Investment Q&A

Q: Thanks, 5I Team, for all the good work. I owe GILEAD SCIENCES since 2017. It is still around the same price I am down about 1.5%. Would you recommend holding on or moving on. If moving on, what would you recommend in health care sector, I already owe Cardinal Health & ABBVIE Inc. I am looking at long term investment.
Secondly, I owe FASTLY INC and am down about 40%. I am a long-term Investor and can hold on. Would you advise to hold on or switch to Lightspeed or something else? If it really has potential, I can wait it out don’t need the cash.
This is general question not stock specific. Normally I prefer to buy US stocks in RRSP and Canadians in TFSA and non registered due to withholding Tax. I am unable to make up my mind as to where to put the riskier growth-oriented stocks. In TFSA I am unable to write off the loss if the investment goes sour, If I put in RRSP eventually, one pays tax on withdrawal in retirement, but can’t immediately write off the loss when I sale and book a loss. In a non registered account If the stock takes off I end up paying tax on half the gains. What would you normally recommend?

Please deduct credits as required.

Q: whats expected from engh next week?

Q: What would be the worst case scenario for Enbridge in line 3 had to be shut down, such as by the courts or even the President?

Thanks a lot for your views which are much appreciated.

Q: PLEASE GIVE ME YOUR OPINION ON THIS COMPANY

Q: What are your thoughts of the spinoff of BAM.A's reinsurance subsidiary. When is this expected to occur, and would you take a position in this when it does?

Q: I just saw the latest short report. WELL had over 5 million listed which is a ton. Very few are higher. Is there market rules which forces them to cover where they have no choice. Could a Game Stop Corp scenario happen.

Thanks Steve

Q: I have more tech equities than I want going forward. Please help me strike one or two off my list by ranking these in order of potential growth over the long term /min 5 years. For fun (since it probably won't affect my decision), please also rank from least volatility to most volatility. Thank you very much!

Q: IDBA Just wondering if you could do some research on this Norway biometric company and if worth investing a small amount in?

Q: Rick Rule said recently that the best opportunities in precious metals right now are the mid-tier, single-asset gold miners producing between 600,000 and 1 million ounces a year. I was hoping you could list some companies that would fit that description.

Q: hi, Your views please for 2 comp.

thanks Jean guy.

Q: I understand you don't normally follow this company(trades on London Stock Exch.). I have been a long time share holder and am starting to wonder whether I want to continue with it or seek better alternatives. It has been quite flat for some time now and has done some questionable stock 'schemes' and share capital consolidations in the past. I would greatly appreciate any input and thoughts you may have on this company, if any. Many thanks to the 5I team for all their great work!

Q: Hello, I have both mty and enghouse in my RRSP and i wan't to sell one of the two to buy more of the other... For a 5 years period, which one of the two you have more confidence for growth ? Thanks

Q: Do you have a preference here?

Q: Which would you rank higher for valuation and growth? Is there a large difference between valuation between these companies? Which is the better buy? Thanks

Q: What would your 4-5 favorite weed stocks be.
Thank you, keep up the excellent work.
PV

Q: Hello Team: Could you compare this company to BAM.B, which would you prefer and why?
Thank You,
Barry

Q: I would appreciate your comments on the first q numbers. The trend looks positive.

Q: I am thinking of investing in VXC (or maybe XAW) in my RRSP. I understand that since this is a fund of funds and some of the underlying ETFs are US based, that there will be foreign withholding tax of some amount. To avoid the tax, am I better off to invest in the underlying ETFs (Canadian versions only) specifically VFV, VIU and VEE? (small cap I could not find). How much of an issue is the foreign withholding tax? Is it small enough to not bother buying all these underlying ETFs directly? Your thoughts please.

Q: Please comment on filing of mixed shelf to a max.can$4B .Initial negative market response .Appears may be making another acquistion. as still has $800m as at last Q end.Txs for u usual great services & views

Q: This is an excellent response to Charles’ question asked on May 27 about what to do when stocks are down 50%:

Diversification and position sizing are two items that can help mitigate this 'pain' so the drawdowns do not hurt as much. Otherwise, the best answer we think is just understanding what one owns both on the stock (what type volaitlity might we expect) and on the company (does the short-term volatility 'matter' vs long-term). The optimal answer can only be known in hindsight unfortunately. While we typically don't like averaging down in names, [once drawdowns like this pass and settle down, it can be an opportunity to add to a position once/if momentum starts to work in a company's favour again]. We not generally like stops either. Good companies, over 15 years, might have 7 or more very large drawdowns that might get stopped out (my emphasis added).

My question: how do we know when momentum is starting to work in favour again? A few days of share price increase with more volume? What I generally do is ask has anything fundamental to co changed. If not, and based on the fact that I was prepared to buy at a higher price, I simply buy more understanding risks and do not try to time the market, which can drive one crazy. I do though want to understand more about what generally signals a turn for the better.