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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 are your current thoughts on KEYS? I'm up 55% and thinking of buying some more, maybe increase my overall weighting to 5%. The latest numbers seem positive and I like that they are getting involved on EV battery testing and charging. EV battery charging seems to be a problem if you don't drive a Tesla. Probably would need to sell some NVDA to raise the USD which is not ideal but of course our NVDA weighting is too high. Also is KEYS an Industrial Company? Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on January 05, 2024
Q: SRLN looks unsafe at first glance. the yield at over 8% p.a. looks high. Morningstar gives SRLN a neutral rating (forward looking) and 2 stars looking backward. Morningstar is often out of date, and there is better information at ETF.com. Your Bloomberg is not available to us commoners.

I ask this this question because bank-owned brokers make it difficult and/or expensive to buy bonds. Information and pricing on bonds are not easily searchable. Every time I force myself to look at asset allocation, the robotic tools I use scream at me that I am mad in that I zero fixed income. This brought me to look at bond ETFs and I acquired some USHY which looked decent, but that doesn’t quieten those pesky AI tools that help self-directed investors.

Is SRLN a reasonable enough proxy to add to the fixed income part of one’s portfolio? Or is it risky compared to other available US$ bond ETFs? I’d welcome substance in your response and if you care to add links to materials that pedestrian investors like me should look at, that could help. Many thanks.
Read Answer Asked by Adam on January 05, 2024
Q: Your thoughts on this company? Is it a buy, sell or hold?
Read Answer Asked by Charles on January 04, 2024
Q: Hi Team,
Once again the hopeful small cap Jan bounce has done the opposite so far with essentially all growth being sold off. It’s amazing how a new year is here and it’s like a light switch where the narrative turns to everyone selling to lock in profits. This confuses me some as I thought year end Dec would be the time to lock in gains? What’s your take on the selloff and when’s your best estimate of when would be a good time to buy the dip? Is there a history of how long a Jan selloff typically lasts? Also; is there any standout buys in the market you see today now as a result of the recent selloff ? Thanks ,

Shane
Read Answer Asked by Shane on January 04, 2024
Q: I don't have any retaill type stocks in my RRSP. This would be for a mid to long term period. Looking for capital appreciation with possibily reasonable dividend gains. Any suggestions?
Read Answer Asked by Jacques on January 04, 2024
Q: 5I Team,

Happy New Year!

What are your thoughts on Silversun Technologies Inc (SSNT) as a "jockey play" on Brad Jacobs? Any comments on how the RTO of SSNT is structured?

Thanks
Read Answer Asked by Scott on January 04, 2024
Q: Hi group Happy new year to all. Can yo give me your top picks (stocks or etfs) in the following sectors and a brief comment + good entry price pays Strong dividend US or CAD

Financials - I Own GSY TD, FFH, BN, BAM

Energy - I own ARC, ENB, F, NRGI

Healthcare - BIO TECH - I have no exposure but like CVS at present levels

Consumer staples - L, WMT, Cost,

Tech- QQQ, Apple, MSFT, AMZ, GOOG

Consumer discretionary - QSR,ATD,MCDS, ATZ
Read Answer Asked by Terence on January 04, 2024
Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you
Read Answer Asked by Don on January 04, 2024