Q: Hi everyone. I hope you are staying cool. Stryker has had a dip of 4% or so because it missed Q3 analyst estimates. But today it added to the dividend. Is there anything more to be concerned about? Or just ride it out for awhile. much thanks as always...
Q: I know you do not follow this company in depth but I was hoping you might do some digging. I have held this company for a while trading around it. Do you see any issues with growth or profit. Recent announcements seem to be positive going forward. I am looking to reload at current levels as winter months seem to be the time to lighten up.
Q: I feel as if I have owned Apple forever! I am now down 20% on the stock and just about ready to throw in the towel. Can you suggest a replacement in the same space with more growth potential? SIMO perhaps, which you have recommended before?
What are your thoughts about AWK stock? I have read numerous investing articles illustrating the water will be the new "oil" in 20-30 years. Is it a good time to start investing in this sector?
Q: The distribution yield is ~7 to 8% and the SEC yield at the end of March was 3.9%. The SEC yield is supposed to reflect current performance and yet the distribution appears not to have changed for a while. Since C&S publish the SEC yield I assume this to be the more accurate representation of "real" current yield and the difference is made up from ROC. At 85% fixed rate and 15% variable rate what do you think of its prospects? - I am happy with the real estate basis.
Thanks
Q: Hello team. I am currently creating a short list for adding another U.S. equity position. Do you happen to have a short list of 3-5 U.S. equities you find attractive? I generally prefer mid cap companies with an ROE north of 18% and ROE/PE = 1.5 or greater.
Q: I'm concerned that aapl will become another blackberry with ever declining revenues and earnings disappointments. Do you think growth catalysts are on the horizon?
Q: Can I have your opinion on AmSurg. It's on a high growth projectory and seems reasonably valued. Also how concerned should I be about it's heavy reliance on third party reimbursments(medicare and medicade) and debt level.
Thank-you.
Q: Any thoughts on Atlassian? (ticker is 'TEAM' on the Nasdaq)? I work in the software industry and I know that their products are fantastic and growing in popularity with large companies. Is it too early to get in as an investment?
Q: Hi,
My son is taking a break from active stock picking and has gone with this ETF model: VUS(15%), VBU(5%), VCN(22.5%), VAB(5%), VI(22.5%). His investing horizon is very long (10-20 years). Your thoughts on the individual ETFs? How about sector & geographic diversity? Any other concerns?
Thanks!
I am looking for an ETF that follows emerging new technologies. One that seems to fit the bill is iShares Exponential Technologies (XT-N). What do you think of it? Is there another you would like better? Are there any traded in Canada?