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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 you please name a few of your favorite conservative, dividend-paying stocks?

Many thanks.
Read Answer Asked by Chris on May 28, 2018
Q: This week I will reduce my current energy portfolio (@12%), bringing it down to two holdings to a total sector percentage of 5%. I need a second suggestion for the Energy portion, considering RRX, though with a tendency to PKI.

With the available funds, I’d like to get into the Tech and Healthcare sectors, selecting one new holding each. I have earmarked RHT and PHO for Tech, with CSU and SHOP as secondary options. For Healthcare, I’m eyeing GUD, COV and PLI.

This approach is geared towards a slightly balanced but still aggressive enough growth portfolio.
Please advise on your top picks for each sector. Many thanks in advance.

Cheers
Read Answer Asked by Dominik on May 28, 2018
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
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