Q: Hello 5i team,
I am up over $5000 U.S. in each: JNJ, PEP, and SU. Should I trim them by $3000 each? If so, can you suggest replacement? I am a value investor with a ten year horizon with 50/50 equities to fixed and a portfolio of $700,000 at 71 years. Now: CAN 57%, U.S. 38% INTL 5%
Thank you
Stanley
Q: Both these ETF's hold US Financials and were down over 2 % today on the back of lower prices on US Financials. What was the reason for a hit on U S Financials today ? RAK
Q: Hello 5i team,
Any thought on why Merck is going down?
also is the 3.5% position of GS concerning only the equity portfolio or equity plus fixed + ETF's and cash.
thanx,
stanley
Q: I am looking at PCLN earnings and I'm not sure I understand the 10 percent drop. Guidance was lowered due to increased spending necessary for future growth. Am I missing something?
Q: Hi 5I
I've done ok with Starbucks, though its going sideways of late. I feel I can do better some where else. What's your favorite US companies as replacements
Thanks and good job on your web site.
Maurice
Q: I have a recollection that about a month or two ago you suggested a company engaged in artificial intelligence that would be a cheaper alternative to Nvidia. Can you remind me of the name of this company? Thanks.
Q: I am hoping that you might have some comments on this US stock. As I see it, It seems to have many of the things you look for - manageable debt (I think), high
5-year dividend growth (including today's announcement), decent sales growth, high return on equity. Do you see it as a buy for the long term?
Q: I have owned BRK baby B since 1997. I would appreciate your comments in general, about the latest quarter, and about its long term future. Many thanks.
Q: Hello 5i team,
I am up $6,000 on MMM of the the lost value is $15,500. I just bought $5,000 of GS. Should I reduce MMM by $5000 and buy another $5,000 of GS? I have a $600,000 in equities and this GS purchase would bring me up to 20% financials.
thank you
Stanley
Q: Hi , this is a follow up on my NORSB question; it is called North State Telecommunications , from High Point North Carolina.
I am thinking of including it in my Income Portfolio as a long term hold.
Let me know your thoughts, thanks
Rick
I am considering Raging River for a position but hope for your comments on Parsley Energy as an alternative. I already own Spartan Energy. Eric Nuttall seems high on the US producers and has mentioned this as a favourite. Currency movement may add appeal on Parsley? Which would you suggest for a new position and why? Energy would remain a small part of my portfolio.