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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: I recently picked up some POWL:US stock. Today (Friday March 1st) I see the stock has dropped approx 5%. I also note that Mr. T Powell, owner, sold 25K shares. This might have been a trigger for some investors as a time to sell. However, he owns 2.4M shares. I am thinking that his sale is actually immaterial to his overall holdings. In other words, this might be a good time to purchase more. Am I on the right track?
My thanks.
Read Answer Asked by David C. on March 07, 2024
Q: Good morning,

I have a fairly large amount of money to invest for a short period of time ( 1 month ).

Can you please suggest a money market fund ( ETF ) with interest that pays daily?


Regards

S.Gilbert
Read Answer Asked by Stephen on March 07, 2024
Q: Hello 5i,

Interested in your perspective on CDRs vs traditional US holdings. Understanding you are comfortable with them did want to validate 2 scenarios -

1 - Would you always prefer the traditional US holding versus its equivalent CDR and assuming so - is there a minimun you would consider in terms of holdings. Simply put - does it make sense to buy only (example) 3 shares of GOOG or should I instead use that liquidity to purchase equivalent CDR's

2 - Can you please rank top 3 CDR's at the moment

Thank you as always!
Read Answer Asked by Julie on March 07, 2024
Q: Sir: some people are suggesting that seeking high income vehicles yielding north of 8% might be a better way to go. The following have been mentioned: 1. Preferred Stock closed end funds 2. CEF connect 3. High yield bond closed end funds 4. Senior loan closed end funds. Do you agree? and how does one find a winner in each of the categories? In a recession, this makes sense to me..
Read Answer Asked by James on March 07, 2024
Q: I am retired and looking to park some cash. TCSH and MCAD appears to be another type of ETF being offered around fixed income. These ETFs along with ETFs like PSA and CASH seem to be a good place to park some cash for a while. What would your opinion be on the safety of either type of ETF and any advantages or disadvantages of either class of ETF?


Ken
Read Answer Asked by Ken on March 07, 2024
Q: I have a new LIRA with about $25,000. Would you mind suggesting 2-3 stocks I could consider for the LIRA? Thanks.
Read Answer Asked by Brad on March 07, 2024
Q: Good morning. I am looking to invest ~ 2% weight into the Brookfield "space". I am a recently retired, relatively conservative, investor focused more on income than growth right now, and am targeting an annual minimum of 3-7% dividend growth rate.

Of all the Brookfield companies, if you had to choose one in the above context, which one would it be?

Thanks as always.

Trevor
Read Answer Asked by Trevor on March 07, 2024
Q: This is quite a small cap company that you have commented on a number of times, mostly favourably. Stock price has basically doubled since November, I bought some in February. I am just wondering, since you have some familiarity with the company, whether you can explain the reason for the recent price surge . Does your information suggest that adding to a small position may not be a bad, though granted risky, idea. Ie. what is going on here to suddenly drive this stock higher?
Thanks
Neil
Read Answer Asked by Neil on March 07, 2024
Q: Where can I find founder ownership percentage of a company?
Read Answer Asked by Nick on March 07, 2024
Q: Hello 5i researchers,

I bought this ARKK ETF during the pandemic time ARKK's hype days. As of today, many stocks recovered from 2023 lows, but ARKK. I am kind of losing patience, especially watching their daily trade information they published, keeping buying losers and selling winners. May I have your view on this ETF? Hold or move on? Thank you.
Read Answer Asked by Lin on March 07, 2024
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