Investment Q&A

Q: ABBV has had a good run recently. So good that it is now trading at a PE of approx. 32 from what I see. I see revenue has been consistently climbing, and P/CF appears to be a bit lower than it's historical numbers. However, according to Morningstar it I see that it is trading at approx. 1.2 above fair value - historically high for ABBV.

What are your thoughts on this stock? Will the revenue drop a year or two once the Humira patent cliff is hit? I'm assuming this may all be priced in. Just wondering if in your opinion the valuation has become stretched, or can be justified.

Thanks,

Q: Hi team,
I was looking for your best bets for my 2022 tfsa contribution. I was leaning towards either Bam, Toi, or Lspd. What are your thoughts? Or do you have a better choice or 2 out there? I have a long term investment horizon 10yrs plus; and have no issue holding so long as the story in the name doesn’t turn negative . Thanks and happy new year !
Shane

Q: I paid a lot more attention to my investment approach this year, and obviously used your service to make a lot of my decisions, slowing trying to align with the recommendations of your portfolio analysis. I currently hold 25 different stocks.

Looking back at 2021 my overall investment return was 21.41%, slightly lower than the TSX Composite Index of return of 21.74%.

I'm not unhappy with that return, obviously, but I'm wondering given my level of success if I should be simplifying my life and just moving to a few ETFs to cover appropriate geography/industries and forget about it.

This is probably a hard question for you to answer but you might have some insight.

Q: Is this a good price to buy at today? What is your view on the Multi-year deal with google. How do you feel this will impact future growth and profitability. Day of the announcement saw an early morning +10% , only to erode by end of day. Reason for such impact?

Q: For my unregistered account I am looking for your top 5 dividend stocks in Canada and 5 top US dividend stocks if purchased today. Understand that US stocks will be subject to withholding but expect the growth to compensate. Thank you and Happy New Year.

Q: Not a question but more detail for Dan's follow-up inquiry. It is the Freedom 100 Emerging Markets ETF website: https://freedometfs.com/frdm/

Q: I've got room in my TFSA to move in shares of either ADBE or CRWD. Which would you think would have further upside from here?

Thanks so much for your valuable service.

Q: Hello, recently Eric Nuttal called PXT a value trap and a chronic underperformer, and he previously owned the company. He also stated that mgmt is giving mixed messaging and needs to increase the div, do a special div, and increase buybacks. On paper I thought PXT was doing everything right. The amount of shares they have bought back and just confirmed again for 2022 is amazing. Yet year after year it doesn't get the valuation increase it deserves. As Eric says "the market does not care about PXT and there are no big buyers", despite of it having the best balance sheet and buybacks in Canadian o&g. Yes its up last year, but considerably lower than its peers, so there is the opportunity cost. My question is, do we often see companies buying back shares, great balance sheet, and doing most things right yet they never receive the valuation they should or is it a case of you need to be patient, maybe even for years to see the market eventually reward it.

Q: Hello, Just came across this ETF and it looks like an intriguing way of investing in the EV and battery ecosystem. I note it is off its highs and wondering what you thought of this ETF. Thank you as always and Happy New Year.

Q: Can I get your view on Cad$ versus US$ for this year. thanks

Q: Today, there was a sudden drop of 18 %. I still have a nice gain in this stock but there must have been something happen to cause such a big drop. Do you know why and what is your opinion on this stock. Thanks

Q: I am trying to set up moderately conservative portfolio for my sister who is close to retirement. What do you think about the following portfolio: XBB 20%, CBO 10%, VBAL 15%, XIU 20%, CDZ 10%, XTR 10%, VGRO 10%, BAM 5%.

Thank you,
Milan

Q: Is there a place I can compare margin interest rates?

Will any of the brokerages negotiate that rate?

Thanks

Q: Hi 5i team. Thanks for the great service over the years and looking forward to a great 2022!!

What would be your top 5 ranked stocks both US and Canada for growth in the next 5-10 years+ with strong balance sheets and strong management ?

Q: How do you see the airline industry objections to the rollout of 5G by companies like Verizon affecting VZ's stock? Also, how is it possible to invest what sounds like so far billions to just now get to this potential non-starter? Why wasn't this 5g conflict with aircraft uncovered by the telcos in early days? Thank you.

Q: Here are two telecom companies...one French and the other Russian. I have herd several experts say that telecoms are not good investments because they always have to reinvest all there free cash and profits in upgrading there equipment and technologies. So is there any advantages in owning them in the next year or two besides the dividend? Would they hold up during a recession? Thanks for your insight which is always helpful.

Q: Considering the purchase of one of these two companies.
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John

Q: Hi guys,

Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim

Q: Can you give me a read on this company's prospects (HAI) for next 12 months? I am trying to decide if I should take my losses and look for something with better future prospects.

Thank you

Q: Please give me your analysis of AC and BA. Would you buy at these levels? Any alternatives? Long term growth, mid - high risk investor. Thanks in advance.

Wishing all of you at 5i and also the contributors here Happy Holidays and a Prosperous 2022!!!