Q: Thermo Fisher has been on a downward spiral recently. Do you see a reason for the weakness and what are your overall thoughts on this company? Dp you see more upside in United Health? Thank You.
Q: Is there much overlap between these companies and which would you prefer going forward based on business lines, growth and relative valuation? Thanks for your service.
Q: Do you have a few suggestions for long term holds in US industrials? My only non-Canadian holding in this sector is TT - would you consider this to be still worthy of holding?
Q: Market is up but these two stocks are down significantly. Is there any particular reason for this. What are the future prospects for these companies. Sell, hold or add more to average down?
Q: Could you please comment on Verizon earnings? Are you still favourable on this co.? The stock price is getting to its range 10 years ago. Is the high dividend sustainable? Thank you.
Q: Last review was in 2021, fundamentally how do you rate RES today, taking into account that Covid impacts may be reducing. Include a value and growth perspective given current metrics.
Q: How do these compare for potential growth over the next 5 years? Would you consider swapping a position in SYK for DXCM in a non=taxable account? ISRG is already owned in the health space
Q: I currently own ROST but thinking of swaping for one of NKE, CROX, DOOO as they might provide better returns over the next 3-5 years. Or is there another US consumer stock you would suggest for growth?
What would be your preference in what order might you buy? ATZ is already owned.
Q: This stock has been a tough ride for me. Bought it for income and some growth as my only exposure to the defense sector. The dividend cut and share price decline leaves me thinking its time to sell and move into another defense stock with higher growth opportunity. Would you agree, and if so, any recommendations with similar dividend, or one that at least has a dividend (held in RSP).