Investment Q&A

Q: Please recommend a few health care investments.

Q: I own a variety of dividend ETFs , only utilities ETF and reit ETF are at a loss actually (5-9%), reits ETF being the lowest.
Is it a good time to "add on" in those 2 sectors and if not, what sectors for a revenue objective would be the safest considering the volatile markets and numerous world uncertainties ??

Q: I've held JNJ for over 15 years based on my belief in the quality of their management. I'm feeling my trust may now be overly 'generous' and it may be time to move on, particularly now that the steadiness of consumer products is gone. I'm considering VRTX or another suggestion you could offer. I have full positions in TMO, SYK and UNH, highlighting my preference for quality.

Q: I have held ARM since the beginning of the year. For the last month it has fallen 20%. I decided that I would add another half position to it on 04-17. Once the market opened it was in the $122 area and slightly moved up and then pulled back and I bought it for $122. Over the next hour I watched it fall to $109. Should I have got out of it once it started to fall fairly rapidly as opposed to sitting there and watching it fall? Thanks again for your professional knowledge.

Q: Hello Team,

How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?

What is a good entry for each? Thank you!

Q: At present What would be your top six stocks to buy for a 90,000$ TFSA contribution for sustainable growth.Any suggestions as to how to stage the purchase.?
Thank you for your remarkable service,Andrew

Q: Hello all, wondering what you think the outlook is for NV Global over the next 2-3 years? It seems to be struggling over the last year and hasn't participated in the rally of the last few months.
Thanks for all you do, my portfolio has never looked better!

Q: Why these two keep falling. Is it time to sell them?

Thanks,
Milan

Q: Hi All;

I am looking through potential Materials companies for an investment and note in many questions here you single out EXP as a preferred investment in construction materials. Who would be their largest 3 competitors in this business segment, and of the 4 how would you rank them in terms of potential investment gains over a 5 year period?

Thanks,

Dave

Q: Good morning...

Home Depot continues slide ; a trajectory started in late March. Given the housing/infrastructure investments to come, its recent purchase of SRS and this price decline I think it is getting into a potential buy zone. I would appreciate your thoughts on the company and whether it would be in your potential buy list for at least a 3-5 year hold?

Thanks as always,

Dave

Q: Hi Team,

Can I please have your comments on UNH's recent earnings. Also is it now a buy, sell or hold and your rationales?
Thanks
Harry

Q: Hi guys
I'm curious to know how Jeldwen is doing right now. ?Are you able to tell how busy they are or are not? Is business increasing or decreasing compared to during the pandemic? With the new help announced today.. coming for new homes to help with affordable housing do you think this will make a big increase in sales for JW?
MUCH THANKS

Q: Hello Folks:

Recently we purchased a position ($210) in BA feeling it had good upside....now $165.00
Our other option at the time was GE
Did we make the wrong decision?
How do you consider upside of each of these 2 companies; would you feel we should take a BA loss to invest in GE.
In the past we have been long term investors of each of these two companies.
Perhaps neither has much up-side.
Thank you so much
brian

Q: I have held Envista for some time, as I am familiar with its suite of products; many of which are considered among best-in-class in dentistry. The share price has declined substantially in the last twelve months. I would like to know if the underlying business has substantially deteriorated, or if there are signs that the company can right itself within the next twelve to twenty-four months. As always, I appreciate any insight you have to offer. Thanks so much, and I look forward to hearing back from you.

Q: Hi There,

Earnings report is next week. What’s expected and what is your consensus please? Do you see it continue to gain traction it’s been moving positively lately.

Thank you!

Q: Hi 5i,
Just a quick follow up on Marco's question concerning Celsius.
Was there anything released in the March 15th update that is having an impact on Celsius's contraction. Something along the lines of giving over to Pepsi Co some earnings?
In the Globe and Mail there was massive insider selling, up to that announcement in March. Was that a coincidence?
What is the current short position on Celsius? How has this changed over the last three months? Is this short position high or low for a company with a market cap of $17B usd?
I know you'd rather we 5i'ers not buy/sell or grow positions around earnings; however, if something significant has changed, should we wait and see what Celsius reports to get more details on the expansion with Pepsi co and how that will impact Celsius's bottom line (Earnings rather than Revenue)?
TIA!

Q: Would you please give me your updated opinion on VICI, is it a buy/hold/sell ?
thank you

Q: Hi! What would you new entry price be for buying?

Q: Hi is it time to move on from CELH?. I bought recently and down 16% already. Can you please advise if it's a sell, hold or add and why. Thanks

Q: Hi 5i,
It looks like Prysmian (from Italy) has made an offer to acquire Encore Wire @ $290.00/share. Encore has 35 days to shop around for other proposals. It also looks like there may be a lawsuit against the Board for failing to conduct a fair process.

What would be your recommendation at this point in the process? Sell or hold?

I was really hoping that this would be a long term hold.

If one were to sell what would be another similar company that you would recommend for a long term hold? Something in the "electrification" and renewables would be preferred.

I already own HPS, PWR, NXT which I suppose I could add to but I may have to trim HPS due to its run up.

How do you feel about MYR Group or Sterling Infrastructure?

Thanks!