Q: Forgive me for a US question. Could you kindly provide four or five US industrial names that you like at this time. Please limit to liquid names suitable for Put Writes or Covered Calls. Best, Don
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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: Hi Team.
In view of the current market rotation, cyclical stocks are performing better. Could you identify three US and three cyclical Canadian stocks that could still outperform in the new environment. What sectors other than finance will benefit from the new administration in the US.
I value your opinion.
Thank you
Raouf
In view of the current market rotation, cyclical stocks are performing better. Could you identify three US and three cyclical Canadian stocks that could still outperform in the new environment. What sectors other than finance will benefit from the new administration in the US.
I value your opinion.
Thank you
Raouf
Q: I have owned CMI for a number of years and wondering if there may be better options in this sector. I previously owned CAT but gave them up a couple of years ago. I also own BA,GE & UTX in this sector.
Thanks so much
brian
Thanks so much
brian
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The Boeing Company (BA)
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General Dynamics Corporation (GD)
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Harris Corporation (HRS)
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JX Luxventure Limited (LLL)
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Lockheed Martin Corporation (LMT)
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Raytheon Company (RTN)
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Raytheon Technologies (UTX)
Q: A recent Globe & Mail article recommends investing in certain American defence companies, based on the assumption that military spending will increase regardless of who is elected. They cite the high growth areas of “aircraft, shipbuilding, missile defence and precision munitions”. Their recommendations include RTN, GD, LLL, and HRS. They also mention BA, UTX and LMT but don’t rank them quite as highly. I realize you follow Canadian stocks more closely, but I was wondering if you had any preferences among these names, or if an ETF like ITA or PPA would be preferable for diversification and safety. Thanks very much again for your expertise.
Q: Which one of these large industrials would you choose to be in your portfolio at this time ? Am I over diversifying if I selected two of them?
Q: I have 50K US$ and wish to purchase 3 or 4 growth and income stocks on an American exchange. I was thinking of MSFT as one of them. Do you agree? Would you suggest other names. Thank you
Q: Hi Peter and team, I have some loser US stocks in my TFSA that I would like to sell and buy some growth stocks. I know you don't coer US stocks but do you have some recommendations for 2 year hold?
Thx
Thx
Q: You recently touted United Technologies (UTX) as having good growth potential. I currently own General Electric (GE) and have long wondered which of the two has the best long term growth potential. UTX has come down a lot more than GE in the past few months. Is this a time to swap companies? I don't require either stock for income.
Thanks for the insight.
Paul F.
Thanks for the insight.
Paul F.
Q: I have US$ in my non- RRSP account but would like to buy a US stock in my RRSP account but I have no US$ so I would have to pay the currency exchange difference. Is this a good idea? The US stock I am looking at buying is UTX.
Thanks
Dolores
Thanks
Dolores
Q: Hi Peter and team
I am looking at TRN WMB HON UTX and TAL as secure long term holds. Could you give me your pick of the best two.
Thanks
Gary
I am looking at TRN WMB HON UTX and TAL as secure long term holds. Could you give me your pick of the best two.
Thanks
Gary
Q: What a great service yo have here!
I currently own GE in a registered account but would like more US exposure. Is UTX a good choice or is it too similar to GE? Or I have missed the boat because of it's 10% rise in the past couple of weeks?
Thanks.
I currently own GE in a registered account but would like more US exposure. Is UTX a good choice or is it too similar to GE? Or I have missed the boat because of it's 10% rise in the past couple of weeks?
Thanks.
Q: Good afternoon,
I realize that you do not formally cover US stocks, but I wonder whether you had any view upon the comparative merits of United Technologies (UTX) and Lockheed (LMT)?
Thank you for your assistance.
I realize that you do not formally cover US stocks, but I wonder whether you had any view upon the comparative merits of United Technologies (UTX) and Lockheed (LMT)?
Thank you for your assistance.