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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: Hello,
Could you please tell me which types of companies might fall in the categories - in communication services, in info technology, in media?
Thanks
V
Read Answer Asked by V on November 27, 2023
Q: I sold LNTH 30 days ago to harvest the tax loss. I am looking for one more name to fill my healthcare allotment. I currently own ABBV, ISRG, WELL and SIS. Which do you like best between LNTH, DXCM and INMD, which are three names that you have been highlighting over the past several months? I am looking for potentially higher growth and am willing to take on the additional risk. Any other name(s) would certainly be welcome.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on November 27, 2023
Q: Sometimes in your answeres you reply along the lines "we would be OK buying this". I'm not sure how to interpret OK. Is it a recommendation like a statement of support. Or is OK meaning not bad but not good.

Thanks John




Read Answer Asked by John on November 27, 2023
Q: A little while ago I asked 5i what the current yield was for UMAX and HMAX as I wanted to target the yield for an entry point . Could 5i give me the formula to use so I can do this on my own ? Use HMAX as an example to illustrate using the formula ..... Thanks Garth
Read Answer Asked by Garth on November 27, 2023
Q: Hi 5i, for sector alignment, I need to sell one of KEL or PHX.
I am up 45% on KEL, and up 33% on PHX. No tax issues as they are both in TFSA.
Which would you recommend to keep for a 3-5 year hold.
Thanks for your advice.
T.
Read Answer Asked by Terrance on November 27, 2023
Q: Re your response to Ross Nov 9 on earnings I am curious to know how this Co acquired such a heavy debt load; It almost looks as though the company was under capitalized at issue. The accompanying profile refers to the Co acquiring practices but this could be outright purchase or simply a stake. What would be a normal debt load for this situation and what does acquiring imply? Could you also comment on the probability of the federal government announcing a supported dental plan, a possible date for such and the impact on the company if this occurs. What looked to be a desirable investment has sagged badly.
Read Answer Asked by Mike on November 27, 2023
Q: I am transferring a work RRSP in cash and need to invest the proceeds. $80k for a 63 year old. I am thinking of allocating this into ETF’s. Please recommend which ones and the allocation.
Can take on reasonable risk.
Read Answer Asked by Lois on November 27, 2023
Q: I have held NPI for sometime and am down almost 8%. I know you're not a big fan of the stock currently and prefer BEP, H or FTS. That said, 9 of 9 analysts are rating NPI as a Strong Buy. None of the others are rated as highly. What are you seeing that they do not?
Read Answer Asked by Maureen on November 27, 2023
Q: I have incorporated these ETF’s into my RRIF with the goal of deferring taking capital from my principal ( mandatory and rising % withdrawal requirements ). They now represent 33% of total portfolio. My TFSA and cash accounts equal my
RRIF and are more growth oriented. The ETF’s give me a high yield, diversified portfolio of solid large cap, primarily low growth companies in Canada and the US. So I ask myself “ Why don’t I have my RRIF be 100% of these 5 ETF’s ? What say you ?

Thanks Derek.
Read Answer Asked by Derek on November 27, 2023
Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.
Read Answer Asked by sam on November 27, 2023
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