I am down ABBV (21%) and Altria (7%). I am thinking of holding them for long term. Do you see any further downside considering the economic fundamentals and future product lineup for these two companies.
Q: Hi Team, been holding Abbv in my rrsp for a while now, and was down till this morning, now , taking a big loss. After this mornings news, should I buy more, ( I know you are not fans of doubling down) Can they still afford to pay their dividend? I thank you in advance! Sam
Q: AGN has received a $188.24/s stock+cash offer from ABBV, yet (pre-market) its shares aren't breaking above $173. In this sort of situation, isn't it more typical for the share price to overshoot the offer (given the chance of another bid)? Or is the market doubtful that any deal will be completed?
Q: Hi 5i,
I have some USD set aside to purchase Pfizer (PFE:US) and have a window of up until about Aug.5th give or take, having missed the latest dividend. So, I am in no real hurry. My question is: should I just proceed and purchase now or wait to see if there is any kind of pull-back presenting a better entry point between now and August? I see it has continued to grind higher over the past while.
Your thoughts would be appreciated.
Thanks!!
Cheers,
Mike
Q: Hi there, I had asked a question earlier and you had suggested TEAM as an alternative to SLACK. After doing some searches in the Q&A section it seems like AYX and TEAM are very favourable. Would you be comfortable taking a small position in both names at current prices? Also, are these 2 names your current favourite US growth names? Thanks!
Would you consider doing a report on AT-Acuity Ads? Your analysis on this stock is much appreciated. How is their balance sheet, cash flow, debt level, management and their product. Peter's article in the Financial Post got me interested in AT because I sold TTD rather prematurely (and I am kicking myself) ..Would you recommend one to buy the same stock (TTD) at a higher price or consider its little brother?
Q: Good Day All,
I am increasingly convinced that AI will be a growth area as we move forward and would like your recommendations for the best ETF and best individual Canadian stock to play the sector over the next 3-5 years or longer.
Thank you
Q: Hi there, I've been invested in TSX listed stocks for the last few years. I recently transferred over a small amount (~2%) of my portfolio into USD thinking of buying Slack. This would be my only US holding. My question is, what would be your favourite listed US stock at the current moment if I were not to buy Slack? I am an investor who mainly follows your BE Portfolio with a tilt towards growth (ie: swapped a handful of names and replaced them with GSY, SHOP, LSPD etc).
Also, the market looks like it's been running up lately. Do you think we're possibly going to dip in double digits later this year (similar to last year's dip)? I've been hearing that earnings haven't been that great so far.
Q: As the opportunity arises, I need to lessen my overweight position in SIS. Would SYK be an attractive substitute in a sector that, like SIS, is right for the times as the general population ages and are increasingly in deteriorating physical shape. Is there any other company with these dynamics that I should look at?
Q: Good Morning, Could I have your opinion on SNAP and CLDR for their long term potential? I saw some previous post was very negative about SNAP's future but it had increased stock price more than 3X for the past half year. Is there any fundamental change for SNAP and make it more attractive for long term?
Q: Peter and staff; currently I hold AYX,TTD, WDAY, and a half position in TEAM. I wish to place more money in US stocks. I am open to your suggestions, do I add to my current stocks, or add a new name or two? As always I appreciate your advice.
PS enjoyed Brian on BNN the other day.