Q: We’ve currently run into a situation where we’ve become a bit overweight with our wsp holding (Thank you!). We’re wondering if you would endorse taking profits and putting them into a company like NVEE or is there another, preferably US listed company that you would endorse that is in the same sector. Thank you for the great insight.
Mike
What do you think of U S Steel Corp. There has been a big drop today and does that make it an attractive investment over the short/medium term? It does seem to be doing well. How would you rate it now against Reliance Steel as well?
Regards
Rajiv
Q: I have been able to top up my TFSA accounts and now find I am sitting on about 40K in USD. I am looking for growth, preferably with a dividend, in a well managed and reliable company, or companies. I'm overweight in Tech & Utilities, OK in Finance, low in Energy, underweight in Industrial. A quick look at the US sectors has given me the feeling that now isn't the time to start with Staples, Health Care or Utilities and that there seems to be caution with respect to Energy. Materials and possibly Industrials, which has puzzled me, as I would think China reopening and the US's infrastructure spending would have helped the last three sectors mentioned. I welcome your thoughts, and any suggestions, as they are usually very insightful!
Dawn
Q: My MO is to look at positive-earnings and earnings-growth stocks with price momentum in the past year that seem to be temporarily stalling in the previous month.
Q: You recently answered a question on Costco referencing a current PE ratio of 35 however it is reported as 23.2 in the profile section. Would you please explain the discrepancy.
Thank you
Q: There’s discussion about whether Costco will increase their membership fees and about a potential special dividend. I’m planning to sell some shares. Should I wait for either or both of these things to happen or pull the trigger now? How do you feel about Costco in general right now?