Q: I would appreciate any comments on earnings. I read it as a small miss. Management obviously has some confidence in that they increased the dividend. Would you still hold as a core industrial in a US growth portfolio? My other US industrial is UTX.
Q: On the US side of my portfolio I am going to be cautious about what I add. I will get an opinion from you before making a purchase. My last recent purchase which I watched for quite some time (Netflix), made the purchase, and 2 days later it was down $75.00 per share and it does not seem to be making a recovery. I am thinking of selling Netflix and along with some US cash I have, and I will list some US stocks that look good to me. APO, NOW, ISRG, OKTA, BIIB and SFTBY. Out of these, which ones would you purchase? Thanks again, Dennis
Q: It has been awhile since anyone asked about this company. What do you see in this company for at least a five year hold, a little diversification into Europe and expected earnings in the next year or two?
Thanks so much!
Q: Hi,
What are your thoughts on Merck as an investment, the company’s potential growth and risk? My interest started in Merck because of their immunotherapy drug... Keytruda. Keytruda has eliminated some of my mom’s melanoma tumors and shrinking cancer in two other areas of her body. Other melanoma patients are seeing positive results. Melanoma cannot be treated with chemo. This drug is now being tried on some liver cancers and was initially developed for some types of lung cancer. I really don’t know a lot about this company and would like your opinion.
Thanks,
Kerri
Q: Hi Peter, Can you please advise if you see a suitable place for semiconductor in Tech portion of the portfolio. If so, can you rank NVDA, AMD, INTC and MU. Thanks
My question is twofold, so please deduct two credits if you see fit.
Given its obvious importance, I am looking to gain exposure to the theme of sustainable water management. My research has led me to XYL as a potential single position, or to PHO as an ETF option. This addition would be weighted as a full position (5%), and would be held long-term (likely 10-20 years).
I am 36 years old, debt-free, and relatively conservative. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.
Given my situation, would you favour a single position such as XLY, or would an ETF seem more appropriate at this time? Furthermore, do you feel as if XLY and PHO are indeed strong representations of the water theme, or is there another option you might suggest?
Q: I've been waiting for a significant market correction for awhile. I blew it with a 3x U.S. bear ETF at the beginning of 2017. I'm getting itchy again. What U.S. market strategy would you suggest if you felt that a downturn is overdue? I'm not as liquid with my Canadian holdings so I'm only focusing on the U.S. for the time being.
Q: What is your top ranked large U.S. index tracking fund (includes the FANG stocks)
How would you rank the 4 listed ETF’S compared to your top choice?
Thanks once again. RAM
Q: Hi, AMZN and NFLX have always been hard to buy due to expensive valuations. I managed to accumulate AMZN shares, a few months ago when stock dipped due to Mr Trump's rhetoric. NFLX price has dropped after its recent results due to lower subscriber growth and softer guidance. How do you see the thereat of competition from Hulu, Disney and Amazon etc ? Do you think, it's an opportunity to buy/accumulate for a 5 years or longer hold ? Thanks