Investment Q&A

Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX

Q: Like the TV detective Columbo I have "one more question". Why does VMD only have one analyst and PTQ has 5. Even though there seems to be more interest (volume and $) /activity in VMD shares than the PTQ shares.

Q: Why is VMD moving so much today on huge volume.
Why after PTQ's great quarterly numbers and their recent conferences call in which they seemed to give fulsome answers including the fact that they have received a 7 million dollar grant from the government and they think prospective acquisitions are becoming more reasonable.
Is there still an ongoing relationship between this two companies which were split from PMH. They both seemed to be in a segments of the market which are rocking and seem to have a good long term perspectives. With the on going aging demographics and the current trend to stay home because of fear of nursing homes and hospitals they seem to be strategically well positioned. Also when do these companies shake of their previous image?

Q: Have held 1000 units of NWH.UN in non-RSP account since 2015 and the ROC is now about 1/3 of what I paid for it. Confused about ROC and how it helps me but I do understand the lowering of the cost base when units are disposed of. Faithfully track all ROC’s for all units held including SPB. I don’t depend on the income from the portfolio but I am in a 43 % marginal tax bracket as a retiree. So when do I dispose of NWH.UN?
Your Q&A database says that NWH.UN is small, has wide geo distribution and not much growth, the distribution is safe but amount is only so so. However, there is a lot of ROC. In this down market, my 2 other similar amount of REs are down also (CSH.UN and SIA, 35 and 44% respectively). Also, have similar amount of AD that is down 52%. I am about “even” on my gains and tax loss sales so far for 2020 taken early in January but could use some carry-back for last year’s gains. Thinking of a trade of selling NWH and AD and perhaps CSH and SIA, waiting the 30 days before buying AD back unless you could suggest a suitable alternative proxy for the interim (or just buy CAR.UN instead all in non-RSP). Or would best option be to let it simmer and revisit during tax loss season to see if any of these have sufficiently rebounded? Have I missed something? Maybe the best decisions taken are those decisions that did not have to be taken.

Q: What is the best and cost effective strategy to hold gold or gold stocks in these uncertain times?

Q: Hi - we are down 23% from our purchase in mid-Feb 2020. Would you sell and re-purchase? Add more? Thanks

Q: With regard to Mike selling all his shares in SHOP too early; what I have learned from 5i is you do not have to sell your winners just because they are up; you trim if the stock position gets too big. What I have also done is sell enough shares equal to my original cost and let my profits ride until the position gets too big.

Q: trp.pr.c:ca , do you guys have an opinion about buying this one? thanks.

Q: What is your opinion on these 6% minimum reset preferred. Are they still considered AAA and, as they (B.P.O.) are now under the Brookfield Real estate umbrella, how safe are the preferred dividends in the foreseeable future, anticipating some decline in Office occupancy worldwide?

Q: HI 5i, I would like to replace these 3 ETFs with a more robust/aggressive ETFs or individual stocks.
Thanks
f

Q: Happy Friday!

I acknowledge you don't closely follow US stocks, but given that you still occasionally comment, I'll ask: What's the argument against this one?

I appreciate any insights you may wish to share.

Thanks,

Marc.

Q: Hi Guys
I sold JEF for a tax loss just recently. Would you see value in buying it back after 30 days at this price.
thanks

Q: Hi Peter and Staff
In my US Healthcare basket I currently own PFE , JNJ,STYK, and MDT
a)Are there other US Healthcare names that you would substitute for any of the 4 as part of a basket?

b) I also own CSH.UN and SIA and love the dividends and am hopeful of a price jump based on your previous replies of that beaten up sector getting to the other side. In a basket approach are there other names in the US that would warrant a trimming of either of those two or of SIS or GUD to own on a long term basis total return dividends and capital gains?

Thanks for all you do
Dennis

Q: I hold OGI (-67%), SPB (-18%), TCL.A (-20%), and RCI.B (-10%) all at the losses indicated. Which would you buy more of, hold, or sell? Would you switch RCI.B for more BCE or T, both of which I already hold? I'm looking for capital gains with a dividend, when possible. Thanks for your insight.

Q: I am about to become a Canadian non-resident for tax purposes. (once borders reopen). I understand I can keep my TFSA in Canada with no tax issues, but cannot contribute anything more to the TFSA. Does that make sense to you? If so, would ZGQ be a good all purpose ETF to leave in my TFSA. Any issues with this etf being in a TFSA? Any other ideas? Thanks.

Q: Comments by leaders of countries. " we will need to spend money on Infrastructure roads, bridges, airports, mass transportation, etc. How is best way to play this ? Heavy machinery, cement, re bar, steel, copper and other metals, Its like FDR times during the Depression to get the Economy going again around the World RAK

Q: Just a follow up to my earlier question.
What do you mean that the combined company will be dividended out to CSU for free?
And again will there be an IPO Offering and how will one know ?
Thanks
Jeff

Q: My Canadian dividend portfolio lacks exposure to materials. I currently hold CCL.B and was considering adding one position in SJ, NTR, or BOS. My goal is owning a good business at a sound valuation with prospects of dividend growth for at a long term. I consider the companies the best in the Canadian universer of stocks when it comes to materials. I am leaning towards NTR, but I am hesitant because I try not to invest in businesses that are very sensitive to commodities prices. Can you comment on these companies, their management, risks, and outlook? What do you think is the best option among the three?

Q: Hey guys, I have owned DPM, GCM, and SVM for a few years. The 3 stocks account for about 4% of my total portfolio. I currently have roughly 8% total in the materials sector(AEM 4%). keep holding these 3 or consolidate into 1 of the 3 or is there a better stock to play the sector?
Thank you!

Q: You have the choice to invest in one of these companies. Which one do you choose and why?