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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: After too many tiresome articles in financial media, including Barrons and WSJ, that one should “always” hold gold to diversify one’s portfolio, I gave in. I do not understand gold, have no idea how to value it and I certainly have no clue what affects the value of that asset. Notwithstanding my utter ignorance, I bought GLD:US just to shut-up the pesky, nagging voices in my head. After 2 years, GLD:US has been dead money. Worse, value is down > 10.%.

I wonder: is gold in any form, such as GLD, a *MEANINGFUL* ballast (although not a counterweight or hedge), in a 95% US-equities portfolio? Would you sell and move on?

Do you *really* think it prudent to keep holding GLD? If yes, I will continue to hold—and continue to be clueless.
Read Answer Asked by Adam on February 04, 2022
Q: You answered my question on EWY:us on August 13, 2021. I believe your answer needs to be revised as your observations on South Korea do not reflect economic reality. I recently returned from a business trip to South Korea and found the economy vibrant and its people remarkably hardworking. I still own EWY:us and since your response to my question, EWY has only been going down. Korean industry, especially semis, medical equipment, heavy industries are all humming. Yet EWY including flagships like Samsung, Hyundai &c. are all down. I am reluctant to sell after what I saw there, but ask you : (Diversification is not a sufficient enough reason for me to hold).
Would *YOU* continue to hold? Thank you.

Read Answer Asked by Adam on February 04, 2022
Q: Could 5I please give me the annualized return for QYLD dividend plus capital gain/loss for the last five years..... Looking at the chart in my TD Webroker it looks like not much more than the dividend . Which TD shows as 11.35% ...... I'd like to get two numbers if I could ..... One ignoring the current correction in the NASDAQ { 2022 } and one including it .......Thanks Garth
Read Answer Asked by Garth on February 04, 2022
Q: I have a full position of Fb and am thinking of dumping and taking advantage of other tech stocks that have sold off dramatically. Could you give some names that you think are near the bottom with lots of upside? Thanks
Read Answer Asked by Tyler on February 04, 2022
Q: I previously asked you about MDT (November 3, 2021). You suggested to wait till January 2022. My original question has specifics including asking you to confirm certain key ratios. Kindly update your answer, especially in view of yesterday’s positive article on MDT. MDT and other medical equipment businesses have been stumbling due to Covid. I especially like MDT products in my med work, but that of course is not enough reason to buy.

Kindly confirm what you see on Bloomberg for the following:
PEG
FWD P/E
ROE and ROCI

Do you think the value for EV/FCF makes MDT a decent buy today?
Read Answer Asked by Adam on February 04, 2022
Q: Hi 5i team.

Doing some due diligence on DOC. Can you help me understand a few things?
1) Views on recent acquisition(s) and how they fit into DOC's operating model?
2) Can you dig into their fundamentals and explain current state?

When do they report next, and are there any estimates? I don't see much in the way of analyst coverage.

Many thanks for your help.
Read Answer Asked by Arthur on February 04, 2022
Q: If you were going to write out of the money puts as an income strategy, what sort of stocks would you look for? Dividend stocks? Low beta?

Any thoughts would be welcome.

Thanks!
Read Answer Asked by Gregory on February 04, 2022
Q: I see that the underlying sectors held in an ETF are taken into account in the portfolio analysis. For individual companies, are regional exposures taken into account in the same way? E.g. if a Canadian company has significant US exposure, would this count as both Canada and US when looking at geographical risk?
Read Answer Asked by . on February 04, 2022
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