Q: Just read about Intel making its foundry available to customers for specific chip designs to compete and grow, trying to supplant Samsung and TSMC, seems they are building foundry production to compete with Samsung, what are prospects of success by 2030 as they hope, is this good place to step in?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Biogen Inc. (BIIB $187.62)
-
Illumina Inc. (ILMN $141.07)
-
Intuitive Surgical Inc. (ISRG $586.24)
-
AbbVie Inc. (ABBV $220.08)
-
Eli Lilly and Company (LLY $1,063.56)
-
Pfizer Inc. (PFE $25.48)
-
Stryker Corporation (SYK $367.54)
Q: Since the healthcare sector in Canada is quite limited, I would like to explore the option of purchasing 100% US healthcare stocks to better represent this sector. I would greatly appreciate it if you could suggest six stocks that I should consider. Thank you in advance.
Q: A good time to buy these? Thanks!
Q: Good afternoon,
Could you please pass on your thesis for owning Visa-noting in past posts you mentioned a "duopoly "of payment systems.
Thank you
Could you please pass on your thesis for owning Visa-noting in past posts you mentioned a "duopoly "of payment systems.
Thank you
-
Apple Inc. (AAPL $259.37)
-
Amazon.com Inc. (AMZN $247.38)
-
Meta Platforms Inc. (META $653.06)
-
Alphabet Inc. (GOOGL $328.57)
-
Microsoft Corporation (MSFT $479.28)
-
NVIDIA Corporation (NVDA $184.86)
-
Tesla Inc. (TSLA $445.01)
-
Berkshire Hathaway Inc. (BRK.B $499.10)
Q: Hi Peter and company,
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
Q: My small position in NVDA has doubled to about 13-14% of my portfolio. Should I sell half in the interest of diversification and before the ‘bubble’ bursts? Or treat it as a tech pillar like MS or GOOG and keep it as a long-term hold?
Q: I have been receiving several alerts about insiders (mainly directors) selling stock. I feel this is a sign that the AI madness could be subsiding. I too, have taken some profit. What do you think?
Carl
Carl
Q: The stock price has pretty much tripled in six months. What's accounting for the massive gain and do you think it has further room to increase?
Q: what is the difference between these 2 and which one would you say is a better buy.
-
State Street Health Care Select Sector SPDR ETF (XLV $157.31)
-
Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $48.57)
-
iShares U.S. Healthcare ETF (IYH $66.32)
-
State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD $44.34)
Q: Could you please recommend a US Dividend ETF (in US $), preferably with a Dividend of 4% or more. Also US Dividend Healthcare ETF. What is a good entry point for each? Thank you.
Q: I am considering adding this to my portfolio but the expression "don't fight the tape " keeps holding me back. Pros, Cons and thoughts would be appreciated.
Q: Good day everyone may I have your thoughts on Vulcan Materials.
Thanks
Thanks
Q: I'm reviewing my portfolio to evaluate if there are any names i've held for a few years which haven't done much or i'm down on, and may be candidates to be sold and replaced with growthier names that have become more attractive. The 2 names that meet the criteria are VEEV and PGNY. With a focus on growth do you think either of these names should be sold and replaced or are they holds? Thx
Q: Could you update your views on BAX.US and why?
Q: You have like this Reit in the past, but recently I have read it has high debt and was not recommended (in this particular article). Do you still like it, and what would be a good entry point if you were to buy it. I have a small position and am not sure whether I should add to it or not. Thanks.
-
Costco Wholesale Corporation (COST $924.88)
-
Microsoft Corporation (MSFT $479.28)
-
Johnson & Johnson (JNJ $204.39)
-
Morgan Stanley (MS $186.32)
Q: Hi 5i,
I plan on purchasing these 4 companies to cover off my exposure to the US markets.
What is your opinion of this portfolio? Any other addition?
Weighting in the Portfolio is a consideration, so I only have 4 positions.
Is now a good time to start accumulating, and it what order?
Thanks for the opinion.
John
I plan on purchasing these 4 companies to cover off my exposure to the US markets.
What is your opinion of this portfolio? Any other addition?
Weighting in the Portfolio is a consideration, so I only have 4 positions.
Is now a good time to start accumulating, and it what order?
Thanks for the opinion.
John
Q: What is the difference between IJR and IWO? Best account to hold?
Many thanks.
Many thanks.
-
Adobe Inc. (ADBE $333.95)
-
Amazon.com Inc. (AMZN $247.38)
-
Costco Wholesale Corporation (COST $924.88)
-
Meta Platforms Inc. (META $653.06)
-
Alphabet Inc. (GOOG $329.14)
-
Intuitive Surgical Inc. (ISRG $586.24)
-
Microsoft Corporation (MSFT $479.28)
-
QUALCOMM Incorporated (QCOM $177.78)
-
Constellation Software Inc. (CSU $3,324.75)
-
Kinaxis Inc. (KXS $177.44)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.
Thank you.
-
CME Group Inc. (CME $262.45)
-
Nasdaq Inc. (NDAQ $98.24)
-
Visa Inc. (V $349.77)
-
Toronto-Dominion Bank (The) (TD $131.17)
-
Bank of Nova Scotia (The) (BNS $100.62)
-
Bank of Montreal (BMO $184.56)
-
Manulife Financial Corporation (MFC $52.00)
-
Power Corporation of Canada Subordinate Voting Shares (POW $72.41)
-
Timbercreek Financial Corp. (TF $7.07)
-
Cboe Global Markets Inc. (CBOE $260.95)
-
Tradeweb Markets Inc. (TW $103.86)
-
Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.
Thank you for your great service , as always.
-
Regeneron Pharmaceuticals Inc. (REGN $796.55)
-
Thermo Fisher Scientific Inc (TMO $618.86)
-
UnitedHealth Group Incorporated (DE) (UNH $343.98)
Q: Of these three which two would you recommend and why please? Thanks again. Dan