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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 5i,
I’ve owned SFL for years, since shortly after I first became aware of it via some early 5i comments. The holding is under water and has been for much of the time I’ve owned it, though the amount it is down has been more than offset by the generous dividend payments received. It has always been priced as though its dividend was in significant jeopardy but the dividend has actually been increased more than once while I have held it. What do you think of its prospects these days? I don’t have any other marine shipping exposure. I can’t help noting that the short interest is listed by my online broker as about 16% of the “float”. Is it time to abandon ship? Thanks!
Read Answer Asked by Lance on May 08, 2017
Q: I would like to move to a portfolio with at least 30% exposure to the US. I already own VFV and VUN which comprise 10% of my portfolio. Rather than attempt to buy individual US stocks, it makes sense to me to continue to buy these very low cost ETFs, both of which provide significant diversification into the US. With VFV there is the added diversification bonus that almost 50% of the companies listed have business outside the US. I would appreciate your opinion of this strategy.
Read Answer Asked by Dennis on May 08, 2017
Q: Hello Peter, I have positions in several US stocks, including JPM, JNJ, ADM, GOOGL, MET, PG, KHC, GE and CISCO. I would like to add a solid US stock for a long-term hold. A few weeks ago, you mentioned a smaller company, Collectors Universe, as a investment idea. The dividend is excellent and it has a pretty good track record of share price gains. Do you still like this as a current buy, or would you prefer something like ITRI, EBIX, FLIR or CGNX (which you've also mentioned). I don't need the income, so my criterion would basically be the best longer-term, overall, risk-adjusted return. Thank you!
Read Answer Asked by James on May 05, 2017
Q: I'm holding about 5% of my investments in cash in a US dollar account and looking to invest in a blue chip dividend paying stock. Maybe one of the two above or another name you like. I'm 80 so dividend and low risk is what I would like to find.
Thanks for your great service

Read Answer Asked by Greg on May 05, 2017
Q: The accelerating economic trend towards online commerce is one I feel is woefully underrepresented in my current portfolio. How would you suggest I address this today? Buy AMZN? Buy SHOP? Would half positions make sense given the strong runs these stocks have had?
Read Answer Asked by Patrick on May 04, 2017