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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: Greetings,

I need to add an industrial and a consumer staple/discretionary to my overall well balanced US portfolio. After reviewing a number of options, my top in each category are GD and HBI. I am looking for some growth and a dividend as I am nearing retirement. I am betting that GD will continue its strong growth and HBI will turn things around. Your thoughts and do you have a better recommendation in each sector?

Thanks
Read Answer Asked by kelly on January 08, 2020
Q: Looking for Fintech ETF exposure. Today, what and how would you rank?
Read Answer Asked by William Ross on January 08, 2020
Q: LYB shares APPEAR to be good value. Analyst opinions however are all over the spectrum. For example RBC Cap downgraded LYB to hold/neutral from outperform; CFRA has a STRONG buy. I have reviewed Forward P/E , PEG and other quant metrics. What do you think of qualitative aspects? What is your substantive insight into LYB’s BUSINESS model? Based on what you read and your own thoughts on prospects for global growth, is LYB a good holding? It has been a dividend grower but share price is flat to lower for a while. Do you think chances for growth in EPS, and price of shares going forward, is one better to move on? I checked your previous response to on LYB and am looking for more your current thinking.
Read Answer Asked by Adam on January 08, 2020
Q: I am not clear on your December 23 comment on Gilead. You write that GILD has (or may have been) a “value trap” . You do not say whether your view is to sell. Is it your thinking that GILD is a hold? Or did you mean to say it is likely better to sell GILD? I am not sure how 5i defines value trap and you did not elaborate. One acknowledges that your comments are not advice.... that’s understood. With that in mind, I would appreciate more clarity on your thinking. Several pharma and bio tech companies are frustrating securities to hold. But sometimes the pipeline or prospects make the risk-reward equation such that patience is advised. Is it here?
Read Answer Asked by Adam on January 08, 2020
Q: Note: This is a repeat of an earlier question that I for which I have not received an answer.
I have some additional funds to add to one of the above companies. Which one seems better and why? Much appreciated as usual. RAM
Read Answer Asked by Ray on January 07, 2020
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
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