Investment Q&A

Q: Do you prefer Nvidia or Amazon for a 5-year hold?

What are 2 of your favorite US stocks (excluding tech & consumer sectors)?

Thanks

Q: publish if you see fit: companies that have increased their dividend payments for 25+ consecutive years in a row.
3M (MMM)
Abbott Laboratories (ABT)
AbbVie (ABBV)
Aflac (AFL)
Air Products and Chemicals (APD)
Archer-Daniels-Midland (ADM)
AT&T (T)
Automatic Data Processing (ADP)
Becton, Dickinson & Company (BDX)
Brown-Forman (BFB)
Cardinal Health (CAH)
Chevron (CVX)
Chubb (CB)
Cincinnati Financial (CINF)
Cintas (CTAS)
Clorox (CLX)
Coca-Cola (KO)
Colgate-Palmolive (CL)
Consolidated Edison (ED)
CR Bard (BCR)
Dover (DOV)
Ecolab (ECL)
Emerson Electric (EMR)
Exxon Mobil (XOM)
Franklin Resources (BEN)
Genuine Parts Company (GPC)
HCP, Inc. (HCP)
Hormel Foods (HRL)
Illinois Tool Works (ITW)
Johnson & Johnson (JNJ)
Kimberly-Clark (KMB)
Leggett & Platt (LEG)
Lowe’s (LOW)
McCormick & Company (MKC)
McDonald’s (MCD)
Medtronic (MDT)
Nucor (NUE)
Pentair (PNR)
PepsiCo (PEP)
PPG Industries (PPG)
Procter & Gamble (PG)
Sherwin-Williams (SHW)
Sigma Aldrich (SIAL)
S&P Global (SPGI) (formerly McGraw Hill Financial)
Stanley Black & Decker (SWK)
Sysco Foods (SYY)
T. Rowe Price Group (TROW)
Target (TGT)
V.F. Corporation (VFC)
W.W. Grainger (GWW)
Walgreens Boots Alliance (WBA)
Wal-Mart Stores (WMT)
Un fortunately I could not find the same info for Canada... a constant problem

Q: Can you please comment on Macy results. Is it a good buy and dividend safe for long term hold

Q: Corning GLW.us has recently been doing better, share-price wise. The company looks undervalued on fundamentals. Notwithstanding the apparently sound financials, many of the reports from analysts are negative, lukewarm at best. (Goldman’s has GLW has a conviction buy; and the analytics shop Sabrient has it as a buy. GLW also pays a good dividend, unlike the US Gov.

Am I missing something? If yes, is it material enough that you suggest a sell?
I have a question about 646

Q: What do you think of METLIFE right now as a dividend paying long term conservative investment? Any recent changes in their prospects or long term concerns?
Thanks

Q: Hi Team,
Read your assessment of EQIX and agree. Is there a recommended company in the data centre space ? COR ?

Q: Hi, what's your opinion on Gilead Sciences at these prices, is it a value trap or falling knife?
Thanks
Ken

Q: What is your longer term view on Canadian Solar on the NY exchange

Q: Hello I5, I have US$ to invest and looking to select one or two of CSCO,HPQ, GLW T and PHG for income and some capital growth. I would appreciate, your suggestion, perhaps, can offer another one. Many thanks for your help.
J.A.P. Burlington

Q: What is your opinion of vanguard ETF VXC ? Would you buy sell or hold?

Q: I would like your opinion of the following two companies. CRTO CriteoSA and MIND Mainstreet Capital. Your opinion of their investability, stability, growth, and all other criteria you deem important. Thank you.

Q: I am seriously considering adding Avery Dennison to my US portfolio.
Although not Canadian your comments would be appreciated
Dave

Q: Ebix has been a company you've previously mentioned is a good US company to be involved with. Been a long time holder of the company and just wanted a "health" check up on the company and what you're opinion of the most recent quarter released earlier today.

Q: I was hoping to buy more NVDA, but it keeps going up!! Is it getting too expensive? Any other ideas of US upwardly mobile stocks in any sector?

Q: I realize that this is outside of your core coverage, but I'm wondering if you could provide an opinion on Cimpress on the Nasdaq?

Q: Hello Peter, Ryan & 5i Team

I'm looking to bulk up my US exposure, specifically US$ income rather than growth names. Would you favour ETFs or a small set of individual companies for this purpose (any suggestions of either? Thank you)

As always, thank you for your insights and wisdom.

Q: What do you think of this company which is a supplier of powertrain systems to most car companies. It seems to be a very stable company with a decent moat.

The only 2 things I can see is the vehicle market is slowing and their dept more than doubled over the past year (I think they issued notes recently).

Thank You,
Andrew

Q: Hello 5i team
I was curious if you thought that the move on Bristol Myers was over done and that this may be a opportunity to buy in?

Q: I have noted that this company's stock has fallen lately. I would like your opinion

Q: I plan to take some new positions in the US part of my growth stock portfolio. I wonder if you can give me an opinion on Wayfair as a potential candidate. Do you have any other US growth names you could suggest?