Investment Q&A

Q: Your thoughts on buying these stocks at these prices. thanks

Q: Hello,in regards to XOMs 60B all stock deal to purchase Pioneer with a market cap of roughly 440B its roughly 1/7 of their market cap,does this mean they issue that much new stock and if so for short to medium term shareholders it’s probably not ideal and basically could I have your thoughts on this acquisition Thanks and have a great day!

Q: What would you say about MITK today
Peter

Q: Hi,

Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?

Q: Are you aware of any particular reason for the share price plunge in ISRG? Would you be a buyer around this level ($280)?

Q: Hi 5i team

I have investments in LLY and LNTH. Which among ISRG/INMD/ILMN has better potential for a 10+ year hold? and why?

Best,
Matt

Q: i was wondering if your team would be willing to address an issue for people moving assets out of their RIF. Just a generalized response would be of help as most advisors are in the selling business, which is understandable.
Thank you and happy Thanksgiving to everyone at 5i.

Q: Between ATZ & INMD I best just pack everything in and switch to low cost ETF's.

Q: What would be your top 5 U.S. or Canadian REITs today based primarily on both valuation and quality balance sheet.

Q: May I have your current thoughts on the iShares U.S. Medical Devices ETF (IHI). After a tough three months and today's 5% dip would you consider it an opportune time to add for medium to long term investors, or is it better to let it find its feet first?

Q: Your views, please, regards exchanging BN for BNRE on a one for one basis

Q: I would appreciate your help with an investment decision.

I own Qcom and I’m down about 40%.

As you pointed out in answering a recent question the PE makes it look cheap. It’s got a decent dividend Howe.

However, it doesn’t seem to be or have any momentum,

Would I be better off selling QCOM and adding to either or both NVDA or Adobe both of which are up nicely.

Alternatively, would I be better off just buying an ETF for safety and diversification.

Thank you for your help.

Q: With the recent conflict in Israel, the forecasted coming recession in North America, and continued high interest rates for the foreseeable future, would now be a good entry point to buy SU? If not, what range would be reasonable to buy it at?

Would you say that SU has good looking prospects for an increase in share price for an investment horizon of 3 to 5 years? I am looking for a decent dividend to be accompanied by stock appreciation. Or, if the price appreciates significantly sooner than that, I could exit at that point too. Thank you for your insights.

Q: Hi team
I have around 150,000 in money market funds which is earning decent interest
I am going to use the above as a cushion so that if the stock market went down further , I do not have any worries
interest rates can still go up, but eventually cold come down so that the nice returns from the money market fund would be not as good
my strategy
put 1/3, around 50,000, put it in a ladder GIC 10,000 dollars each matures in 1-5 years in five 10,000 amount
put 1/3 into bonds, using a broad Cdn bond etf, something like XBB , XBD with lower risks; any suggestions of a mix Cdn high grade bond fund (no junk bonds) would be appreciated
and the remaining 1/3 continue to put it in the money market fund as the inflation could be hard to control and interest rates continue to peak;
I wonder what you think of my strategy?
any suggestions would be appreciated
thanks
Michael

Q: In a growth portfolio, if someone follow your steps and exit Telus Int but want to stay fully invested, which cies will you suggest as a replacement?

Thanks

Q: Hi 5i, I heard Bill Gross suggesting AGNC on CNBC what do you folks think about this ticker. Also curious of what you think of FIS as a investment. Your thoughts are apreisiated.

Q: Hi
What is so great about Nextera Energy. They have almost doubled their debt since 2018 from about 38 billion to 72 billion. They have been raising their dividend roughly 10% a year and not even coming close to earning it. Their FCF per share alone in 2022 was Negative .74 Cents, yet their paying out $1.69..
The 2 years prior was just as bad. The return on their assets in 2021 was only 1.44% and 2022 was 1.57%
Gord

Q: Hello 5i team,
I am thinking of adding to WELL. What is your current view of the company? Is it now profitable?

Thank You,
Andrew

Q: Hi team,

Just curious on this one, why do you feel the price is falling? Would this be doubts creeping in on the deal being approved?

Q: Over close to ten years the balanced portfolio on 5i has generally outperformed the growth portfolio. The five year rate of return as of September 2023 is better. Can you comment on the numbers please.