Q: hello 5i:
I'm underweight a few US sectors and waiting for a small market correction. Could you give me your top 2 blue chip names, and top 2 growth names in each of the following sectors: industrials, technology, health care and consumer staples. Thanks, and I realize that the US is not your focus.
Paul L
Q: IRBT dropped after earnings the other day, and continues to sink lower. I bought a couple of years ago as a play on AI with the intention of a 10 year plus hold. Have fundamentals changed? Is there a reason to continue to hold?
Q: I’m concerned that growth at Amazon is slowing and that maybe a switch to Google is a better choice for a long term hold. Your thoughts? Or other companies you prefer?
Thank you
Q: Hi guys
GRUB beat Wall Street estimates and the stock rose after hours Thursday night but dropping today. I did read your last answer yesterday but should I move on? I have a 32% loss
Have a great weekend
Thank you
Q: Portfolio analytics says I am low in healthcare so that means pretty much US companies. I already have 3.5% in Abbot but see you referring to Medtronic as attractive quite often. Since they are both in the medical device category, does this make buying MDT to similar of a purchase to ABT? Would I be better switching to MDT or look at something else in the sector. Some capital gains if I do switch.
I had limited Healthcare exposure (only from small positions in VXUS and VGRO). Recently added Abbvie and Pfizer on price weakness. Combined these 2 equal about 5% of my Holdings.
3 questions:
1-Comments on ABBV latest quarter? (Seems good)
2-Good Entry point for these companies for a long term hold?
3-Do these 2 companies compliment each other well or should I consider adding another stock or ETF for more Healthcare exposure?
Q: I have $US available in a RIF account to initiate an additional 4% position. My other US holdings are at 4 or 5% and consist of BDX, LVS, MCD, PAYX, and AOS. What are your views on SABR at this time? Any other suggestions that might be a better fit would be appreciated. Thank you.
Q: i have this in unregisered account. for years, did not move or down slightly., the only thing, if I sell I am still liable for capital gains because exchange change. Do you suggest anything with more potential, i do not need the dividends.
Thanks
Q: Hi, 5i team
Is Caterpillar bottoming out right now and it is time to buy? If yes, for how long you recommend to hold it?
I have roughly 10K USD in my TSFA, could you pls recommend couple of other names to own for a period of one year time frame?
Q: Can I please have your thoughts and analysis on these two U.S. companies. Are they both long term holds? I presently own Visa and have done very well and am thinking of adding Stryker. Thank You.
Q: What is your opinion on this company after significant increases in the stock this year. Is it a buy at this time? Is there another company/companies you would prefer in this space? Thanks
Q: I asked you about the earnings on xlnx yesterday and I see the questions and answers today on this company.
I have a somewhat significant loss after today as I’m into it around $130 per share on 3,000 shares but fortunately I have gains in Veev and Five that outweigh the loss on xlnx. I tend to hate owing anything at a loss as I lack patience and I worry about a turning of momentum. I don’t know whether to do nothing or sell one or more of my other holdings and go home with a profit and my tail between my legs. May I please get your advice? Thanks I’m advance.