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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: I am puzzled by the sudden rise in AMGN share price today. The only news I see is from a week ago, that the FDA completed a report on the Lung Cancer drug Lumakras, voting *against* full approval. The drug was conditionally approved in May 2021, and I believe the condition was that Amgen had to complete a comparative trial, showing it was more effective than other treatments like chemotherapy, in order to receive full approval. But it sounds like their trial failed due to dropouts from their "other treatment" group.
Why would this "rejection" result in a sudden rise in share price? Or is it due to something else, like a broker upgrade?
Read Answer Asked by Ed on January 04, 2024
Q: I am following the ETFMU Balanced ETF Model Portfolio. WXM has a high MER at .66. Could you recommend another ETF from one of the model portfolios that would give me about the same level of potential and risk? It could be either Canadian, US, or international.
thanks
Read Answer Asked by Mary on January 04, 2024
Q: Do you have any timely and suitable names for my TFSA contrib this year? I tend to buy things that are quite growthy in my TFSA. As such its already chock full of technology. Open to US or Canuck names but they need to be quite liquid. Happy New Year
Read Answer Asked by Martin on January 04, 2024
Q: ROKU had a great 2023. Towards year end, it was hit with a couple of downgrades. 5i continues to like it, in response to Q&As. Could you please list the top 2-3 reasons you have for ROKU to have another good year(s). I am not expecting it to duplicate its 2023 success, but looking to quantify whether ROKU has several more years of growth.
Read Answer Asked by Greg on January 04, 2024
Q: Thinkinf of swaping out Sunlife now in a hopefully falling rate environment for a stock with more overall growth potential, but still a dividend over 4%. Please provide a few names for a dividend focused retirement portfolio that also bring strong overall return potential. Or, thoughts on whether Sun Life is still a stock to own in this situation.
Read Answer Asked by Gerry on January 03, 2024
Q: Hello and Happy New Year.
I have a question on moving funds in/out of ZMMK. I received an amount of cash that I am going to park in ZMMK for the interim. My question is do I need to be concerned with superficial losses while moving funds out? I see it bounces in a range of approximately $49.90-50.08 and sitting at $49.94 as of now. If I were to move funds in now, my avg cost sits around todays cost and if I want to draw out under that, it would create a superficial loss (~$1200 worst case) although not a concern as it's held for the dividend. Thank you.
Read Answer Asked by Randy on January 03, 2024
Q: What are your current thoughts of Atlas Engineered Products? They seem to be trying to add small legacy type businesses as their method of growth. Do you think they have the management that can pull this off? Are their financials currently solid enough that debt is not a problem at present interest rates? Any other thots positive or negative about AEP? I’m quite positive on this group and wanting to buy more. Should I be tempering my enthusiasm?
Read Answer Asked by Terry on January 03, 2024
Q: I previously asked you about the rule of 40 for SaaS companies here:
https://www.5iresearch.ca/questions/text/rule+of+40#answer163822. Could you explain further why this model doesn't seem to work for companies in other industries?

For example, ATD has a low single digit free cash flow margin and would not meet the rule of 40 threshold, but it has proven to be a consistently good investment over the years despite that fact. Why doesn't its poor profitability hold it back and what other criteria would you consider important in lieu of the rule of 40 that help you identify it as a good investment?
Read Answer Asked by Adam on January 03, 2024
Q: Hi
I know that this question is almost impossible to answer and it is anyone's guess but what is the end game for this mounting debt in the US? 34 trillion? Perhaps 10 trillion of that is domestic? Still a stagering number. GDP is 26.24 Trillion with that volume it sounds manageable but they and other goverments dither about, eventually kicking the can down the road. At what point does this come to a head in your opinion? Perhaps a year or an event that you see as an epoch?
Thank you
J
Read Answer Asked by Jeremy on January 03, 2024
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