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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.

Q: Hello,
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael
Read Answer Asked by Michael on November 03, 2023
Q: Hi,

I hold VXUS and have decided I'd like to instead concentrate my international holdings on four stocks: ASML, LVMUY, MDLZ and NVS. I was wondering, recognizing you don't cover European companies, are there any obvious red flags with these four companies. I know there is no comparison between and ETF and individual stocks. Sector is not a concern.

Thank you. Michael
Read Answer Asked by Michael on October 27, 2023
Q: My recent question about defensive growth stocks - let me rephrase it as I was after growth in defensive sectors . In defensive sectors I would appreciate your advice on top 3 growth stocks within each sector for 5-10 year hold. For example, in staples sector, could you advise top 3: COST, ATD, MED, CELH, PEP, MDLZ, BYD, DRVN, MNRO, or others. For Utilities sector, please advise top 3: for example, BEP, BIP, RUN, PBW, ENB, or others. For REITs and Telecoms, same. Please deduct requisite points.
Thank you..
Read Answer Asked by sam on September 20, 2021
Q: Hello
I own three consumer staples in US market.
In the last year Mondelez has much out-performed Coke and Diageo by a long shot. But If I go to a five year chart they all performed equally well.

Do estimates point to Mondelez out-performing the other two in the next year or two? The reason I ask is I am wondering if I should just hold Mondelez since the Coke and Diageo are not performing well of late.

Long term investment hold, 20 years plus.

Thank you
Stephane

Read Answer Asked by Stephane on October 21, 2020
Q: Hello
Could you comment on recent earnings of Diagio and Mondelez?
Also could you comment if you believe these are good "consumer staple" names to own or if you think there are much better names out there ?
Thank you
Stephane
Read Answer Asked by Stephane on February 03, 2020
Q: Thank you for your terrific website. I need to add funds for my U.S. non registered account. I presently have IWD, DVY and SPY.
How would you compare the performance and outlook for the above funds? 5 year minimal hold.
Read Answer Asked by Lorraine on July 02, 2019
Q: Hello
Can you comment on General Mills quarterly earnings, and can you give me your opinion on the company?

I have some USD fund available to invest in the USA Consumer Staples sector. I own Coke and Mondalez already and am wondering if I should start a new position in Genral Mills or should I just add to Coke and Mondalez. How would you rate General Mills company vs Coke and Mondalez ?


Thank you

Stephane
Read Answer Asked by Stephane on December 21, 2018
Q: Can you comment on this company - Q2 earnings were .22 per share versus .63 in Q1.Lots can happen to impact earnings but i can find nothing on my stock services to explain the drop in earnings. I wouldn't have thought that there is seasonality to snack foods but... Is it worth adding to my tax loss selling candidates?
Read Answer Asked by kelly on October 15, 2018
Q: Given the weakness in consumer staples in the US, if you were looking in this sector what are some names that'd be on your watch list?
Read Answer Asked by Andrew on June 11, 2018
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