Q: Would ULTA:US be the best bet for the women beauty product industry? Is there any other profitable names in the USA or Canada related to that space?
Q: Hello 5i team. Laugh if you want, but I'm very tempted to take a small position in Tesla. On the one hand, the stock is up almost 70% in the last six months, they turned a modest profit last quarter as you well know, deliveries are at a record clip, and it definitely has the cool factor. On the other hand it has bled buckets of money for years, quality issues abound, and I'm torn between thinking Elon Musk is a pothead / space cadet, or a genius. Please act as my chamber of sober second thought on this one. Thanks.
Q: What are the tax implications for the spinoff of OTIS and Carrier for Canadians?
i.e. Will they be taxable as income or will the spin-off be eligible under section 86.1 such that the ACB is allocated between the original shares and the spin-offs.
Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!
Q: I took a 1/2 position in ROKU a couple of weeks ago intending to hold for the long term. I am well represented in the sector already, but it was more of a growth move with some US cash I had sitting there. I'm now down 10% and the CFO has just stepped down, so I'm wondering if I should just cut my loss and wait to see what it does in the next few months, or if you think there is still good reason to hold. Thak-you!
Q: I sold FIW etf as I have the utilities exposure elsewhere. Is XYL attractive here in regards to earnings growth/stability/debt or should I look elsewhere for water exposure? Thanks.
Q: Hello Team,
This stock has taken a large hit lately. With US/China trade looking more agreeable, do you feel this is a good entry point for this company.
Thank You,
Barry
Q: Hi !
Any views on these maritime transportation stocks ? Is any of them a good buy now or do you prefer others ? Why are they registered in Bermuda or Monaco ?
I have $500,000 in 3 diversied accounts. I am wanting to deploy $10,000 next week. Regardless of sector, which stock would you pick to provide the best gains over the next 2-3 years.
Thanks
Q: What is your opinion on the stock as a turnaround? I know you favour growth as do I but with latest balance sheet moves and valuation- is there an argument for a lower risk investment?