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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: May I have your thoughts on ILMN? Analysts appear to be projecting a weak stock price going forward...but the 8% drop on Friday may be more a result of their comments rather than the latest companies financials. Could these Wall Street firms have already shorted the stock prior to their analyst's comments being issued? I believe the latest earnings are negative compared to a year ago but overall I felt the latest quarter financials weren't too bad. Is the short interest high? Are insiders buying? Is the Reddit crowd circling? I'm sitting at a loss but still prepared to hang-in-there.
Thanks,
Jim
Read Answer Asked by James on August 15, 2022
Q: Hello 5i. NPI hit a 52 week high today. I would appreciate your take on NPIs role/future in the evolution of Europe's move away from dependence on fossil fuels.

Also, do you see this pullback as an opportunity to add some CAE to existing modest holdings. I can't help thinking that at some point demand for CAE's services will return.

Approx. one year ago I asked for 5i's advice on dealing with an inheritance. It was a fairly involved/complex question but your advice has been excellent. I was nervous about how to deploy these assets and you provided sound advice. I appreciate the manner in which you provide guidance. I also want to thank you for your guidance through this market downturn.

Mike
Read Answer Asked by Michael on August 15, 2022
Q: I only hold bond positions in these two funds totalling 4.5% of my portfolio. After exiting a couple of equity positions I have a high cash position and was thinking of adding to my bond position. How would you distribute bond investments among
1] less than 5 years
2] 5 to 20 years and
3] over 20 years

Thanks
Read Answer Asked by Ronald on August 15, 2022
Q: I have a sizeable RRSP holding with many Canadian and US companies. Soon I’ll start trading out of the money covered calls to enhance the portfolio yield. I understand how covered calls work but when I actually start trading them my knowledge will grow considerably and don’t want to make rookie mistakes. I’m thinking of starting with telecom, utilities, and banks as they have big share counts and option interest. Does this make sense, also what do you look for when trading covered calls? Specific sectors, large stable companies?
Thanks for your help!
Read Answer Asked by Mark on August 15, 2022
Q: Would you continue to hold ATVI until the closing of its acquisition by Microsoft or would to sell now and move into a better opportunity? Even if it takes a year to close the acquisition, an 17.5% annualized return from $80.80 today to $95 at closing seems pretty good to me. But If you see better opportunities in today's market, what would they be?
Read Answer Asked by David on August 15, 2022