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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 a Canadian invested with a dividend focused portfolio in my retirement account. I’ve help Morgan Stanley for a while and have more than a 20 percent loss. I started to wonder whether my holdings in Canadian banks gets me enough exposure to the Is capital markets (like through TD bank) that I should sell MS and maybe look for a U.S. alternative in tech or healthcare. Does TD or other Canadian banks have enough capital market exposure that moving my investment out of MS would make sense to improve diversification?
Read Answer Asked by Gerry on October 15, 2022
Q: Back in July when Unity Software announced the acquisition of Iron Source, you felt it was the "right move". I am wondering if you had more time to digest the acquisition and information provided for the recent special meeting. If so, do you still feel that it was the "right move" and will benefit Unity for the long term and get it back on track after such a big drop. Anything in particular you really like and don't like after further consideration?
Read Answer Asked by Justin on October 14, 2022
Q: Hi 5i,

Today, mid-day, October 13, 2022, CMCSA seems to have popped +5%.
This stock seems to have been on a steady decline for at least 1 year. Do you have any ideas what may have cause it to jump suddenly today?
Can you please also provide your thoughts on why it has been out of favor for at least a year and whether you like it or not.

thanks
Read Answer Asked by Ian on October 13, 2022
Q: QCOM has been dropped a fair amount more in recent weeks, perhaps due to news about a US policy about chips to China. While big on chip manufacturing, does QCOM in fact have more (eg IP assets) that would make the large drop because of the US policy announcement overdone?

In any event, does QCOM have good potential for a recovery in the next short while? Otherwise, I might take a tax loss and add to, say, MSFT; any comment about that move?

thank you for your excellent service
Read Answer Asked by Leonard on October 13, 2022
Q: I read an article last night talking about if you had purchased AAPL stock on it's IPO 42 years ago at 22$ and invested 10G at that time and held until now the value not including the small div they pay would be roughly 14Million$ after all the splits your share count went from 400+ to over 100,000+ shares.. I know it is a tough call and this is more of a fun exercise but could you name a few companys/stocks that one day may return something like this over 30-40 year time block Canadian or USA..

Thanks
Read Answer Asked by Kolbi on October 13, 2022
Q: SEDG is down a lot. ENPH is holding up. Could you provide your thoughts on what's happened here and briefly compare with your preference, all things considered.

ENPH seems to be the leader in the space. Do feel it will continue to outperform or that SEDG could catch up? Leader vs laggard?

thanks, M
Read Answer Asked by Mark on October 13, 2022
Q: In your answer to a question on BAM.a today you indicated that it is a company you are least worried about. What are a few other companies you are "least worried about"?
Read Answer Asked by Les on October 13, 2022
Q: Hello,

I've had these three healthcare companies on my watchlist for some time. Can I get your up-to-date assessment of each re: growth prospects and balance sheet stability? Would you consider any of them to be a buy and if so, in what order and is the current valuation reasonable?

Thank you, Doris
Read Answer Asked by Doris on October 12, 2022
Q: I have some $US to invest. What would you recommend? And why?

Thanks for your help
Read Answer Asked by christianne on October 12, 2022
Q: why has MITK had such a run recently?
Apps,GH,Pins,Mitk....which ones would you sell for tax-loss and what would be you favorite replacement in the tech sector.
I am looking at SHOP and ROKU
Read Answer Asked by Josh on October 11, 2022
Q: I know that this is an unfair question - sorry. I realize that ARKK and AMD are two different investments, but if 5i had a chunk of money to invest in one of these two, which would it be? On a similar note, is Intel a better investment than AMD?
Read Answer Asked by James on October 11, 2022
Q: I’d like to start a position in one or more income funds that offer a very high yield, but I’m not sure which ones to choose. As of Wednesday Oct 5th, these are the indicated yields I’ve found:

CLM 23.92%
PDBC 20.65%
SDIV 15.31%
QYLD 14.19%
RYLD 14.05%
XYLD 13.05%
BIGZ 11.01%
JEPI 10.94%
PDO 10.90%
PDI 10.79%
BXMT 10.38%
MPW 10.17%
STWD 9.84%
EIT.UN 9.42%
IDV 8.15%

Would you recommend any of these or do you have other suggestions? Are any of them too risky if the bear market deteriorates from here, or can they all be held long term? Are some of these yields too good to be true, like CLM and PDBC? Thanks for your thoughts.

Read Answer Asked by Brian on October 11, 2022
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