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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: What companies will benefit the most with the role out of 5G. I own both T & BCE for over 10 years: will they benefit in terms of increased activity - data and cloud computing?
Read Answer Asked by James on January 27, 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: It is my understanding that that 5G signals will require a different type of transmission installation, namely smaller and much more numerous for the shorter distances involved. The two companies often mentioned are AMD American Tower and CCI Crown Castle however only the latter is specific to 5G. Am I missing something here as I am looking to invest in 5G transmission but don't want to go off in the wrong direction.
Thanks
Read Answer Asked by DAVID on November 27, 2019
Q: I have owned BCE for many years and have been happy with the returns it has provided. I am wondering if there is a company(s) that you may recommend that will compliment this holding other than the other big names (Telus etc) that will take advantage of the roll out of 5G. I have also owned Apple for many years as hardware provider. It is my understanding that exciting towers will not be used for 5G? Perhaps a tower company or chip provider? any Ideas and your rational would be much appreciated. Thanks as usual for the great service you provide!
Read Answer Asked by John on November 18, 2019
Q: The message from BYL seems to be that industry conditions are not optimal and the prices of others like KEYS and SWKS are progressing only modestly. Yet BYL and KEYS in particular appear to be gearing up for a very robust future; SWKS is maybe a bit more robust. What's the problem, do you expect it to be an extended drag on the sector, and do you think BYL has a fair chance of being able to compete with its offerings? Thanks
Read Answer Asked by Mike on October 17, 2019
Q: I have very recently equally invested in MHK, KEYS, PAYC and ULTA. Do you these companies offer better safety combined with potential then investing in AYX, TEAM, CRWD and DOCU.
Read Answer Asked by Imtiaz on September 18, 2019
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