Investment Q&A

Q: Hello 5i

Does the recent pullback in Neighbourly stock represent a good entry point.

Thanks

Q: Hello 5i

I see that Veritas Investment Research downgraded NBLY to sell on January 10. How very strange. It is really rare to see the rating sold by analysts and especially not for a stock like NBLY. On what is their logic based?

Thanks

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

Q: Hi, have room for one, which one will perform the best in your opinion. Thanks and Greetings, Peter.

Q: What are your top 10 total US and Canadian stocks in the current market value? Also is it a good time to purchase NBLY at current value? Thanks

Q: I am underweight in the Healthcare sector with only a 1.5% holding in Well. Could you suggest US and Canadian securities which would be suitable for a solid performing “ core” holding?

Secondly, I am down 39% in WELL. Should I have any concerns picking up additional shares at this level?

Q: I have been impressed on how this “ growth by acquisition “ stock has held up , especially in comparison to other such stocks ( I own EGLX which am keeping), and based on your report and growth portfolio inclusion, have decided to buy some after my 2022 TFSA contribution. Any company specific reasons why the stock has held up? Thanks.

Derek

Q: Is there any news on this stock - quite a jump today?

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.

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

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.
Thanks.

Q: Peter/Ryan:
with recent market weakness, should we be reading anything into the fact that NBLY has held up so well? I ask, as we've fairly recently opened up a small position in the company and wondering if adding a bit more seems to be a good strategy.
thanks
Paul L

Q: In the health sector, would you be more enthusiastic about growth for Well or Neighbourly Pharmacies ? Looking at a three to five year time period. Thnks

Q: Why don't investors like First Service Corporation earnings report?
Please also comment on Neighbourly Pharmacy Inc earnings. I can't find EPS on their report.

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?
thanks
Paul L

Q: Thanks to rising oil prices, I have cashed out of an oil stock at the original price paid 5 years ago. I feel lucky to have done so as this is a sector I wish to avoid. This makes my TFSA ( small part of total portfolios and is my fun money ) 50 % cash.
Knowing that momentum is important to you, what are your thoughts on the momentum of the S&P 500 ? The growthy small caps seem to be out of favour at the moment. Do I wait until market sentiment has changed back or look at other larger growth stocks ? Your 3 suggestions for a risk oriented TFSA is appreciated. Derek

Q: Thinking of adding a small TFSA position with one of these, looking for a potential “pop” with a 5 year outlook without regard to risk. Is there one you like better than than others for that potential?
Appreciate your insight as always.

Q: hi

I hold WELL (2.5%) in my portfolio and keep eye on NBLY. Is it a overlap if I add NBLY? What price would you recommend to add NBLY based on it's current valuation?

Thanks,

Q: Hi

Bought NBLY based on the block post of May 18, 2021 and MAGT on the blog post of April 27, 2021.


Both have done very good (thank you).

This is another great feature of being a 5i member.

Keep up the great work.

Mike

Q: Your comments on earnings released today. Market doesn't seem thrilled with them because of the one time conversion of IPO preferreds and warrants to common shares. An opportunity to buy on the dip?

Dave