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Investment Q&A

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

Q: Hi 5i Team - Would you be able to provide a summary of resources/materials needed in the semi-conductor space. Out of these are there any that would stand out as being particularly important. And finally are there any companies, Canadian or American, that have a good track record of providing any of these resources/materials.
Thanks.
Read Answer Asked by Rob on June 30, 2021
Q: Hello 5i Team.

Thank you for all the insights into investing - it has been profitable both educationally and financially.

7% of our portfolio is in geared to health care with a holding of 5 stocks , GUD - (slightly underwater but is the hopeful flyer), Medtronic - MDT, Cardinal Health - CAH, Abbvie - ABBV, Johnson & Johnson- JNJ. In an effort to reduce the overall number of stocks in our TFSA, RRSP and taxable accounts I was considering liquidating CAH and JNJ and either purchasing more ABBV or adding SYK, unless of course you can recommend another US health care stock. JNJ and and CAH have been the laggards of the US group since my initial purchases. I realize MDT and SYK might be similar but i do believe surgeries should increase in 2022.

I enjoy reading your resources and recommend it often.

Kevin
Read Answer Asked by Kevin on June 30, 2021
Q: I have farming friends who are telling me of a very serious drought not only in Canada but the US as well. I am wondering about holding this in my RRSP where I have a lot of US cash.I know you can't hold commodities there but this is an etf that holds commodities contracts. Because of that does this qualify as an eligible holding?


Read Answer Asked by lynn on June 30, 2021
Q: Could you comment on stocks CA and US that would benefit from a major conflict between the US and either Iran or China?

Thank you
Read Answer Asked by Delbert on June 30, 2021
Q: Hello Team,

I have held BLK and MCO for about 1 1/2 years and my total returns as of now, are 83% and 77%, respectively. I have a feeling that the easy money has already been made on these 2 stocks and therefore should put my money on something else.
May I please have your comments on these companies going forward and your thoughts on what I plan on doing, would be appreciated.
Cheers,
H
Read Answer Asked by Harry on June 29, 2021
Q: I have a small position in Aterian in a growth focused non registered account. With the recent pullback in price I am wondering about adding. What do you think of this company and its prospects?
Read Answer Asked by Maureen on June 29, 2021
Q: Noticed an interesting pop in solar stocks today. Any particular reason for this? Also, I’ve noticed that they have traded sideways for several months now. Would you rather trade or invest in this sector?
Read Answer Asked by Mike on June 29, 2021
Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!
Read Answer Asked by Nhung on June 29, 2021
Q: Please comment on the planned increase in dividends and stock buy-backs for the U.S, banks.
What is your outlook for these Canadian banks?
At this time, would you prefer U.S. or Canadian banks.
Would you prefer another financial entity over both?
Read Answer Asked by ed on June 29, 2021
Q: I hate to sound ungrateful to Mr. or Mrs. Google, as I have done very well with my purchase of their GOOGL (the Class A) shares about 6 years ago. HOWEVER, I paid a premium of a few dollars to acquire the voting shares (GOOGL) instead of the non-voting GOOG. Now, perversely, the GOOGL are trading over $100 LESS THAN the GOOG - even though they represent the same economic interest PLUS have voting rights (which are often worth 'something' or 'a fair bit' but never, to my knowledge, NEGATIVE value). This discount is a 20% hit on my original investment. Can you explain this bizarre situation? Would you expect this anomaly to right itself at some point? And if you have an address for me to complain to Mrs. Google, please let me know!
Read Answer Asked by James on June 28, 2021
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