Q: Greetings. Are there any attractive US dividend-paying stocks (3.5%+) that currently appear on your radar? I'm looking for an alternative to US$ GICS or fixed income. Thanks.

Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J

Q: Your thoughts on keeping three out of 5 pharma names: ETF IHI, Gilead Sciences, Bristol Meyers, Abbvie and just bought Pfeizer few weeks ago - hopeful on the Seagen purchase in 2023. I have room only for 3,

Thank you!