Q: hi 5i
Big drop today in 3M ...would you consider this an opportunity to initiate a small position....I read a recent 5i response about contracting valuations and share ownership driven by attractive dividends...does this hold...how do you view dividend safety. and what entry point would you consider ..
thx
jim
Q: Greetings:
Starbucks seems to have good growth, and cash flow, but negative shareholder equity like most of the tobacco companies. It also seems like they have a problem with CEO'S. Mr. Schultz has to be on call to return when needed. Presently he is retiring from the board. I notice that some members of 5i have shares. Good investment and growth expected? or will it be flat until it finds its bearings.
Thanks, Ben.
Q: What are your sentiments on TSLA for the next 6 months? Buy / Sell / Hold?
While they do complete on quality and features, they are now also competing on price; obviously challenging for margins. Also Elon's comment about control are concerning, certainly suggesting conflict. I'd be OK sitting this one out if the 'story' will not clarify for some length of time. Energy storage systems to the rescue?
Q: This has enjoyed a nice run. Do you think it’s too late to buy? I was thinking that the data centre business is promising with the demands ai entails. I am worried about buying it at a high though. Thank you.
Q: TDG HEI -HWM I would appreciate guidance on investing in part suppliers to thr major defense contractors, with your preference to invest in this market and target entry prices. If I missed any of interest or you would orefer in the defense sector, please advise.
Q: Curious about Upwork for the coming year, given that they have turned the corner and are now generating real profits. They apparently have heavily incorporated AI into their platform to the benefit of customers and users. Given these things, do you think it’s a worthwhile investment. Thanks for your opinion.
Q: Gentlemen:
Big shake up today at ADM. I owned some and added some at $52.00.
Please give me all the CONS and less PROS, so I will know I made a mistake.
Thanks, Ben.
Q: GILD is down 10% after its phase 3 trial of Trodelvy in a lung cancer trial failed to meet its primary end-point. Is this just "noise" or a reason for a long-term shareholder to sell?
Q: AXON CDRE VTSI support law enforcement/ defense and provide solutions. I have a less than full position in AXON. If one wanted to increase funds to this area, could you provide guidance on where you would put your money.
I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.
Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.
Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?
Q: Currently I have no exposure to real estate in my portfolio. This is because I have been very hesitant to buy into real estate for the last few years because of Covid, then high interest rates, office workers working from home effecting Office REITS and on-line sales effecting Retail REITs. Are there 3 safe REITs out there paying a 4 - 5% dividend that a retired senior can invest in or should I just continue to stay away from the whole sector for now?
Q: Hi ,
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor