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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: TD advises that "growth at LEG (Leggatt & Platt) is below the industry average, and worse, is declining. The most recent EPS was $2.00, a decrease of -32.4% YOY.

Should I be kicking this one out of US portion of portfolio? If so, why?

Looking for steady income in US dollars.

If I'm kicking out LEG, what else might you suggest?

Thanks.

Read Answer Asked by Sylvia on July 14, 2023
Q: Hello 5i,
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave
Read Answer Asked by Dave on July 13, 2023
Q: Dear Peter et al:

To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.

From tomorrow the earnings reports will start trickling in, starting with JPM.

Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?

Many thanks.
Mano.
Read Answer Asked by Savalai on July 13, 2023
Q: MF came out with a list of AI today, and they are all up today, presumably on the news. Is there a concern that this is turning into a bubble? I know there will be spending here, but is it getting away into the danger-zone? I am considering an etf that captures a wide swath of AI. Are you able to suggest something? Thanks!
Read Answer Asked by Kim on July 13, 2023
Q: All three stocks have been setting higher highs and higher lows since mid April. Have you heard any news on why these three stocks are having a positive uptrend recently? All three have crossed the 50 and 200 day moving averages. Clayton
Read Answer Asked by Clayton on July 13, 2023
Q: Hi Peter, what do you see happening on July 24th when the Nasdaq re- balances? Do you think that some of the top stocks would see a bit of a sell-off as ETFs and institution investors rebalance as well? Which companies would you put new money in? Thanks in advance.
Read Answer Asked by K on July 12, 2023
Q: May I have your thoughts about Carrier's acquisition of Viessmann Climate Solutions? I have been looking at HVAC investment opportunities in the UK & Europe and the only alternative is Trane. Which of those two are the more suitable investment at this time? Thanks.
Read Answer Asked by Marco on July 12, 2023
Q: Your comments on the increased taxation on the dividends for this equity are noted but does that apply to US persons holding shares in their US domiciled account or just to non-US shareholders holding in say a Canadian equity account? Also the capital appreciation of this equity over the last 3 years dwarfs an Enbridge. What do you think of this obvious discrepancy moving forward should interest rates peak and hold at current levels - would the outperformance likely continue in your view? What concerns might you have surrounding PAA compared with Enbridge? Would you buy this one for a longer term hold if high taxation of dividend isn't considered? Thank you for your input.
Read Answer Asked by Ken on July 10, 2023
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