Q: What are your thoughts on a long term position in ALSN? Given their recent strategic partnership agreement with Jing-Jin Electric (JJE), do you think this sets ALSN up for growth as we see more electrification of commercial vehicles?
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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.
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Constellation Software Inc. (CSU $2,349.63)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $151.66)
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Five Below Inc. (FIVE $201.98)
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Roblox Corporation Class A (RBLX $64.37)
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Global-E Online Ltd. (GLBE $32.39)
Q: I'm thinking that there's probably not a better time to enter some stocks I don't hold but want to own, than during the turbulent September / October timeframe.
Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.
Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.
Thanks for your input
Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.
Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.
Thanks for your input
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Starbucks Corporation (SBUX $95.37)
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3M Company (MMM $172.93)
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Verizon Communications Inc. (VZ $48.98)
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Walmart Inc. (WMT $132.46)
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BCE Inc. (BCE $35.02)
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Loblaw Companies Limited (L $68.29)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $80.17)
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Alimentation Couche-Tard Inc. (ATD $83.02)
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lululemon athletica inc. (LULU $174.63)
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Aritzia Inc. Subordinate Voting Shares (ATZ $117.97)
Q: Can you offer 5 companies in Canada and the US that have pricing power in the face of inflation? Thank you
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Caterpillar Inc. (CAT $780.21)
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Cummins Inc. (CMI $604.53)
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Deere & Company (DE $603.24)
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Northrop Grumman Corporation (NOC $703.95)
Q: Hello Folks:
Currently we own CMI and NOC however have in the past also owned DEERE and CAT.
We have owned NOC for a couple of years and it never comes close to meeting expectations; while the other three have done well.
What do you think of swapping NOC for DEERE as there is heavy demand for farm equipment this year because of high crop prices (particularly U.S.).
How would you rank these four companies and do you feel there are other better large cap U.S. company choices in this sector?
Thanks again for this wonderful service
brian
Currently we own CMI and NOC however have in the past also owned DEERE and CAT.
We have owned NOC for a couple of years and it never comes close to meeting expectations; while the other three have done well.
What do you think of swapping NOC for DEERE as there is heavy demand for farm equipment this year because of high crop prices (particularly U.S.).
How would you rank these four companies and do you feel there are other better large cap U.S. company choices in this sector?
Thanks again for this wonderful service
brian
Q: Is there an ETF you would suggest to hold for exposure to the top 10 US Tech stocks?
Q: I heard an interview where Jack Mallers indicated twitter through an app called strike, was providing free money transfers to and from any country in the world and this would be very advantageous for Twitter going forward and very disruptive to banks. Would facebook and other companies also be able to provide this service? Is money made when currencies are exchanged to bitcoin and back again. Please provide any information and opinions you may have on this subject. Feel free to use 5 credits. Thanks for your insights.
Q: For a high risk, ten year hold would you side with Unity Software or Docusign? Thanks.
Q: Is investing in Business Development Companies (BDCs) a prudent approach for generating US dollar income in a RRSP? If so, any suggested names? Was considering OCSL. How will BDCs likely behave in a rising interest environment?
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GE Aerospace (GE $321.74)
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Linamar Corporation (LNR $92.99)
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Magna International Inc. (MG $91.57)
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Sony Group Corporation American Depositary Shares (SONY $23.36)
Q: Please suggest a few stocks (CAN, US) that will likely see a rebound in share price when the computer chip shortage is rectified. Either for a trade or 5-year hold.
Q: Hello Peter,
In your opinion, between the two which one has more upside over the next year or two?
Regards
Rajiv
In your opinion, between the two which one has more upside over the next year or two?
Regards
Rajiv
Q: Do you think if FDX is a good long-term investment? If so is now a good time to initiate a purchase? Thank you for your great service.
Q: Could I get your current assessment of this stock?
TIA
TIA
Q: Hello, can you share your opinion about this us grocery organic focused company ? They seem to open many new stores at a rapid rate ? Thanks
Q: What is your view on Tyson Foods for a consumer staple holding in a retirement dividend portfolio? In not Tyson foods, is there another consumer staple we should consider in respect of consumer defensive for dividend and dividend growth?
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AbbVie Inc. (ABBV $232.00)
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Medtronic plc. (MDT $100.89)
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Stryker Corporation (SYK $371.96)
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Veeva Systems Inc. Class A (VEEV $176.63)
Q: I am considering selling Veev or Abbv and buying Syk or Mdt. Could I have your thoughts on these companies today and which ones have the most long term promise? Would you have other suggestions in US healthcare?
Q: Your opinion of Bath & Body Works please.
Originally known as LBrands.
Originally known as LBrands.
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Redfin Corporation (RDFN)
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Zillow Group Inc. (Z $43.41)
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eXp World Holdings Inc. (EXPI $7.57)
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Opendoor Technologies Inc (OPEN $4.42)
Q: Hi 5i,
What do think of these related companies? Do you have a favorite? How would you ranks these?
TIA!
What do think of these related companies? Do you have a favorite? How would you ranks these?
TIA!
Q: What are your current thoughts on this company? Buy, sell, hold? Thank you.
Q: Would you consider the sell of in Nike to be a buying opportunity of was there something in the quarterly results that would make you stay away for now?
Q: What are your current thoughts on Baba? I have a full position and I am down more than 30%.. it is an RRSP though so I could exit and reenter or stay put..What are your thoughts?