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?
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: 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?
Q: HI folks
ODFL has been a good old plough horse. With the understanding that you dont cover US stocks, can you see any red flags ahead?
Much appreciated for all you do and have a great weekend.
I use the US side of my portfolio mainly for growth opposed to CDN for income and some growth. Thinking of a switch from docu to affirm looks like good money to be made in this one. Can you give a comparison between the 2 and do you think affirm is a better investment now?
I've hit the highest ever by far in my portfolio this year akin to your father in law thanks in very large part to your recommendations.
From a very grateful many years standing customer!
Q: I remember years ago, 5i/Peter had mentioned to watch out for companies that initiate dividends and might support a buy thesis.
The reason (if I remember correctly) is that
1) this likely signals that the board thinks that the company has now reached some level of stability that they can afford to pay out a regular dividend instead of plowing it back to other ways to allocate capital
2) likely means that the board is shareholder friendly to some degree or thinking on behalf of shareholder by returning some cash flow to them.
With that said, is Micron Tech (which initiated their first dividend this past quarter) a company to look out for?
Q: What do you think of these semiconductor equipment suppliers? Thinking of adding them to my TFSA. They haven't done anything for last 3 months but sales and profits have been growing nicely. Reasonable PEs and HIMX has a dividend. Thanks
Considering the rapid share price appreciation in both of these stocks, which one would you consider the better choice for a purchase today for a three year hold? Thanks.