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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Home Depot Inc. (The) (HD)
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Honeywell International Inc. (HON)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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The Trade Desk Inc. (TTD)
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Zscaler Inc. (ZS)
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Reliance Inc. (RS)
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Trane Technologies plc (TT)
Q: Hi 5i Team,
I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?
I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?
I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.
Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.
Lisa
P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.
I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?
I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?
I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.
Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.
Lisa
P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.
Q: Both of these have been in a downtrend lately. Any particular reason? Should I let go of these two (both in a registered account) before I lose my gains? Thanks and best of the season to all.
Q: Kind of an apples and oranges choice between two completely different industries but if you were only buying one ..... RS for a Trump play on tariffs ? Or EQB in Canada ? And a brief explanation why ? ...... Thanks for your terrific service Garth .......