Q: Is it time to sell Qualcomm now or wait until the sale goes through - if it does? Apparently if the sale goes through the value per share is $70.
I am down 12.5% and I have been under water 3 years now. .
It pays 3.55% so I COULD hold if that is the best strategy .
Q: Hi,
I follow your BE Portfolio plus some picks from your growth portfolio. If you could select 5-7 Stocks or ETF's outside of Canada what would you recommend to balance and address any geographic/sector gaps that exist your BE portfolio? Please take the amount of credits you feel is fair for question.
Thank you,
Kerri
I have been holding on to Wells Fargo for the last few years and unfortunately have missed the run up with the other US banks. Its currently in my TFSA, I've been considering selling and purchasing BAC or JPM. Which one would you recommend, is there still some upside? Etrade Financial (although more online trading platform) is another option, what are your thoughts?
Q: I have made a bit of money with Teva over the years. Kare Schultz is new leader and it looks like he recently successfully turned Ludbeck around----350% in last three years. I am watching Teva stock price plunge and am considering to get back in the next six weeks or so.
What are your thoughts ----at what stock price becomes great value
Q: I have a well diversified CND and US portfolio. I have done well on both SWKS and WBA in the US but wonder if its time to move on from these names due to better opportunities elsewhere? If so, what would you recommend to replace them with and why (can be in different sectors),
Thanks for the great service!
Q: Hello 5i team,
I am up over $5000 U.S. in each: JNJ, PEP, and SU. Should I trim them by $3000 each? If so, can you suggest replacement? I am a value investor with a ten year horizon with 50/50 equities to fixed and a portfolio of $700,000 at 71 years. Now: CAN 57%, U.S. 38% INTL 5%
Thank you
Stanley
Q: Both these ETF's hold US Financials and were down over 2 % today on the back of lower prices on US Financials. What was the reason for a hit on U S Financials today ? RAK
Q: Hello 5i team,
Any thought on why Merck is going down?
also is the 3.5% position of GS concerning only the equity portfolio or equity plus fixed + ETF's and cash.
thanx,
stanley
Q: I am looking at PCLN earnings and I'm not sure I understand the 10 percent drop. Guidance was lowered due to increased spending necessary for future growth. Am I missing something?
Q: Hi 5I
I've done ok with Starbucks, though its going sideways of late. I feel I can do better some where else. What's your favorite US companies as replacements
Thanks and good job on your web site.
Maurice