Could I have your opinion on the latest quarterly result. The stock as double since dilution. Growth is impressive. Yet still burning cash but improving.
I have no position but looking at it on any pull back now.
Q: Hi group...I own JPM + BOA in the US and BNS+ RBC +TD In Canada- Looking like US banks are under more pressure on the last few days (Turkey situation worsens +JPM + BOA down close to 5%) - why are US banks getting hit so hard / going fwd do you like US banks are would you stick to Canadian banks ? - Your comments re appreciated
Q: Thanks for your earlier reply about treatment of distributions in various accounts (TFSA, RRSP and investment accounts) but my question was specifically for FLOT (iShares Floating Rate Bond ETF), which I believe is still in your Income Fund. For some reason the company name did not appear in my initial question.
Q: Can you give me your opinion of the ETF FFTY? Do you like the weekly rebalancing? What about the expenses, do you consider them high? I'm looking for something I can buy and hold and was thinking of allocating 10% of my portfolio to this. If you don't like it can you suggest something else for US exposure? Thanks!
Q: I am considering the communication space, what is your opinion on the sector and your favourite play. The high growth TWLO or the profitable BAND with a more platible valuation?
Q: I don't have any FAANG stocks. I want to buy can you please give me in order which one I should buy first. I was also looking at FTEC ETF. Do you recommend this ETF or would you recommend another one?
Q: Hello 5i
Thank you for FLS suggesting in March (I purchased instead of xyl - which had run up too much). I have a >2% position. Should I purchase more? Why the 11% pop? It is one of my industrial holdings where I am still underweight.
Q: I enjoyed your piece in the Globe comparing FAANG to DOCKS. Not considering weightings, could you provide 5 US stocks where you currently see "FAANG" like potential?
Q: Hi 5i. I trust your summer is going along swimmingly well. I
In my Info Tech I own; NVDA, CSU, GRUB, GOOG, FB, KXS, SYZ, SHOP, ADBE. and RHT. I am looking to sell and or shave one or more to purchase TEAM and SPOT. Can you suggest which please. Or would one add to my existing. My Weights are good and in line.
Thanks again ahead of time..I'm still very happy with all you do for us.
Q: Hi,
I own shares of BR (BROADRIDGE FINL SOLNS INC). They closed up by 11% today. I have owned them for the past 4 years and they have appreciated by 138%. I plan on holding. I would like your opinion please. Thank you.
I own all the above in the healthcare sector. After reading many comments on JNJ, I am getting a bit concerned. Would you continue to hold on or would you replace it with something else in the same sector? It is inside an RSP so no tax for selling and it is a long term hold as I do t need the money for over a decade.
Q: I only own 2 USA stocks, JNJ and PFE. JNJ has grown over the years to 2 full positions so I need to reduce my holdings in JNJ. JNJ pays a nice 2.7% dividend and has grown significantly. What recommendations would you have for a replacement that pays a similar dividend and has some growth potential. I am retired and rely upon the dividends generated in my RRIF.