Q: What is your opinion on Celius's having Pepsi up it's stake to 11% and selling the Rock star energy for USA and Canada to them? I have been a fairly long time holder and just wondering if these new developments are going to be great for future valuation in your opinion possibly?
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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: Has been doing very well lately , I'm excited for Alani Nu acquisition and its potential .
Thoughts and would you add here ?
Thanks
Thoughts and would you add here ?
Thanks
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Chevron Corporation (CVX $154.00)
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Johnson & Johnson (JNJ $178.13)
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Lockheed Martin Corporation (LMT $459.11)
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Merck & Company Inc. (MRK $84.09)
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PepsiCo Inc. (PEP $141.71)
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AT&T Inc. (T $28.90)
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Verizon Communications Inc. (VZ $43.32)
Q: Good Morning,
I am a retired income investor who recently received a small $40k USD inheritance.
I would like to purchase US dividend paying equities (for geographic exposure) but am concerned about the withholding tax.
Is there any vehicle available to avoid or lessen the tax? I have no room in my registered account.
What are you highest conviction US stocks with plus 4% yield and some growth potential.?
Thanks Dave
I am a retired income investor who recently received a small $40k USD inheritance.
I would like to purchase US dividend paying equities (for geographic exposure) but am concerned about the withholding tax.
Is there any vehicle available to avoid or lessen the tax? I have no room in my registered account.
What are you highest conviction US stocks with plus 4% yield and some growth potential.?
Thanks Dave
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Costco Wholesale Corporation (COST $971.85)
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PepsiCo Inc. (PEP $141.71)
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Procter & Gamble Company (The) (PG $159.01)
Q: why are consumer staple stock like these ones not doing well.are these cheap to buy at current levels.... can you pls rank these in your preference order many thanks
Q: In order to reduce US exposure would you sell MRK or PEP?
Thx
Thx
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Coca-Cola Company (The) (KO $67.43)
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PepsiCo Inc. (PEP $141.71)
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Procter & Gamble Company (The) (PG $159.01)
Q: Hello 5i,
Since KO has split 10 for 1 is it an opportunity to jump in? I would be giving up PEP and PG. PEP has been down for 2 years though PG is at a peak I feel taking advantage of the KO price would be an advantage. Your thoughts please.
Stanley
Since KO has split 10 for 1 is it an opportunity to jump in? I would be giving up PEP and PG. PEP has been down for 2 years though PG is at a peak I feel taking advantage of the KO price would be an advantage. Your thoughts please.
Stanley
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The Kraft Heinz Company (KHC $26.90)
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QUALCOMM Incorporated (QCOM $160.24)
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AbbVie Inc. (ABBV $209.79)
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Chevron Corporation (CVX $154.00)
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Altria Group Inc. (MO $65.77)
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PepsiCo Inc. (PEP $141.71)
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Williams Companies Inc. (The) (WMB $56.85)
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Rithm Capital Corp. (RITM $12.50)
Q: Hi 5i, I'm looking at some US Stocks for my RRSP with a decent dividend yield , how would you rank these stocks. KHC RITM CVX, if you could suggest a couple more , thank you
Q: Re: Non-registered account. If a BUY transaction was done within the prior 30 days and now a PARTIAL SELL transaction is done resulting in a loss.....
QUESTION: Is the tax loss claimable or does the loss amount need to be considered superficial and added to the adjusted costbase of the remaining position? No further transactions would be contemplated for at least 30 days after the most recent PARTIAL SELL transaction.
QUESTION: Is the tax loss claimable or does the loss amount need to be considered superficial and added to the adjusted costbase of the remaining position? No further transactions would be contemplated for at least 30 days after the most recent PARTIAL SELL transaction.
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Gilead Sciences Inc. (GILD $115.88)
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QUALCOMM Incorporated (QCOM $160.24)
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AbbVie Inc. (ABBV $209.79)
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Altria Group Inc. (MO $65.77)
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Merck & Company Inc. (MRK $84.09)
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NextEra Energy Inc. (NEE $69.77)
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PepsiCo Inc. (PEP $141.71)
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Procter & Gamble Company (The) (PG $159.01)
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Philip Morris International Inc (PM $162.72)
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Williams Companies Inc. (The) (WMB $56.85)
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Exxon Mobil Corporation (XOM $109.85)
Q: Looking for a stable US stock with some growth/dividend. Please make suggestions
Q: I used to have a position in Celsius, but I exited it a while back when market sentiment became negative on the company. It has been a falling knife for many months: do you see any point at which it might begin a recovery, or do you see this as a company that could ultimately become bankrupt?
I don’t normally make an investment habit of bottom feeding, but the level of the drop has intrigued me to a degree. I’d really appreciate your insight on this company. Thanks so much, and I look forward to your response.
I don’t normally make an investment habit of bottom feeding, but the level of the drop has intrigued me to a degree. I’d really appreciate your insight on this company. Thanks so much, and I look forward to your response.
Q: Why would PEP be breaking down the way it is? Nose diving since last Sept. It's a good div. growth stock, would you recommend adding?
Thanks Ron
Thanks Ron
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PepsiCo Inc. (PEP $141.71)
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Primo Water Corporation (PRMW $37.40)
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MUELLER WATER PRODUCTS (MWA $26.77)
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Keurig Dr Pepper Inc. (KDP $27.63)
Q: Good day 5i !
With PRMW now gulped by a USA water company, what Canadian water oriented companies remain for investing? Please also comment on their prospects and timings for investment. Thank you.
With PRMW now gulped by a USA water company, what Canadian water oriented companies remain for investing? Please also comment on their prospects and timings for investment. Thank you.
Q: Can you please comment on CELH earnings? Is it as bad as it looks, still a hold or starting to look like business fundamentals are on the downturn and not just temporary weakness in the energy drink sector? Thx
Q: The Aug 1 2022 investment by Pepsi and the Aug 1 2024 management amendment and payout schedule seems foretelling. Am I reading into it?
I have a very small position today. Is it buyable today for growth and a possible total buyout by Pepsi?
I have a very small position today. Is it buyable today for growth and a possible total buyout by Pepsi?
Q: what are the metrics you use for CELH?. please compare the current metrics to the last 3 years. what is a good entry point. price? how much does Pepsi own out of the 39 percent insidership.? how much does management own? what is the forecast EPS for 2024/25. thanks Richard
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JPMorgan Chase & Co. (JPM $292.91)
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McDonald's Corporation (MCD $312.80)
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Altria Group Inc. (MO $65.77)
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NextEra Energy Inc. (NEE $69.77)
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PepsiCo Inc. (PEP $141.71)
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Prudential Financial Inc. (PRU $105.84)
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Williams Companies Inc. (The) (WMB $56.85)
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.
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Starbucks Corporation (SBUX $84.17)
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The Walt Disney Company (DIS $118.84)
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McDonald's Corporation (MCD $312.80)
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Nike Inc. (NKE $74.15)
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PepsiCo Inc. (PEP $141.71)
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lululemon athletica inc. (LULU $168.10)
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Align Technology Inc. (ALGN $136.86)
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.
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Monster Beverage Corporation (MNST $63.02)
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PepsiCo Inc. (PEP $141.71)
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Celsius Holdings Inc. (CELH $55.64)
Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.
They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy
The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.
I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.
Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?
They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy
The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.
I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.
Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?
Q: Hello Peter,
CELH seems to have broken down and has retraced significantly from the highs. Wondering if this is still a hold or should we cut and redeploy to other growth names? Thoughts and comments.
CELH seems to have broken down and has retraced significantly from the highs. Wondering if this is still a hold or should we cut and redeploy to other growth names? Thoughts and comments.
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Monster Beverage Corporation (MNST $63.02)
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PepsiCo Inc. (PEP $141.71)
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Celsius Holdings Inc. (CELH $55.64)
Q: CELH vs MNST:
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony