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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: Everyone, recently I have read questions of what price is a good price to buy. I believe in buying the best of the best and hold forever.
I have made 9 times my money on AAPL, 3 times on MFST, 50 times on CSU, more than 2 times on LMN, more than 2 times on MFST, 6 times NVDA, 5 times on SHOP and 8 times on V. Buy and hold and the price does not matter - length of holding the stock matters! My Thoughts.
Read Answer Asked by Clayton on May 08, 2025
Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J
Read Answer Asked by Jerry on May 08, 2025
Q: Based on your last comments on Tantalus Systems (GRID) can you comment on yesterday’s earnings release. It looks great from what I see but I’ll leave the professional analysis to you guys. Based on your last comments is insider ownership the same? Is management doing a great job? Can you also comment on their 3rd Annual Utility of the Future report they posted at a the end of April please. Lastly can you update me in the Conguitive acquisition.

Feel free to answer after their conference call.

Read Answer Asked by James on May 08, 2025
Q: I am a 64 year old IT professional, planning to retire next year and live off investment income. What do you think about my current sector allocation: Energy 7.00%, Health 7.00%, Finance 22.50%, Industrials 10.00%, Tech 22.50%, Telco 4.00%, Utility 5.00%, Materials 5.50%, Cons.Def 7.50%, Cons.Cycl. 8.00%, Real Estate 1.00%? I have moderate risk tolerance, the portfolio size is over 5mln, most of it is US and Canadian ETFs, and the low real estate allocation is due to the fact that I own some investment real estate. No crypto, gold, or bonds - I don't want any. I have paid out house, no liabilities, and no dependents. I am wondering if my sector allocation is too aggressive..? If yes, what are your suggestions for the perfect allocation specific for my case? Thanks!
Read Answer Asked by Aarti on May 08, 2025
Q: PRL came in with strong earnings a few days ago. Whereas GSY has been on a steady downturn lately and is down 8.5% today alone. I would have thought they would trade somewhat in sympathy with each other being in the same industry ..... I'm down about 20 % on GSY right now and considering abandoning it for greener pastures ..... If it were to at least level out I would be inclined to stay the course but it isn't ..... Need 5i advice on first what is going on ? And second why it is going on ? Thanks for your terrific service ......
Read Answer Asked by Garth on May 08, 2025