Q: looking to build a 5% weighting in consumer discretionary. hard sector to buy into given the Amazon effect. Had my eye on ULTA and SBUX for a while and they have pulled back to what looks like decent entry points. SBUX has an iconic brand and always seems to be able to grow the business. ULTA has done really well, seems to have good financials (very low debt) and good same store sales growth. how would you view these names in the cons disc space? would you have any better suggestions?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Stars Group Inc. (The) (TSGI $37.49)
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Great Canadian Gaming Corporation (GC $44.98)
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Spin Master Corp. Subordinate Voting Shares (TOY $20.75)
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Sleep Country Canada Holdings Inc. (ZZZ $34.99)
Q: My portfolio is somewhat light on consumer discretionary companies and I see that you favour this sector at the present time. Could you please explain your current support for the sector and suggest a few Canadian and American companies that you believe are fair value with solid growth prospects for the future. As always, I thank you for your appreciated opinions.
Q: I am up $2000 on ABBV. Its p/b is 24. I am holding for the dividend. Is it time to replace this with MRK?
Q: These 3 companies represent 5% of my portfolia. I was thinking of adding more BEAT. Can you give me your thoughts on BEAT? I could not find any reference to it under member questions.
Q: Hello to all of you at 5i,
I'm debating whether to buy shares of Borg Warner so as to diversify outside of North America or make a move on Magna for almost the same reason given it does a lot of business in Europe. Which one do you see as having the better prospects? Thanks in advance.
Robert
I'm debating whether to buy shares of Borg Warner so as to diversify outside of North America or make a move on Magna for almost the same reason given it does a lot of business in Europe. Which one do you see as having the better prospects? Thanks in advance.
Robert
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iShares MSCI Multifactor USA Index ETF (CAD-Hedged) (XFA $33.13)
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iShares US Fundamental Index ETF C$ Hgd (CLU) (CLU $31.06)
Q: Would you please compare the newer ishares etf XFA to the older claymore CLU?
Thank you.
Thank you.
Q: Please review Supernus Pharmaceuticals Inc. - SUPN Is this stock suitable for a buy and hold investor? Thanks
Q: Good morning,
I am considering an investment in the US bank and insurance sector.
What are your thoughts on the merits of investing in a US Bank and insurance ETF and of those available in Canadian $$$, is there one or two that you would recommend?
Thank you
I am considering an investment in the US bank and insurance sector.
What are your thoughts on the merits of investing in a US Bank and insurance ETF and of those available in Canadian $$$, is there one or two that you would recommend?
Thank you
Q: Bonjour, what is your general opinion concerning this company? Is it a sound long term investment?
Merci
Ronald
Merci
Ronald
Q: BX.US: This is a typical private equity investor, investing where a small investor cannot go. I see they are also a subprime lender :-(
Would you put money here instead of, say BAC?
Art
Would you put money here instead of, say BAC?
Art
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AeroVironment Inc. (AVAV $287.45)
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Cognex Corporation (CGNX $38.90)
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ROBO Global Robotics and Automation Index ETF (ROBO $70.35)
Q: If you wanted to invest in a company that is in the area of robotiks what would your first and second choices be and why?
Q: Thoughts on this ETF?
Thanks
Thanks
Q: Is writing covered calls on a US Market Index ETF (e.g. SPY, QQQ) safe?
Q: What do you think of United Utilities Group. Should it be a long term hold in a portfolio.
Q: Good morning from the West Coast. Looking over smaller companies in the US for diversification, I found this little gem. Fundamentals look solid, and growth looks positive as well. May I please have your opinion.
Thanks Rick
Thanks Rick
Q: Is this a good entry point to buy COST-N for a long-term hold?
Q: Cascades has had a good run. What other names are there in packaging in Canada & USA. With more online shopping more boxes will be in demand . Is Cascades a buy ? RAK
Q: Little movement with GSK of late. Would you transfer out of this stock into another healthcare stock or is health care too out of favour and should move out of sector entirely for now. If out of favour, would you suggest another global stock?
Thanks. Lorraine
Thanks. Lorraine
Q: I have held Intel in the past for many years, but sold it 3 years ago. I am thinking of purchasing it again.
Could I have your thoughts on this company please.
All the best to you all on Canada Day!
Rick
Could I have your thoughts on this company please.
All the best to you all on Canada Day!
Rick
Q: With changes of Buy backs and increased dividends what are best US banks to buy both large banks and regional banks. RAK