Q: My IT stocks have grown to 24% and I want to scale back to 20%. Currently SHOP 7%; ZQQ 7%; KXS 4%; OTEX 4%; PHO 2%. I am thinking of reducing SHOP to 5%; selling ZQQ and OTEX and buying AMZN 4.5% and SQ 4.5%. Your comments greatly appreciated. I know the valuation of OTEX is much lower than either AMZN or SQ but the growth in these two stocks are much higher.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Constellation Brands Inc. (STZ)
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Sysco Corporation (SYY)
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Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)
Q: HI Peter, Would you recommend adding to RHS as its price is lower now. Or you would prefer 4-5 companies solid blue chip dividend paying companies to buy and hold ( avoid MER and capture more dividend). In that case also, can you please rank them in order of your preference. UL, PEP, HRL, K, or any other of your favorites.
Much Thanks.
Much Thanks.
Q: Could you please comment on Jamieson earnings and outlook for 2018. Thanks
Q: Hi Guys,
Just wondering what you think of Tricon ?
I don't have any real estate type stocks or do you maybe have Reit that would be preferable to Tricon
Thank you.
John.
Just wondering what you think of Tricon ?
I don't have any real estate type stocks or do you maybe have Reit that would be preferable to Tricon
Thank you.
John.
Q: thoughts on TOS , results and news
Q: Is this a good stock to buy at this time? How safe is the dividend?
Thanks Wayne
Thanks Wayne
Q: Could you please comment on Etsy's earnings?
Thank you
Dave
Thank you
Dave
Q: Are these wise investments in a rising interest rate environment?
Q: Can I have your views on the latest 1st quarter earnings for this company.
Q: I would appreciate your comments about their earnings. My first reaction was a reasonable quarter, but still the stock is down this AM.
Thanks!
Paul
Thanks!
Paul
Q: I have a 3/4 position in AD...surely this market reaction today (-6%) on top of yesterdays -5% is overdone. Even if it does take 1-2 quarters to prove themselves to investors, the dividend looks safe, with a 90% payout ratio. Why not just keep collecting the now 9+% dividend while we wait!!! Awfully tempting to top up to full position in the next few days. Make sense?
Thanks...Steve
Thanks...Steve
Q: This has done precious little since its split. I have a 2.5% position and now wonder if the long term thesis on CCL.B at a $60 cost justifies an additional investment to bring my holding up to 3.5%.
Thank you.
Thank you.
Q: Poor Q prompted a very low opening @ $8.78 leading to a $8.49 low(52 wk low),but have since rallied sharply to current $9.59(up 0.4) on 443k volume(much higher than 109k average) with buy volume twice more than sell volume.Very heartening.Your take please . Is it time to average down a bit on my 4% position @ $10.67 p/p,Appreciate u usual great services & views
Q: Please comment on the continued weakness of CCL.B . What is the reason for the big drop in price? Thanks
Q: Hi 5i Team,
Last Q SIS reported EPS 0.20. If they are expected to report more revenue this Q why is the consensus EPS 0.10?
Thank you!
Last Q SIS reported EPS 0.20. If they are expected to report more revenue this Q why is the consensus EPS 0.10?
Thank you!
Q: SNAP has been pummelled following it's unpopular re-design. Do you see this company thriving against massive rivals and presenting an opportunity for measureable gains or will it wilt and be taken over for a song?
Thank you.
Thank you.
Q: Would you buy more stock in TOY after their earnings report. My current position is 2% of my portfolio. Thank you.
Q: Please comment on Enbridge's recent asset sale. I am thinking about adding them to my portfolio and think that this can be a strong outperformer once the market starts to have a little more buy-in again. I am looking at both ENB and CGX and want to add one for a combination of both growth and income. I just feel both have been beaten down so much and are presenting great value right now. Would you prefer one of the other? Or do you think they are going to be in the dog house for a while longer? Thanks.
Q: Do you see any news that is causing the stock to move up today
Q: Hi 5I research.
What do you think of the new BMO Global Comm. Index ETF, COMM? All I can find is its MER aroung 0.35 and it includes Apple, Netflix, Facebook, Google, Disney and Time Warner, but no Amazon. It opened at $20 and went to 20.42. This is just what I have been looking for to put into my RIF for a long time. Should I go ahead and buy a 3% position or should I wait? If so for how long?
I appreciate your thoughts on this or if you have other suggestions.
What do you think of the new BMO Global Comm. Index ETF, COMM? All I can find is its MER aroung 0.35 and it includes Apple, Netflix, Facebook, Google, Disney and Time Warner, but no Amazon. It opened at $20 and went to 20.42. This is just what I have been looking for to put into my RIF for a long time. Should I go ahead and buy a 3% position or should I wait? If so for how long?
I appreciate your thoughts on this or if you have other suggestions.