Q: What are your thoughts on Xylem?
Would you add to a 1.5% position at today’s price or do you see further down side?
Thanks as always for your advice.
Dan
Q: Your thoughts on XYL as a purchase now. I believe they have supply chain issues and may not be corrected for awhile. Better to watch and wait for a change in direction?
Thanks John
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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QUALCOMM Incorporated (QCOM)
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Xylem Inc. New (XYL)
Q: About 25% of our portfolio is in US stocks - very tech heavy (APPS, CRWD, MSFT, MTTR, NVDA, QCOM, TEAM, U) with only XYL as a non-tech holding. I would like to add GOOG, BKNG but would prefer not to transfer more CD$ to US just at the moment. Would appreciate your thoughts on cashing my XYL (down about 10%) in order to buy GOOG ?
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.