skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I thought CVS was a reasonably good value at or below its recent price in the mid-70 dollars. It reported results today February 16, and tumbled ~ 5%. Before release of those latest results, I had calculated ROE just under 15% and PEG at ~2.4. (1) Do you have updates to key metrics, in addition to the above-noted ones (incorporating the latest results). (2) CVS’ acquisition of Aetna did cause indigestion, but I thought things were much better now. Not so? (3) I had also thought CVS’ participation in the administration of vaccines would very likely enhance impulse sales also. I am wrong on that too? ( So far, I am scoring zero out of 10, yes?)

Am I wrong about CVS? If it is not worth adding to my position, should I sell or leave my half position in peace for now and just monitor?
Read Answer Asked by Adam on February 17, 2021
Q: I'd really like to see 5iReseach provide members with a table listing ALL company reports with three columns, (company name; most recent rating; and date of report issuance. The current presentation of reports is waste of time to search through page by page, only to find a company of potential interest and find the report out-of-date. We should be able to see at all reports at a glance, perhaps by alphabetical order or rating.
Looking forward to your reply,
Read Answer Asked by EDWARD on February 17, 2021
Q: Appreciate your comments on the latest earnings reports for A, BE, & NUAN, and if you would continue to hold, add or move on. Thank you.
Read Answer Asked by Paul on February 17, 2021
Q: Good evening!
I just read your update, and was somewhat surprised reading the asterisked comment regarding holdings in ZRE. My understanding was that you did not invest in Canadian positions. I also assumed that any staff, directors, and such were held to the same obligation. Has this philosophy changed? Is this a singular exception, and if so will this holding be sold by the one holding the position?
Feel free to publish your response as it is my belief that other members would be interested in your answer, but may not have been inclined to ask the obvious question.
Thanks! Paul K
Read Answer Asked by Paul on February 17, 2021
Q: I have all three currently in a taxable account and about to transfer something into a TFSA. Would you have any preference over these three great companies at the moment for that?
thanks
Read Answer Asked by joseph on February 17, 2021
Q: I have money invested in BK. Indo not see how this company can stay in business paying a ~10% dividend yield when almost everything crucial is negative e.g. EPS REVENUE PROFIT MARGIN etc. etc according to yahoo finance, stockhouse and TD research platforms. Can you please explain to me how risky this company is from one to 10. 1 being safest and 10 being riskiest. Where do they get their money from? Do they skim the dividends off the bank stocks and give me less and pocket the rest? My next question is UEX. Uranium is finally getting warmer is this company safe and profitable? Do you think the uranium spot price will increase back to ore Fukushima days? If so how long will it last and when will the next spike be? I'm averaging around 28 cents. My next question is EHT. They been halted for many days now do you know anything that's going on? Are halts lasting this long usually bad news? It's doing a reverse split 1:20 and are reverse splits usually bad news?
Finally Lydian. Such a promising company. They entered some liquidation agreement and some trial is coming up soon. It's called "Just and Equitable Windup". What does this mean? Did I lose everything? It is still trading everyday?
Read Answer Asked by Adrian on February 17, 2021
Q: I’ve held Dollarama for a few years now and have a small loss while other stocks in similar space like Five Below performed very well. Is it time to make a switch? I know you generally like DOL but every time it gets close to my break even it drops again. How would you compare DOL and FIVE?
Read Answer Asked by Bryan on February 17, 2021
Q: Hi Guys

I believe in the space REIT's you prefer apartment and Industrial REITS these days. Looking at the Industrial REITS can you let me know which company you would prefer today given their current valuations and stock price they are trading at? I am looking at a long term hold - so out at least 5 years, and looking at total return, hopefully a nice dividend but also a track record of increasing dividend and a solid management team.
Thanks so much

Stuart
Read Answer Asked by Stuart on February 17, 2021
Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!
Read Answer Asked by Matthew on February 17, 2021
Q: Hello team,

With Chinese flocking to their theaters as a sign of what is to come post Covid, do you think the pent up demand in Canada will save CGX? Or is CGX now too debt laden and too risky for investors to bother?

I don't like speculation so I guess I want to know if the worst is over and this is a real investment opportunity in a company which now has enough time to overcome its misfortunes and see better days ahead.

What is a good entry point if you want to play?

Thanks a bunch as always!

Read Answer Asked by Saeed on February 17, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!