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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 team,
Which are your favorites Cdn and U.S financials for growth at this time ?

What are your views on Cowen, in particular ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on April 16, 2021
Q: Can you list 3 companies you would initiate a buy today for income and why/thesis?
Read Answer Asked by Fabio on April 16, 2021
Q: over the last 10 years manulife (mfc) stock price has peaked at 27$, 5 times ,after reading the recent report on magellan (mal) i am thinking of selling MFC to invest in MAL ,your thoughts?
Read Answer Asked by Pierre on April 16, 2021
Q: I am interested in an 'all-in-one' diversified ETF to provide regular (quarterly/monthly) income such as VCIP, that best meets the following criteria:
1) Fairly conservative
2) As tax-advantaged as possible as it will be held in a non-registered account
3) Yield that can reasonably be expected to outpace inflation over time
4) MER<0.4

The rest of the investment portfolio is well diversified across geography, market cap, and sector, achieved with a few broad market index ETFs.
Read Answer Asked by Walter on April 16, 2021
Q: Looking for potential capital gains in the next year in the technology sector. Which would you buy? NVDA OR SHOP. If you have a better choice in the sector I would appreciate the guidance.
Read Answer Asked by Les on April 16, 2021
Q: Hello 5i gang.
I have a general question that I'm hoping you can shed some light on.
I find it difficult to get my head around some of the market cap. vs revenue etc of some of these high flyers discussed here on a regular basis.
Can you give me a general sense of how a company that is currently at 20m in revenue with a market cap of 1.3b would grow into this valuation? Are we talking multiple years of several hundred % growth compounding? Or am I looking at this all through the incorrect lens?
I assume at some point fundamentals will matter and if said growth does not materialize, the stock price will come back to the "correct" valuation?

Thanks for your help.
Read Answer Asked by Arthur on April 16, 2021
Q: Good afternoon folks
BNTX has been doing very well as of late. I am up 35% ish. Also my entire health sector weighting is 6.85%...all US$...BNTX is 2% of this total. I also own MDT, DXCM, ZTS, GH, & VEEV. I have too many stocks in general throughout all sectors and am trying to sell off several slowly but surely. ( I have 66 stocks). The problem being I fall in love with each of them...(yes....very bad I know)...as they have mostly been carefully chosen and watched over almost every day.
My question is should I sell all of my BNTX or shave but sell any of the others mentioned above,
Thanks as always for your sound advice.
Read Answer Asked by El-ann on April 16, 2021
Q: What is the best semiconductor stock for growth going forward? Are they as a g group over priced now?
Read Answer Asked by arnold on April 16, 2021
Q: Good afternoon 5i
I hold AMGN in my RRSP, and it only represents 2.5% of my portfolio. Its a slow grower with an ok dividend. I'm thinking of selling AMGN and buying ABBV as a replacement, as it may have better performance and a higher dividend too. What are your thoughts on replacing AMGN with ABBV? Does ABBV have better potential? If you can suggest a different stock that is a better choice than ABBV as an alternative, please do so.
My only other current healthcare stock is SYK.
Thanks!
Read Answer Asked by Lois on April 16, 2021
Q: With the transition of gasoline/diesel engine car/truck to EV, the electricity will be consumed more and more in the near future. Do you have any idea what kind of electricity related companies will benefit from this EV transition and what do you suggest we should prepare for it regarding investment?

Thanks
Read Answer Asked by Adam on April 16, 2021
Q: Can you list a few companies you think are undervalued today?
Read Answer Asked by Fabio on April 16, 2021
Q: Hi, there is a lot of love for TDOC and it has grown quickly. I used to own it but sold, and am revisiting and researching the name. The main concern I have is reports that whales like Amazon and Wallmart, etc. are moving into the area of digital health. Amazon Care in particular, while currently a pilot project in Washington for Amazon employees, could expand if they see potential. Since TDOC is at a very high multiple to sales, I question the risk/reward here, can you please comment on your perspective? Would this risk also apply to WELL, which I own?
Read Answer Asked by Kel on April 16, 2021
Q: Rephrase my question from before: NGA has been calling and asking me to vote my shares 400 for the amalgamation of the companies. Does 5i have any information as I have not received any proxy material from TD. Would I be losing more value from the amalgamation. Lion seems to be getting orders and will be manufacturing their battery packs, Take as many credits required 5i
Read Answer Asked by Guy on April 16, 2021
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