Q: Do you think the recent decline in DIS is an opportunity to increase a position?
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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 was thinking of a position in HXS as a stable long term gainer for my RRSP. It has outperformed the SMP500 handsomely over the last few years - except in the last few months. Is that simply because the CAD I rising against the US and would this make it a good entry point?
Q: Good morning,
It 'appears' GE's downward trend will continue. That would soon take our current US$23k investment below our book value. I prefer holding, but don't like the notion of underwater for years waiting for this ship to turn around. So I'm 'inclined' to move on, in which case probably by adding that to SPY which most of our US$ are in. Your thoughts will be appreciated.
It 'appears' GE's downward trend will continue. That would soon take our current US$23k investment below our book value. I prefer holding, but don't like the notion of underwater for years waiting for this ship to turn around. So I'm 'inclined' to move on, in which case probably by adding that to SPY which most of our US$ are in. Your thoughts will be appreciated.
Q: Hi,
Could you give me information on Histogenics Corp (HSGX) and your opinion on company outlook.
Thanks,
Nick
Could you give me information on Histogenics Corp (HSGX) and your opinion on company outlook.
Thanks,
Nick
Q: Globus Medical - your assessment of GMED ? Thank you
Q: What is your opinion of Zomedica?
Thanks!
Linda
Thanks!
Linda
Q: What is your opinion on Campbell Soup (CPB)? It is trading near its 52 week low but still trades at a p/e of about 35. It also has underperformed the S&P 500 by at least
20% since summer (June-September). Do you think it is undervalued at this level and may even be a takeover target?
Oleh
20% since summer (June-September). Do you think it is undervalued at this level and may even be a takeover target?
Oleh
Q: Greetings 5i,
I am making an effort to increase my exposure to US stocks, and am considering adding a US healthcare position to augment my Canadian healthcare holdings of CSH.UN and GUD.
JNJ was my first thought, given its strong history, massive valuation, and diversification. However, I am (like many, I assume) concerned about its legal troubles; particularly given the severity of the issues that surround them. Moreover, it appears that said troubles may be present for quite a long time.
I am thinking long term (I am 36), am a "buy and hold" investor, and will not need the capital I would be deploying for the foreseeable future.
Do you feel as if this is a good entry point for JNJ (perhaps a half position to start), or would you wait to see how the legal situations unfold before considering this purchase? If the latter, is there another American healthcare stock you might recommend in its place?
Thank you.
I am making an effort to increase my exposure to US stocks, and am considering adding a US healthcare position to augment my Canadian healthcare holdings of CSH.UN and GUD.
JNJ was my first thought, given its strong history, massive valuation, and diversification. However, I am (like many, I assume) concerned about its legal troubles; particularly given the severity of the issues that surround them. Moreover, it appears that said troubles may be present for quite a long time.
I am thinking long term (I am 36), am a "buy and hold" investor, and will not need the capital I would be deploying for the foreseeable future.
Do you feel as if this is a good entry point for JNJ (perhaps a half position to start), or would you wait to see how the legal situations unfold before considering this purchase? If the latter, is there another American healthcare stock you might recommend in its place?
Thank you.
Q: Hi 5i - If something were to trigger a broad based repatriation of profits for US companies, do you see any names that would see a significant bump?
Q: Thinking of switching to VUN from VUS for long term hold at this time...With the CAD at pretty high levels.Your thoughts.
Q: Just wondering if you think there are specific infrastructure or other companies that will benefit from rebuilding after Hurricane Harvey and possibly Irma.
Q: Hello Peter, I've been watching CLCT for a few months now, since it was mentioned in one of your responses. It has a dividend over 6% and is 9% cheaper today than yesterday after factoring in the currency move. While I'm tempted to buy, I'm not clear on what the 'China' component of its business entails - and also have some doubts as to how much an American company can count on being dealt with 'fairly', long-term, when doing business in China. Can you please explain the importance of China to CLCT's business, and whether you see the China political/trade risk as a meaningful concern for this particular company. Thank you!
Q: I would appreciate your thoughts on Keysight Technologies. Any comments would be appreciated. Thank You.
Q: Greetings 5i,
My portfolio is well diversified across all Canadian sectors, but lacking in American holdings. I am therefore making an effort to increase my US exposure, and am considering adding one of the FAANG stocks to augment my Canadian tech holdings of OTEX and PHO. Currently. I am leaning towards AMZN (as I view it as a great mix of established market dominance and growth potential based on its diversification into brick and mortar), or APPL (due to its massive cash position and what appears to be excellent stability going forward).
I am 36, fairly conservative (although not totally opposed to risk), and am looking for something to hold for the long-term.
Do either of these choices sound like a reasonable course of action to you? Do you favour one over the other at this time? Is there another large American tech holding that you feel would be more appropriate?
Thank you.
My portfolio is well diversified across all Canadian sectors, but lacking in American holdings. I am therefore making an effort to increase my US exposure, and am considering adding one of the FAANG stocks to augment my Canadian tech holdings of OTEX and PHO. Currently. I am leaning towards AMZN (as I view it as a great mix of established market dominance and growth potential based on its diversification into brick and mortar), or APPL (due to its massive cash position and what appears to be excellent stability going forward).
I am 36, fairly conservative (although not totally opposed to risk), and am looking for something to hold for the long-term.
Do either of these choices sound like a reasonable course of action to you? Do you favour one over the other at this time? Is there another large American tech holding that you feel would be more appropriate?
Thank you.
Q: I am considering buying a semiconductor etf, either psi or xsd. Which would you chose and why?
thanks
judy
thanks
judy
Q: Greetings 5i,
I would like to ask your advice about my consumer non-cyclical holdings. I currently hold L at a little more than a half position. I am making an effort to increase my exposure to American stocks, and am considering adding a comparable position in PG. Given that L owns Shoppers Drug Mart, do you feel as if the addition of PG would create an unnecessary overlap? If so, is there another US non-cyclical option you might recommend??
I am 36 years old, conservative, and prefer-long term holds.
Thank you.
I would like to ask your advice about my consumer non-cyclical holdings. I currently hold L at a little more than a half position. I am making an effort to increase my exposure to American stocks, and am considering adding a comparable position in PG. Given that L owns Shoppers Drug Mart, do you feel as if the addition of PG would create an unnecessary overlap? If so, is there another US non-cyclical option you might recommend??
I am 36 years old, conservative, and prefer-long term holds.
Thank you.
Q: Hi Guys, Sometimes, I am just stunned by the innovative time we live in and the rapid pace of unique and new technologies.....SolarWindow would be the perfect example of this.
SolarWindow Technologies, Inc. is engaged in the development of transparent electricity-generating coatings for glass and flexible plastic. The Company is developing two sustainable electricity generating systems: SolarWindow and MotionPower. The Company's SolarWindow technology provides the ability to harvest light energy from the sun and artificial sources and generate electricity from a transparent, coating of organic photovoltaic (OPV) solar cells applied to glass and plastics. The Company's MotionPower technology harvests kinetic or motion energy from vehicles when they slow down before coming to a stop and converts this captured energy into electricity.
AMAZING.........they harvest energy from a coating on windows from sun and/or from motion. They can reduce the power needed for a 50 story building by 40%.
The stock trades on the NY/OTC and closed today at $5.09 up 8%. Do we have anybody in this space in Canada? The stock seems to be spiking right now but if it cools down a bit any thoughts on the stock for investment?
Thanks Team. Chris
SolarWindow Technologies, Inc. is engaged in the development of transparent electricity-generating coatings for glass and flexible plastic. The Company is developing two sustainable electricity generating systems: SolarWindow and MotionPower. The Company's SolarWindow technology provides the ability to harvest light energy from the sun and artificial sources and generate electricity from a transparent, coating of organic photovoltaic (OPV) solar cells applied to glass and plastics. The Company's MotionPower technology harvests kinetic or motion energy from vehicles when they slow down before coming to a stop and converts this captured energy into electricity.
AMAZING.........they harvest energy from a coating on windows from sun and/or from motion. They can reduce the power needed for a 50 story building by 40%.
The stock trades on the NY/OTC and closed today at $5.09 up 8%. Do we have anybody in this space in Canada? The stock seems to be spiking right now but if it cools down a bit any thoughts on the stock for investment?
Thanks Team. Chris
Q: What's your thoughts on Boeing? It looks like an attractive buy to me, but is there anything else worth looking into as well in the aerospace & defense industry?
Q: Good Day 5i
Could you please provide me with your top 3 investment choices and rationale in the US for a long term hold in a taxable investment account with no regard to sector
Thank you
Could you please provide me with your top 3 investment choices and rationale in the US for a long term hold in a taxable investment account with no regard to sector
Thank you
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Johnson & Johnson (JNJ)
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CRH Medical Corporation (CRH)
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
Q: Good morning,
With sells as it was going up, I am still about breakeven on CRH but it has dropped to 1% of my portfolio. I have lost confidence such that I won't put more in. I am, however, looking for additional healthcare exposure. Right now I am also holding JNJ (3%) Danaher (DHR, 4%) which is mostly medical/dental since the spin-off of Fortive. I have been thinking of exiting JNJ due to the price that they paid for their latest acquisition. It seems a little inconsistent with their historically very conservative nature.
Would you think that adding a 2.5-3% SIS or GUD is a better approach, or should I keep CRH given its longer term potential? I prefer to not watch my investments every day and have a diversified portfolio across market cap and Canada/US with a lot of multinational companies (like CCL in Canada and UL in the US, for instance).
Do you have any perspective on the JNJ acquisition? If so, please feel free to deduct two questions.
Thanks!
Derek
With sells as it was going up, I am still about breakeven on CRH but it has dropped to 1% of my portfolio. I have lost confidence such that I won't put more in. I am, however, looking for additional healthcare exposure. Right now I am also holding JNJ (3%) Danaher (DHR, 4%) which is mostly medical/dental since the spin-off of Fortive. I have been thinking of exiting JNJ due to the price that they paid for their latest acquisition. It seems a little inconsistent with their historically very conservative nature.
Would you think that adding a 2.5-3% SIS or GUD is a better approach, or should I keep CRH given its longer term potential? I prefer to not watch my investments every day and have a diversified portfolio across market cap and Canada/US with a lot of multinational companies (like CCL in Canada and UL in the US, for instance).
Do you have any perspective on the JNJ acquisition? If so, please feel free to deduct two questions.
Thanks!
Derek