skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have been following CVS for several years now, and currently hold a half position. During the past Q they were able to top analyst estimates for both revenue and EPS. They are also paying down their debt due to the purchase of Aetna. What do you think of their future prospects as a dividend income investment with some stock price appreciation?
Read Answer Asked by Mike on August 07, 2020
Q: What are your thoughts on Q2 results for Quarterhill ? They have a market cap of $230 m , but net cash of $136 m . Have they received their US$109 court award from Apple yet ? They are buying back 10% of their shares , but that still leaves a lot of cash that they seem to be allocating to M & A activity . Would not a dividend increase or a special dividend be appropriate in these circumstances ?
Read Answer Asked by Thomas A.J. on August 07, 2020
Q: Good morning 5i,
With the European green deal and Biden's plans to attack climate change, should result in solar panel and wind power installations, and with so much money being allocated to infrastructure projects, which companies could benefit from these two investments by Governments..
Thanks you for your much appreciated help.
Carlo
Read Answer Asked by Carlo on August 07, 2020
Q: The q numbers, are not a surprise to me...are they better or worse than your expectations? It is the comments found in the president's message also in the Outlook section of the release which I need help deciphering, They sound very positive; do you buy all these opportunities for qst, all the optimism she talks about? How much of this is company spin?
Read Answer Asked by Harry on August 07, 2020
Q: Hello Peter, many individual investors (certainly I) have terrible timing on their transactions. For example, if one has been following Becton Dickinson, looking to buy, one might be happy to see this morning's 8% drop and immediately place their order. How do you handle this type of situation? Wait and see where the dust settles? Jump on the 'new lower price'? Or wait some days or weeks to see a base and an upturn? Would you be comfortable buying BDX today, for the long term?
Read Answer Asked by James on August 07, 2020
Q: Good morning 5i,
I appreciated your recent article, as usual. I find them helpful to understand what is going on in the investing world. You mention that the fang stocks comprise most of the gains over the past few months and that much of the market hasn't kept up. Some people are talking about a rotation out of technology into I suppose, more value oriented stocks. I don't know if this thesis is true. The Fangs seem to keep going up. But, do you think it might be a time to start a switch for a cautious investor? If so, would rsp , an equal weight US market etf, and brk, probably the definition of value, be a good way to approach this change
thanks
Read Answer Asked by joseph on August 07, 2020
Q: Tax loss versus growth considerations question. Holding ENB for several years and still below water. Have held PPL for a couple of years prior to recent meltdown and recently decided to sell PPL to realize tax loss using TRP as proxy for next several weeks until 30 day period has expired. Looking at your recent answers to questions on these 3 pipeline operators (I only need two, maybe one) and considering TRP focus on a friendlier fossil fuel firmament USA got me to thinking that maybe I should just hang on to TRP despite Keystone and Crooked Joe threats rather than going back to PPL after 30 day period is up... In your view which of the 3 companies have the better growth prospects in USA space given all three are down in this negative fossil fuel energy space? Portfolio is growth/income focused tilted mostly to equities. Retired but do not depend on portfolio income.
Read Answer Asked by William Ross on August 07, 2020
Q: Both are going thru the roof but the last 2 or 3 days the stocks are not
following up in fact today are declining.
I notice a couple of sellers dumping pretty good
Can you explain whats happening?
Thanks
Peter

Read Answer Asked by peter on August 07, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!