Q: I have held Novartis for a few years and still show a profit of ~33%. However it has dropped significantly in the last 18 months. In the pharma space, I also hold Knight Therapeutic (GUD) and Johnson & Johnson (JNJ). I wonder if Novartis is still worth keeping or should I consider switching to something else (or increasing my holding in J&J or GUD). It represents ~1% of my portfolio which is well diversified but light on pharma. Although not your primary field of expertise, I would still appreciate any light you could shed on the company. Thank you for your valuable insights.
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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: Hi team,
Do you have any thoughts on Northern Dynasty's recent earnings? Is there a solid reason for the big gains? Would you buy or sell at this point?
Do you have any thoughts on Northern Dynasty's recent earnings? Is there a solid reason for the big gains? Would you buy or sell at this point?
Q: Hi 5i Team,
Would you consider Unilever PLC "cheap" now, and a good buy for next year?
Thanks, Shane
Would you consider Unilever PLC "cheap" now, and a good buy for next year?
Thanks, Shane
Q: Hi 5i,
Can you tell me about Hydrogenics Corp (HYG.TO) and what your opinion is?
Thanks again, Shane
Can you tell me about Hydrogenics Corp (HYG.TO) and what your opinion is?
Thanks again, Shane
Q: Can you give me three hedge fund names you would consider strong investments for next 5-10 years .i am retiring in 10 years and have most of my money in a variety of hedge funds and wondering what your guys opinion would be good picks for a tfsa,rsp, and a non registered account individually.
Q: How do you interpret the announcement the company made today on one of their products?
Is this just a pop or a longer term effect?
Thanks
Sheldon
Is this just a pop or a longer term effect?
Thanks
Sheldon
Q: Gentlemen I was advised to keep all the Canadian stocks that pay a $US dividend in $US accounts.
Can you please provide me with a list of all Canadian stocks that pay their dividend in $US in the 5i portfolio and coverage equities.
Thanks very much
Sheldon
Can you please provide me with a list of all Canadian stocks that pay their dividend in $US in the 5i portfolio and coverage equities.
Thanks very much
Sheldon
Q: would you suggest moving efn into ecn
Q: Hi there,
is there any way to know the target price for above companies you have recommended.
is there any source that would provide the target price for these companies or any other companies you cover.
also, what's the usual timing of your stock recommendations.
Thank you for your service.
is there any way to know the target price for above companies you have recommended.
is there any source that would provide the target price for these companies or any other companies you cover.
also, what's the usual timing of your stock recommendations.
Thank you for your service.
Q: Hi 5i,
Can you tell me about GoGold Resources (GGD.TO) and your opinion of them?
Thank you, Shane
Can you tell me about GoGold Resources (GGD.TO) and your opinion of them?
Thank you, Shane
Q: May I have your current view in ITP. I believe it reported as well but I did not see any report. Thank you.
Q: Trying to figure out if I should hold waiting for the turn around or buy something like
-
Alaris Equity Partners Income Trust (AD.UN)
-
Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
Q: Trying to decide if I should hold onto AD or buy something like LAS.A instead. More interested in growth than income. Any comments appreciated.
Q: Hello Peter and Team,
If one were to top up companies in the balanced portfolio, which 5 would you choose at the moment.
And do you feel now is a good time to buy or to wait for before Christmas.
Thanks,
Wes
If one were to top up companies in the balanced portfolio, which 5 would you choose at the moment.
And do you feel now is a good time to buy or to wait for before Christmas.
Thanks,
Wes
Q: I'm considering buying some GILD.My portfolio is all CDN stocks so it should benefit from some diversification and I feel US stocks may gain some strength under Trump.Obviously GILD is very cheap which reminds me a little of Concordia when I bought what I thought was an undervalued health care stock only to watch it nose dive.I also noticed a few reputable investment firms loading up over the last 2 months.My other choice was to buy PBH which is a great company but very expensive.What are your thoughts on a very cheap GILD which adds some diversification vs a fairly expensive PBH which is currently performing much better? I find i'm more of a GARP than a value investor but I appreciate getting a great stock on sale.
Q: Hello,
In your response to a question about tax loss selling you mentioned that you've noticed some strange trading in some stocks this week. Just wondering if you see any good long-term companies that have been "kicked to the curb" recently due to tax loss selling. Air Boss seems to be one that is consistently making new lows in what seems like a daily basis and Black Diamond Group has plummeted since reporting disappointing results a few weeks ago (you have a B- rating on BDI as of Jan 2015). Any names fit the bill as tax loss victims?
Many thanks,
Kent
In your response to a question about tax loss selling you mentioned that you've noticed some strange trading in some stocks this week. Just wondering if you see any good long-term companies that have been "kicked to the curb" recently due to tax loss selling. Air Boss seems to be one that is consistently making new lows in what seems like a daily basis and Black Diamond Group has plummeted since reporting disappointing results a few weeks ago (you have a B- rating on BDI as of Jan 2015). Any names fit the bill as tax loss victims?
Many thanks,
Kent
Q: Hi,
I currently hold stocks in ALA and like your opinion of this holding.
Thanks, John
I currently hold stocks in ALA and like your opinion of this holding.
Thanks, John
Q: I am looking to deploy cash and am well diversified. Which stocks in the growth portfolio would you add to at this time? Any you would you not add to now?
Q: Peter and His Wonder Team
You and your Team are good at answering impossible questions so I have another one for you. Firstly, you have a well diversified portfolio consisting of 23 stocks which is performing very well. All factors considered ...if you had to pick one of these for best value for either a short term trade or a 3-5 year period which would it be?
Thanks for your opinion which always provides another valuable dimension in dealing with Mr.Market!
Respectfully...
Dr.Ernest Rivait
You and your Team are good at answering impossible questions so I have another one for you. Firstly, you have a well diversified portfolio consisting of 23 stocks which is performing very well. All factors considered ...if you had to pick one of these for best value for either a short term trade or a 3-5 year period which would it be?
Thanks for your opinion which always provides another valuable dimension in dealing with Mr.Market!
Respectfully...
Dr.Ernest Rivait
Q: I own all the stocks in the Balanced Equity Portfolio and have been very happy with their performance. My weightings differ naturally from your model weights since I purchased at different times. I am considering allocating a relatively large amount of additional funds from elsewhere in my portfolio into the BE Portfolio holdings ($100K+). I am wondering how you would recommend weighting the additional purchases.