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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: hello 5i:
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L
Read Answer Asked by Paul on May 04, 2020
Q: Hi 5i
I currently hold PFE, GUD and COV (although this may go after being patient a little longer) in healthcare.
I am currently considering ABBV as an addition and wondering what your thoughts are on it at this time.
Any other US healthcare suggestions that might have caught your eye recently ?

Thanks
Mike

Read Answer Asked by mike on May 04, 2020
Q: Over the weekend, Warren Buffet is going to addressing his fans and no doubt all of the investment community is anxious to hear his views. I have no doubt he must be quite nervous for he and Charlie Munger since they are both in the late 80's . None the less , he will probably say some soothing words and it may give the market a bit of a boost, but how long it will hold is anyone's guess. As the economy reopens as early as next week, I think the "market" is going to feel better.
Read Answer Asked by Murray on May 04, 2020
Q: Good Day

I have journaled over 1/2 of my SHOP position to the US side of my TFSA. I was contemplating selling to accomplish a few things, lock in some gains(1300%), reduce my overall portfolio weight and to increase my US exposure. Considering a basket of TEAM,MICROSOFT,VISA and AMAZON to replace. What is your opinion on this move and would you recommend anything else to add?
Thank you for your continued guidance.
Read Answer Asked by Marty on May 04, 2020
Q: Hi 5i Team!

How do you feel about Workiva these days? I last inquired a year ago and not many questions since so it seems under the radar. Like most others it is off approx 40% since it's highs.
They released Q1 numbers Apr 30. It appears they made good improvements vs Q1 2019.
They are only providing Q2 guidance (but are providing full year commentary). How does their guidance compare vs Q2 2019 results.
Would your favourite in the space still be AYX?

Cheers,
Steve
Read Answer Asked by Stephen on May 04, 2020
Q: Hey 5i,

Incredible stuff here. Thank you.
Looking for some confirmation.
With relative balance between growth and dividend stocks.
US listed inside an RRSP. Longterm holding. Looking to buy slowly on this wild ride or if and when it plummets.
Could you recommend a starter bundle 8-10 stocks.

Thanks again!
Read Answer Asked by Adam on May 01, 2020
Q: Looking to add a US healthcare stock. I currently have PFE ( 6% weighing ) and was looking to add GILD. I'm concerned that there might be some overlap between PFE and GILD - if so, can you recommend and rank some others that I can look at ? Appreciate your comments.
Thanks
Read Answer Asked by JOHN on May 01, 2020
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