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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

In Healthcare I own SYK GUD and COV. I would like to buy another US Health. Which of ILMN or ISRG would you recommend today. I have read all your recommendations but just cant decide...looking for the most growth of course. Dividends do not matter.

Thank you
Read Answer Asked by El-ann on August 28, 2018
Q: Hi there,
hoping that either 5i or another member can point me to a resource that highlights the tax treatment/tax efficiency for registered versus unregistered accounts for US domiciled investment/401K etc. For example. is there a dividend tax credit for stocks held outside of a 401K.

Thansk
Read Answer Asked by kelly on August 28, 2018
Q: I have held RUF for a few years, bought mainly for income with the view that the apartment space should be somewhat stable (?). With the buyout offer last spring I sold half and bought SRU (which has done well). Now that RUF has no offers, the price took a dive and the yield is back up. I am considering selling SRU and putting the funds back into RUF. These are held in an RSP, so taxes are not an issue. Could you comment on the following for both RUF and SRU:
1) the payout percentage
2) the debt levels and how they compare to their peers
3) the price to NAV
I like that SRU has a large Walmart base as well as some of their proposals to reduce retail exposure - but execution is a factor, and it will take time. Based on my "stable income" orientation would you suggest selling SRU and buying back RUF, or just sit tight? Or something else?
Thank-you
Read Answer Asked by grant on August 28, 2018
Q: Given developments in the nafta trade negotiations, would you agree this is a good time to take a position in all 3 stocks? If your answer is yes, how much max portfolio percentege would allocate for these stocks? Which one is your favorite for most upside short term?
Read Answer Asked by JR on August 28, 2018
Q: Is there an ETF that shorts cannabis stocks? If not, there should be! Thanks. Peter
Read Answer Asked by Peter on August 28, 2018
Q: Still sitting on some american money, trade deals seem to falling in place, obviously a positive, but election coming up, if Trump does lose the house, what is your opinion on how the market will react to that?, and would now be a time to invest in a U S A core portfolio or any advice would be appreciated
Thanks
Read Answer Asked by eddie on August 28, 2018
Q: I am considering these two stocks for my wife's RRSP. It is fairly diversified with 21 stocks and most sectors but only A&W Royalties Fund in the consumer sector. I like PBH because it is more defensive but QSR has a better yield. In the past I have concentrated on income but am trying to add more growth to the portfolio. What are your thoughts on these two? Is there another consumer oriented stock you would suggest instead?
Read Answer Asked by Albert on August 28, 2018
Q: Just a comment to add to your comments about NFI in a previous question.
While the 40 electric busses ordered by Montreal & Laval may not be significant as compared to the 4,000 they have sold in the last 12 months,
the more important thing is breaking into the Quebec market (probably the
2nd largest market in Canada next to Toronto/Ontario). Lets face it Quebec is notorious for paying whatever price to support Quebec companies. Should these buses perform well it could be very beneficial to NFI.
Read Answer Asked by Scot on August 28, 2018
Q: Hi
I'm a bit confused over how to assess growth companies on a valuation basis. I understand you can use a PEG ratio to factor in future growth, but a lot of the growth companies out there have PEG ratios that are far above one. How then would I know whether a company is "undervalued"? Would you compare to peers in the same sector or compare to historical values? Is there a PEG ratio that you have in mind above which you would never invest?
Thanks!
Read Answer Asked by Jason on August 28, 2018
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