Q: Before deploying more dollars to BX, what are other headwinds (apart from the usual suspects of inflation, recession etc) that the market is seeing that is driving down the share price. How would you rate BX vs peers such as BLK or BAM for long term (divd, capital) appreciation
Q: Can you please comment on Costco (COST) latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)? Would you recommend starting a position in this company?
Q: I have been a canadian equity owner only but am buying a number of US large caps for the first time. With the US dollar being as strong as it is right now, would you hedge these purchases using the NEO exchange. I am in my early 70s
Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.
Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.
Could you also suggest 3 "safer" options.
Feel free to subtract as many credits as warranted.
Q: I want to add some consumer stables stock to my portfolio for diversification in my taxable accounts, both Canadian and US. I would appreciate your comments on the Canadian stocks. What would be the US eqvilants and how would you rank them.
Q: Both GOOG and MSFT have broken the lows of June. Do you see a likelyhood for significant downside from here?? I had reduced holdings in both and am looking for a re-entry point. Thanks Jim
Q: Looking for a decent investment in this inflation environment. This REIT hit my radar. I think you at 5i approve of it. My concern is the very high PE (approx. 30) and P/Cash Flow. Not sure what the forward PE is, but I'm hearing that forward earning estimates in general will sooner or later be ratcheted down anyway as higher rates start negatively affecting the economy.
Is there a better metric putting a valuation on a REIT like LSI?
Q: I regularly read the Q and A section. Several questions mention being down 50% or more on an investment. I too have had similar losses in the past on a couple of stocks. Aren't these losses a result of inadequate risk management? In order to avoid such big losses, can you suggest a selling strategy or point readers to a discussion of selling strategies?
In the past I have employed a stop-loss but isn't that akin to showing the market your hand? In other words, as soon as you enter a stop-loss price doesn't that price then become another data point for algorithms to hunt down?
Any advice/information you can offer regarding selling strategies to minimize losses would be appreciated. No rush to get this answered. Thank you as always for your expertise.
Q: I own this security. What are your thoughts on Ford especially given yesterday's rather negative announcement from the company? Would you suggest holding on or selling. Thanks.
Q: I notice that Meta is back at the 2020 lows. Would this be an opportune time to begin to establish a position or would you have a better recommendation.
Q: I understand that ~30% of ZWU dividend is ROC. Would you say this is the case across the board for all covered call ETFs? Am looking at XYLD with this spectacular dividend, and am tempted.
And GE- industrial sector, well diversified, (seemingly) well priced
What do you think?
Thanks Jerry