Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!
Q: I took a 1/2 position in ROKU a couple of weeks ago intending to hold for the long term. I am well represented in the sector already, but it was more of a growth move with some US cash I had sitting there. I'm now down 10% and the CFO has just stepped down, so I'm wondering if I should just cut my loss and wait to see what it does in the next few months, or if you think there is still good reason to hold. Thak-you!
Q: I sold FIW etf as I have the utilities exposure elsewhere. Is XYL attractive here in regards to earnings growth/stability/debt or should I look elsewhere for water exposure? Thanks.
Q: Hello Team,
This stock has taken a large hit lately. With US/China trade looking more agreeable, do you feel this is a good entry point for this company.
Thank You,
Barry
Q: Hi !
Any views on these maritime transportation stocks ? Is any of them a good buy now or do you prefer others ? Why are they registered in Bermuda or Monaco ?
I have $500,000 in 3 diversied accounts. I am wanting to deploy $10,000 next week. Regardless of sector, which stock would you pick to provide the best gains over the next 2-3 years.
Thanks
Q: What is your opinion on the stock as a turnaround? I know you favour growth as do I but with latest balance sheet moves and valuation- is there an argument for a lower risk investment?
Q: Hello 5i,
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Q: Why did SHOP rise so much ( more in percentage than other stocks ) on Friday ? Is it a good time to buy WORK now to gain in 2020 ? Is PD , ZM, CRWD , oversold now ? AYX did not move on Friday which is a good day ?
Thanks a lot for your excellent service.
Q: I think you regard the debt to cash flow ratio as an important gauge of a company's vulnerability to a downturn, so I am combing my portfolio to find the weaker candidates. But I am baffled by ADM's huge negative operating cash flow (and even huger negative free cash flow, of course) in each of its last four quarters (though not in previous years). It reported healthy gross profit and net income in each quarter, and debt has not increased substantially. What's going on?
Q: On oct 1/19 you answered a question for Scott re agn/Abbie shares
With the price of agn today at $187 would you still hold agn till deal is done or sell and look for better opportunities
My cost on agn is $186
Thanks
Q: Bbt has become Truist financial
Surprise to me
Apparently bbt has been downgraded by some analysts after this happening
Please comment if you can; what happens to my shares? I am up by almost 50% with this investment since purchased. ? Time to get out
Many thanks
Peter