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QUALCOMM Incorporated (QCOM)
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Chevron Corporation (CVX)
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The Walt Disney Company (DIS)
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Kimberly-Clark Corporation (KMB)
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Charles Schwab Corporation (The) (SCHW)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Infosys Limited American Depositary Shares (INFY)
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Interactive Brokers Group Inc. (IBKR)
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MP Materials Corp. (MP)
Q: Looking to buy Qualcom & BWX Thechnology. For this I need to sell some slight losers. DIS, MP, INFY, IBKR, CVX, SCHW, BABA, KBM . Please place these in order of those you would sell first , and maybe some you would not sell at all. And , also what do you think of my two choices to buy ? Thanks.
Read Answer Asked by Frank on July 27, 2023-
CME Group Inc. (CME)
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PayPal Holdings Inc. (PYPL)
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JPMorgan Chase & Co. (JPM)
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Charles Schwab Corporation (The) (SCHW)
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Royal Bank of Canada (RY)
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TMX Group Limited (X)
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Block Inc. Class A (SQ)
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OTC Markets Group Inc - Class A (OTCM)
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MarketAxess Holdings Inc. (MKTX)
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Interactive Brokers Group Inc. (IBKR)
Q: Hi, I have a 2.5% position in SCHW (down 25%) and am looking to sell while keeping exposure to the financial sector.
MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.
This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
Q: Wealth simple mentions that investors are betting U.S. $3.7 billion that TD is heading south. 12 billion in unrealized losses on bonds, big stake in reeling Charles Schwab, massive exposure to teetering Canadian housing market, and terrible timing on purchase of U.S. regional bank. Any thoughts you could share on this?
Read Answer Asked by Anthony on April 10, 2023