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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: LYB shares APPEAR to be good value. Analyst opinions however are all over the spectrum. For example RBC Cap downgraded LYB to hold/neutral from outperform; CFRA has a STRONG buy. I have reviewed Forward P/E , PEG and other quant metrics. What do you think of qualitative aspects? What is your substantive insight into LYB’s BUSINESS model? Based on what you read and your own thoughts on prospects for global growth, is LYB a good holding? It has been a dividend grower but share price is flat to lower for a while. Do you think chances for growth in EPS, and price of shares going forward, is one better to move on? I checked your previous response to on LYB and am looking for more your current thinking.
Read Answer Asked by Adam on January 08, 2020
Q: I am not clear on your December 23 comment on Gilead. You write that GILD has (or may have been) a “value trap” . You do not say whether your view is to sell. Is it your thinking that GILD is a hold? Or did you mean to say it is likely better to sell GILD? I am not sure how 5i defines value trap and you did not elaborate. One acknowledges that your comments are not advice.... that’s understood. With that in mind, I would appreciate more clarity on your thinking. Several pharma and bio tech companies are frustrating securities to hold. But sometimes the pipeline or prospects make the risk-reward equation such that patience is advised. Is it here?
Read Answer Asked by Adam on January 08, 2020
Q: Hi there,

I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?

Thanks
Read Answer Asked by Tim on January 07, 2020
Q: I really liked the recent results from Tecsys, showing excellent growth of revenue and profit, and initiated a small position. Thinking of adding some more. Seems like a less expensive logistics/supply chain type company than Descartes, which seems pricey to me, for the growth rate DSG has. Do you like TCS, or is DSG a better buy here for long term growth? Thanks.
Read Answer Asked by Dan on January 07, 2020
Q: Thanks to you Peter, I purchased Winpak (a co I'd never heard of) when I first joined 5i over 5 years ago. and am up about 75%. That said, it's been flat for the past 3 years and, since it's now in my TFSA, I'm wondering if it's time to sell for either a growthier or a higher-dividend paying company. I'm prepared to be patient, but if you see WPK as having a low dividend and slow growth future, perhaps it's not an ideal TFSA holding. Your thoughts appreciated.
Read Answer Asked by James on January 07, 2020
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