Investment Q&A

Q: Otex share price has moved up recently. I understand good results are expected this year then 5% growth in 2022. Should a person sell on good news this year? Or do you consider it a long term hold?

Q: Hi 5i,

I have seen that you like TT for industrials. How does it compare to CARR or JCI? CARR seems to be cheaper on valuation? Is TT growing faster? Could you give some reasons as to why you like TT the best?

TIA

Q: I have been doing some reading about a company that just had an ipo
I wonder what your think of confluent

Q: Hi,

Can you compare and contrast AT vs WISH? I realize WISH would be considered much riskier due to market cap and and even length of time being a public company.

But I am interested to know if one has a competitive advantage over the other, are expected growth rates for next several years are substantially different between the two.

Would it be too much overlap to have small positions in both companies?

thank you for all you do,
Brad

Q: MKS is buying PHO. Would it make sense to buy MKS? Would the growth/risk/balance sheet be similar? What are the differences? Would you recommend a purchase of MKS or would you choose another company? If so, which one(s)?

Thanks for your service

Q: Peter; Is there a connection between new mass ransomware attacks and CRWD’s price ? Thanks, Rod .

Q: Why such a big drop today?

Q: Financials are getting a lot of attention these days which I believe 5i believes is justified.
So I want to increase my weighting in this sector.

Question

Do you see more upside in USA banks and an etf like xlf over comparable Canadian holdings and/ or an etf like xfn ?

Is there a covered call etf for USAfinancials like ZWB for Canadian financials?

Thanks.

Q: Do you view the insider training of AT&T as favourable, neutral or unfavourable?
Thank you for your insight.

Q: What are your thoughts on MU results? Buy, Hold or Sell at this point? Is there another company you would recommend as a better pick?

Thanks

Q: MKSI announced its intention to buy the German chemical company Atotech. What are your thoughts on this move? It is a large acquisition and the initial market reaction does not seem enthusiastic
Many thanks.
Mike

Q: Hello!

The last question on RPC Inc. was back on March 1 when it was trading at $6.45. Since then it has traded largely between $5 and $6 and is at $5.05 this morning.

Any change in your assessment of RPC Inc. since then? Oil (crude futures) has appreciated ~20% during the same period, for what that's worth.

Thanks as always,

Marc.

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.

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

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?

Q: Is there a particular reason you think that other chipmakers are supportive of NVDA’s purchase of ARM? Seems counter intuitive to me

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

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

Q: I am holding this in a taxable account. Very happy with recent large gains and wondering whether to sell part in order to take some profits soon or to just let it ride for the long term, bearing in mind tax consequences. .

Q: Good day - May I have your review of this US REIT including safety of dividend, debt, growth potential, occupancy, risks or other concerns. Is it a good holding if we have more inflation and would you buy here based on valuation. Input always appreciated. Ken