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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: I currently own GIB.A. While I’ve been not unhappy with the company I’m wondering what your thoughts would be on switching to Microsoft. Would there be a similar potential for gain and a reduced risk level while owning a much larger company?
Thank you for your fantastic service.
Mike
Read Answer Asked by Mike on September 15, 2020
Q: I am looking to add to my Tech Sector - I currently have AAPL, MSFT, CSCO ( in RRSP ) and OTEX - I am thinking about buying some GOOG ( in our TFSA accounts ) to complement the above - would that be something you would do OR would you add to the existing positions. Appreciate you comment.
Thanks
Read Answer Asked by JOHN on September 15, 2020
Q: Hi 5i
Do you think the pharma/biotechs sector has risen on (assuming) hopes of vaccine success only for most within the sectors to deflate again when a decisive outcome has played out (does this seem a simplistic view)?
I guess I'm trying to gauge risk factors within these sectors at this time.
Thanks
Mike
Read Answer Asked by mike on September 15, 2020
Q: Hi the great team, do you see correction coming Oct. or Nov. this year as usual or it is correcting in the technology sector already?
Read Answer Asked by victor on September 14, 2020
Q: Howdy - Why didn't Warren buy some Stanley instead of Bank of America? Too small? So for exposure to US financials in the form of a sorta bank isn't MS better positioned than most with no loan default concerns and great exposure to wealth management (high net worth concentration?) Decent divi too. Why no 5i love for MS - is it the symbol of the stock matching what most associate with something horrible? Bothers me. Fondly, Ken
Read Answer Asked by Ken on September 14, 2020
Q: Both GH and ILMN are held in diversified US Portfolio, with weightings of 2.36% and 2,22% respectively. I bought both with initial positions with the intention of adding on other positive future factors. After reading recent Q&A for these two companies, should I own both or just one and if just one, which one?.....thanks....Tom
Read Answer Asked by Tom on September 14, 2020
Q: In a recent missive, David Rosenberg suggests that smallish pharma and biotech companies are the place to look for future growth. As I don't have enough cash on hand to buy a bunch of stocks, can you please suggest a fund or two that would be a good way to play the pharma/biotech sector. Though your focus is mainly Canada, I suspect that the US would be the place to play this sector. Do you agree?

Thanks in advance!
Read Answer Asked by David on September 11, 2020
Q: hello 5i:
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L
Read Answer Asked by Paul on September 11, 2020
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