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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 Peter and Ryan,
The US stocks are at an all time high and the airstrike occurred. We may see some volatility in the stock market. How do you think about investing in Aerospace and Defense stocks or ETFs? Any specific recommendations?
Thanks,
Yiwen
Read Answer Asked by Yiwen on January 07, 2020
Q: XIT: We have a very large portfolio made up in RRSP, TFSA, & Non -Registered Accounts (biggest holdings). My investment style over many , many years has been to buy large cap "dividend growing" stocks which have served us incredibly well. Because technology stocks usually trade a high P.E. multiples, most are not dividend growers; but, most of all, the arena can change on a dime - just look at all the tech stocks that have gone bust over the last 20 years or so. In any case, I was thinking of buying XIT to add to our "dividend growers". I already own a small holding in my USD account of IGM.
Read Answer Asked by James on January 07, 2020
Q: I have read that investing in AMD seasonally ,from October to April generally results in great returns . I own NVDA which has finally come back to my purchase price due to the Trump/China war. The best performing names are semis that I haven’t heard of . Are Semiconductors best as investments or swing trades ? Do you feel that AMD, INTC will perform better than NVDA .
Read Answer Asked by Thomas on January 07, 2020
Q: We have a small 1% weighting in both MU and KEYS and we are thinking of selling MU and buying more KEYS with the proceeds. We already have a 4.2% weighting in NVDA plus substantial positions in CSU, ENGH and SYZ to a lesser degree.
While MU is showing good momentum now it seems to be more cyclical than KEYS. NVDA also seems to be somewhat cyclical, charting similar to MU, at least looking back over 2019. I realize KEYS is much smaller than MU so by switching to KEYS we could be taking on more risk however with a 2% weighting it is maybe not too dangerous.
The other option would be to sell SYZ and use the proceeds to bump up both MU and KEYS. This would reduce our dividend income of course but I think we could manage with less dividend.
Any recommendations?
Your website lists a KEYSW:US without any questions on the stock. Has KEYS sold warrants? I can't find a listing on RBC direct investing.
Thanks,
Jim
Read Answer Asked by James on January 06, 2020
Q: Which of the three do you prefer for a long term hold? Can you justify changing from one to the other?
Read Answer Asked by Lyle on January 06, 2020
Q: I took a 1/2 position in ROKU a couple of weeks ago intending to hold for the long term. I am well represented in the sector already, but it was more of a growth move with some US cash I had sitting there. I'm now down 10% and the CFO has just stepped down, so I'm wondering if I should just cut my loss and wait to see what it does in the next few months, or if you think there is still good reason to hold. Thak-you!
Read Answer Asked by Kim on December 17, 2019
Q: Looking to invest in the AI arena, are these two companies worthy or who would you suggest.
Have $10,000.00 available.

Thanks , really appreciate and enjoy your services.
Read Answer Asked by Paul on December 16, 2019
Q: Hello 5i,
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Read Answer Asked by Dave on December 16, 2019
Q: Good afternoon,
I would like your take (pros and cons) on the following please. I have owned Sylogist for some time, am comfortable with SYZ and familiar with it's trading pattern. The position is in my TFSA and after trimming at the top is still at these levels up approx 50% on the balance.
I am thinking of moving it into my cash account and with the current yield treating it like an income stock with some growth potential. I would also top it up SYZ to a 2.5% position.
I would then replace the value in my TFSA when making my 2020 contribution with the intent of purchasing a more “hopefully” growthy”stock.
I hope this is not too much like asking for personal advice.
Thank you for your input.
Brian
Read Answer Asked by Brian on December 16, 2019
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