Q: With LHX near its YTD lows and lagging the defense sector group, what do you think of its prospects considering the AJRD acquisition just announced? Thanks.
Q: Im inerested in investing in the modernnization of electrical infrastructure in Canada and the United States. Please. suggest a number of excellent companies that you believe will be leaders in this modernization process.
Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks
Q: Dominion Energy is having a bad year is it debt related? though interest rates are on the rise this one has been hit harder then my other US utilities.
Q: I have a position in GM and LNR and I need to get rid of one. Which security would you recommend hanging on to for the next 12 months and please provide your reasoning. Thank You.
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
Q: I hold this. I assume it will be part of the new "witholding tax on disposition" legislation. As a Canadian, is this an easy sell before year-end then? If I wan't a similar company what about LXU?
Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger
Q: I have Trane but see recently, you've had positive remarks about Carrier. That together with the 25% withholding tax on the dividend due to Trane being European based makes me wonder if I should change to Carrier for the next few years?
Q: SL GREEN, despite its recent dividend cut, seems a decent choice. Would you suggest buying REITs at this time and, if so, which ones? I am a retiree seeking inflation-resistant income.
Would appreciate your thoughts on the recent offer by Advent International buy MAXR.
As a share holder should I consider this a done deal and sell? or is it worth hanging onto the shares in case there is a competing offer from another bidder for MAXR?
If the MAXR does ultimately get bought out, is there a similar company you could recommend to replace it in my portfolio?
Sorry for the multiple questions. Please deduct credits as you see fit.
Q: Season's greetings - what are your thoughts on MRNA. The skin cancer test results lofted the shares yesterday. It still seems inexpensive, given a sub six PE. I have a small holding and am thinking of investing more. It's well within my portfolio recommendations. Don't understand why it not getting more love with all the viruses running around the world. Thanks