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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: Hello Folks:

How would you compare Bank of America; Morgan Stanley; Wells Fargo and JP Morgan's quality, as investments?

Thanks very much
brian
Read Answer Asked by Brian on May 18, 2022
Q: I am having trouble finding the maturity dates on tse listed bonds,is there a way to go that you know,Thanks Phil
Read Answer Asked by philip on May 18, 2022
Q: Hello:

Appreciate your steady guidance through latest "interesting" markets.

What are the realistic possible paths for oil pricing and related companies? i.e. +6mo, +1 year, +2-3 years?

The Russia factor is a huge variable and I cannot see global sympathy restoring demand for Russian oil but money talks ... when I see US pump prices something will have to move longer term or there will be a lot of frustration and pain.

I own smaller positions in a few O&G companies at historic highs so I am tempted to take a little profit after not taking some for lots of growth stocks when they had tailwinds.

Thanks.
Read Answer Asked by Marilou on May 18, 2022
Q: There has been little said regarding the proposed TD acquisition of FHN. Could you offer some more insight on whether this makes TD a buy, the potential add to EPS, how they plan to pay for it, how the buy-out premium works and most importantly, what are the odds that it will close? Other 5i comments would be welcome.
Read Answer Asked by TG on May 18, 2022
Q: I'm wondering if you might have an opinion regarding "seasonality" with respect to the various sports betting companies, especially regarding the opening and closing periods for the various sports leagues. Thank you.
Read Answer Asked by Howard on May 18, 2022
Q: Looking for dividends (monthly would be superb). Any US stock with a 4-5% dividend that you would recommend for long term hold (5 years)? Appreciate all your great suggestions!
Read Answer Asked by Dr Lorraine on May 18, 2022
Q: I have held JEPI thinking that in a bear market, or any down market, JEPI should do better than SPY or RSP. Is this in fact correct? The decline in JEPI seems about the same as the decline in SPY. I am however not sure. In comparing charts, even premium sources I have access to do not footnote whether or not distributions are taken into account. I also cannot tell from JEPI’s history what portion of distribution is in fact return of capital.
Read Answer Asked by Adam on May 18, 2022
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