Investment Q&A

Q: HI 5i - Your insight on three questions please:
1. MO - Way down --- is it safe? Buy - Sell or Hold?
2. What is your best recco for a S&P 500 ETF?
3. What are your top 3 Dividend payers going forward?
Thankyou!

Q: Could you please me your opinion on their earnings release this morning? Thanks!!

Q: on April 12 you stated ISRG was one of your favourite growth companies what is your current opinion in light of the drop in share price from 582.85 to a current price of 467.66.? plus any reason for the huge drop in price? thanks Richard

Q: I have held MO for over 10 years. It's done very well for me - tripled in value plus dividends. But it's probably time to move on. Traditional tobacco product sales are declining rapidly (not a bad thing to be honest) and investments in JUUL and Cannibis are probably years away from potentially paying off. I'm comfortable with my portfolio make up except for healthcare, which i have no exposure to. I've been looking at ISRG, TMO, BSX and BDK. I'm leaning towards ISRG based on their balance sheet (lots of cash, very little debt),market position, and potential growth but it seems to be in the doghouse after an earnings miss last quarter and it looks expensive on a fwd P/E basis. That said I don't mind paying up for quality. Your thoughts on ISRG or maybe one of the other stocks I listed? Deduct as many credits as you see fit. Thanks in advance.

Q: Do you guys have any ideas for personal research on smaller cap (100 million- 500 mill) SAAS or software companies in the US? I feel as a Canadian we are so overexposed to the few tech and software companies that operate here that I need to look for better opportunities down south.

Q: Looks like interesting announcements from RHT this morning particularly the winning of new contracts and on-boarding of new patients. Your thoughts. More smoke or are these real developments.

Q: good time to add? Share price is dropping quickly. I feel like with these illiquid stocks it can be a good buying opportunity and a bit of an anomaly. Do you see anything alarming?

Q: Clarification on Stuart’s question of May 29th. Based on the 2020 reset rate of 2.64% and current 5 year GOC of 1.46% would result in dividend rate of 4.1%. At today’s price of $16.23 would result in estimated reset yield of 6.3% for next 5 years.

Q: Is there a bottom for this company ?

Q: Could you please give me your opinion on Converge Technology including its fundamentals, insider ownership, and growth potential. Thank you

Q: My wife is down quite a bit on RHT, TCL.A, ENGH, RME, ADW.A, RAY.A, for a 5-10 year outlook, would you recommend to hold or sell? Thanks.

Q: I am looking to add a Canadian Bank to my income portfolio for a long term hold. Which bank do you recommend for total gains

Q: Peter; I’m only seeing 3 questions this am- is me or just a very quiet day ? Thanks. Rod

Q: I'm down on a full position in VET and thinking of swapping it for a reduced position in SU partially for the capital loss, partially to reduce my full energy holdings but also for more stability with SU. I think SU is vertically more diversified and bigger and therefore better for a conservative retired investor like me. Does this sound like a reasonable plan or should I just hold cash and rebuy VET in 30 days and go on enjoying the higher dividend it offers?

Another reason the Su interests me is that VET's high dividend is nice but worries me. Other times I've held on to a company with a high dividend I have ended up with a capital loss that far outweighs the accumulated dividends. I would like to know if you consider VET's or SU's dividends "safer"? What might cause either of them to cut their dividend.
Two questions I guess.

Q: Bought at $127.00. Your your thoughts on holding during this uncertainity in market.

Q: Up 11% on much higher volume Friday- any explanation?

Q: I want to add positions in each of these companies as money becomes available. In what order would you add to the portfolio?
Thanks

Q: With the recent problems JNJ is facing regarding opioids, would a switch to NVS {novartis] make sense? Held in a US$ RRIF.
Thanks

Q: how come you do not have lightspeed in your growth portfolio, i am sure it has crossed your mind.
furthermore it seems to have everything you like about a company,from mgmt on down.
dave

Q: WEF seems to be in a free fall, it lost almost 25% of value in less than 2 months. I currently have 4% position in WEF, down about 20%. What is your opinion of WEF near and long term prospects? Do you see it as a buy, hold, or sell at current prices?