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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: Wells Fargo has taken a big hit recently. Do you think it might be worth buying some shares in this bank? Is the dividend yield (currently at about 7.4%) sustainable?

I have held BNS for quite some time and am down about 20%. Just wondering if I should add to my position (about 1% of my portfolio) or sell. I am assuming that the high dividend will keep being paid (as most experts say Canadian banks don't cut dividends).
Read Answer Asked by BRYAN on May 04, 2020
Q: I noted an earlier answer that preferred life companies over banks at the moment, for a new investment. I am currently overweight financials and dont want to leave the probable dividend stream. However, should I be thinking about divesting banks to a degree and buy life cos? If so, which banks to punt ( don't be shy, I have them all) and which life cos to buy? As always, appreciate your collective calm.
Read Answer Asked by alex on May 04, 2020
Q: Hi 5i
I currently hold PFE, GUD and COV (although this may go after being patient a little longer) in healthcare.
I am currently considering ABBV as an addition and wondering what your thoughts are on it at this time.
Any other US healthcare suggestions that might have caught your eye recently ?

Thanks
Mike

Read Answer Asked by mike on May 04, 2020
Q: Over the weekend, Warren Buffet is going to addressing his fans and no doubt all of the investment community is anxious to hear his views. I have no doubt he must be quite nervous for he and Charlie Munger since they are both in the late 80's . None the less , he will probably say some soothing words and it may give the market a bit of a boost, but how long it will hold is anyone's guess. As the economy reopens as early as next week, I think the "market" is going to feel better.
Read Answer Asked by Murray on May 04, 2020
Q: Good Day

I have journaled over 1/2 of my SHOP position to the US side of my TFSA. I was contemplating selling to accomplish a few things, lock in some gains(1300%), reduce my overall portfolio weight and to increase my US exposure. Considering a basket of TEAM,MICROSOFT,VISA and AMAZON to replace. What is your opinion on this move and would you recommend anything else to add?
Thank you for your continued guidance.
Read Answer Asked by Marty on May 04, 2020
Q: Hi 5i Team!

How do you feel about Workiva these days? I last inquired a year ago and not many questions since so it seems under the radar. Like most others it is off approx 40% since it's highs.
They released Q1 numbers Apr 30. It appears they made good improvements vs Q1 2019.
They are only providing Q2 guidance (but are providing full year commentary). How does their guidance compare vs Q2 2019 results.
Would your favourite in the space still be AYX?

Cheers,
Steve
Read Answer Asked by Stephen on May 04, 2020
Q: Morning, Wondering about your thoughts on buying Baba right now?
I need more international exposure, which this seems to satisfy, would you be
concerned by C19 implications, or anything else? Would be in an RRSP account which is well diversified, long term hold, growth the objective. If not Baba, others more favourable? Thanks Again
Read Answer Asked by Lavern on May 04, 2020
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