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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: 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: Good morning,

I have become aware of RA and INF through your Q/A section. I currently own VZ and XUS in my US dollar accounts for income. I am considering replacing them with INF due to the higher return. However, I note that INF which is stock based, will be merging with RA which is fixed income based. I also note that RA is four times bigger than INF so the merged funds will become a largely fixed income portfolio. Furthemore, only 20% of RA investments are rated BBB or higher. I wonder if RA is able to pay such a high dividend because it bought these perhaps sub-par investments well below par. My question is whether the extra dividend provided by INF/RA outweighs its risk relative to XUS and VZ.
Read Answer Asked by Ken on January 06, 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: Hello 5i
Can you give me a brief update on the above companies regarding their respective growth prospects? Also which would be you top two?
Thank you
Dave
Read Answer Asked by Dave on January 06, 2020
Q: I noticed in the latest BlackRock circular that IWY (iShares Russell Top 200 Growth) has significantly outperformed IWO (iShares Russell 2000 Growth) based on the latest 1 year, 5 year, and 10 year published returns. I assume you like IWO since it is in your growth portfolio. Can you elaborate a little on if/why you might prefer IWO to IWY and would you endorse a switch to IWY at this time for someone already holding IWO?
Read Answer Asked by Steven on January 06, 2020
Q: Seasons Greetings 5i!!
About a year ago a member asked you for a sample "growthy" USA portfolio.
You responded with the above listed stocks which have returned about 35% YTD.
Would you make any changes today twelve months after you first recommended it?
Thanks for all you do for all your help! It is has honestly been life changing for us and truly appreciated!!
Regards
Dave
Read Answer Asked by Dave on January 06, 2020
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