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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: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?
Read Answer Asked by Graeme on March 13, 2024
Q: Hi Team,
Currently for healthcare exposure I own VEEV and WELL. I was considering replacing VEEV with either LLY or UNH. Would this be advisable? If so, which one would you recommend? Also, regarding Well would you recommend continuing to hold it; or selling it to make a switch for either LLY or UNH as well? What sort of mix here would you recommend? I am looking for long term growth here. Lastly...do you see the healthcare sector in general to be a good place to be right now?

Thanks,
Shane.
Read Answer Asked by Shane on March 13, 2024
Q: Hi 5i, back in Feb 22 Tom asked a question re Global ETF's. Your answer referred to a Lo Vol ETF with symbol LVHI.
I have been unable to find this ETF, is there any chance that this might have been a "typo" ?
Could you give me the full ETF Name.
Thanks
Terry
Read Answer Asked by Terrance on March 13, 2024
Q: I know that you still like KXS, and you also like XIT. I manage my son’s TFSA, and he’s made a tidy profit in KXS, since it’s been held for quite a while. However, going forward, and since more recent charts indicate XIT's outperforformance, what would be your assessment of switching from KXS to XIT?

He doesn’t have enough room to buy CSU or SHOP, and I see that they’re the first two holdings in XIT, and would you agree that these two names are ‘better’ than KXS? As well, XIT holds a small amount of KXS.

Finally, he can buy and sell XIT with zero commission.

Your pertinent advice is, as always, important in our decision making.
Read Answer Asked by Jerry on March 13, 2024
Q: Good Morning, Can I please get your opinion on the recent earnings of Viemed and Profound Medical? Are they worth holding for several more quarters, or is it perhaps time to move on. I know you don't have many ideas for Canadian healthcare stocks, other than WELL (which I own), but if you wanted to switch to another CDN or US healthcare stock, what might you consider? Thanks. Brad
Read Answer Asked by Bradley on March 13, 2024
Q: Hi - can you please give your perspective on why the shares have performed so poorly despite the company having such "sticky" tenants? I would have thought that the business would have been so predictable (due to the type of tenant) and therefore easy to "manage" into a reliable long term moderate growth company....but it hasn't. Going forward...do you think the sticky tenants offer a positive way forward for the company?
Read Answer Asked by Doug on March 13, 2024
Q: Just adding on to the last question on NBLY. Since the arrangement has been approved, would it not be a smart play to purchase shares at around the buyout price in order to have access to the CVR rights? It looks like you would get your investment returned within a week when the deal closes and you could await the result of the CVR at no cost.
Read Answer Asked by Rick on March 13, 2024
Q: Could you suggest 6 or 7 Canadian equities (irrespective of sector) that would be suitable as GIC/Bond proxies? Secure dividend and slighlty positive growth potential?
Thank you for all you do.
Read Answer Asked by Delbert on March 13, 2024
Q: What do you think is the primary reason why EIF is having such trouble getting any kind of traction? Their recent earnings were solid and well received by investment firms, many of whom raised their targets (eg. TD, RBC, Canaccord, Raymond James, ATB). And yet within a couple of days, the stock price has reversed itself and is now back down below $48.00.

Thanks as always.
Read Answer Asked by karl on March 13, 2024
Q: your favs with dividend growth compounders strong free cash flow growth every year?is bep.un a no brainer for valuation and growth and does dir.un have potential why do you like them thanks take me down on the questions for my added queries
Read Answer Asked by cliff on March 13, 2024
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