amount in IR and they placed cheap paper below $0.20 with various groups. In addition Texas is one of the worst states for Medicare fraud and when I google their clients not much come up (other than Golden B founder involved in fraud).

Q: Is RHT value at current price or it's still expensive, thanks

Q: Good morning guy:

Could you please provide your opinion on this name please. Is it a buy for a long term hold?
Thanks
Mark

Q: "How would one make a small investment in the providers of stablecoin or basecoin ?
Thanks for your hard work."

In addition to your great advice I would avoid all coins except Bitcoin, Bitcoin Cash, and Ethereum at this time. Many are scams. Many are digital tokens and not cryptographically secure. I would not consider buying any until you have some understanding of how they work. Warren Buffet does not buy what he does not understand, but that does not mean Bitcoin/Blockchain cannot be understood. Those wanting to acquire a technical understanding should consider the book 'Mastering Bitcoin: Programming the Open Blockchain' by Andreas Antonopoulos.

Q: Can you compare potential of TECK vs TV going forward? I am considering taking the loss on TV, which I can use for tax purposes, and using the proceeds to buy TECK.

Q: Regretting not purchasing IMV before the recent listing changes and stock run up that followed. Where are they at with trials and product testing? Is the current strength based on assumed approvals or have there been results driven reasons for the rise? Would 5i suggest waiting on this one or is it a speculative buy today?

Q: Pipelines seem to be a tough area to do business in right now. The Line 3 project for ENB doesn't seem to be different- especially with the routing decision in MINN. Do you feel there is risk to the project being completed? If so, is it possible to quantify the damage to ENB? Alternatively, if they move ahead with the approved, but not desired route, can the added costs be worked through to movements in the share price? Trying to get a better understanding of possible risk on this.

Thanks

Q: Hi,can you give me your in site in this company.I see it is held by one of my prominate fund managers.It is Canadian company but what i see on website it operates throughout the US as a business.It has been around for a while but wondering if this thing will grow and is worth investing in.Thanks

Q: Hi 5i!
I'm searching for ideas to park cash and generate yield until it can be allocated to good opportunities. Looking for liquidity, stability, capital preservation for a better yield than a savings account. In canadian dollars.
A canadian dividend ETF perhaps?
Many Thanks! Have a good week-end!

Q: I like what is going on at versaypay. Hit a new high today and earnings are not out yet. Own and want to buy more up to a 6% weighing. Do you think it is one you should maybe start looking at to cover for the growth portfolio. thanks.

Q: Hello,
I have been a holder of FSZ for a while now but the share price doesn't appear to get any traction. I thought after their latest quarter, they might get a lift but it looks like it is drifting back again. I like the yield but other than that it's been a disappointment.
I currently own TD and SLF which both have segments comparable to FSZ's business. Are there any compelling reasons to keep holding this company, any catalysts that you are aware of that might get this stock moving? Is this just a yield play with very little price appreciation to be expected?

Thanks for your help,
Dan

Q: Hello 5i

I read and consider your advice as very insightful. You often urge us - and demonstrate through your own model portfolios - that one should not overweight a company too much.

At present the stocks I have identified are all at or just over 7% of my total portfolio. To me, they are all “keepers” for the long haul. Still, they weigh heavily on my portfolio which is balanced with many other stocks sitting at around 5% weighting in my portfolio. Obviously I keep my holdings down to a manageable number and am not a trader.

Do I just ride the winners and be aware of the danger involved? Each of my mentioned stocks are up over 100% so I’ve got some space to “lose” money in a market downturn.

I do not need the money. Indeed, the capital gains on too many sales would put me in claw back territory.

Please deduct as many credits as you wish.

Best

Peter

Q: Suggestion for a late start to a TFSA. 72 yrs old, looking to put $20k from RIF withdrawal into a TFSA. No immediate need for the funds so wondering what makes sense... Balanced or income...ETF or individual stocks.

Q: Greetings 5i,

As a generally conservative investor with a long time horizon (I am 36), I am very partial to "less exciting" blue chip stocks with a high potential for long-term stability. And while I am in no rush to add any single positions at this time, I would like to ask your opinion of two large cap names to augment my research. Please feel free to deduct as many credits as you deem appropriate.

Could I please have your opinion on UPS and MMM as potential "buy and hold" names for a long-term time frame?

Thank you.

Q: My wife and I are in our 70's with RIFs mainly focused on income producing stocks.

Our annual withdrawals equate to approximately 10% of our investments, so currently, we expect to be able to live our lives out without running out of funds.

As part of my financial sector, I have a 3% position in PWF, which has been underwater for quite a while, but currently pays a 5.31% dividend. I know you tend to favour SLF, and I wonder if it is worth switching into SLF, even though it only pays a 3.44% dividend.

Your thoughts and comparisons between the two over the next five years please.