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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: Hi 5i:
In your recent (Feb. 15th) income portfolio changes you recommended selling the full position in NTR. I have not yet sold my position.
Does your opinion change in anyway after their announcement of their US$1.60 per share dividend? The dividend seems decent?
Thanks so much for all the great information.
Read Answer Asked by Dennis on February 21, 2018
Q: Hi team,

I am looking for your best ideas (small / medium / large cap) to invest in the ongoing and ever-increasing move to 5G. Telcos will be spending billions over next decade. And ultimately benefitting of course. But which companies will benefit from that, or government's (?) spending? Mostly interested in Canadian-based companies. I know AMT and CCI are the big players in US. Any chance they get a foothold in Canada? Does small company like Baylin have unique expertise to deliver in this space? Are they well-managed and well-known enough? Anyone else?

Thanks for advice.
Read Answer Asked by Randall on February 21, 2018
Q: Hello Peter and Team,

I am trying to keep positions to a reasonable amount (less than 40). I like both these companies for good upside. If you can have only One, which one would it be, and why? What are the pros and cons of each.

Thank you,

Wes
Read Answer Asked by Wes on February 21, 2018
Q: Hi 5i: Just a suggestion in relation to Elaine’s question about dealing with large embedded capital gains in a taxable account. If you are someone who makes charitable donations anyway, consider giving some of your highest percentage capital gains away by donating the shares instead of cash. For your own tax deduction purposes you get a tax receipt for the full value of the donated shares (capital gain included) but you don’t have to pay the tax on the gain to do it. An organization called CanadaHelps is worth checking out online as a facilitator. Before the New Year I was able to transfer a bunch of my PUR shares to them (after the takeout bid!), specify that I wanted the donation split in 12 different directions, and select the 12 different charities to receive individual donations equivalent to specific numbers of the shares. It was relatively easy for me given all the administrative work they looked after. And I got a bigger tax receipt than I would have if I had sold the shares, paid the tax, and donated the leftovers.
Read Answer Asked by Lance on February 21, 2018
Q: Hi, RHT and VB were added to 5i Balanced and Growth portfolios, respectively, last week. Does it mean that the risk/growth profile of Versa Bank ( Growth) is higher when compared to Relique Health ( Balanced ) ? Any rationale, why this and not vice-versa.
Also, I could not find much information about Versa Bank in Q&A section. Could you please provide some more details/comments about this co. Thanks
Read Answer Asked by rajeev on February 21, 2018
Q: Hi, Now that RHT has been added to 5i portfolio, could you please provide an initial very brief summary on the company, including a possible 5i rating and growth expectations, specially there being no analyst coverage. Comments about the management will also be helpful. Share count seems to be large. What is the insiders and major institution holdings (separately) ? Considering that Patient Health Monitoring was touted by several high profile portfolio managers for a long time but at last, proved to be a huge disappointment to a large number of retail investors (including many of them being 5i subscribers), any relevant details will be most comforting. Thank You

PS: I know, you mentioned that there is no rush to buy/sell a stock based upon 5i portfolio changes. But, I did take a small position on Friday, but would love to have more insight/comfort before adding more. Tks
Read Answer Asked by rajeev on February 21, 2018
Q: Since you added RHT to the balanced portfolio this stock is up 30% and up 1852% for the year. At the same time PHM which as I understand is in the same business of patient home monitoring is down 19% for the year but down almost 90% in past 3 years. Please help me understand the different home monitoring care offered by these companies and can you please shed some light as to why the gross difference in performance.

Thank you for your service,

Steve
Read Answer Asked by Steve on February 21, 2018
Q: Peter and Team:
Thanks for bringing this company on to my radar.
I have watch and listened to their CEO Lisa Crossley and was very impressed.

I was involved in the whole Patient Home Monitoring fiasco and therefore am somewhat wary of this company.

How would you compare the two?
Do you know how many patients they are currently servicing?
What do their basic financials look like last quarter?

Thanks

Phil
Read Answer Asked by Phil on February 21, 2018
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