Q: I was looking for companies that manufacture municipal water pipes. This is the only publicly traded, pure-play company I could find (there are others in the water infrastructure space that make valves, smaller drainage pipes, hydrants, software, etc.). Are you aware of any other companies that focus on the large water-carrying pipes? And what are your thoughts of this company as a long term investment? Its historical chart is a bit rocky but it's up 60% over the last year? Does it still have some room to grow?
Q: I already own APD. I had been watching it bought it less than a year ago after some bad news where the stock dropped 15% in a day. I am up 50% on it at this point.
I am considering adding LIN to my portfolio as it seems to have some favorable tail winds and ratings....however I am wondering if these stocks are different enough to provide any diversity. There is a lot of variety on industrials. Am I picking two options that are too close together?
Q: I have held WMT for about 9 years and it has been a good performer (17.6% annual return) during this time. This year its stock price is up 55% despite its earnings growing at around 4%. I note that its current PE is very high relative to its 5-yr PE. Obviously, I like WMT but I am concerned that it is overpriced relative to its past metrics and, possibly, other stocks in this sector. If you were faced with this issue in your portfolio what would you do and why (I am particularly interested in the 'why'). Thanks in advance for your opinions; I find selling a stock difficult particularly when it has been a long-term winner and I trying to develop a better framework for handling these types of situations.
Q: In sports when teams are considering firing a coach the question is often asked, is there a better replacement before you pull the trigger? While I am not about to "fire" NVDA I am overweight (6.5%) and have trimmed it 4 times. Question is, what do I replace it with that looks like it has better future growth potential in this segment?
Q: Hi interested on your opinion of Core Scientific Inc (CORZ), it has been attracting institutional buying lately? Does it look like a strong growth stock to buy?
Q: I am interested in your comments/risk assessments of YieldMax Covered Call ETF's such as NVDY and APLY. They have been showing very high dividend yields. How sustainable are these yield levels. Are there any similar products available in Canada?
Q: I have noticed that 5i has been recommending TMDX, a USA traded stock, lately when asked for USA picks, but surprisingly no one at 5i owns the stock. I don’t believe I ever seen this occur before. My experience has been that 5i puts their money where their mouth is but you haven’t in this instance…why?