skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i team. After being badly "burned" by healthcare companies over the last couple years (phm, vrx, cxr) I had sworn off investing in healthcare/ drug companies as every one I was invested in seemed to turn out to be giant scams. But, that being said, I find myself liking the idea of the technology behind RHT and I am considering investing in this recent pullback. On the flip side I used to feel the same about patient home monitoring (and we all know how that turned out). I guess I am looking for reassurance that RHT is a MUCH different home monitoring company than phm was, with competent management that aren't scamsters like Dalsin was, and describe the level of potential RHT has for future growth. I like the "tech" and "AI" component of this technology the best as I believe these will continue to be the highest sector of world growth going forward.

Also, in regards to the upcoming quarter; is there a negative setiment out there in regards to the release that you are aware of? Would a person be better off to buy the dip now, or wait until after the release? Thanks
Read Answer Asked by Shane on May 28, 2018
Q: We have a 3.5% weighting in JNJ. We like it for its exposure to the USD, its steady dividend income, its blue-chip size and very modest share price growth. However I am concerned about the potential losses arising from their "baby-powder" lawsuit. We have owned the stock for years. I am thinking about switching out around 2% weighting into PFE. Its dividend appears to be higher and its chart seems to be better.
Reading over 5i responses on JNJ you seem fairly sanguine about JNJ so I hesitate to sell. We are retired but not currently spending our USD dividends - they are kept for foreign travel.
I must say I like XBI's chart. However its dividend is much lower so potentially we would need to sell stock if we needed USD. XBI should lower our risk profile as it is an ETF which is probably a smart move.
My questions are...
1) Would you recommend selling all our part of our JNJ or just do nothing?
2) Would you recommend purchasing PFE or XBI or both?
Please deduct as many credits as you feel my question(s) justify.
Thank you for your assistance.
Jim
Read Answer Asked by James on May 28, 2018
Q: Are you concerned about the valuation of RHT considering its forward looking from a mgmt team which has never succeeded in the past. Also I was told they have spent a enormous amount in IR and they placed cheap paper below $0.20 with various groups. In addition Texas is one of the worst states for Medicare fraud and when I google their clients not much come up (other than Golden B founder involved in fraud).
Read Answer Asked by Chris on May 28, 2018
Q: "How would one make a small investment in the providers of stablecoin or basecoin ?
Thanks for your hard work."

In addition to your great advice I would avoid all coins except Bitcoin, Bitcoin Cash, and Ethereum at this time. Many are scams. Many are digital tokens and not cryptographically secure. I would not consider buying any until you have some understanding of how they work. Warren Buffet does not buy what he does not understand, but that does not mean Bitcoin/Blockchain cannot be understood. Those wanting to acquire a technical understanding should consider the book 'Mastering Bitcoin: Programming the Open Blockchain' by Andreas Antonopoulos.
Read Answer Asked by Marco on May 28, 2018
Q: Regretting not purchasing IMV before the recent listing changes and stock run up that followed. Where are they at with trials and product testing? Is the current strength based on assumed approvals or have there been results driven reasons for the rise? Would 5i suggest waiting on this one or is it a speculative buy today?
Read Answer Asked by Tim on May 28, 2018
Q: Pipelines seem to be a tough area to do business in right now. The Line 3 project for ENB doesn't seem to be different- especially with the routing decision in MINN. Do you feel there is risk to the project being completed? If so, is it possible to quantify the damage to ENB? Alternatively, if they move ahead with the approved, but not desired route, can the added costs be worked through to movements in the share price? Trying to get a better understanding of possible risk on this.

Thanks
Read Answer Asked by Robert on May 28, 2018
Q: Hello,
I have been a holder of FSZ for a while now but the share price doesn't appear to get any traction. I thought after their latest quarter, they might get a lift but it looks like it is drifting back again. I like the yield but other than that it's been a disappointment.
I currently own TD and SLF which both have segments comparable to FSZ's business. Are there any compelling reasons to keep holding this company, any catalysts that you are aware of that might get this stock moving? Is this just a yield play with very little price appreciation to be expected?

Thanks for your help,
Dan

Read Answer Asked by Daniel on May 28, 2018
Q: Hello 5i

I read and consider your advice as very insightful. You often urge us - and demonstrate through your own model portfolios - that one should not overweight a company too much.

At present the stocks I have identified are all at or just over 7% of my total portfolio. To me, they are all “keepers” for the long haul. Still, they weigh heavily on my portfolio which is balanced with many other stocks sitting at around 5% weighting in my portfolio. Obviously I keep my holdings down to a manageable number and am not a trader.

Do I just ride the winners and be aware of the danger involved? Each of my mentioned stocks are up over 100% so I’ve got some space to “lose” money in a market downturn.

I do not need the money. Indeed, the capital gains on too many sales would put me in claw back territory.

Please deduct as many credits as you wish.

Best

Peter
Read Answer Asked by Peter on May 28, 2018
Q: Greetings 5i,

As a generally conservative investor with a long time horizon (I am 36), I am very partial to "less exciting" blue chip stocks with a high potential for long-term stability. And while I am in no rush to add any single positions at this time, I would like to ask your opinion of two large cap names to augment my research. Please feel free to deduct as many credits as you deem appropriate.

Could I please have your opinion on UPS and MMM as potential "buy and hold" names for a long-term time frame?

Thank you.
Read Answer Asked by Lucas on May 28, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!