Investment Q&A

Q: Your thoughts on GE after today's announcement?
Thanks

Q: Is the drop on these two companies over done???
What is your assessment for the future?

Q: Hi, I am a dividend growth investor and looking to build a stream om passive income through dividends. I am 40 and have a long horizon (20+ yrs) so I'm not so worried about current income as I am about future dividend income and total return. I invest a part of my income every month. My current portfolio consists of mainly large cap dividend growth stocks in diversified industries in Canada, US and Europe. Mastercard and Visa look like great companies to me, high ROIC, high growth on all fronts, favorable developments that will benefit their business etc. They would also complement my portfolio well as I have no holdings from that industry yet. The only thing I am concerned about is their high valuations at this point.
So my question is, is this a good time to add MA (and perhaps V) to my portfolio? Or is it wise to wait for a pull back? Do you have a price point for entry? Your advice is appreciated.

Q: In my research of BDX the forward PE ratio is 19.7 or 6% higher than its 5yr avg, but when I look at the PEG it is 1.4 or 23% lower than its 5yr average. What measure is more appropriate to gauge its relative valuation?
Secondly, how much weight do you put into the ROE when looking at a company, the ROE for BDX is only 0.3%, is this alone a reason to stay away from this company?
What grade would you give this company?

Thanks

Q: I’ve held CGNX for a year and have watched it go to $72 and now down to $44.

Is it worth continuing to hold for growth in a balanced portfolio?

Q: Netflix is way down today, as are Spotify and Google. On trade war fears? Does this make any sense to you? These companies have nothing to do with trade. Shouldn't people be buying them on trade war fears?

Q: In response to Scott's question about US citizenship, if he was born in the US, he is a US citizen. This applies regardless of his parent's citizenship or their status in the US at the time. He should be filing a US tax return every year, as well as submitting an FBAR annually. Ridiculous yes, but the US law nonetheless. The penalties, particularly with the FBAR are onerous, to say the least. Scott is flying under the radar and can probably continue to do so, with one wrinkle being his passport - presumably it shows a birthplace in the US - and any US border agent should know this makes him a US citizen and he should be entering with a US passport. Obtaining a US passport might just unravel his situation. But I'm just guessing. Scott needs to contact a Canadian lawyer who deals in these matters to properly understand his position and his options.

Q: Please give me your three to five years outlook for Red Hat ( RHT ). I bought it last year. last week they announced the earning report and it was not good. I am still up about 10%. Should I hold on to it or sell it?

Q: Appreciate your comments on MSCI. Thx

Q: what are your thoughts on Harley Davidson? I assume it's been beaten up because of the trade war in Europe. Is this A good entry and what is the debt level.
Thanks for your thoughts.

Q: Can you give your top ideas in the 5G space?
Looking at making an investment in KEYS.
Can you give me your thoughts on the company.
Do you have any better ideas at this time.
Thanks

Q: Is there an ETF with similar holdings to TXF but is NOT hedged. Thanks

Q: I was hoping that you or one of your subscribers might be able to assist me. My understanding is that the IRS requires all US citizens to file US tax returns even if they do not reside in the US or have ever worked in the US and recent laws make the failure to do so extremely punitive. My question is - I was born in the US to Canadian parents who were in the US 60 years ago for a brief work term. When I was born they applied for and received a "certificate of Registration of Birth Abroad" from The Canadian Department of Citizenship and Immigration to certify that I am a Canadian citizen. Am I still required to file yearly IRS tax returns even though I have never worked in the US and am legally a Canadian citizen?

Many Thanks

Q: Would you initiate a full position in XMH for a long term hold in an RESP, thinking its a good way to get some diversification outside of Canada?

Q: Any concerns with tech representing 26% of the S&P500 ? Is it time to move to a DOW etf which has a more reasonable 15% tech weighting?

Q: I have owned NSC and CSX for many years and have done quite well. I am thinking about trimming some profit and diverting into Amazon. I want to own Amazon but wonder if I am getting into it too late and where the valuation is excessively high. How might you approach this scenario? Would you consider selling profit off of CSX and NSC and buying amazon or stay put? I am a long term investor.

Thank you

Q: What do you think of TXF ?

Q: PH has pulled back from January highs. Why and is there more pain coming for the company?

Q: Hi team, I would like to add some US health care (which I know you don't cover) to my non-registered account for a long term hold and was wondering which one you like better between SYK and ISRG. I am ok with some risk.
Thanks

Q: Friends given the higher price to earnings ratio of the growth stocks in the Russell as held in IWO what is your opinion of IWD the holdings of which have a substantially lower p e ratio from both a safety and a growth perspective (does a lower growth tilt in IWD get offset by these holdings' enhanced safety in your view). Do you think a half position in both makes some sense this late in the cycle or would you stick with the growth provided by IWO. What concerns if any do you have re IWD and do you have a different recommendation for a Russell value etf. Many thanks as always.