Investment Q&A

Q: Dear 5i
Which of TVE or PXT has the highest earnings growth rate over the next 2 years ? Would either one be suitable in a TFSA ?
Thanks
Bill C

Q: Cameco is down 30% since November highs, is there a reason, such as uranium prices or company issues. Would it be a buy at this level

Q: I actually bought Square (Block) at 65.00 but it has dramatically dropped in price. My question is do it hold or sell and buy perhaps a more secure stock like Googlewhich had been dependable over the last 5 years for me. It may recover faster.

Q: Hello,

My portfolio is currently underweight in healthcare and I am looking to add either ZUH or XHC. My goal is long-term growth rather than income, so I think either of these would be a better fit than HHL or LIFE. Looking through past questions, it seems that your preference has been for XHC due to its greater diversification, global exposure, and better valuations of its underlying holdings.

I was wondering if you would still prefer XHC over ZUH? Or has the current pullback done anything to alter your view on these ETFs?

Thank you for thoughts and for the excellent service.

Q: Hello Team,
Which would you prefer going forward, Google or Microsoft and why.
Thanks,
Barry

Q: I have held IBM in my RRIF for several years. With dividends, I am about break-even on my purchase price. After the KD spinoff, I thought that IBM would move higher on P/E expansion to reflect higher earnings growth. This seemed to happen after the last quarterly earnings report, but now seems to be stalled. IBM popped up as good value on a P/CF screen you did in response to another client's question, so I am reluctant to sell it. However, you have also suggested in your recent answers to questions that GOOGL is very good value right now, and that the 20% discount from the offer price also makes ATVI good value. So would you wait for a turnaround in IBM and, if so, how long would you wait? Or would you move on and, if so, would you switch into GOOGL for a long term hold or ATVI for a short term profit? If the acquisition of ATVI closes within a year, a 20% return in a year, tax free in a RRIF, seems pretty attractive. The other company I have been considering as an IBM substitute is ROP. But your comments about the attractiveness of GOOGL and ATVI at current prices got me thinking. As always, I would appreciate your insights into the relative merits of these alternatives.

Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks

Q: Please rank these telemedicine stocks as likely (1) survivor and consolidator, (2) acquiree, (3) flash in the pan and eventually bankrupt. Please include any other Canadian telemedicine stocks that I missed in this list.

Q: Can you recommend a Canadian ETF that holds only Canadian banks but does not write covered calls?
With appreciation,
Ed

Q: Hello, I was wondering what your team's initial thoughts on these two companies are? I am already invested in blue chip stocks and I am interested in some exposure to riskier small cap stocks and subsequently came across these two in my research.

Q: Hi 5i Team - Could you provide an update on the fundamentals of Questor including cash on hand, level of debt, revenue, etc. Also do you think they have a management team that could take this company to the next level. Are there still decent growth prospects for this company. Thanks.

Q: Looking for a few ideas of beaten up 3% or more dividend payers? I already own SLF, WCP, and ZEB. Current portfolio holdings are made up 19% energy, 35% tech, 15% financial services, 20% consumer cyclicals, less than 5% in the rest. Not too worried about divirsification, I sleep well even when blood is running in the streets.

Q: I have positions in APPS and CRWD which have seen significant declines recently. Would you shift into a large cap name like FB now?
Which ones of these would bounce the most in a recovery?

Q: not sure i get the decline in amd from 164 to 104 in 4 weeks.
great ceo in lisa su, the merger with xilinx should close soon, is this overdone or justified.
would you be a buyer. dave

Q: They release their earnings next week. Stock down a lot recently (back to spring '21 levels). Do you think it is already pricing in expected weak earnings (Omicron)? In other words, is it oversold and you would hold (if already long and ignoring other portfolio factors)?

Q: Good afternoon,
As a follow up to a previous question about an infrastructure investment. Would you buy BIPC in the US or Canadian version? And, would you hold it in a registered or non-registered account? I would appreciate a brief explanation. Thank You.

Q: Please advise your outlook for these companies
Thanks
Terry

Q: I own a 1/3 position of each of the following: ANRG, GRN, and DNMR, and considering adding a little more to my environmental sector stocks. Your thoughts on these companies and is now a good time to do this? If so, do you like adding to all the above, or something else?

Thx again.

Q: Good morning,

Between the above 2 stocks which would you prefer to buy and why? Also prospects for both?
Many thanks.

Q: Please provide the fundamentals of Aecon.
Is it a good company to hold in a volatile environment? If not, please advise which company you prefer in the same industry.