Q: LEVI has announced IPO... have you heard when this will be? What do you think of this company.... would you jump in at the initial IPO?
Many thanks,
Q: UPWK has certainly seen it's stock price rising and is now considered quite overvalued. However, it has established a solid base of business and seems 'right for the times'. Your view?
We hold this U.S name in a registered account as with other U.S names and yet I notice on our statement that only this name gets deducted a "Non Resident Tax Withheld"
1) The Feb 26th dividend was reduced by 37% ! Did I get my calculation wrong? Could it really be 37%?
2) Why only on this name and not others?
3) If the yield has this handicap then shall I just sell and look for something else?
Q: Hi team,
A question on Boeing. A tragic place crash on the weekend. It was the 2nd one in six months involving the Boeing 737 Max 8, a newer version of the workhorse 737 and for which Boeing has a huge backlog. A number of airlines are grounding those planes today. BA is bouncing around a lot. I have not followed it that closely in the past, so not sure how things typically play out. Before today, a lot of analysts had high price targets. I am not minimizing the tragic loss of lives, but is this a good opportunity to initiate a position, or could a lot of cancelled orders follow?
Thanks again.
Dave
I currently own a 1% position in SCHW and have been considering selling in favor of CME Group. Your thoughts on this trade would be appreciated. Thanks
I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always
Q: Good morning folks
I am on the lookout for US companies that are non international and that only do business in the US. I prefer a good strong company with growth with maybe a bit of a dividend if possible. Sector is not important.
much thanks as usual
Q: "DowDuPont's (DWDP) board of directors approved the separation of the materials science business from the agro-chemical giant, moving forward with plans to create the new Dow that's set to start regular trading in New York next month". I own a small amount of DWDP and I understand I will receive 1 share of the "new" materials science business for every 3 shares of DWDP. What would your recommendation be with the material science business shares once I receive them (hold, sell, or buy more)?
Thanks