Q: What is opinion of Chesapeke Energy. PE at 2.1 and a 6.93 % dividend it looks very attractive for income and growth or have I missed something. Your expertise is very much appreciated. Thanks
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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: I would like your opinion on this company. What is the long term perspective for the stock and how does it fare against companies in the sector.
Thank you as always
Thank you as always
- iShares U.S. Aerospace & Defense ETF (ITA)
- Elbit Systems Ltd. (ESLT)
- BWX Technologies Inc. (BWXT)
- Leonardo DRS Inc. (DRS)
Q: Hi 5i.
Earlier in the year, my investment group decided to follow the theme of military and defense stocks, with the Russia/Ukraine war already well underway. We came up with a few smaller specialty companies that we thought might benefit from restocking arms and ammunition, war logistics, etc. Each has had a decent run so far this year. Wondering if you could provide a quick assessment of these companies and if you have any other ideas related to this theme. Also, what are your favourite large cap names in this space and maybe an ETF?
Thanks!
Scott White, Victoria BC
Earlier in the year, my investment group decided to follow the theme of military and defense stocks, with the Russia/Ukraine war already well underway. We came up with a few smaller specialty companies that we thought might benefit from restocking arms and ammunition, war logistics, etc. Each has had a decent run so far this year. Wondering if you could provide a quick assessment of these companies and if you have any other ideas related to this theme. Also, what are your favourite large cap names in this space and maybe an ETF?
Thanks!
Scott White, Victoria BC
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
- iShares International Select Dividend ETF (IDV)
Q: I'm interested in investing in a basket of companies that you think have the ability to increase their dividends even in a recessionary environment. Could you please send me some of your favourite ETF's that would give me exposure to these kinds of companies. If possible could you suggest ones that give me the necessary exposure to:
Canadian companies
American companies
International companies.
Thanks for your appreciated support.
Canadian companies
American companies
International companies.
Thanks for your appreciated support.
Q: Have you had time to review the short report from Culper on Xpel. What are your thoughts on their claims and whether this is an opportunity or signs of smoke where there may be more fire? Thx
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- AeroVironment Inc. (AVAV)
- L3Harris Technologies Inc. (LHX)
- RTX Corporation (RTX)
Q: Just wondering your top 3 US/Canadian stock picks focusing on increased military spending.
Thank you for providing this great product.
Mike
Thank you for providing this great product.
Mike
- Intuit Inc. (INTU)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Palo Alto Networks Inc. (PANW)
- The Trade Desk Inc. (TTD)
- Okta Inc. (OKTA)
- HubSpot Inc. (HUBS)
- CrowdStrike Holdings Inc. (CRWD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Good morning
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter
Q: Do you think there is any truth to the Culper Research report that XPEL's long-time supplier Entrotech has formed a joint venture with PPG, which has integrated protection technology directly into OEM paint?
- Starbucks Corporation (SBUX)
- Chipotle Mexican Grill Inc. (CMG)
- McDonald's Corporation (MCD)
- Restaurant Brands International Inc. (QSR)
- MTY Food Group Inc. (MTY)
- Domino's Pizza Inc (DPZ)
Q: MTY or QSR: which best buy? I am thinking mild recession - maybe better price of entry later? I do not own any stocks in this group. Not sure I need to own? Not big dividend growers which is my mantra. Too many good blue chips avai8lable that are good dividend growers.
Q: I own Tyson in my RRSP and am down 42%. I understand that the company has taken several actions to improve results and think I should continue to hold considering that I am receiving a 4% dividend. I would appreciate your views on Tysons potential for growth. Thanks.
Q: Is a dividend cut a significant risk for this Cie (although it is considered an "aristocrat" US div.
Cie) ?
Cie) ?
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?
Q: How is todays news going to effect nvda stock going forward.
Q: Hi all
NVDA has been restricted from buying chips from China. What US (OR other country..) chip companies may benefit from NVDA buying elsewhere?
Much thanks
NVDA has been restricted from buying chips from China. What US (OR other country..) chip companies may benefit from NVDA buying elsewhere?
Much thanks
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Procter & Gamble Company (The) (PG)
- UnitedHealth Group Incorporated (DE) (UNH)
Q: I am interested in increasing my Health holdings through the purchase of CDRs. I am considering LLY, UNH, ABBV and PG. I favour LLY but note that it has been on a tear lately. Would you recommend it at these levels? I would appreciate your opinion on these companies. Thank you.
Q: Pls provide your thoughts on this etf. Thanks
- Occidental Petroleum Corporation (OXY)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
Q: Hi 5i Wonder Team,
Can you recommend your top three energy companies (US or Canada) with a solid balance sheet and generous dividend?
I need to round out my portfolio with some energy.
Thanks for all you do!
Can you recommend your top three energy companies (US or Canada) with a solid balance sheet and generous dividend?
I need to round out my portfolio with some energy.
Thanks for all you do!
Q: Hello,
Has enough time elapsed to be able to judge if the password protection and new price tiers with ads at Netflix has actually helped the share price.
If so, will that help Disney in a similar way?
Cheers
Has enough time elapsed to be able to judge if the password protection and new price tiers with ads at Netflix has actually helped the share price.
If so, will that help Disney in a similar way?
Cheers
- Intuitive Surgical Inc. (ISRG)
- Eli Lilly and Company (LLY)
- Medtronic plc. (MDT)
- Stryker Corporation (SYK)
- DexCom Inc. (DXCM)
Q: Due to the popularity of diabetes/diet drugs, do you see any companies consumer staples or others that have recently been excessively beaten on? Perhaps some that could be in for a turnaround in the long term.
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?