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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: Hi,

Recently you added ADN to the Income portfolio. In order to incorporate the 2% position that you use, it will mean a substantial purchase. After review, it seems that ADN does not trade in significant volumes to allow a reasonable market price. That said, how does ADN maintain the dividend when its free cash flow is exceeded by the dividend payout on a consistent basis? Am I missing something?
Read Answer Asked by Kelly on December 07, 2022
Q: Hi, Can I get your thoughts on the materials sector and some of these companies? With China potentially opening up in 23 and this industry taking a downturn with these companies down approx 20% . This would seem a good time to start nibbling on these companies.
Read Answer Asked by pietro on December 07, 2022
Q: Question about Veeva Systems.

From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?
Read Answer Asked by Eugene on December 07, 2022
Q: These are my candidates for tax loss selling. As a proxy for OKTA I intend to add to my existing position in CRWD, would you agree with that strategy? As for the other 3, I do not intend to buy proxies however I would consider repurchasing after 30 days. Do you suggest proxies for these 3? Also, would you repurchase. Thank you.
Read Answer Asked by Barbara on December 07, 2022
Q: Hello dear 5i,

I have a question that may seem silly. Here it is. When you talk about Shopify, you often talk about duopoly, but I can't find with whom they are, even by searching assiduously on the net.

thanks
Read Answer Asked by Charles on December 07, 2022
Q: One of your subscribers said this in a question answered today, "I own 500 shares of TOU. Because I bought them a couple years ago and trimmed as they rose, my dollar cost average on these shares is zero!!" Is dollar cost average different from book value and if it is not, how does it go to zero?
Read Answer Asked by D on December 07, 2022
Q: Why has gsy dropped so much over the last week? Are these two natural gas stocks a buy at these levels?
Read Answer Asked by kenneth on December 07, 2022
Q: I own shares in this company. Yesterday, Concord Acquisition and USDC Issuer Circle called off the SPAC merger. I would have thought Concord shares would have stopped trading but it appears not. I am assuming that my best option is to sell at this time as I don't see many other options. Would holding be of any value? Your thoughts? I truely believe in Circle's future. Thank You.
Read Answer Asked by Walter on December 07, 2022
Q: I have ample gold exposure--mining, bullion and FNV (stream). I am considering diversifying within adjacent sectors like silver and rare earths. I am considering selling FNV and buying something else (maybe something like WPM for the added silver exposure). What options would you look at for this move?
Read Answer Asked by Chris on December 06, 2022
Q: I see from previous answers you like this company as a buy. BMO just downgraded it with a target of 4 dollars. They cited a 25% reduction in 2023 guidance and a slowdown of M/A. At the same time you have WELL as a hold which keeps raising its guidance and seems to have momentum towards profitability. What is your reasoning.
Read Answer Asked by Steve on December 06, 2022
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