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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: Could you please rank these stocks based on a 5+ year holding for a US Growth account? Thanks!

UPST, TOST, SNOW, QS, PLTR, PATH, OKTA, MQ, MELI, GLBE, DLO, ADYEY

What would be your top 3 choices right now?
Read Answer Asked by Kel on November 15, 2021
Q: Hi 5i,
I am overweight utilities and underweight consumer defensive. I am thinking of selling AQN and buying AW.UN. The two stocks pay a similar dividend which is important to me. Do you feel the growth opportunities are stronger with AW.UN than AQN over the next several years? Thanks.
Read Answer Asked by Martha on November 15, 2021
Q: This is a follow up to my question about oil companies transitioning to renewable sources of energy. How about any Canadian companies?
Read Answer Asked by Federico on November 15, 2021
Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo
Read Answer Asked by Carlo on November 15, 2021
Q: Good afternoon!
This is one of Dorr Capital's funds that invest in mortgages (assumedly higher risk), and are speculating (pun intended!) a return of 7.5% annually, with distributions monthly.
The management fee is 1.25% (Series "A") or .85% (Series "F"). There is a cost to redeem on 30 days notice of 2% if in 1 year or 1% if in the second year.
I don't think this is much of a good idea, but was wondering:
1) Your thoughts on this specific investment?
2) Would there be any equities you could steer me towards that do this type of investment but without the management fees or the slow redemptions?
Thanks!
PaulK
Read Answer Asked by Paul on November 15, 2021