I am overweight in JNJ and was thinking of selling half and buying PG with the cash. Do you think this is a good move or just a sideways trade. Thank you
Q: I have very little US exposure and considering a position in transocean (rig) it seems to be trading in the lower end of its range since the gulf spill with a slight uptick lately pays a nice div. could you give me your opinion please and would you consider the div. safe.
Q: These are two US companies. It seems to me that the US market is doing better so I seem to buy more of their securities. ARWR is a stock I hold and dropped 13% on Friday. Please give me an opinion. AKS is another one. Looks like it is doing good. Please give me an opinion. I am thinking of buying it. On the Canadian side, I noticed on Mar. 20th BYD.B dropped to 32.5. The next day, it was up over 37. What created that drastic swing? Thank you. Your opinion is greatly appreciated.
Q: I like Ryan Modesto's recommendation to invest in tobacco companies as a play on medical marijuana. Any in particular? Spread it out over PM, RAI, MO, LO? Others? Maybe the individual investor can build a small "etf" by adding one or two risky companies? Recent inheritances put $100k U.S. in the bank, and I could reasonably dedicate it to this sector, even though I don't need the income from the tobacco dividends. Thank you.
Q: I would like your thoughts on GNC Holdings (GNC-US).
I have gone through the financials and they look great. Earnings and profit growth are strong, company is buying back shares, margins are increasing this year and I think they are in an industry that should really benefit from an aging population that is becoming more and more aware of personal health. My only concern is their use of long term debt but with rates low, maybe this is a smart managerial move? Thoughts?
Q: Star Gas SGU. It has been a couple of years since someone queried this one. Has this worked its way into your good books? It has a nice 5.7% yield. I am looking for a SGY type of stock on the US market. If you can't recommend this one, is there another that you could suggest.
Q: My question is on Directv (DTV). I noticed you commented on this about a year ago. It went to 80 but has been under pressure lately. Do you still like this holding?
Q: I know you do not cover us stocks , however your opinion is valued.
I own GNW 5% of my portfolio, which has done fairly well over the last couple years. Where do you see GNW in the next 4 years. Is it worth holding or take profits and move on .
Q: Good day, 5i. I am underweight in the "consumer staples" sector and wish to add to my portfolio. I am looking for a company that would be solid in turbulent times. Could I hear a Canadian and US pick from you?
Thank you,
Q: Do you follow any company that is in the 3D printing space, hardware and software. Are any Canadian companies involved in this very interesting process.
Thank you.
Terry