Q: I have some US cash I'm looking to invest in a company that I feel would fair ok in a recession. What are your thoughts on Waste Management and Dollar General? Are there competitor's in their respective sector's you would prefer?
Q: Hi 5i, can I have your opinion of their latest results? It appears market didn't like forward guidance on the cloud segment. Also would you buy this stock today?
Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.
Q: Hi 5i,
I am turning 72 and moving from an RRSP to a RIF and think this portfolio should be more orientated towards income.
In that light I wonder if you could suggest some replacement stocks for the non dividend paying TMUS and DIS on the US side of my RIF? Thanks as usual for you help.
David
Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?
Q: Where do you see Costco in the near future? I think we all know they have a good moat and successful business model but I’m concerned they will be hit by consumer slowdowns and they are already pricey. Their recent past is frequent oscillation in a range.
Q: Hi team ,
Once again Pinterest is crashing. I was hopeful things were on the uptrend with the name lately. Is this another earnings over reaction? I thought the Amazon partnership was quite interesting for transforming the platform into a e-commerce enabled site…potentially very lucerative once it gets going. But, market not liking results. Should I keep patience with this name or dump? Part of the reason I was holding was I believed this name will be taken over at some point at a much higher share price.
This question is based on your excellent article in Canadian Money Saver Nov/Dec 2015! How time flies, eh?! Titled: Setting up a US income portfolio with call options.
Several years ago I had asked if you have written any follow articles on this strategy? If you have, please post the links for all of your subscribers. That would be helpful.
But my question is this:
Based on the criteria that you highlighted in that article if you had to choose Five stocks what would those stocks be today?
I am semi retired senior citizen who can allocate 10-15% of my portfolio to this strategy.
Q: Hi there, I've been holding nxpi at a loss for about 2 years now and I'm getting fed up. I am into it at about $200 a share. Would you suggest that I hold? It had a run up to the $180s in Feb but has since fallen back. I find it painful as it seems to fall all the time. Should I hold and wait and see or move on? Thank you,
Q: You have taken some heat on WELL and some other small caps, so I thought we would throw in a comment for some balance. In mid March I was thinking of taking a flyer on FRC and you were very cautious about such an idea. You said, and I paraphrase, 'we don't like stocks than can potentially go to zero'. That was enough to keep me on the sidelines. Now, FRC is down about 65% since then, and might not make it through the weekend. I wanted to thank you for your advice, and sometimes the 'don't buys' are good as or better than the buy ideas. Thank you for your service and keep up the good work.
Q: I am considering a purchase of ON Semiconductor. It has been pulling back significantly and this is making me question if I should buy. What factors would you highlight for buying or staying away?