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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: 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.
Read Answer Asked by Lotar on December 03, 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?
thanks
Paul L
Read Answer Asked by Paul on October 21, 2021
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
Read Answer Asked by Derek on October 06, 2021
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.
Read Answer Asked by Stephen R. on September 30, 2021
Q: Hello 5i,

What would be fair value and a good entry point for NBLY? Been looking at getting in since around $22. It has moved up while my attention has been diverted due to work. Seemed to not be super liquid and traded in weird quantities on small volume. Your initial comments on the IPO were to let it settle in. Is it there now?

Thanks for your help.

Dave
Read Answer Asked by Dave on July 09, 2021
Q: Based on the scanty information in the article you recently printed and the fact that NBLY is very close to an IPO, does this company warrant a starter position when the shares become available lto the public? Do you think a share price of $15.00 )plus or minus) is a fair and relevant price for openers? Apparently many drug store chairs have flourished by biying up smaller chairs, and then get swallowed up by the biggest national chairs for big bucks. Could the same happen to NBLY?

Thanks for your continued help.

Elmer
Read Answer Asked by Elmer on May 26, 2021
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