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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.

Q: I raised a little cash in my U.S. account after enjoying a 12%+ gain since the start of the year. Looking to take advantage of some opportunities over the summer months. Can you list 5 U.S. stocks to watch that I should consider if they pull back over the summer? I currently own BMY, ABBV, AMZN, NVDA and COST.

Thank you,
Jason
Read Answer Asked by Jason on April 29, 2021
Q: TTCF Tattooed Chef Company. Plant-based foods, appear to be growing quickly, good distribution partners, growing product line, looks like cash on the balance sheet to help facilitate growth, vertically integrated.... Too small? Too early? Too much competition in this space? From a high level, do you have an opinion on this one?
Read Answer Asked by Warren on April 28, 2021
Q: ABBV is mentioned and recommended frequently in the 5I questions. I have heard that Humira is its strongest asset; is that the case? A BNN guest the other day referred to Humira coming off patent in 2023; does this affect its long term prospects? The company has a very healthy dividend, especially for a US entity; is this sustainable in the long term? Any other comments about ABBV? Thank you for your excellent service.
Read Answer Asked by Leonard on April 28, 2021
Q: Hello Folks:
No one can predict markets, however with the S&P and Dow close to records I would think upside less likely than downside.
Consequently we have sold Deere and Cat at good profit as their PE ratios make it difficult understanding where much upside can be achieved.

We have a 7% position with Amazon, In your view would you keep this position or sell one half on the basis of being able to replace at a much lower future downturn price, or would you leave it alone.

Do you feel because of these inflated PE ratios one should raise some cash for a future downturn?

I am always am aware of the old adage that one's stock portfolio is like a bar of soap; the more you rub it the smaller it gets.

Thanks again for your great service
brian
Read Answer Asked by Brian on April 28, 2021
Q: I am looking to more real estate to protect from massive inflation from money printing everywhere. I already have PM's and already have a bunch of Canadian Reits . I am looking to buy more in the US. I already have STOR and SPG ,I am thinking about COLD and Gladstone land corporation LAND mainly because I am from agriculture and Michael Bury has taken an interest in this company.I know it's out of your scope but any opinion would be appreciated.
Read Answer Asked by lynn on April 28, 2021
Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?
Read Answer Asked by Kim on April 27, 2021
Q: My healthcare stocks include ABBV,VEEV,and Well.I am considering switching from VEEV to STRYKER. What do you think?
Read Answer Asked by Allen on April 27, 2021
Q: Peter; Going back to Peter Lynch - everybody has a dog or cat now due to Covid- any way to play this - apparently out here (Vancouver) there are animals dying due to not enough vets. Maybe somebody should do a WELL thing and consolidate vet clinics. Thanks. Rod
Read Answer Asked by Rodney on April 27, 2021
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