Q: Could you please comment on $CCL.B and $WCN for a long term {2-3 Years} hold. Thanks Valter.
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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: What are your current thoughts on WCN?
Q: Which do you think would be the better investment as far as growth and stability (and yes, I know they're often mutually exclusive desires). I already hold WC in a US account and was considering buying more, but would I be better off with WM?
Q: Is any particular reason for recent drop or just profits? James
Q: Hi 5i,
Suppose the US moves into more significant inflation and begins to battle the strength of its own dollar. So rates ‘normalize’ but inflation goes ‘above target.’ I am thinking about how to adjust one’s portfolio for that environment. I guess gold and real return bonds (and TIPS) may be obvious inclusions but I am wondering about equities in general and what kind of equities, if any, can actually do well in an ‘above target’ inflation environment. How would you increase/decrease sector weightings? Could you identify a stock or two in some specific sectors that you think would be good to own in that picture? Is this topic something you’d consider blogging about at some point? Thanks!
Suppose the US moves into more significant inflation and begins to battle the strength of its own dollar. So rates ‘normalize’ but inflation goes ‘above target.’ I am thinking about how to adjust one’s portfolio for that environment. I guess gold and real return bonds (and TIPS) may be obvious inclusions but I am wondering about equities in general and what kind of equities, if any, can actually do well in an ‘above target’ inflation environment. How would you increase/decrease sector weightings? Could you identify a stock or two in some specific sectors that you think would be good to own in that picture? Is this topic something you’d consider blogging about at some point? Thanks!
Q: May I have your assessment of WCN. Is it priced for perfection at the current price (close to 52 week US high) ?
Thanks, Tim
Thanks, Tim
Q: Considering moving out of this stock. Would you recommend selling and if so could you recommend a replacement.
Q: When BIN got taken over I used the money to buy RSG over WCN. I have no complaints with either performance or dividend, but wonder which of the two you would prefer going forward and why.
Thanks you
Thanks you