Q: Shouldn't investors be proceeding cautiously given the S&P P/E is close to 28 and a couple of red flags were announced this morning (jobless claims above expectations; McDonalds largest US sales decline since 2020)? Or am I being too much of a Nervous Nellie?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Microsoft Corporation (MSFT)
-
McDonald's Corporation (MCD)
-
Visa Inc. (V)
-
Microsoft CDR (CAD Hedged) (MSFT)
Q: WE have ISRG, VRT, GOOG, NBIS, NVDA, and AXON in our US trading account. My wife and I are interested in adding CDRs in our TFSAs to gain US exposure. Our first CDR purchase was ISRG. Being TFSAs, longterm growth is our primary concern and risk tolerance is high. In addition to GOOG, mentioned today as your top conviction CDR, could you please list 4 others you’d buy today for a longterm hold, with a brief reason as to why you’d choose each. Also, we plan to purchase soon but given recent turmoil would you wait until after Trump’s tariff deadline for Canada and Mexico.
-
Bank of America Corporation (BAC)
-
BlackRock Inc. (BLK)
-
Home Depot Inc. (The) (HD)
-
McDonald's Corporation (MCD)
-
Philip Morris International Inc (PM)
-
Vanguard Dividend Appreciation FTF (VIG)
-
Vanguard High Dividend Yield Indx ETF (VYM)
-
Schwab US Dividend Equity ETF (SCHD)
Q: Please provide a suggestion for an US ETF that invests in basket of US dividend paying stocks such as PM, BAC, HD, MCD, BLK. Thank you
Q: Thoughts on Mcdonalds after the recent bad news?
-
Apple Inc. (AAPL)
-
Intuitive Surgical Inc. (ISRG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
JPMorgan Chase & Co. (JPM)
-
Eli Lilly and Company (LLY)
-
McDonald's Corporation (MCD)
-
Visa Inc. (V)
-
Exxon Mobil Corporation (XOM)
-
Axon Enterprise Inc. (AXON)
-
Berkshire Hathaway Inc. (BRK.B)
-
Palantir Technologies Inc. (PLTR)
Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?
Q: Hello team.
JD Vance has said he wants a lower US dollar. What would be 3 or 4 stock market based consequences / implications be if the US dollar was and remained significantly weaker? Lastly, what type of policies do presidential administrations have that they can use to purposely devalue their dollar?
Thanks.
John
JD Vance has said he wants a lower US dollar. What would be 3 or 4 stock market based consequences / implications be if the US dollar was and remained significantly weaker? Lastly, what type of policies do presidential administrations have that they can use to purposely devalue their dollar?
Thanks.
John
-
Starbucks Corporation (SBUX)
-
McDonald's Corporation (MCD)
-
Restaurant Brands International Inc. (QSR)
-
Magna International Inc. (MG)
-
lululemon athletica inc. (LULU)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Align Technology Inc. (ALGN)
-
Floor & Decor Holdings Inc. (FND)
-
WisdomTree International Dividend Ex-Financials Fund (DOO)
Q: I am currently only hold MG in the consumer discretionary sector and need to increase my exposure to the sector. MCD, SBUX and LULU have all dropped over the last few quarters with worry of the US consumer pulling back their purse strings. What are your thoughts on those three and what Canadian stock in the consumer discretionary sector interests you today? Long term buy and hold investor.
-
Home Depot Inc. (The) (HD)
-
Lowe's Companies Inc. (LOW)
-
McDonald's Corporation (MCD)
-
Altria Group Inc. (MO)
-
Dollarama Inc. (DOL)
-
Domino's Pizza Inc (DPZ)
Q: Is the negative book value a concern for the company. I see some online people claiming the stock is undervalued, however, how can that be if it has a negative book value. Is the dividend safe?
-
Starbucks Corporation (SBUX)
-
CVS Health Corporation (CVS)
-
Johnson & Johnson (JNJ)
-
Eli Lilly and Company (LLY)
-
McDonald's Corporation (MCD)
-
Nike Inc. (NKE)
-
Restaurant Brands International Inc. (QSR)
-
Alimentation Couche-Tard Inc. (ATD)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
lululemon athletica inc. (LULU)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Aspen Aerogels Inc. (ASPN)
-
Celsius Holdings Inc. (CELH)
Q: Hi Group can you please rate in order of your preference for short term trading not to buy and hold . Give me the ones with the most potential to grow. Most of the ones I have identified have been in the tank lately and should be ripe for some sort of recovery. Also if you have any good ideas that fit the criteria please feel free to add/rate the opportunity as you see it.
-
JPMorgan Chase & Co. (JPM)
-
McDonald's Corporation (MCD)
-
Altria Group Inc. (MO)
-
NextEra Energy Inc. (NEE)
-
PepsiCo Inc. (PEP)
-
Prudential Financial Inc. (PRU)
-
Williams Companies Inc. (The) (WMB)
Q: Hi Peter,
Is US dividend stocks suitable for RRIF with no withholding tax? My thinking is that US dividend does not receive any tax benefits in non registered account and is taxed like interest income. With on-shoring and tariffs, US inflation will not eased too much, and may go up again in the next few years. Hence, interest rate will not be much lower and consumers spending will be weaker for longer. Giving this scenario, and for my RRIF account, what will be your top picks for US dividend paying stocks with solid balance sheets, that will able to maintain their share price and dividend payments through a mild recession? Thanks.
Is US dividend stocks suitable for RRIF with no withholding tax? My thinking is that US dividend does not receive any tax benefits in non registered account and is taxed like interest income. With on-shoring and tariffs, US inflation will not eased too much, and may go up again in the next few years. Hence, interest rate will not be much lower and consumers spending will be weaker for longer. Giving this scenario, and for my RRIF account, what will be your top picks for US dividend paying stocks with solid balance sheets, that will able to maintain their share price and dividend payments through a mild recession? Thanks.
-
Starbucks Corporation (SBUX)
-
The Walt Disney Company (DIS)
-
McDonald's Corporation (MCD)
-
Nike Inc. (NKE)
-
PepsiCo Inc. (PEP)
-
lululemon athletica inc. (LULU)
-
Align Technology Inc. (ALGN)
Q: There are some really beaten down stocks that have been known as "blue chip" investments over the years. Which of these stocks do you feel represent the best opportunity in order of priority buy.
Q: most of their restaurants are owned by franchisees yet they have a fair amount of debt ,and growing. Is this a concern? Thanks
-
JPMorgan Chase & Co. (JPM)
-
McDonald's Corporation (MCD)
-
Intact Financial Corporation (IFC)
-
EQB Inc. (EQB)
Q: Hi group in view of upcoming mortgage renewals over the next 2 yrs. Do you see an increase in chip reverse mortgages which in turn should fuel growth in EQB " any idea how much of their business is in reverse mortgage's. In addition apparently lots of people cancelling or restructuring their house insurance what you thoughts and does an entry point make sense in IFC .
Also is JPM the way to play us banks or do you see something different What's your thought's on Financials overall going fwd. I am very light in the sector (1%) so can you make some recommendations
thanks for your help with this
.
Also is JPM the way to play us banks or do you see something different What's your thought's on Financials overall going fwd. I am very light in the sector (1%) so can you make some recommendations
thanks for your help with this
.
-
Costco Wholesale Corporation (COST)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
CVS Health Corporation (CVS)
-
Eli Lilly and Company (LLY)
-
McDonald's Corporation (MCD)
-
Zoetis Inc. Class A (ZTS)
-
Toronto-Dominion Bank (The) (TD)
-
Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
-
Constellation Software Inc. (CSU)
-
Restaurant Brands International Inc. (QSR)
-
WSP Global Inc. (WSP)
-
TFI International Inc. (TFII)
-
Alimentation Couche-Tard Inc. (ATD)
-
goeasy Ltd. (GSY)
-
ARC Document Solutions Inc. (ARC)
-
Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
-
Berkshire Hathaway Inc. (BRK.B)
-
Boyd Group Services Inc. (BYD)
-
Topicus.com Inc. (TOI)
-
Lumine Group Inc. (LMN)
Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this
-
McDonald's Corporation (MCD)
-
Nike Inc. (NKE)
-
Restaurant Brands International Inc. (QSR)
-
lululemon athletica inc. (LULU)
-
Ulta Beauty Inc. (ULTA)
-
Align Technology Inc. (ALGN)
-
Domino's Pizza Inc (DPZ)
-
Crocs Inc. (CROX)
Q: This stock is up 3.1% YTD and 17.6% 1 Year.
Not a bad performance but certainly underperfoming the general market.
There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.
If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)
With thanks
Sheldon
Not a bad performance but certainly underperfoming the general market.
There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.
If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)
With thanks
Sheldon
-
Costco Wholesale Corporation (COST)
-
Starbucks Corporation (SBUX)
-
McDonald's Corporation (MCD)
-
Restaurant Brands International Inc. (QSR)
Q: Please rank for growth from 1-10 with 10 being best
-
QUALCOMM Incorporated (QCOM)
-
AbbVie Inc. (ABBV)
-
General Mills Inc. (GIS)
-
McDonald's Corporation (MCD)
-
Altria Group Inc. (MO)
-
NextEra Energy Inc. (NEE)
-
PepsiCo Inc. (PEP)
Q: Can you suggest US companies with safe, high dividends? Other than Financial or Energy. I'm considering GIS but am open to other ideas. thank you
-
Caterpillar Inc. (CAT)
-
Honeywell International Inc. (HON)
-
McDonald's Corporation (MCD)
-
Nike Inc. (NKE)
-
Procter & Gamble Company (The) (PG)
-
RTX Corporation (RTX)
Q: Hello, thank you for your last answer on 5 industrial and consumer names suggestions with a brief reason for each. Now, I would like you to suggest 3 names of the same, but chosen within the CDRs offering. Thanks!
-
Home Depot Inc. (The) (HD)
-
Lowe's Companies Inc. (LOW)
-
McDonald's Corporation (MCD)
-
PepsiCo Inc. (PEP)
-
Philip Morris International Inc (PM)
-
Enbridge Inc. (ENB)
-
Canadian Natural Resources Limited (CNQ)
-
Restaurant Brands International Inc. (QSR)
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
TMX Group Limited (X)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks
Q: Could you please tell me which 3 GICS sectors you would expect to outperform over the next 3 years (excluding Technology), and a brief explanation of why? Also, could you please give me your top two stock picks (not ETFs) for each of those sectors ? Could be US or CAD stocks but I am looking for stocks that also pay a dividend. Greatly appreciated. Thank you.