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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 have been able to top up my TFSA accounts and now find I am sitting on about 40K in USD. I am looking for growth, preferably with a dividend, in a well managed and reliable company, or companies. I'm overweight in Tech & Utilities, OK in Finance, low in Energy, underweight in Industrial. A quick look at the US sectors has given me the feeling that now isn't the time to start with Staples, Health Care or Utilities and that there seems to be caution with respect to Energy. Materials and possibly Industrials, which has puzzled me, as I would think China reopening and the US's infrastructure spending would have helped the last three sectors mentioned. I welcome your thoughts, and any suggestions, as they are usually very insightful!
Dawn
Read Answer Asked by Dawn on February 07, 2023
Q: Back on Nov 2 nd, in answering a question about LUMN …you mentioned concerns about “ glaring issues “.

As is typical 5i really nailed that issue.

Now they have eliminated one of the reasons I own the stock ( namely the dividend).

According to Rbc the PE is 2.6. At the current depressed price do you see any significant upside potential over the next 3-6 months ?

Thanks for your help.

PS I also own AQN which cut its dividend but at least did not eliminate it.
Can we read anything into this? More of the same in the year ahead.
Read Answer Asked by Donald on February 06, 2023
Q: Good Morning 5i.

I am looking for some US income suggestions.

Preferably with yield’s in excess of 4%.

Long term - safe and secure - holds with potential for dividend and value growth.

Thanks very much.

Read Answer Asked by Dave on February 06, 2023
Q: JEPQ uses ELNs(up to 20%) in order to generate covered calls instead of writing covered calls on its assets that would limit upside potential.This means that JEPQ has a capital appreciation potential,and at the same time offers significant monthly income.I suppose though that QYLD will be less volatile than JEPQ.If I wish to take avantage of a future NASDAQ recovery and also obtain a revenue,JEPQ seems to me more interesting than QYLD .To summarize my question : is my impression OK ,and are there any avantages to hold QYLD instead of JEPQ ,(except of the higher yield ?
Read Answer Asked by Jean-Yves on February 06, 2023
Q: If one wishes to invest in the Artificial Intelligence sector, what are the best stocks (growth) to consider w/ 3-5yr horizon?
Read Answer Asked by Nghi on February 03, 2023