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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: Good morning 5i

I am wavering between these two. I already own some abbivie. But I hesitate because it has shot up recently. I know you favour it. But I have seen several people lately, today Brian Acre, leaning towards bmy. Here is the reasoning of one such person:

The company has a strong pipeline of new drugs, but also a lot of patent expirations for its big existing drugs coming up, which means the company has to effectively rotate its portfolio of revenue-producing drugs in the coming years. To offset that risk, it is priced very cheaply, with a single-digit price/earnings ratio and a solid dividend yield. I think the current price offers a good accumulation zone.

I am wondering about your different approaches. Would it be that you favour growth more and they are looking for safe income?
Thanks as always
Read Answer Asked by joseph on March 21, 2022
Q: I was wondering if you could provide any commentary on the newly spun-out company, ZImVie (formerly from Zimmer Biomet). I am familiar with their dental products - they are quite good, and focus primarily on the implant space (including implant fixtures, prosthetic components for tooth replacement and bone regeneration materials), rather than a more diversified product line throughout the dental space. I have spoken to a representative from the company, and my limited understanding is that it seems likelier that they plan to stay focused in this segment of dental health for the foreseeable future.

My question would be as follows: given the limited amount of time they have existed as a stand-alone company, can enough be gleaned from what is publicly available to make an informed decision regarding their longer-term prospects? At this point, I only have the worm’s-eye view (I use their products and like them, as well as their clinical support system), and I could really use a bird’s-eye vantage point. Thanks so much, and I look forward to reading you comments!
Read Answer Asked by Domenic on March 21, 2022
Q: Good morning. I am looking to add a new US dividend growth stock to my RRSP. My top contenders are Costco, Home Depot and McDonald's. What would be your top choice today? Do you have any better suggestions (stocks or REIT's)? Thank you.

Kim
Read Answer Asked by Kim on March 21, 2022
Q: Good Morning. I am selling off some of my more volatile US tech stocks in my RRIF and am looking to redeploy the proceeds into US stable Dividend payors. Can you please suggest 5 or 6 US Dividend stocks ( other than US Tech) to look at? Thanks
Read Answer Asked by Peter on March 21, 2022
Q: I'm a bit confused when I look at your assessment when you refer to ATD being a defensive position whereby it's considered a consumer cyclical in your classification. I understand that it could be an hybrid. How do I deal with my position weighting as my cons staples is underweight VS overweight in my cyclical by the same amount...

Thanks for your welcome enlightenment.
Yves

Read Answer Asked by Yves on March 21, 2022
Q: Hi, should have some exposure to R.E. Could you please pick two of these R.E companies you would prefer, with dividend , growth, and management considerations. This is for a unregistered acct. for long term. Or would you stay clear of this sector for now because of higher interest rates that are likely to come?
also if you have a better suggestion please include it .
Thanks
Read Answer Asked by Brad on March 21, 2022
Q: Hi Peter, Ryan, and Team,

We're currently overweight Technology. Given this information from "Simply Wall Street", is this a "red flag" for Enghouse, and might this be the one to let go? We also hold CSU, KXS, and TOI. Our gain in ENGH is 70%, which pales in comparison to CSU's gain of 401% (thank you 5i for continually recommending Constellation!) ENGH and CSU were purchased around the same time, but KXS was purchased later (up 101%) and TOI of course has been held only since the "spin-off" (but still up 39%).

Maybe I'm reading too much into this insider selling, but your opinion is important to me.

"Independent Director recently sold CA$814k worth of stock
On the 16th of March, Reid Drury sold around 20k shares on-market at roughly CA$40.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$2.4m more than they bought in the last 12 months"

Thanks for your insight and assistance.
Read Answer Asked by Jerry on March 21, 2022
Q: Hello. In reviewing my portfolio, I realize that I lack exposure to US markets. I am therefore thinking of purchasing an VFV ETF. I am 66 years old and receive a reasonable pension. While I have an RRSP, I have not contributed to it for many years, choosing instead to build my TFSA. Given that my TFSA is now topped up, would it make sense to add VFV to my RRSP (better tax advantages??) or add it to an open investment account that I currently hold?
Read Answer Asked by Heather on March 21, 2022
Q: If you had to pick four out of the above names to add to today, which would you choose?
Read Answer Asked by Andrew on March 21, 2022
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