skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i: Reading your answer today about JNJ and while you like it would maybe pick something else at this time, What would be your suggestions in the US,
Thank you as always. Barbara
Read Answer Asked by Barbara on May 28, 2018
Q: Hello 5i, what is your opinion on theses three companies for a 2-3 year hold? Would you invest in any of those? If not, do you have a better suggestion in the small cap area? Does not have to be in pharma/life science. Thanks for the great service!
Read Answer Asked by Jean-Bernard on May 24, 2018
Q: I have a small position in PFE (about 1%), and I am interested in increasing my position to about 2%-2.5% by selling off a similarly-sized position in BAC. My portfolio has about a 10% weighting in financials, while I only have about 4% in health care, which is why I wanted to make the shift. My question is whether I am better off simply topping up my PFE position, or selling PFE as well as BAC, and using the proceeds to buy either JNJ, MRK or GSK. I prefer to stay with larger cap names, and in this particular case, I am looking at US names exclusively. If you have another larger cap US name that may be worth considering, I would be very open to suggestions.

As an aside, I also have a 3% position in GUD which I plan to keep for the longer term.

Thanks so much for your time, and I look forward to your response.
Read Answer Asked by Domenic on May 21, 2018
Q: I have Gud in my TFSA, I want to sell GUD and buy Rht or Agb? And do you prefer rht over agb? Are they good entry level ? Your thought please, thanks always.
Read Answer Asked by Hue on May 21, 2018
Q: I have a question regarding SIS's dividend. Maybe I am mistaken, but most ''growth by acquisitions'' type of companies usually either pay a small dividend or no dividend at all. CSU, ATD or GUD/Paladin come to mind. The logic being that more value is created by investing the money than giving back directly to shareholders. SIS, on the other hand, pays an high dividend that has been growing quite rapidly in the last year. What is your opinion on this? Have you ever asked them why they pay this amount of dividend or have they ever explained it? I understand they usually sound quite confident in the future but still, I am curious.

Thank you!
Read Answer Asked by Pierre-Charles on May 17, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!