Q: The earnings came in today and did not seem to be that bad. Am I missing something in the numbers/outlook?
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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: DO YOU EXPECT A LOT MORE FROM CSX FROM THE HUNTER COST CUTTING PLAN BOTH IN TERMS OF EFFIENCENY AND ALSO THE STOCK PRICE? YOUR GENERAL THOUGHTS ON CSX WOULD ALSO BE APPRECIATED. WE HAVE TRIMMED TWICE BUT STILL HAVE A SIGNIFICANT STAKE. THANK YOU
Q: Hello,
1) As an investor, is there any benefit to holding BRK.A vs BRK.B
2) Would holding BRK.B provide diversification? I assume BRK.B owns underlying stock such American Express, Coke, Wells Fargo etc ?
3) What is the advantage or disadvantage of holding BRK.B vs a S&P 500 ETF?
Please deduct as many credits as appropriate.
1) As an investor, is there any benefit to holding BRK.A vs BRK.B
2) Would holding BRK.B provide diversification? I assume BRK.B owns underlying stock such American Express, Coke, Wells Fargo etc ?
3) What is the advantage or disadvantage of holding BRK.B vs a S&P 500 ETF?
Please deduct as many credits as appropriate.
Q: Comments please on GRUB earnings, outlooks and competition in the space.
Thank you
Thank you
Q: Hey Guys,
What are your thoughts on Facebook?
Would you buy the stock after the price drop.
Thank you.
John.
What are your thoughts on Facebook?
Would you buy the stock after the price drop.
Thank you.
John.
Q: Hi,
Could you please comment on the recent results. Do you still like the company?
Thanks
Luke
Could you please comment on the recent results. Do you still like the company?
Thanks
Luke
Q: Can I please get your opinion on HCLP? Recently announced a significant increase to their distribution.
Thanks!
Thanks!
Q: I would appreciate any comments on earnings. I read it as a small miss. Management obviously has some confidence in that they increased the dividend. Would you still hold as a core industrial in a US growth portfolio? My other US industrial is UTX.
Q: Hi Team,
I am contemplating of switching my full position in AMAT to NVDA and would like to have your thoughts on this intended move.
Thanks,
I am contemplating of switching my full position in AMAT to NVDA and would like to have your thoughts on this intended move.
Thanks,
- Intuitive Surgical Inc. (ISRG)
- ServiceNow Inc. (NOW)
- Apollo Global Management Inc. (APO)
- Okta Inc. (OKTA)
Q: On the US side of my portfolio I am going to be cautious about what I add. I will get an opinion from you before making a purchase. My last recent purchase which I watched for quite some time (Netflix), made the purchase, and 2 days later it was down $75.00 per share and it does not seem to be making a recovery. I am thinking of selling Netflix and along with some US cash I have, and I will list some US stocks that look good to me. APO, NOW, ISRG, OKTA, BIIB and SFTBY. Out of these, which ones would you purchase? Thanks again, Dennis
Q: It has been awhile since anyone asked about this company. What do you see in this company for at least a five year hold, a little diversification into Europe and expected earnings in the next year or two?
Thanks so much!
Thanks so much!
Q: Heat waves, fires etc,. Who would be the biggest public AC company and can you comment on it as an investment. Thanks.
Q: Hi,
What are your thoughts on Merck as an investment, the company’s potential growth and risk? My interest started in Merck because of their immunotherapy drug... Keytruda. Keytruda has eliminated some of my mom’s melanoma tumors and shrinking cancer in two other areas of her body. Other melanoma patients are seeing positive results. Melanoma cannot be treated with chemo. This drug is now being tried on some liver cancers and was initially developed for some types of lung cancer. I really don’t know a lot about this company and would like your opinion.
Thanks,
Kerri
What are your thoughts on Merck as an investment, the company’s potential growth and risk? My interest started in Merck because of their immunotherapy drug... Keytruda. Keytruda has eliminated some of my mom’s melanoma tumors and shrinking cancer in two other areas of her body. Other melanoma patients are seeing positive results. Melanoma cannot be treated with chemo. This drug is now being tried on some liver cancers and was initially developed for some types of lung cancer. I really don’t know a lot about this company and would like your opinion.
Thanks,
Kerri
Q: You suggested ROBO as an option re US & global technologies. Could you provide further info on this ETF and your outlook?
Thank you.
Thank you.
Q: Could I have your take on this US payment processing company, Bottomline Tech? The stock has certainly been performing well the last year.
Q: Your comment on recent pull back (approx. 13% over the last 3 months) in XYL would be appreciated.
Cheers,
Cheers,
Q: Hello,
What are your thoughts on a full position PANW for long term at current levels and on the upcoming SONOS IPO. Thanks.
Shyam
What are your thoughts on a full position PANW for long term at current levels and on the upcoming SONOS IPO. Thanks.
Shyam
Q: Hi Peter, Can you please advise if you see a suitable place for semiconductor in Tech portion of the portfolio. If so, can you rank NVDA, AMD, INTC and MU. Thanks
Q: Greetings 5i,
My question is twofold, so please deduct two credits if you see fit.
Given its obvious importance, I am looking to gain exposure to the theme of sustainable water management. My research has led me to XYL as a potential single position, or to PHO as an ETF option. This addition would be weighted as a full position (5%), and would be held long-term (likely 10-20 years).
I am 36 years old, debt-free, and relatively conservative. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.
Given my situation, would you favour a single position such as XLY, or would an ETF seem more appropriate at this time? Furthermore, do you feel as if XLY and PHO are indeed strong representations of the water theme, or is there another option you might suggest?
Thank you.
My question is twofold, so please deduct two credits if you see fit.
Given its obvious importance, I am looking to gain exposure to the theme of sustainable water management. My research has led me to XYL as a potential single position, or to PHO as an ETF option. This addition would be weighted as a full position (5%), and would be held long-term (likely 10-20 years).
I am 36 years old, debt-free, and relatively conservative. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.
Given my situation, would you favour a single position such as XLY, or would an ETF seem more appropriate at this time? Furthermore, do you feel as if XLY and PHO are indeed strong representations of the water theme, or is there another option you might suggest?
Thank you.
Q: I've been waiting for a significant market correction for awhile. I blew it with a 3x U.S. bear ETF at the beginning of 2017. I'm getting itchy again. What U.S. market strategy would you suggest if you felt that a downturn is overdue? I'm not as liquid with my Canadian holdings so I'm only focusing on the U.S. for the time being.