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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: Hi guys !
Already well covered in the Cdian consumer staple sector, I would like to add some holdings on the US side. What are your views on Medifast (MED), Big Lots (BIG) and Kors (Kors) ? Any others would have your preference in the sector ?
Have a good day,
Jacques
Read Answer Asked by Jacques on August 17, 2018
Q: Hi 5iResearch Team,

I have held a full position on NOC since March 2105 and am currently up by about 90%. NOC has pulled back by about 18% since reaching its highs 6 moths ago. I am thinking of switching from NOC to BA and would like to get your comments on this move. Thanks.
Read Answer Asked by Harry on August 17, 2018
Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!
Read Answer Asked by Wayne on August 17, 2018
Q: Could I please get 5iResearch’s thoughts on QCOM’s offer to shareholders to purchase their shares at a price ranging between $67.50 & $60. The downside of the offer is that the US government will treat the payment as a dividend payment, subject to a 30% withholding tax. To get the withholding tax back there will be forms to file with the US government once the sale is completed. Presently my shares are in a non-registered account, have a 4% gain & pay a 3.5% annual dividend. Would you recommend just selling the shares now on the open market or holding the shares for future growth. They account for 23% of my US info tech sector & 3% of my total US portfolio. Thanks … Cal
Read Answer Asked by cal on August 17, 2018
Q: I am holding 100 shares of Qcom and have been in the red for years... fortunately it pays a decent dividend... Do you feel that this stock will improve Following the upcoming Dutch Auction ? You have suggested this stock several times to your readers... You recommended holding out for a better price when there was an interested buyer...After several disappointments, do you feel the buyback is a good thing at this point ? ...or it just creating an event to raise its stock price ?
Read Answer Asked by Thomas on August 17, 2018
Q: I have a question about 461
I trimmed about 15% of my shares of NVDA today ahead of earnings mainly because I was up over 300% (thanks to 5i) and felt that expectations were so high that even with an earnings beat , shares may see some weakness. Can I please get your comments on their results and your opinion going forward? To me it looks like a solid beat but is it guidance that is resulting in a bit of a sell off after hours?
Thank you
Read Answer Asked by Marty on August 17, 2018
Q: I'm not happy with MKS (down 28%) and considering selling in favour of BOX or GRUB. Can I have your thoughts on this move and which do you prefer at the moment? I do not need income and am OK with reasonable risk over a 3-4 yr period.
Read Answer Asked by Michael on August 16, 2018
Q: Not all that long ago this stock was in the mid 60's and just falls everyday, sometimes as much as 5% in one day. Do you still like this stock? Have you any idea what the problem is with it? On the Canadian side, seems like pretty well all of the Canadian stocks are falling. BBD.B went from $550 to $450 then back up to $525 and then back down to $445. Is this going to do what it did in the past, causing people who got involved with it to lose a bundle? Thanks, Dennis
Read Answer Asked by Dennis on August 16, 2018
Q: Instead of purchasing a piece of real estate, am thinking of REITs . Could you recommend a few for a 5+ years hold, both Canadian & US. Thank you. Fooklin
Read Answer Asked by Fooklin on August 15, 2018
Q: Hey Guys,
Would you buy these ETFs today?
Are there other ETFs you prefer today.
This is for a long term hold.
Thank you,
John.
Read Answer Asked by John on August 14, 2018
Q: Hi,

Doing some rebalancing and portfolio review. For US Large Cap Healthcare exposure, what do you think of a straight swap 3% position GILD for ISRG? which would you say has higher expected return from here?
Read Answer Asked by John on August 14, 2018
Q: Apparently Canada is leading the way in moving to a cashless society. What names do you see as having the most potential to benefit from going cashless

thank you
Read Answer Asked by Dale on August 14, 2018
Q: Hi, please give me your thoughts on this microcap. The main product, MobiKEY, seems useful for data security and privacy. Do you see data security/privacy as an area for growth in light of the recent FB data issues? Any other names to watch or look at in a similar business? Thanks.
Read Answer Asked by Marco on August 14, 2018
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