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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: Two part question, deduct as many points as you like.

I'm just wondering if anyone at 5I has glanced at the 195 page(!!) short report that Spruce Point put out last week on Stryker. Anything in particular to be concerned about? I own it in my RRSP, and have been slowly adding to my position. It is the only stock that I own in the health care sector.

Also, what would be your top pick, CA or US in this sector, if I wanted to diversify my portfolio?

Thank you for all that you do.

Read Answer Asked by Ed on April 12, 2022

Q: I'm going to increase my position in either MAL or AND { both at around 1.2% position } to somewhere around 2.5% ..... Which of the two does 5I prefer at today's prices ? ..... Can you comment on AND's earnings report ...... And problems with increasing rents, hiring drivers, and fuel prices going forward ? ...... Simply Wall Street claims MAL's earnings are set to grow 106.9% per year for the next three years. That's a pretty hefty increase in earnings ....And that the dividend is not well covered by earnings ..... Can you confirm this ? ..... Thanks for your great service. Garth

Read Answer Asked by Garth on March 04, 2022

Q: I was seriously underweight in the health care sector in my portfolio, so this year's TFSA contributions (mine & spouse's) went to NBLY & AND.
Obviously 6 weeks is a ludicrously short time to evaluate performance, and these two investments only constitute a tiny fraction of my overall portfolio, but can you provide some assurance that these remain reasonable investments? Especially in the context of being the only direct health care exposure. Both are down substantially, NBLY esp. down almost 30%. Did I just happen to pick a bad time to buy?
NBLY results reported this morning didn't look that bad?

Read Answer Asked by Lotar on February 16, 2022

Q: Howdy to all you Santa's helpers, thanks for all your wise council.
My question today is: i recently sold GUD after a long hold and so am looking for another healthcare replacement. I know you have reported on NBLY and AND and so wondering which of the two you would recommend to replace GUD. Or, do you have a better recommendation?

Thanks to all

Read Answer Asked by ralph on December 22, 2021

Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.

Read Answer Asked by Craig on December 08, 2021

Q: What sequence would you add for largest overall return for 2 years and least risk for AND, ANRG, DCBO, LCFS, NBLY, STLC

Read Answer Asked by David on December 03, 2021

Q: I'm looking ahead to January's TFSA contribution. Portfolio analysis indicates that my biggest sector shortfall is in healthcare. My only healthcare exposure is as part of my XAW (18% of my overall portfolio) and VGRO (44%), so I'm looking at AND, CARE, and WELL as candidates for the TFSA. What's your take on whether to put the contribution to one, some or all of these, or something else? Age 72 but my RRIF minimums (plus CPP/OAS) are sufficient for living expenses, don't expect to have to touch TFSA for 6+ years.

Read Answer Asked by Lotar on December 03, 2021

Q: please rate these companies for 1. capital appreciation (next 3 years). 2. risk 3. best current entry price thanks Richard

Read Answer Asked by richard on December 03, 2021

Q: Could you comment on AND's quarter and how they fared with analysts expectations ? Also your assessment of the conference call and anything mentioned about future growth or obstacles foreseen ? The numbers looked good to me but Mr Market doesn't seem to be excited ....Which makes me wonder if there was something in the outlook in the conference call that made investors yawn ......I took a half position before the quarterly results and am considering filling it out now . Would you endorse this ? Thanks for your terrific service .....

Read Answer Asked by Garth on November 12, 2021

Q: When it comes to small caps I have never been a believer in " The market has priced in " or " The market looks ahead " .... I am a firm believer in ..... " The market is herded by the loudest barking dog " .... For example REAL makes money , has money in the bank, missed earnings by a penny and got crushed .... The " dog " got very loud.....This brings me to AND who in two years with a 14% annual growth rate is getting close to tripling in price .....It's a bricks and mortar type of company which appeals to me .....But AND is a small cap that has had a run ..... Please give me your opinion of a current valuation for the stock ? { stock price and a good entry point } And more importantly a speculation on what that damn "dog " might do should they miss earnings estimates by 4%-10% ? { stock price } .... Which with the world's current supply chain issues is certainly possible .... For example new truck drivers are in short supply these days ..... I realize I am asking you to make an educated guess but I trust your guessing a lot more than mine ......I am having a tough time assessing this particular small cap's volatility potential which is how I assess the position size I take .....Also please provide the next earnings report day ? ..... Thanks for your great service .....

Read Answer Asked by Garth on November 09, 2021

Q: hello 5i:
We've been looking at adding one of these two to our health care sector, but if I have it right (please comment), AND is as much transportation (Industrial) as it is Health Care, and NBLY is as much Consumer Discretionary as it is health care. Am I correct and which one do you see as having more upside?
Paul L

Read Answer Asked by Paul on October 21, 2021

Q: Good Afternoon 5i Team,

I'm looking to increase my exposure to the healthcare sector in Canada and the US. Can you please recommend 2-4 companies in each country that you think are worth looking into?

Read Answer Asked by David on October 18, 2021

Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.

Read Answer Asked by Ahmed on September 30, 2021

Q: Hi Peter, Ryan, and Team,

Nice report on AND. Just wondering if TFII operates in the same space. We've done very well with TFII (thanks, 5i) but are a bit low in Healthcare. AND looks promising, but want to make sure that it's complementary to TFII.

Thanks for your insight.

Read Answer Asked by Jerry on September 01, 2021

Q: I have about 10k$ to invest. For a 3 year hold, would you rather own 5 shares of shop, 200 shares of Ata, or 200 shares of and. Or would you suggest something else. Thanks

Read Answer Asked by Charles on August 25, 2021