Q: Hi Team, what is your take on the earnings report. It's giving up everything (almost) it gained on Friday. I don't know if I missed anything on the report but I would like you take before I pick up some more. Thank-you in advance. Sam
Looking to trim a few overweight positions including Cummins. However this one continues to do well so i am a little reluctant to move on it. It is a 6% of my US portfolio and i usually like to keep positions at 4%. Do you think its funadamentals deserve a bit more time to run?
Q: Do you have any thoughts on the London Stock Exchange/Refinitive deal, particularly concerning Blackstone's involvement and potential benefit? I understand this isn't an area you concentrate on but may still be able to comment.
Q: Good morning,
I would like to add a US health care name to my portfolio. Considering MDT or SYK. Which do you prefer or do you have a better idea? I currently own IHI.
Thanks, Dennis
AYX reprorts on July 31st and you mentioned a bit of a loss to be reported. It is down today and my question is should I take a bit off the table now? Or do you feel AYX will just bounce back or drop more?
It has been such a strong stock.
Thanks for all you do. Its been a great 5 years and I look forward to the next!
Q: Hi Folks
Have enough for one more buy in my TFSA. Looking to add either DIS or UTX - your opinion please on which one you would suggest at this time for growth as this will be a long term hold.
Thanks
Q: Hello team. In a nutshell, what is going on at PAYS that has made it "rocket" up as of late. What has fundamentally changed in their business after all these years of being at penny-stock share price levels? Is it something fundamentally that strong that we can expect big growth ahead for years? Are they doing something "disruptive"
Also, if you had to choose between LSPD and PAYS today, which would it be for long-term growth and share price appreciation potential here? Thanks
Shane.
Q: Hi Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen
I have mostly Canadian listed equities and am starting to dabble in US holdings. If you were going to start a Balanced Equity portfolio, with a higher tilt towards growth, what 5 names would you start with and in what order?
Q: the recent increase in stock price up 118.00 in one day do you feel it is good to hold I only have a small number of shares ie10 buti purchased at 780.00?
Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara