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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: Retired, dividend-income investor. Sorry...this is a market timing question.

I am in the process of building a position in ZUT. I'm about 70% there. Most of the remaining funds to attain my full position will be sourced over time (3-5 months). However, with the recent run up in NWC and its subsequent impact on my asset allocation, I will be trimming a bit of it (NWC) and plan to direct it towards ZUT.

Q#1 = In the past you have indicated not to worry about market timing, especially when it comes to ETFs. However, with the rise in interest rates and the negative impact on ZUT, roughly when do you think is a reasonable time to start the process of adding (again) to the utilities sector (specifically ZUT)? While the general consensus is that rates have peaked, when do you think the utility sector to start to recover its losses...do rates actually have to decrease or just plateau? Also, you have usually answered this type of question with spread your money out over a number of months and get on with it (my paraphrase). Same answer?

Q#2 = Tied in with this a question => relative valuation of ZUT? Where does it's current valuation compare to its historical range? Is it cheap now or pricey?

Thanks for your help...Steve
Read Answer Asked by Stephen on December 08, 2023
Q: Hi

With the stock in freefall and it location, do you think INMD is a possible takeout candidate?

As I hold it in my TFSA I cannot claim a tax loss.

I am thinking of biting the bullet and holding for a few more quarters to see what happens. In addition we are in the tax loss selling season that only puts more stress on the share price.

In your view is there anything wrong with my thinking.

Thanks again.

Mike


Read Answer Asked by Mike on December 08, 2023
Q: Everyone, what is the rate of return for the large cap tech stocks vs the Nasdaq 100. For the large cap I would classify: AAPL, AMZN, GOOG, MSFT and NVDA ( you can add more to the list). Please use a time period that you have good stats for but or a 5 year or 10 year return period. I would like to know if it is worthwhile only investing in the big tech stocks overall. Clayton.
Read Answer Asked by Clayton on December 07, 2023
Q: I would appreciate your guidance on the strategy behind buying and selling shares. In particular, I'm interested in limit orders and how - and when - to effectively use them. Thank you.
Read Answer Asked by Maureen on December 07, 2023
Q: Hello 5i Team

Is there any "easy" way to determine if a REIT is internally/externally managed.

After reading some of the Annual Information Form (AIF) or the quarterly reports its not always evident.

Does your Bloomberg terminal provide this information?

My assumption is the majority of REITs are "internally" managed - do you have a list of "externally" managed REITsn or can point to a source?

Thanks
Read Answer Asked by Stephen on December 07, 2023
Q: If one were interested in short term trading, which of these two would be a better candidate today? I’ve done well buying and selling both - buying dips and selling pops. I am a little afraid of Nvda due to it being priced for perfection, although of course both have seen nice gains.

Happy Holidays to you and the 5i readers. Thanks as always for the great service;)
Read Answer Asked by Jason on December 07, 2023
Q: Good morning,

Q1. Could you please share your thoughts on the appropriateness of both of these funds or any other you may wish to recommend for a single 75 year old retiree with $200,000 in a TFSA ($88,000 and the balance ($112,000) in a Non-Registered account?

Q2. Do you have a preferred ETF and/or mutual fund that has the potential of distributing 4% to 5% for the next 15 years with no legacy concern?

Thank you.
Read Answer Asked by Francesco on December 07, 2023
Q: In september you were asked for your assessment of jpie.

With recent expectations of interest rate increases less likely and possible reductions in 2024, would your thoughts have changed…or do you see this as a worthwhile addition to an income focused portfolio?

I already own Jpeq. and Jepi. Would i be better just adding to one or both..The yields seem to be much higher.

Thanks



Read Answer Asked by Donald on December 07, 2023
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