Investment Q&A

Q: Hello, can you offer any insight into the big drop in BEAT today?
Thanks
Dave

Q: down 10% today been falling for days any news Dennis

Q: I bought WEC.us a couple of years ago, thinking of it as a bond proxy. WEC appreciated modestly in value this past year. I just looked at updated financial metrics and WEC struck me as expensive –but I am not sure.

Is WEC a good proxy for bonds? Should WEC be sold and a 'growthier' name bought? For this question ‘growthier’ mean to me means a security that is expected to have reasonably good dividend growth, consistent with industry, interest-rate and other risks.

If, in your opinion, there are other, better bond proxies, I would be thankful for your suggestions. US and ‘Europe ex-UK’ preferred but I am also open to Canadian names you care to suggest. (If you want, disregard tax aspects. The Cdn and US Governments own 60% of me; I finally accepted that resistance is futile.

Q: whats your opinion on dis thanks

Q: Hello 5i.

I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.

I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.

Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?

Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.

Thank you for taking the time to answer my question.

Q: Would you consider LOW and or HD a good long term buy at these levels. Would you prefer one over the other. Thanks for help.

Q: EFX is still dropping in price.Would you recommend a purchase soon or wait for more news.
Thank you
Al

Q: Hi 5i

I own most of BE along with AAPL,GOOGL,DIS, TD, BEP.UN and a few others. Want to add 2 of the above soon. Which 2 would you recommend now?

Also, I would like to know your thoughts on PEG/PEGY ratios. Do you use them and if so, how?

Thanks, Greg

Q: Hello folks:
Do you have an opinion on Phillip Morris (U.PM)?
Thanks so much
brian

Q: What are your thoughts about CLH?

Thank you

Q: CSRA has apparently been awarded a multi billion dollar govt contract. This would be pretty significant to a 5b dollar company wouldn't it? What are your thoughts?

Q: Good morning from the West Coast.
What is your opinion of this stock as a long term hold in an income portfolio ?
Thanks
Rick

Q: Trimble Inc. TRMB
Could you give me an opinion this US company. Things like cash flow, balance sheet, debt, % of insider ownership and whatever else you think might be important.
Thankyou
Bob

Q: Hello, I would like to take a position in the growing field of AI. I was wondering if there is an ETF specializing in AI Companies or if there are any you could suggest? Any US or CDN companies? but I would consider any outside of North America as well.

Q: Please provide the names of a couple quality US big pharma ETF's. Thanks

Q: I am down 73% on CBI after holding it for a number of years now. I read your Sept 11 answer. Would you advise I continue to hang tough or should I sell and move on.

Thanks for all you do

gm

Q: Can you tell me about this company, and would you consider it a momentum stock?

Q: Hi folks:
I am a a long time holder of a block of GM shares and have no idea whether to hold or move on. I also own Boeing, United Technologies, Cummins and Rayethon in this sector.
Thanks for everything
brian

Q: I have some new money to deploy in a non registered account. I am considering a new portfolio of 10 canadian dividend stocks, 5 canadian growth stocks and 4 US stocks.
The goal here is income with some growth. Keeping in mind that I am also concerned about being diversified what would be your top reccomendation here.

Q: I have room for an Industrial holding, and looking at either Boeing or Argan. PE on AGX better than BA, although I have read your recent comments about BA. If you folks wanted to buy only one, which one would it be, and perhaps a little justification?