Investment Q&A

Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.

Q: What sector would you put Enphase in: Energy, Utilities, Technology, Industrial or a mixture as it seems to touch all of these? It is obviously tied to Renewables but that is not a sector on its own.

Q: Good Morning 5I Team, Thanks for the all your great advise.
As per the portfolio analysis I need to increase my International allocation which is currently at 10%. The Portfolio analysis classifies my following stocks/ETFs as International Brlxf, EWA, HFPC.U:CA, ATCO, BBU.UN, BPY.UN, BEP.UN, MDT.
Can you please suggest some growth stocks or ETFs to add to above holdings to increase my International allocation as well as if any of the above holdings doesn't have potential and can be reallocated? I am looking at long term over 5 to 10 years and have limits in my TFSA & RRSP account.
Please deduct Credits as deemed appropriate.
Thanks

Q: I was bullish on this for some time because the Ontario Gov't paid them to develop expanded, locally produced lab products, including but not limited to COVID and other testing reagents and VTM.
My fear was that a cheap, rapid test would make their COVID line irrelevant, but variants may be just the thing to keep their more technical tests relevant long-term.
How would you now view their risk/return as I want to add to my small 1% position?

Q: I thought CVS was a reasonably good value at or below its recent price in the mid-70 dollars. It reported results today February 16, and tumbled ~ 5%. Before release of those latest results, I had calculated ROE just under 15% and PEG at ~2.4. (1) Do you have updates to key metrics, in addition to the above-noted ones (incorporating the latest results). (2) CVS’ acquisition of Aetna did cause indigestion, but I thought things were much better now. Not so? (3) I had also thought CVS’ participation in the administration of vaccines would very likely enhance impulse sales also. I am wrong on that too? ( So far, I am scoring zero out of 10, yes?)

Am I wrong about CVS? If it is not worth adding to my position, should I sell or leave my half position in peace for now and just monitor?

Q: This small cap is way up. Do you think it has legs?

Q: Why is this warrant spiking so much?

Q: This is a profitable little vertically integrated marijuana Co. What are your thoughts as a long-term speculation? Can you opine on the recent run-up on above average volume please?
Thx.

Q: I'd really like to see 5iReseach provide members with a table listing ALL company reports with three columns, (company name; most recent rating; and date of report issuance. The current presentation of reports is waste of time to search through page by page, only to find a company of potential interest and find the report out-of-date. We should be able to see at all reports at a glance, perhaps by alphabetical order or rating.
Looking forward to your reply,

Q: In light of TFII's recent acquisitions, would you expect an equity offering to help fund the deals?

Thanks.

John

Q: Appreciate your comments on the latest earnings reports for A, BE, & NUAN, and if you would continue to hold, add or move on. Thank you.

Q: Good evening!
I just read your update, and was somewhat surprised reading the asterisked comment regarding holdings in ZRE. My understanding was that you did not invest in Canadian positions. I also assumed that any staff, directors, and such were held to the same obligation. Has this philosophy changed? Is this a singular exception, and if so will this holding be sold by the one holding the position?
Feel free to publish your response as it is my belief that other members would be interested in your answer, but may not have been inclined to ask the obvious question.
Thanks! Paul K

Q: I have all three currently in a taxable account and about to transfer something into a TFSA. Would you have any preference over these three great companies at the moment for that?
thanks

Q: I have money invested in BK. Indo not see how this company can stay in business paying a ~10% dividend yield when almost everything crucial is negative e.g. EPS REVENUE PROFIT MARGIN etc. etc according to yahoo finance, stockhouse and TD research platforms. Can you please explain to me how risky this company is from one to 10. 1 being safest and 10 being riskiest. Where do they get their money from? Do they skim the dividends off the bank stocks and give me less and pocket the rest? My next question is UEX. Uranium is finally getting warmer is this company safe and profitable? Do you think the uranium spot price will increase back to ore Fukushima days? If so how long will it last and when will the next spike be? I'm averaging around 28 cents. My next question is EHT. They been halted for many days now do you know anything that's going on? Are halts lasting this long usually bad news? It's doing a reverse split 1:20 and are reverse splits usually bad news?
Finally Lydian. Such a promising company. They entered some liquidation agreement and some trial is coming up soon. It's called "Just and Equitable Windup". What does this mean? Did I lose everything? It is still trading everyday?

Q: I am thinking of adding to my holdings of CSU. It has done very well for me so far. Is this still a good level to buy at?

Thanks,
Doug

Q: I’ve held Dollarama for a few years now and have a small loss while other stocks in similar space like Five Below performed very well. Is it time to make a switch? I know you generally like DOL but every time it gets close to my break even it drops again. How would you compare DOL and FIVE?

Q: Hello Team,
Could you comment on Visa? I understand it is a good solid holding but it has not gone anywhere in the last 12months... Time to buy?
Thanks!

Q: Hi Guys

I believe in the space REIT's you prefer apartment and Industrial REITS these days. Looking at the Industrial REITS can you let me know which company you would prefer today given their current valuations and stock price they are trading at? I am looking at a long term hold - so out at least 5 years, and looking at total return, hopefully a nice dividend but also a track record of increasing dividend and a solid management team.
Thanks so much

Stuart

Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!

Q: Hi 5i
The FCF that Birchcliff is projecting is really great. In the past it was considered a potential takevover candidate. Is that still the case and who operates in the same area that might be interested?
Thanks