Investment Q&A

Q: Hello 5i,
I an thinking about positionning my portfolio for long term growth and, as I respect your views considerably, I thought I may add GOOG and Qualcom, as well as JNJ, as you are quite positive on these stocks. (I checked them myself, of course, and what I am able to see confirms your ideas).

To do this, though, I am going to have to sell a few US stocks in which I have a pretty good profit. My question is whether you would see this as a good strategy, given that my sector allocations are OK?
The stocks that I would be thinking of selling are:
Finning-it is Canadian but I can get US dollars from it.
Goodyear tire and rubber
HPE:US hewlett packard
XHB:US a homeowners ETF that i have been holding for the rebuilding of housing in the US.
thanks

Q: I would like to add some US technology growth stocks to my portfolio for the long term. Would you prefer Facebook or Google and, if the latter, GOOG or GOOGL? Or perhaps another name?
Thanks,
Ted

Q: I have decided to purchase one of the above referenced securities. Of the two which would you recommend and why. Thanks

Q: What is better buy at this time Abbvie or Gilead?
Thanks,
Milan

Q: I see that you like QCOM a fair bit. I have considerable cap. gains in NXPI which I am waiting for the year rollover to trigger. First, what percentage would NXPI earnings be adding to QCOM if it were to go thorough today? Would QCOM be good choice as a replacement? Also, would this be the way to play this or should I wait for the deal go through? In comparison I am thinking QCOM will be a fair bit less volatile. Is this a fair assessment?

Q: AthenaHealth has been trending lower recently. Should I sell and buy FB facebook? Thanks as allways

Q: Although I appreciate that you do not focus on the US, could you name some companies that are likely to benefit the most from the dismantling of obamacare. Thankyou.

Q: I will appreciate your comments on IYJ ETF as a long term hold.
Thanks

Q: I'm tweaking holdings within my US portfolio. I currently own IBB and NVO. I would consider selling one or both, to free up cash to purchase CSCO or JCI. Would you consider this a prudent move? Is there any other US equity that you would prefer over the ones I have listed?
Thanks for your help.

Q: Hi Folks:
Which of Caterpillar or Cummins Diesel would you choose for a portfolio?
Thanks so much
brian

Q: hi, i would like to buy btween via or master card for my finacial side . and i am looking for long tearm. thanks. Alnoor

Q: While I recognize that GM once filed for bankruptcy, but that's been a while now. The company appears to be in a much better position, made inroads into China, has an incredibly low P/E ratio and pays almost a 4.5% dividend. Would you consider this a good US/Auto/Industrial place to park some funds or is there a better place to go for that type of exposure?

Q: The above group of companies, so called bond proxies medical supply and consumer staples do not seem to be participating in the Trump boost post election. Many have sold off sharply. Do you view this as a buying opportunity?

Q: Wandering about this company called five below its in a similar space as Dollarama but only has 500 stores with lots of room to grow it has pulled back quite a bit lately would you know why and would you buy it at these levels thanks a bunch

Q: If you would have to choose 2 US stocks, which one would you pick?

Q: Hello Folks: I have owned JCI for a few years which has not accomplished much. Would a switch into MMM or HON be worthwhile or should I stay put. Thank you
brian

Q: Hello Folks:
In reading your answers to previous questions on GILD you recommend the company for it's strong cash position and low valuation, but recommend having the patience of a 2 year outlook. I have owned GILD for several years and not done very well as of late. Being I am 70 yrs. old should I hang in with GILD or move into another health related company? I have a full position with Johnson & Johnson, but am unaware of other very good health care options. I am not a frequent trader, tending to hold mostly American blue-chip companies,and welcome your advice...I greatly appreciate your good service!
brian

Q: I have a modest position in this company in my margin acct, what are your thoughts as to their future prospects..I purchased it at lower levels a little over a year ago so am doing ok as far as the dividend goes.
If I was to sell ( 2017 ) I would be looking to reinvest in a Canadian stock.

Q: What are your thoughts relative to this stock. Have some US cash to invest - approx $10,000? Looking for decent dividend and future growth. If not this stock, what other stock would you suggest.

Q: I am interested in increasing my exposure to the US through ETF's. I currently hold some IWO and VIG. I am wondering if I should just add to those or are there 1-2 others that would round out my exposure. I am wondering about industrials and banks for example. Thanks