I want to make a longterm buy in tire stock because I think tires will continue to be needed no matter type of car gas or electric. I was considering cooper or goodyear. Which of these look like they are good value builder for a longterm hold. Or can you suggest some other stock along these lines. Thanks.
I have positions in the three ETFs listed above representing financial and Canad/US real estate sectors. The ETFs are at a reasonable cost and provide good yields. What is 5i's opinion about these three ETFs.
Q: Both Altria (MO) and BTI generate great cash flows, have high dividends and have had a significant share price reduction lately. How sustainable are the dividends and what’s your opinion on me taking a half position (2% of my portfolio) in each for both income and as a potential play on the cannabis sector? I have a very well diversified portfolio and very long-term philosophy. Thx.
Q: Odlum Brown has just recommended to sell CME and replace it with BLK. Seems like an odd time to sell CME as my understanding is that the recent increased volatility should be good for it, which is likely why it is actually up over the recent period!!
BLK also looks good, especially after its recent pull back.
I currently have 2% of my portfolio in CME but do not have BLK.
Would 5i support holding CME and initiating in BLK or does it seem reasonable to exit CME on its recent strength and pick up some BLK? I have 15% of my portfolio in financials at the moment.
Q: You have been positive on SIMO in the past. Do you view it as a buy after a significant pull back? There is a news of a significant share buyback. Pls comment.
Q: I have a question about Nvidia. Tough to see it down on an up day (Nov 21) for the nasdaq. Not that I know much about Zacks but I see they have a "strong sell" on it today (not clear to me if their opinion is new today though). Are you still strong on Nvidia or would you suggest a U.S. replacement? Thanks.
Q: In response to a question on ZBRA you mentioned NVEE as another consideration. Could I get your thoughts on these two stocks in terms of growth, risk, and debt. Which do you prefer?
Q: Thx for the quick response. Further to my question....do Why you agree w/ whoever downgraded SQ? What was the reason for the downgrade? And are you still confident in the upside of SHOP & SQ? If so, would you be a buyer today of both SHOP & SQ.
Thank you!
Q: Looking at the US market for a 2-3 year horizon. Like TSG, SMSEY, XLK, NVDA and TEAM do you see any problem with taking full positions now and what 2-3 additions would you make and or remove.
Q: Do you think today's bounce is short covering or longs revisiting the stock?
Is this an entry point or would you wait for everything to settle.
Thanks Peter.
Q: I am holding 5% in XSP. VUN AND ZQQ ETF. I am planning to increase to 10% in each. Plus I hold FTEC and SKYY ETF 2% each. Planning to increase to 5%. DO you think there is overlap and is any ETF holding is to high. If it is too high what percentage do you think is appropriate.
Q: Hi Team,
Just wondering if you have any thoughts on the investment quality of CWS, an ETF created by Eddy Elfenbein of Crossing Wall Street. I see it is only around $14M US in size and about two years old. It’s meant to be a mid-cap growth fund with low turnover (5 trades once per year) and has a 0.68% MER. Thank you, Michael