Could you please comment on these two stocks that were in favour for a while last year, but as much in 2020. Still worth holding to see where they go? They have bounced from the bottom, but certainly not as much as others in comparable spaces.
Q: Hello
I have owned CVS for a approx two years. I am down just over 10%.
Although rumors of Amazon opening up online pharmacy seemed to have died down. Debt I think (correct me if I am wrong)is holding the stock price down?
I am thinking of dumping it for Medtronics although it is a completely different business although still related to health care. I think more chance of stock price upside?
Can I have your opinion on this change?
Thanks
Stephane
Q: With other recent big box retailers results , what is your opinion on Costco ?
My own shopping experience was the best since Covid 19 began, they almost seem set up for distancing . Where are they at with online ordering ?
Thanks
Greg
Q: Hi Peter and Ryan.
The US will try to open up the Economy and create employment. I remember they have talked about spending on infrastructure. I am looking for some opportunities there. Do you think CLF is a good mid/long term investment? What are your recommendations if not?
Thank you,
Yiwen
Q: This tech stock is one of the few that seems not to be trading at or 52 week high. WebEx is getting used a lot in the enterprise space. Do you expect this stock to perform well over the next 3 years
Q: I would like your advice on my Healthcare Portfolio. Currently, we own IHI, SYK, PFE, BMY, ZTS , LHCG. My watchlist includes names that you have also recommended. Please rank your top healthcare preferences [could include others] 5 or 6 names overall [ growth at reasonable price, with rationale, if possible.
Q: Hi gang , looking into buying net . Would you buy? How strong is the company? Will it be o k if the shutdown continued for a longer time? Can you please update the company. Thanks
Alnoor
Q: I have $9000 US to add to a US margin account. I have 4 names in mind as noted above which one you think has more share price appreciation, could you please rank them? Thanks.
Q: With my holdings of Tech and Health Care at close to 20% each and a feeling that Financials (banks) and Industrials will be in a holding pattern for a while what do you think of a 2-3% holding in MCO at this time?
Thanks
Q: Hi , as you mentioned future trend of people staying home and work and boss wants to monitor work. Would you suggest companies that involve in this ? Thanks.
Q: If you were going to make a small risky investment (gamble) in the cruise line business what stock would you pick? Also what are your thoughts on that industry going forward?
Marse