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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: Can you think of any reason why Visa is being hit harder then the S&P of late? Is there any specific thesis that ties Visa to the negative sentiment surrounding raising bond yields? I've been looking to buy this company for a very long time hoping for a pull back and finally bought a little. Would you continue to add or wait for further pull back. My only other US financial is Blackstone and it has also taken a beating lately. Thanks
Read Answer Asked by Scott on October 11, 2018
Q: I am a buy-and-hold, dividend/dividend growth investor. I am contemplating exiting my position in PG and establishing a full position in PBH, for a long term hold. Would 5i endorse this move? How long do you think PBH will be able to sustain its very impressive dividend growth rate? Thank you.
Read Answer Asked by Walter on October 10, 2018
Q: I'm looking at the 5 microcap stocks listed in the U.S. and wondered if you had thoughts on them or see some red flags?
Read Answer Asked by Jamie on October 10, 2018
Q: I'm fortunate enough to have 30 percent sitting in cash during this bout of volatility. Can I please have your top 5 picks for both the US and Canada.

Thanks

Dave
Read Answer Asked by David on October 09, 2018
Q: Good evening

Are there any data centre REITs that you would recommend. This is a growth dsector, but P/Es are very high. Alternatively, are there other REIT sub-sectors [such as gaming, 5G towers] that you would prefer. I am looking for REITs that can sustain high interest rates sand continue to grow and throw off decent yield.
Thx
Sam

Thx
Read Answer Asked by sam on October 09, 2018
Q: A recent Globe & Mail article listed a few examples of medical technology stocks. One could add others - ISRG. Could you comment on this sub-sector and recommend your top 2 or 3 Cdn and US stocks for long-term, and what is it about these that stands out in terms of unique contribution to healthcare and reduced healthcare costs.
Read Answer Asked by sam on October 09, 2018
Q: Do you have any information/insight you can share about Cool Holdings in the US?
Read Answer Asked by Gary on October 09, 2018
Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria
Read Answer Asked by Anna on October 09, 2018
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