Q: Tom asked a question about URI today (May 24). In it referenced comments you made about COST yesterday. Can you please provide where these comments are and/or a link to them.
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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.
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ONEX Corporation Subordinate Voting Shares (ONEX $116.38)
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KKR & Co. Inc. (KKR $117.82)
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Icahn Enterprises L.P. (IEP $8.11)
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Blackstone Inc. (BX $153.77)
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Carlyle Group Inc (The) - Ordinary Shares (CG $56.13)
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Berkshire Hathaway Inc. (BRK.B $489.13)
Q: I am doing some investing planning.
Objectives are to reduce risks and to capture more dividend income.
Part of this process entails looking for companies that are ( almost) too big to fail - recognizing that nothing is totally safe. bam.a, bro.b, bx
As a category or label would you:
1. Agree that the companies above are “ conglomerates “? ( or something else?)
2. Are they “ almost “ too big to fail?
3. Are there others I missed? .. especially something you like better?
Thanks as a for your helpfulness.
Objectives are to reduce risks and to capture more dividend income.
Part of this process entails looking for companies that are ( almost) too big to fail - recognizing that nothing is totally safe. bam.a, bro.b, bx
As a category or label would you:
1. Agree that the companies above are “ conglomerates “? ( or something else?)
2. Are they “ almost “ too big to fail?
3. Are there others I missed? .. especially something you like better?
Thanks as a for your helpfulness.
Q: Can I get your opinion on this mid cap growth ETF? Appears to hold some of your favourite U.S. growth stocks. Do you think it has the same level of upside as IWO? Thanks
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Intuitive Surgical Inc. (ISRG $429.59)
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Medtronic plc. (MDT $95.45)
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Stryker Corporation (SYK $364.60)
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Penumbra Inc. (PEN $260.49)
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Lantheus Holdings Inc. (LNTH $53.54)
Q: Do you have three or four names in the medical equipment sector that you expect will do well this coming year.?
Q: Hi,
Do you see URI's price going down? I read your comments on COSTCO yesterday and was surprised. I would very much appreciate your brief assessment of URI so I can make a quick decision. Many thanks
Do you see URI's price going down? I read your comments on COSTCO yesterday and was surprised. I would very much appreciate your brief assessment of URI so I can make a quick decision. Many thanks
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SPDR S&P 500 ETF Trust (SPY $653.02)
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INVESCO QQQ Trust (QQQ $589.50)
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Vanguard Information Technology ETF (VGT $736.33)
Q: Could u rank your preference in putting the above in TFSA account, from most prefer to least prefer, over a 5 year horizon, or any other choice you would add. Thank you
Q: Looking for higher, sustainable dividend income.
What do you think of BHP in that regard?
How Lumen Technologies ( LUMN )?
Thanks again.
What do you think of BHP in that regard?
How Lumen Technologies ( LUMN )?
Thanks again.
Q: Hi Team,
I have small position on GM down 35%, would like to sell for tax loss. What would you suggest to replace GM ?
Thanks as Always,
Tak
I have small position on GM down 35%, would like to sell for tax loss. What would you suggest to replace GM ?
Thanks as Always,
Tak
Q: Can you suggest a proxy for this company?
Appreciate the insight.
Paul F.
Appreciate the insight.
Paul F.
Q: Hi there, ARKK has dropped very dramatically - about 75% to 80% from all time highs. I believe the 2000 .com bust had a similar fall in terms of percentages. In your opinion, has ARKK bottomed out here? Do you think it's time to finally start buying in the $40 to $45 price range? Lastly, do you see comparisons in buying ARKK today, similar to buying oil in March 2020 after oil went negative and XEG etc collapsed? Thanks!
Q: I just sold NVDA for a tax loss but will be repurchasing it in 30 days. Would you buy a proxy for it or do you think things will remain unsettled for the next month? If you feel a proxy is prudent, what would your choice be?
Appreciate the insight.
Paul F.
Appreciate the insight.
Paul F.
Q: Could you give your analysis of VOYG at this beaten down price. Buy, sell or hold. Thanks
Q: Your thoughts on Cisco's quarter and guidance and would you consider adding to a long-term position now?
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Roku Inc. (ROKU $92.02)
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Digital Turbine Inc. (APPS $6.25)
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Upstart Holdings Inc. (UPST $48.58)
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Affirm Holdings Inc. (AFRM $71.14)
Q: Please rank the above for a buy and minimum 3 year hold.Thanks.
Q: I've been following Southern copper for a while. How safe is the dividend and is the stock at fair market value? Would you consider adding to the site acronyms that are commonplace in investing jargon? Also an explanation of what each means and how they are calculated. For example price to equity or fomo. As an older investor I'd like to be able to keep up with their current terms and meanings. Thanks Steve.
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Costco Wholesale Corporation (COST $930.01)
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Target Corporation (TGT $85.53)
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Walmart Inc. (WMT $101.84)
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Loblaw Companies Limited (L $56.50)
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Pacific Bay Minerals Ltd. (PBM $0.07)
Q: Hi Peter,
It looks like capitulation is nearing. There isn't anywhere to hide anymore.
Would you wait for further drops in WMT, TGT, COST, L, and PBM or is it a good time to jump in on some or all of the these names?
Can you rank the stocks in order of preference for a 3-5 year or more hold in an RRSP? Would you purchase any of the stocks for a TFSA at this time?
Thank you
Debbie and Jerry
It looks like capitulation is nearing. There isn't anywhere to hide anymore.
Would you wait for further drops in WMT, TGT, COST, L, and PBM or is it a good time to jump in on some or all of the these names?
Can you rank the stocks in order of preference for a 3-5 year or more hold in an RRSP? Would you purchase any of the stocks for a TFSA at this time?
Thank you
Debbie and Jerry
Q: Could you please provide an update for your February comments. It seems to co to us to go up even in this turbulent market. Is it time to buy? Thanks, Lesley
Q: Could you comment on SNOW's current valuation at about 14x sales? Would you consider it a more compelling add today given it has growth on its side?
Q: My 17 year old son wants to buy HAS shares for long term gains and dividend. Do you think the stock is a good candidate for buy-and-hold? Is PE 34 too high?
Thanks,
Thanks,
Q: I would like to harvest a tax loss on Intel and am thinking of using Nvidia as a proxy while I wait for a possible repurchase of Intel. Wondering if you think Nvda is the best option proxy wise or would you recommend something else? Many thanks.