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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 noted an earlier answer that preferred life companies over banks at the moment, for a new investment. I am currently overweight financials and dont want to leave the probable dividend stream. However, should I be thinking about divesting banks to a degree and buy life cos? If so, which banks to punt ( don't be shy, I have them all) and which life cos to buy? As always, appreciate your collective calm.
Read Answer Asked by alex 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: Morning, Wondering about your thoughts on buying Baba right now?
I need more international exposure, which this seems to satisfy, would you be
concerned by C19 implications, or anything else? Would be in an RRSP account which is well diversified, long term hold, growth the objective. If not Baba, others more favourable? Thanks Again
Read Answer Asked by Lavern on May 04, 2020
Q: Interesting Chart!

https://public.flourish.studio/visualisation/1160235
Read Answer Asked by Joseph on May 04, 2020
Q: Given that my Margin account has the 5 big banks and 2 Telecoms paying dividends on a periodic basis and that I'm not "too" concerned that these will cut their dividends, would it be wise to implement trailing stop loss orders for these in case there is another retest of the lows of March. Had I done that at the beginning of the year, I could have picked up the above at much reduce prices with resulting greater dividend yields. And would using the same procedure for my RIF account (which has mainly REITs) be beneficial to capture the current values to avoid further losses there.
Your comments. Thank you
Read Answer Asked by Brian on May 04, 2020
Q: Hello,

I have held some shares of SGOL for awhile as my gold bulion holding. I noticed that there are no questions ever asked about SGOL and usually you recommend PHYS for bullion exposure. Can you comment on SGOL and compare to PHYS? Looks like SGOL has the lowest management fees of the bullion etf's. Is there any great reason to switch to PHYS or consider it for future purchases?

Thanks
Read Answer Asked by David on May 04, 2020
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