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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Salesforce Inc. (CRM)
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Honeywell International Inc. (HON)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Roku Inc. (ROKU)
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L3Harris Technologies Inc. (LHX)
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Vertiv Holdings LLC Class A (VRT)
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Lantheus Holdings Inc. (LNTH)
Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks
Shane
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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Freeport-McMoRan Inc. (FCX)
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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L3Harris Technologies Inc. (LHX)
Q: hi, portfolio analytics says I am underweight basic materials, consumer defensive, healthcare and industrials. can you provide a few Canadian and US equities in each category, that you would consider for medium to long term investment.
cheers, chris ( take as many credits as you need ).
further, I am overweight in utilities ( 18.6% of total holdings ) and financials ( 25.5 %). do you recommend trimming these 2 sectors? and in financials I own BN and BAM ( which I would suspect actually have cross-over with other sectors? )??
cheers, chris
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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QUALCOMM Incorporated (QCOM)
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Salesforce Inc. (CRM)
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Albemarle Corporation (ALB)
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The Trade Desk Inc. (TTD)
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CrowdStrike Holdings Inc. (CRWD)
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L3Harris Technologies Inc. (LHX)
Q: Further to my earlier question regarding covered calls, can you please suggest some higher volatility US names that would be suitable. Your 2015 CMS article advises the use of companies with no debt and excess cash that are more volatile than the market. I would imagine this points mostly to mega cap tech names, but some diversity in the list would be appreciated. Thank-you.
Read Answer Asked by Stephen on June 07, 2023