Q: I have noticed that you have started to recommend TT in the last month or so and it has also appeared on your disclosure list when asked about US stocks. Can you tell me what about this company makes you recommend it when it is at close to a 40xp/e in the industrial sector. I am thinking of replacing SIS with it as I am overweight Canadian stocks and underweight US stocks according to portfolio analytics.
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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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NVIDIA Corporation (NVDA $187.27)
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Delta Air Lines Inc. (DAL $70.86)
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Advanced Micro Devices Inc. (AMD $228.69)
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Veeva Systems Inc. Class A (VEEV $219.04)
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Roku Inc. (ROKU $104.26)
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DocuSign Inc. (DOCU $59.97)
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Berkshire Hathaway Inc. (BRK.B $492.27)
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CrowdStrike Holdings Inc. (CRWD $454.34)
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Trane Technologies plc (TT $387.64)
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Unity Software Inc. (U $43.85)
Q: We are looking to adds some US positions to our TFSA. We currently have AMD, DAL, DOCU, BRK-B, and ROKU. Could you suggest 5 growth names for long term holds that you would feel comfortable entering new positions in today? And would you add to ROKU at present?
Thanks in-advance.
Thanks in-advance.
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FedEx Corporation (FDX $313.58)
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McKesson Corporation (MCK $841.00)
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United Parcel Service Inc. (UPS $108.83)
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Trane Technologies plc (TT $387.64)
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Carrier Global Corp - Ordinary Shares (CARR.WI)
Q: Are you aware of any companies that have the infrastructure i.e. (cold storage) and distribution capabilities for Covid-19 vaccines.
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Amazon.com Inc. (AMZN $237.20)
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Costco Wholesale Corporation (COST $956.51)
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Alphabet Inc. (GOOG $332.09)
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NVIDIA Corporation (NVDA $187.27)
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AbbVie Inc. (ABBV $216.68)
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Verizon Communications Inc. (VZ $39.29)
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Pinterest Inc. Class A (PINS $26.82)
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Trane Technologies plc (TT $387.64)
Q: Hello team, Shortly I will have $100K CDN and $100K U,S, to deploy for a long term hold ( 10+ years).
Could you recommend a few high quality, value & growth stocks? And what % would you buy now? I am not trying to time the market, but are you anticipating a correction during tax loss? Also, how many stocks (CDN & U.S) would you suggest?
Thanks
Carlo
Could you recommend a few high quality, value & growth stocks? And what % would you buy now? I am not trying to time the market, but are you anticipating a correction during tax loss? Also, how many stocks (CDN & U.S) would you suggest?
Thanks
Carlo
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Amazon.com Inc. (AMZN $237.20)
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NVIDIA Corporation (NVDA $187.27)
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CrowdStrike Holdings Inc. (CRWD $454.34)
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Trane Technologies plc (TT $387.64)
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Unity Software Inc. (U $43.85)
Q: Would like some recommendations for both Canadian and US large cap stocks where capital appreciation is more important Than any degree of dividend. Could you recommend five for each country? Feel free to charge more than one question. Thank you, Bill
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Costco Wholesale Corporation (COST $956.51)
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Starbucks Corporation (SBUX $93.66)
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AbbVie Inc. (ABBV $216.68)
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Medtronic plc. (MDT $98.75)
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CrowdStrike Holdings Inc. (CRWD $454.34)
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Trane Technologies plc (TT $387.64)
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Unity Software Inc. (U $43.85)
Q: Hi Peter !
My US holdings are ADBE,AMZN,TEAM,NFLX,MA,MSFT,AYX,ARKW and I would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
I just started ARKW 5 days ago.
Thanks Andrew
My US holdings are ADBE,AMZN,TEAM,NFLX,MA,MSFT,AYX,ARKW and I would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
I just started ARKW 5 days ago.
Thanks Andrew
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Lockheed Martin Corporation (LMT $578.15)
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Roku Inc. (ROKU $104.26)
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Trane Technologies plc (TT $387.64)
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Palantir Technologies Inc. (PLTR $177.61)
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Unity Software Inc. (U $43.85)
Q: My US holdings are COST, VEEV, ABBV, NVDA, U, PLTR, GOOG, V, BABA and would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
Thanks
Dave.
Thanks
Dave.
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FedEx Corporation (FDX $313.58)
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McKesson Corporation (MCK $841.00)
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United Parcel Service Inc. (UPS $108.83)
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Trane Technologies plc (TT $387.64)
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Carrier Global Corp - Ordinary Shares (CARR.WI)
Q: What companies will benefit most by providing the logistics for distribution of the virus vaccine?
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Costco Wholesale Corporation (COST $956.51)
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Enbridge Inc. (ENB $64.87)
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Fortis Inc. (FTS $71.70)
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CAE Inc. (CAE $46.03)
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Veeva Systems Inc. Class A (VEEV $219.04)
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Trane Technologies plc (TT $387.64)
Q: Hi Peter and Team
Its been quite the ride around the election and I hope things can be more stable. I have quite large cash positions for my RRIF, TFSA and RESP and will be placing more contributions in Jan into the latter 2.
Can you suggest 3 CDN and 3US from your Growth or Balanced portfolios that now make good "Buys" to my well balanced portfolios ? Is this a good time to put the cash back in for the long term?
Thanks for your continuing guidance
Peter
Its been quite the ride around the election and I hope things can be more stable. I have quite large cash positions for my RRIF, TFSA and RESP and will be placing more contributions in Jan into the latter 2.
Can you suggest 3 CDN and 3US from your Growth or Balanced portfolios that now make good "Buys" to my well balanced portfolios ? Is this a good time to put the cash back in for the long term?
Thanks for your continuing guidance
Peter
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Costco Wholesale Corporation (COST $956.51)
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Starbucks Corporation (SBUX $93.66)
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Honeywell International Inc. (HON $215.19)
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Veeva Systems Inc. Class A (VEEV $219.04)
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The Trade Desk Inc. (TTD $36.26)
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Jacobs Solutions Inc. (J $141.55)
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Trane Technologies plc (TT $387.64)
Q: As an income investor with some growth, I have some US money unused in our TFSA accounts. Could you give me some suggestions on US stocks you feel still have good valuations. I am lower in Tech, Consumer and industrial sectors.
Thanks so much!
Thanks so much!
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General Dynamics Corporation (GD $367.17)
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Honeywell International Inc. (HON $215.19)
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TFI International Inc. (TFII $156.80)
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Trane Technologies plc (TT $387.64)
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RTX Corporation (RTX $199.74)
Q: hello 5i:favou
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L
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Lennox International Inc. (LII $522.30)
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Trane Technologies plc (TT $387.64)
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Carrier Global Corp - Ordinary Shares (CARR.WI)
Q: With an increase in air filtration and virus filtration for subways, planes and private homes, what companies do you recommend?