Q: What kinds of companies are likely to do well in an environment marked by rising rates and inflation? I’d like to make sure my investments keep growing. If you could offer a few names in Canada and the USA, that would be much appreciated. Thanks.
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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: Looking at TAP. Since your last comment, valuation improved. But looking at long term chart, BUD shows better stock price return and higher current yield.
Which would you choose now, and how strong would be the case to buy that kind of stock in your portfolio in this valuation reset of the markets?
Thanks for your help
Which would you choose now, and how strong would be the case to buy that kind of stock in your portfolio in this valuation reset of the markets?
Thanks for your help
Q: Thoughts for a 3-5 year hold? Is it more "defensive" than the overall sector bc of the types of drugs they make?
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Activision Blizzard Inc (ATVI)
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Netflix Inc. (NFLX)
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Caterpillar Inc. (CAT)
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The Walt Disney Company (DIS)
Q: Dear 5i
How does the earnings growth look for DIS , NFLX , ATVI , EA and CAT over the next 2 years ? Is the gaming space a good place to be . This seems to be a popular and growing area .
Thanks
Bill C.
How does the earnings growth look for DIS , NFLX , ATVI , EA and CAT over the next 2 years ? Is the gaming space a good place to be . This seems to be a popular and growing area .
Thanks
Bill C.
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BlackRock Inc. (BLK)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: Hello,
One of largest positions are Alibaba along with Berkshire about 6% each. With Ant financial planning an IPO..does it make sense for me sell some BABa and invest in ANt.
Black rock along with being one of the largest investement companies is now trying to do something in the model of Berkshire. Would this be a good time to start a position on BLK.
Thanks very much for your guidance.
Shyam
One of largest positions are Alibaba along with Berkshire about 6% each. With Ant financial planning an IPO..does it make sense for me sell some BABa and invest in ANt.
Black rock along with being one of the largest investement companies is now trying to do something in the model of Berkshire. Would this be a good time to start a position on BLK.
Thanks very much for your guidance.
Shyam
Q: What do you think of this company for US financial exposure and a play on rising rates? Is the valuation / growth outlook compelling? Thanks
Q: A U.S. listing,esio,but any comments you might have would be appreciated.Thanks.
Q: What are your feelings about TWTR?
Q: Could I please have your opinion on this company as to if it is investable or not. Thank You. JACK
Q: Hello
I would like to buy an industrial stock and a financial stock in the US. Could you give me a couple suggetsions
Thank you
I would like to buy an industrial stock and a financial stock in the US. Could you give me a couple suggetsions
Thank you
Q: Good day,
Grateful for your views on Nuance Communications (nuan-q). I understand they have a promising technology of artificial intelligence to allow you to talk to your car, with an advance on Amazon, Google and Apple. BMW would apparently be about to use this technology. And it seems undervalued presently.
Have a good day,
J.D.
Grateful for your views on Nuance Communications (nuan-q). I understand they have a promising technology of artificial intelligence to allow you to talk to your car, with an advance on Amazon, Google and Apple. BMW would apparently be about to use this technology. And it seems undervalued presently.
Have a good day,
J.D.
Q: I own both of the above and am still above water, but they are not holding up well in this current environment, so should I hold or move out.. If so do you think intc is worth pursuing or some other stock perhaps would be better going forward.
Another question HD is another stock similar position, what do you think buy,sell or hold. If buy what would you replace it with. Thanks.
Another question HD is another stock similar position, what do you think buy,sell or hold. If buy what would you replace it with. Thanks.
Q: Dividend payments from US stocks like T generate a withholding tax which is not insignificant. Is there a process for getting a refund of this tax under dual taxation with the US?
Q: Given Buffet/Dimon's plans to enter the pharma space would you still see an opportunity in McKesson and amerisource bergen regardless for the long term
Q: currently own this in my TSA and thinking of buying more to make it 2.5% total weight and just wonder what your thoughts on the latest report by CAE?
Thanks
Thanks
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Amazon.com Inc. (AMZN)
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Biogen Inc. (BIIB)
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NVIDIA Corporation (NVDA)
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JPMorgan Chase & Co. (JPM)
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Arista Networks Inc. (ANET)
Q: Suppose the 5i US growth portfolio launches on Valentine's Day. What are the top 5 holdings please?
Q: Can you please provide 3 companies in both the Canadian and US Market whose valuation and "bounce back" opportunity look compelling to you right now.
Thank you
Thank you
Q: Hello Peter,
What do you think of Markel Corp as an investment? Do you think it is buyable at the current price? Thank you.
What do you think of Markel Corp as an investment? Do you think it is buyable at the current price? Thank you.
Q: I would like to add a good, US dividend-paying stock in either the tech or healthcare sector. Currently, I own JNJ in healthcare and IBM in tech; please provide recommendations in both sectors that would complement my current holdings. I am looking for stability; a secure, good dividend (either ~3%, or ~2% with good dividend growth); and anticipate a holding period of forever. Please also indicate your top recommendation for each sector, given my notes. Thank you.
Q: I have been watching this US stock, and it took a big fall today after earnings. Could you give me an assessment of earnings, and let me know if you think this is a buying opportunity? Thanks so much.