Investment Q&A

Q: JNJ shares have been sliding down for weeks. Today the company lost its appeal to segregate its talc div for bankruptcy and JNJ Shares gapped down. The talc litigation was already priced in before the decision. The ruling itself was not a real surprise. What gives? Is it much of a risk to add to existing holdings? “Waiting for things to settle” does not always work out when negative factors depressing share values were already known before resolution of said negatives.

Q: Fur those if us who have fallen off the Elon musk bandwagon can you suggest TSLA adjacent stocks for those of us who prefer to sleep at night?

Q: If 5i had 3 US model portfolios (income, balanced, and growth), which model portfolio(s) would you put NVDA into and what weighting would you currently have it around or where would you start trimming? Would you consider it one of those ones where you let it keep running as a winner and trim it along the way (e.g., year to date of 30+%)?

Q: Hello. Current overall assessment of this company? Decent option if primarily looking for income in an RRSP? How safe is the dividend? any prospect for share price appreciation? Thanks!

Q: Peter; I realize techs are off today but NVDA seems to be weaker than most-+any current news- would you add to a position? Thanks
Rod

Q: Hello, if today you had to choose just one between Eli Lilly and Pfizer which one would it be and why? Thank you

Q: I currently own GOOG, MSFT and NVDA and want to round out my tech holdings with a 3% investment in one last stock. Can you please provide three options - in order of preference - that you believe would make strong additions to my existing portfolio? I would also be interested in the rationale for each of your picks. Thank you.

Q: Hi, and thanks for all the advice.

I own the following in a unregistered account.
I'm in the red for all of them, BMBL down 59%, ETSY down 30% and PINS down 58%. They have all moved quite nicely in the last month so not sure to hang or or sell.
Do you think that these stocks will recover within 2 years or should I be looking to sell some or all and replace them with something else.
Please list what I should be selling and what I should be replacing them with.
Also your reasons for the swap and a good entry point.

Thanks
Joe

Q: Hi 5i, recently Aurinia's patent challenge has been resolved. The stock price has doubled and then some off the lows which is nice but not where it was before this challenge began. The big deal now is sales for the company. What do you think of the current sales and what kind of a buy out value could be put on this company. I realize this would be a guesstimate but your experience in such matters is much greater than mine!

Q: What do you think about L-T Buy and Holds on the above 6 stocks (ADSK, CSU, ATD, BRK.B, INMD, CNR)? Are there any that you would not buy at the present time? Purchases would be funded by new $ and selling DDOG and APPS? Would you be okay with parting with them as part of adding to the above?

Q: Edgewise Therapeutics, Inc. (EWTX).

Do you see a reason to buy this stock or not?

Thank you.

Q: what would you recommend as a US IT ETF

Q: UPST has had a nice pop in the new year. Do you feel it offers a compelling value at current levels given it's growth prospects, or has a lot of the shine been priced out?

Q: Seeing that I own lightspeed, is there any reason that I should not consider an investment in AFRM. If they are basically the same, which would you lean toward and why? Thanks James

Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg

Q: Medifast has been drifting lower in the past few weeks and has not participated in the small cap rally. Why do you think this is and do you think their medium to long term outlook is still good.

Many thanks,

Marie

Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.

Q: Hi 5i:
I'm down in all of these , what are your recommendations for each one
HOLD SELL BUY ? for the next 12 - 18 months.
Thank you !!!

Q: Can you please elaborate on the above
Thanks in advance
Rick

Q: I'm looking to add a US dividend company into my portfolio with some growth.
Can you rank the best, in your view, of these 5 companies VNO, BMY, ABBV, BAC and T? Any suggestions to add to the list?

Thank you,