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 .
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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: You recently recommended these 2 US companies. Please tell me more about them and why you recommended them?
Happy New Year to you and your staff.
Bryn
Happy New Year to you and your staff.
Bryn
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Brookfield Global Listed Infrastructure Income Fund Closed End Fund (INF)
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Brookfield Real Assets Income Fund Inc. (RA)
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.
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.
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
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
Q: Could I please have your thoughts on AIG.
John
John
Q: What is your opinion of the discount retailer space in the US in general and Ross Stores specifically. I'm considering this for a well diversified RRSP and mostly a buy and hold investor.
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Zebra Technologies Corporation (ZBRA)
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Veeva Systems Inc. Class A (VEEV)
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Coupa Software Incorporated (COUP)
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Okta Inc. (OKTA)
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MongoDB Inc. (MDB)
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
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
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?
Q: Can I get your opinion on EPR Properties as a core holding in an RRSP? I like the yield but am not sure how risky it might be going forward.
Q: What is the difference between the two.
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Biogen Inc. (BIIB)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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NextEra Energy Inc. (NEE)
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Constellation Brands Inc. (STZ)
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Raytheon Technologies (UTX)
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Verizon Communications Inc. (VZ)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM)
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Alteryx Inc. Class A (AYX)
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
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
Q: Hi 5i Team,
I have heard that the short sellers of Tesla stock have held the price from going up. Since the recent rise to +420, this is maybe a bit late to ask. However, I have always believed there are buyers and sellers, and that folks who short are simply believing the stock will go down. But, can a significant number of short sellers influence the market and actually help the stock go down ? Thank you for your superior service. Perplexed and curious 5i fan.
I have heard that the short sellers of Tesla stock have held the price from going up. Since the recent rise to +420, this is maybe a bit late to ask. However, I have always believed there are buyers and sellers, and that folks who short are simply believing the stock will go down. But, can a significant number of short sellers influence the market and actually help the stock go down ? Thank you for your superior service. Perplexed and curious 5i fan.
Q: Do you still see A.O.Smith as a reasonable investment or is it time to move on?
With apprreciation,
Ed
With apprreciation,
Ed
Q: I know you don't follow many US stocks but I was wondered if you might have anything on this company. I was thinking of starting a small position.
Q: Happy New Year gentlemen.
I know it is an apples to oranges comparison, but where would you deploy an infusion of cash for a 10 year hold? Already hold both, looking more at growth than income at this point.
Thanks
I know it is an apples to oranges comparison, but where would you deploy an infusion of cash for a 10 year hold? Already hold both, looking more at growth than income at this point.
Thanks
Q: Happy New Year Peter and 5i team,
I was thinking of adding Google to my Canadian funds TFSA. It was a recent top pick by two well known analysts on market call. They said that the company is attractively valued, has good growth potential, and good cloud business potential with growing revenues. Do you agree?
What are the consequences of holding a US stock in a can funds TFSA? Is it better to hold in an open account?
Thank you for your opinion
I was thinking of adding Google to my Canadian funds TFSA. It was a recent top pick by two well known analysts on market call. They said that the company is attractively valued, has good growth potential, and good cloud business potential with growing revenues. Do you agree?
What are the consequences of holding a US stock in a can funds TFSA? Is it better to hold in an open account?
Thank you for your opinion
Q: Is FIT a good buy at $6.47 today with an offer from google to buy at $7.35 in 2020.
Thanks,
George
Thanks,
George
Q: Hi
Can you give me your opinion on maxar technologies do you see further upside in the stock? Thanks and happy new year.
Can you give me your opinion on maxar technologies do you see further upside in the stock? Thanks and happy new year.
Q: Hello, I have heard that AirBnB will go public in 2020. Do you know when will that be? Is there a website where we can see when a new IPO is offered? Thank you, Gervais
Q: May I please have your current thoughts on Ubiquiti Inc? Thank you.