Investment Q&A

Q: I presently have no healthcare or tech holdings in either my RRSP, TFSA or cash. Am retired,like dividends, but can take some risk.

Looking at having 10% in each sector with HHL (50%),CSH.UN (25%),GUD(25%)in healthcare and TXF(50%),ABT(25%)PHO(25%) in tech.

What do you think of this approach and the individual holdings?

Where would you put each one ( RRSP,TFSA cash)?

Thanks Derek

Q: your answer to a lot of the questions ends with something like this
" we do not see it as a must own small cap"
so my question is what are your 5 favorite small caps, i assume gud and savaria and pho are in your top five but not sure.dave

Q: Good morning,

Could you please comment on GUD's earnings release? Is the market reaction due to impatience like you've said before or is there an other reason? Also, for someone that holds a half position currently at a loss, would now be a good time to add with a longer term time frame in mind?

Thank you!

Q: were knights earnings that bad or are they even relevant, but this stock is just getting hammered day after day. also what is the amount of cash on the balance sheet, i think it is about 6 dollars a share, just confirm please. dave

Q: GUD. GUD seems to have reached a turning point today, do you agree ?

Q: Gud seems to be drifting lower each day. Have you changed views on this name. I'm wondering if it might be a value trap.

Q: Hi, can you rank these companies for long term holds considering currrent valuation. Thanks

Q: Goodmorning My wife has approximately 50k in cash in her rrsp that she would like to put to work she is looking for 5 investment ideas for a conservative investor be they ETF or individual companies that pay a 3 to 4 % dividend. She is currently well diversified over all sectors
Thks
Marcel

Q: GUD. GUD is pretty cheap. Good time to increase the number of shares ?

Q: There is a good article in the Financial post on Johnathon Ross Goodman who runs GUD. If you could link it to this note it would give the readers a better understanding of what GUD does and where it sees itself going.

Q: Hi, could you name four or five Canadian company's that you could hold through thick and thin, and not worry about, as per Warren Buffet, regardless of risk situation, thanks?

Q: Hi team,
I wanted to get your opinion on the start of my son's RESP.
BYD 30%, GUD 40%, PHO 15%, CRH 15%
I recently added CRH on what I viewed as a value play, however I'm not sure about this move. Would you swap CRH out, and if so for what? Any suggestions or tips are appreciated.

Keep up the good work. Cheers

Q: I know you are not allowed to own any stocks,but if you could own one stock,what would it be.

Q: This is in response to johns question today about the downward trend of savaria and photon. I would also lump GUD in with these. It has seemed like a 5i favourite for a while but is basically at the same leve it was last November.
You told John that 3-4 months isn't long enough for these names, how long would you recommend as a minimum (I am ok with years of needed)?

Is there anything in their news to make you very confident that the momentum will change directions?

And, do you feel comfortable adding to these 3 at tofays levels (or is it likely just holding on for a few % over the next year and they've already used up their momentum?) (I know this is kind of asking you to crystal ball, but I'm hoping for educated insight).
Thanks!

Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!

Q: If sector was not an issue, which would you choose to put money to work, GUD or PHO?

Q: Hi Peter and team, I have some PLI and I am interested in other Canadian companies that are in late stage drug development. Are you able to suggest a few companies that have some potential? I realize this is a risky area. Thanks.

Q: I have a question about GUD. I HAVE BEEN TRYING TO BE PATIENT ON THIS NAME.iT SEEMS ALMOST TOO LONG .aNY SENSE OF HOW ONE CAN KEEP A PROPER PERSPECTIVE...WHEN ARE THEY GOING TO DO SOMETHING?

Q: I have an average price on BMY shares of $69 having bought near peak price...when the recommendations by other analysts ( not 5i) were extremely positive. After, the company missed expectations with a drug and the downfall began. Now, I am wondering, what factors would you consider in making the decision whether to exit this losing trade and put the $$ into an alternate pharm company such as GUD or an ETF such as some you have recently mentioned IHI.

Q: I am retired and able to live comfortably on
my Federal government superannuation, OAS and CPP.
Can you recommend a single stock for a TFSA, in which I currently hold a full position in ENF and a double position in AYA purchased when originally recommended by 5i?

Thank you for considering my question.