Investment Q&A

Q: Can I please get your opinion of Westrock (WRK). The stock recently seems to be under some selling pressure.

Thanks

Dave

Q: Do you know what is going on with NOC. I thought they had an OK qtr but the stock has fallen off a cliff ever since. Where do you think it might become a BUY?
Thanks
Ian

Q: CGNX has lost 30% in value in my cash account. Do you think I should sell it or should I hold it? Why? Thank you.

Q: I have 2 questions.
I am looking to buy a few / up to 3 high dividend yielding US stocks for an income portfolio. What could you recommend ?
Looking to hold these US dividend stocks for at least 5 years, does the exchange rate and the premium to buy a US stock matter ? Or is that a long enough time horizon to migitate most of the exchange risk . Thank you

Q: Wondering if you could offer an opinion on Edwards Lifesciences.

Q: Would you consider the sell off a buying opportunity today?

Q: Please provide your opinion on why the US Defense stocks have sold off so strongly. Buy on weakness? Best, Don

Q: Your take on XYL's earnings release this morning. Would you still consider it a buy?

Thanks

Q: Hello team,

What is your position on Apple today? Do you think the recent weakness has created a good opportunity to trade the stock? Would you not think the stock regain its (10%) loss following the release of its Q1 after the close tomorrow?

Thanks for your guidance!

Q: MMM has fallen from grace, I presume from reduced guidance. However, I see increasing and steady dividends, a well managed business, good margins, major buy backs continuing, etc., etc.

Is the decline in price simply b/c investors are wanting more growth? Would you consider MMM a good buy today?

Best,

Cam

Q: Edwards, a US company that you likely do not follow, has developed an minimally invasive medical device and procedure for replacing faulty valves in humans. This procedure has many advantages, includinding cost and recovery time, over the open heart procedure. While there is competition in this market Edwards appears to be growing the stock has not performed well recently and I am down about 8%. I am considering selling if my loss reaches 10%.
Would you please give me you opinion of this company if you follow it t all?
With appreciation,
Ed

Q: Well I was lucky enough to hold shares of ANDV and it was taken over by MPC this a.m.

Combination of shares and cash.

If you were holder of ANDV what would you do at this point? Sell or hold? Partial or total?

Thanks

Sheldon

Q: I am a shareholder in Andeavor which announced this morning that it was being acquired in a friendly deal by Marathon Petroleum Corporation. I previously held shares in Western Refining that was in turn acquired by Tesoro, Andeavor's prior name, in a share deal. Marathon is offering $152 a share, payable in cash or shares. I am inclined to take the cash and run (assuming the deal clears antitrust review - note there is a large deal completion discount with Andeavor shares closing at $138 today). Do you have any thoughts on what a prudent course of action would be/would you be more inclined to take the shares or cash? (I hold the shares in a TFSA so no tax payable)

Q: Comments on earnings please. SP has fallen after hours. Do you see any catalyst moving forward or more of a stagnation due to slowing growth,
Thank you

Q: A member recently asked a question about PG and asked whether it might be wise to sell it. This is a perfect illustration of your often used adage that "for every seller there is a corresponding buyer". I hold PG and have also considered selling it because of its lack luster performance. But, in looking it over i see it is at pretty close to a five year low. But, its decision to reduce its products to the most prfitable ones seems like it might be just starting to kick in. Besides this there is a new activist investor appointed to the board. I am sure it would still not qualify for a growth stock but for a solid and steady dividend producer, it might just be an opportune time to buy. Would you be a buyer or a seller?

Q: Further to Dorothy’s question today, do you think there is indeed a problem with Procter & Gamble?
Thanks.
Molly

Q: Good morning,
Could you suggest a company that would replace P.G. in my portfolio. I have held P.G. for 7 years, bought in at 60 and watched it go to 90, now back to 72. I am starting to think there is a problem with this company.
Thank you,
Dorthy

Q: I recently let my financial planner go as I am a buy and hold investor and have decided to go the direct investing route. I may have done this prematurely as I am having difficulty in knowing when is the best time for profit taking and how does it affect your holding in a particular stock.For example I have held Microsoft for years Book value $7500 the market value now is $24000. a gain of approx.$16000.If I redeem some of the earning does this not reduce the shares I hold. The purchase price was
$38.13 it is now $95.38 U.S. I consider the gain in value as dead money as it is not invested but just sitting in the security. Any advice would be appreciated.

Q: Can I please have your analysis on this company's recently announced earnings and your general thoughts on the prospects for the company going forward. Thank You.

Q: Hi
ITW just reported.
Your thoughts on the quarter, going forward for the business and price vs valuation.
Thanks