Q: Thank you for . I do not normally place much importance on insider selling. However, I see that insiders have been selling a lot of CRM, including sales by Mr. Benihoff . The stream of insider sales reports seems never-ending. Granted, the above is not uncommon and could be due to grant/redemption of options. But the sales seem to have been non-stop lately. Is this something on which one should place any weight to when thinking about one's own thoughts of trimming CRM?
Q: Last time I asked about HOME you were cautious, siting the high debt and pandemic impact. What are your current thoughts on this one? Do you agree with analyst growth expectations? The price multiple is very low.
Q: good morning - i want to increase my US health care exposure. At this point I could add to my ABBV which would make it more than a full position or I could trim a bit of ABBV and add the proceeds to existing cash to take a second US position. I do have WELL on the canadian side of my health investing. Is there a strong second US candidate you would suggest? Thanks
Q: I am interested in purchasing some U.S. stocks in order to balance and diversify my portfolio. Can you suggest three stocks that you would currently suggest for a conservative type of investor.
Q: Hi Team,
Over the past four/five years I have benefitted immensely from your guidance on Canadian and US equities. Many thanks for that. I was wondering if you entertain the thought of having US equities portfolios similar to growth/balanced/income for canadian equities.
Thanks
RR
Q: Hi folks, can please ask for relevant info & your opinion on Danimer Scientific dnmr/q....concept of achieving bio-degradable plastics...instead of them winding up in a landfill....stock price all over the map....any thoughts would be greatly appreciated....and is it worth a small, spec position....thanks as always, JB, Piedmont QC
Q: Hi 5i,
ISRG reported earnings yesterday....how were they and what is your opinion on share price going forward?
Would you continue to hold or add at this point for a 2 year hold.
Thx
jim
Q: Hi 5i,
You have SNAP as a sell and PINS as a buy. Those are my thoughts as well. What always puzzles me is that every quarter, the analysts always look at SNAP’s earnings as a harbinger of what PINS may report. That makes no sense to me. They have very little in common except for on-line advertising. SNAP is a “disappearing picture” site for the younger demographic. PINS is a hobbies and pre-shopping site for all demographics, but more so for women. What weight if any do you put in this thesis that as SNAP goes, so goes PINS? SNAP reports today and PINS next Tuesday.
Thanks for the insight.
Dave
Q: Can I get your opinion on NEP please. It has been increasing its dividend every quarter for a while now. and cash flow recently has been burgeoning It has pulled back recently, as have most of the renewable stocks, so I am wondering if this is a good entry point. Can you also tell me when there next quarterly report is scheduled for?
Q: Can I have your opinion on Danimer Scientific? Recent pick in a MF USA portfolio that has really fallen off. I like the clean packaging space and wonder if you would start a position? What do you like or not like about it? If you wouldn't buy today what would be a sensible entry price?