Investment Q&A

Q: What US stocks would you recommend to reduce volatility of a portfolio which is overweight on US growth stocks (mostly IT)? Looking for dividend payers, which are expected to grow at a moderate pace and are reasonable priced for that growth.

Q: Hi Peter, I've taken some comfort despite my loss on BDX shares because some commentators have pointed out that their products (joint replacements) will soon benefit from the pent-up demand due to Covid-caused delays in such surgeries. However, Stryker, which is in a similar business, has significantly outperformed BDX both before and after Covid. In other words, do you know why BDX is so underperforming SYK, and would you hang onto (or perhaps add to) BDX at this point? Thank you.

Q: hello 5i:
we hold MRK in our portfolio, and have been notified of the allotment, as of 2 June, of shares of Organon. Can you discuss how you will see MRK shares being affected and whether or not you think the new Organon shares will have opportunities in the future that MRK did not have. Said another way, do you see this as beneficial to existing shareholder and does the new company hold some promise. CSU and TOI come to mind
thanks
Paul L

Q: Recent IPO from Swedish oat milk company that is expanding to North America. You can buy their product at Costco for example.
Appreciate your take on this company for 5 year investment.
Many thanks
Peter

Q: With all the ESG interest these days, are there any companies you know of that help clean/protect oceans? Thanks

Q: I am holding a 70% position on RBA and would like your thoughts on a full position move, their latest QTR was not bad but SP has drifted down since then,
Would you recommend RBA now or wait

Q: I would like your analysis of the current stock price of this AI company which recently went public.
I believe they feel they will be profitable in one year?
Would irt be a buy or is it way ahead of itself?

Q: Hello,with all the recent cyber attacks,and probably even more in the future is there any Cdn companies or more likely U.S. companies that could possibly see more business as this problem will not go away.Are their any you would endorse and why...thanks so much and have a great day.

Q: I am chary of jumping in to a position on GLBE as I am a bit of a sucker for a good stock story. What are your thoughts on this stock’s prospects?

Q: What is your opinion of Ethan Allen as a value play on the reopening trend? Thanks.

Q: What is your opinion?

Thanks,
Milan

Q: I would like to add another US equity. Please rate above...
a) For Upside
b) For Safety

Thank you!
Albert

Q: Hi group can you suggest 3 Cad + 3 US must own stocks that will excel when /if recovery takes hold.
Second question is CN attractive at this time (buy sell hold and why- thanks for your thoughts

Q: Hi,

Thank you for all the responses.
With the drop in price on HP. Does HP have good growth perspective and is it a good entry point?

Best regards,
Ed

Q: Hi Peter/Ryan, would you consider NVDA a good stock for an RRSP and what happens when the RRSP is converted to a RIF, Thanks.

Q: What will be your view about these companies for long term investment

Q: Thanks, 5I Team, for all the good work. I owe GILEAD SCIENCES since 2017. It is still around the same price I am down about 1.5%. Would you recommend holding on or moving on. If moving on, what would you recommend in health care sector, I already owe Cardinal Health & ABBVIE Inc. I am looking at long term investment.
Secondly, I owe FASTLY INC and am down about 40%. I am a long-term Investor and can hold on. Would you advise to hold on or switch to Lightspeed or something else? If it really has potential, I can wait it out don’t need the cash.
This is general question not stock specific. Normally I prefer to buy US stocks in RRSP and Canadians in TFSA and non registered due to withholding Tax. I am unable to make up my mind as to where to put the riskier growth-oriented stocks. In TFSA I am unable to write off the loss if the investment goes sour, If I put in RRSP eventually, one pays tax on withdrawal in retirement, but can’t immediately write off the loss when I sale and book a loss. In a non registered account If the stock takes off I end up paying tax on half the gains. What would you normally recommend?

Please deduct credits as required.

Q: I have more tech equities than I want going forward. Please help me strike one or two off my list by ranking these in order of potential growth over the long term /min 5 years. For fun (since it probably won't affect my decision), please also rank from least volatility to most volatility. Thank you very much!

Q: hi, Your views please for 2 comp.

thanks Jean guy.

Q: Hello Team: Could you compare this company to BAM.B, which would you prefer and why?
Thank You,
Barry