Q: SHOP has grown very nicely but I need to trim as it has become a large position in my portfolio. Could you please give me some suggestions of where to put the proceeds? Thanks!
Q: Hi gang.
TEAM dropped 8% after hours. I just bought some 2 days ago for a trade. Do you see any alarm bells which would have caused this?
Much thanks
Q: After Qualcomm's settlement with Apple on licensing issues and the subsequent huge spike in price, would it be better to wait a while to let the stock settle down before purchasing, or do youthink this new price will form a baseline?
Q: I know the QCOM is a healthy company and is well positioned technologically .
With look at P/E and P/B , I am just wondering if it is time to sell and deploy the funds elsewhere. It has been a rocky HOLD, and I am finally in the black on the name .
Now I am down on NVDA ( who would have thought ) .
These names have not been kind to me ... I expect risk, but I understand that these are the best companies in their sectors ( or do you recommend others ? ). Thanks again ,
Go Jets
Q: can you shed light on the reasons why this stock dropped over 5% over yesterday and today? I didn't see any news from the FDA or news
on advances made by the competition. Is iit the sector in general? Is it a good time to buy?
Really appreciate your perspectives and common sense.
Thanks
Q: Hi, thank you for the article on international stocks and the portfolio analytics.
I am now trying to decrease my Canadian home bias (40% to 25%) by increasing my international exposure (20% to 35%) and maintaining my US at 40%. My wife and I own XWD, VE and XEF in our TFSAs. I was thinking of selling XWD and adding VEE or VWO (RRSP) and/or VDU or VEA (RRSP). The switch to RRSP additions is to benefit from US withholding tax exemption.
Could I have your thoughts on the above changes. Is there too much overlap in owning all four ETFs? Could I simplify to one, two or three?
Q: Hi Peter, www.bloomberg.com/amp/news/articles/2019-03-11/goldman-s-apple-card-said-to-land-big-win-for-tiny-georgia-firm is this company worth investing in? Thanks.
Based on JMIA's run after their recent IPO, there seems to be a perception that they are on the same path as AMZN. What are your thoughts? Is this a good time to buy, lots of momentum behind this company.
Q: I have never owned Apple. Being on my list for a very long time. I own some of their products and wouldn’t use any other. But this purchase interest is less about their hardware and more about their future in services.
Would you buy? Insight please.
Thx,
Larry
Q: Yesterday you recommended this company as one of your top midcap industrials in the US. I'm trying to get a handle on why. Not just for this company but as a way of deciding among various factors in making purchases. For example, the Stockcalc report on it says it's 21.6% overvalued. Thompson Reuters report rates it a 4/10. It has a P/E of 41 with a 7% growth rate. On the other hand, this stock has risen 8% in the last week and 15% in the last month so clearly a number of people think it has very good prospects. Why?
Q: Hello,
I need to increase my health care exposure and also diversify into the US .
What is your opinion on these two Etf’s, or would you recommend individual stocks and if so which ones.
Thank you
Q: The portfolio analysis tool shows that I'm under weight in tech stocks. Could you please recommend one US and one Canadian tech stock that pays a yield of 3-4 % and is growing that dividend as well.
Q: Just finished portfolio analytics. Very underweight healthcare with only BIIB in my US holdings. Also learned the following make up less than 1% positions. Which would you add to and which could be let go. Have significant tech exposure. Can you suggest another US helathcare company or should I just add to BIIB to a reasonable weight.
Q: I'm looking at DOW and it looks like a dividend yield of almost 4.8% is this correct? with this yield for a solid blue chip like Dow looks very tempting, your thoughts?