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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: On the US side, we've owned TOT, CSCO, MO and PM for some time now and they have languished. Is patience merited or should I sell these positions and replace them with other US stocks? We're retired and want to preserve capital but do like dividend income. thanks
Read Answer Asked by alex on November 14, 2019
Q: Could you provide your opinion on PFPT Would you be comfortable buying at today's price? Thanks Claude
Read Answer Asked by Claude on November 14, 2019
Q: Since starting to do more and more of my own investing I have found your advice incredibly profitable! Thank you. I follow the Canadian balanced portfolio and try to add in some US growth names. I am also diversified into ETFs. Right now I have cash for 2 new US positions. I want to add growth positions and have a long long time frame. Currently considering GH, RTN and RUBI. Do you still like all three at current prices? And which would you choose? Any other suggestions?
Read Answer Asked by Paul on November 14, 2019
Q: Please give insight on the business model that CPSI follows. It just reported reasonable results. Hares gapped up for only a day before falling back down. This could be due profit taking in this thinly traded security. What insight please on :
1. MOAT
2.PEG
3. Debt (manageable?)
4. Sufficient insider ownership ? (Considering its tiny size and negative price history)
5. Price to free cash flow;
PLEASE any information (of *substance* ) you can provide from your expert sources would be very helpful.


I don't expect you to know whether or not this is a candidate for a buy out by a larger company. Nevertheless , do you think CPSI is a better than average candidate for a consolidator in its industry?
Read Answer Asked by Adam on November 14, 2019
Q: Hi Group recently I have taken a hit on ZTS (poor quarter results + SYK (acquisition another company) I was up 15% + 20% respectively presently breaking even or slightly up > to date. Should I sell one or both or keep one or both and why ? thanks for your advise.
Read Answer Asked by Terence on November 13, 2019
Q: I am thinking of selling pbh. Do you have a US stock in the same sector that you would prefer? Or would you just hold on pbh. Thanks.
Read Answer Asked by William on November 13, 2019
Q: Hi 5i Team
Are there two or three US companies that are poised for huge growth in the near future? Thanks!
Read Answer Asked by Conrad L on November 13, 2019
Q: A JPM analyst made the comments below in an article I read. 5i has also noted this rotation to date. Do you agree with the below and could you list 6-8 stocks in both the US and Canada that would benefit most?
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The massive rotation into value stocks that rocked investors two months ago is going to extend into 2020, according to J.P. Morgan’s quant guru Marko Kolanovic.

The quant, whose reports have moved markets in the past, predicted rotation, going so far as to call it a “once in a decade” trade.

Value names staged a comeback in September after years of underperformance as investors bet on economically sensitive, cheap stocks on hopes for a U.S.-China trade deal. The strategist believes the rotation has more room to run on the back of the improving macro environment.
Read Answer Asked by Tim on November 12, 2019
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