Q: I've held MO in my USD portfolio since Oct. 2012 as a conservative play: up nicely in last little while for no reason I can tell; ergo, I am thinking of selling? It seems over bought at current price.
I know you are generally adverse to options but they have been a hugely useful tool in getting incremental leverage in my TFSA, which is otherwise constrained by the contribution limit.
I keep my options exposure relatively small, typically <20%. I currently hold OTC and CWB, but am looking to add a US bank and maybe a second US position that is rock solid and could give a small call option some torque.
Which bank would you recommend? Does anything juicy come to mind for the second position?
I am educated on these tools and am comfortable using them, so please don't answer the question with an overly apprehensive stance :)
I have a relatively balanced portfolio mostly of Cdn stocks recommended by 5i. I would like to have a little more US exposure and I know its not the focus of your research but looking for a couple names that you would recommend for me. 2-3 year horizon or more. As always, thanks for the great service.
Q: Hi Peter, My wife has within her TFSA 3 U.S. stocks, CVX, MET and MSFT, all equal weighting. How do these rate with you, do you have any better ideas. This is for a long term hold.
thanks
Q: eBay
Hi Peter
I have 2 us stocks I guestion. eBay and PepsiCo . Do I continue to hold ? eBay has been in my portfolio for 6 months and PepsiCo for 4 years . If I want more growth can you recommend 2 alternatives .
Candi
Q: Just a suggestion: think it would also be helpful to have questions that are related to US stocks show up when you search for the ".US" field, if possible. Right now, they only show up when you search for the specific symbol name. Not sure how easy this could be to incorporate, but thought I would ask. Thanks!
Q: Hello Peter and Team,
Please feel free to answer this question, I understand that your expertise is Cnd. market, however I value your opinion.
I would like to add a foreign bank to my portfolio.
I am tempted by either Bank of America or Loyd Banking (LYG).
Any thoughts?
Regards
Q: Why is GOOGL dropping today? Is it because of AAPL? I have heard conflicting views on owning GOOG and GOOGL. GOOG is cheaper and a few votes do not make a difference. GOOG is a stock that will be used to fund acquisitions so it will be diluted? Thanks.
Q: What do you think of CA Inc? It seems to trade at a good multiple, have reasonable debt levels and pays a good dividend. However technically its been looking weak since I bought it and earnings growth seems to be slowing, although this could be temporary problem. Would you regard it as a sell? Are there better places to put my money in the same space?
Q: Hello 5i!
I would like to get your opinion on Omega Protein Corp (OME:US) on the NYSE. The company trades near book value, a trailing P/E of 8, and appears to be growing quite nicely. Why is this stock so cheap? Would you recommend it for a 6-12 month position?
Thanks
Q: Please let me have your thoughts on Lockheed Martin Corp. LMT.NYSE.US. The dividend is reasonable, but I don't know whether it is growing and although the share price has moved up in the last year, is it likely to rise going forward?