Q: Does Congress & Senate have to approve the tariffs?
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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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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Abbott Laboratories (ABT)
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Mastercard Incorporated (MA)
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NextEra Energy Inc. (NEE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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WSP Global Inc. (WSP)
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Alimentation Couche-Tard Inc. (ATD)
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Copart Inc. (CPRT)
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MSCI Inc. (MSCI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
Q: Hello,
Can you please comment on MSCI's after hours news releases.
Thank you!
Can you please comment on MSCI's after hours news releases.
Thank you!
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Nasdaq Inc. (NDAQ)
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Bank of America Corporation (BAC)
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Goldman Sachs Group Inc. (The) (GS)
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Intercontinental Exchange Inc. (ICE)
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JPMorgan Chase & Co. (JPM)
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M&T Bank Corporation (MTB)
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BMO Equal Weight US Banks Index ETF (ZBK)
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SPDR S&P Regional Banking ETF (KRE)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
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GLOBAL X FDS (FINX)
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Citizens Financial Group Inc. (CFG)
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Western Alliance Bancorporation (DE) (WAL)
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Truist Financial Corporation (TFC)
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ARK Fintech Innovation ETF (ARKF)
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SoFi Technologies Inc. (SOFI)
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Fiserv Inc. (FI)
Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.
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Mastercard Incorporated (MA)
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Moody's Corporation (MCO)
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United Rentals Inc. (URI)
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Visa Inc. (V)
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WSP Global Inc. (WSP)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
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Thomson Reuters Corp (TRI)
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Ferrari N.V. (RACE)
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Heico Corporation (HEI)
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RTX Corporation (RTX)
Q: Looking at these long term compounders in various sectors. Based on current valuation and future growth, how would you rank these and which ones would you buy now or DCA into over time?
I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.
Are there any other 2-3 long term compounders that you would consider good buys currently?
Thank you!
I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.
Are there any other 2-3 long term compounders that you would consider good buys currently?
Thank you!
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Apple Inc. (AAPL)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Toromont Industries Ltd. (TIH)
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Alimentation Couche-Tard Inc. (ATD)
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TerraVest Industries Inc. (TVK)
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Novo Nordisk A/S (NVO)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
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Boyd Group Services Inc. (BYD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.
We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.
Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?
Thanks
Frank
We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.
Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?
Thanks
Frank
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Moody's Corporation (MCO)
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KKR & Co. Inc. (KKR)
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S&P Global Inc. (SPGI)
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Cboe Global Markets Inc. (CBOE)
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MSCI Inc. (MSCI)
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Interactive Brokers Group Inc. (IBKR)
Q: My focus is on financial alternative investments. We have positions in BN KKR IBKR [thanks], and are considering adding stocks from indexes/ratings [MSCI/SPGI], other exchanges, asset managers. Please list and rank your highest conviction names. What percentages would you allocate to each [including BN IBKR and KKR]. And, lastly, which ones would you advise, if any, for a full position now.
Q: Regarding Benoit’s question August 29, SPGI
And MSCI what would be good entry points thank you
And MSCI what would be good entry points thank you
Q: Hi Team!
What do you think of these 2 index providers at current level? MSCI seems a bit expensive at 40x forward earnings.
Thanks
Benoit
What do you think of these 2 index providers at current level? MSCI seems a bit expensive at 40x forward earnings.
Thanks
Benoit
Q: Last year in answer to a question you ranked these companies (among others) in this space in this order CME, MSCI, SPGI. Guests on BNN recently had MSCI and SPGI as top picks. Just interested in your latest thoughts on these three please. Thank you.
Q: Hello Team,
Which of these , or both, would you recommend as a long term compounder and why.
Thank You,
Barry
Which of these , or both, would you recommend as a long term compounder and why.
Thank You,
Barry
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CME Group Inc. (CME)
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Intercontinental Exchange Inc. (ICE)
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Moody's Corporation (MCO)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
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FactSet Research Systems Inc. (FDS)
Q: Hi,
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!
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Moody's Corporation (MCO)
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Roper Technologies Inc. (ROP)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
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Old Dominion Freight Line Inc. (ODFL)
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Waste Connections Inc. (WCN)
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Jacobs Solutions Inc. (J)
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Boyd Group Services Inc. (BYD)
Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..
Thank you..
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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Salesforce Inc. (CRM)
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Intercontinental Exchange Inc. (ICE)
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??
Cheers,
Tamara
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??
Cheers,
Tamara
Q: What is your analysis on MSCI
Q: I am interested in investing in China. I recently read that the Bill Gates fund recently opened a position in CAF, Morgan Stanley China fund. I was wondering why his fund managers would do this rather than simply buy an index fund, such as MSCI. I was wondering whether you might be able to cast some light on this question
thanks as always for the great service
thanks as always for the great service
Q: How does MSCI look to you today? What challenges does it face ?
Thanks,
Mark
Thanks,
Mark
Q: I bought MSCI in 2018 mostly for its recurring revenue and ability to set its prices. It has been a steady grower. Do you expect this to continue or has it reached a plateau? Does it have meaningful competition yet? If I sell to buy an ARK fund, am I taking on a lot more risk? Thank you. Hi, I just asked a Q about MSCI. Another option I am considering is to sell MSCI to buy MCO to capture some higher growth that may happen in this investing climate. Should I switch or hold steady? Thanks.
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Nasdaq Inc. (NDAQ)
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Intercontinental Exchange Inc. (ICE)
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TMX Group Limited (X)
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Thomson Reuters Corporation (TRI)
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S&P Global Inc. (SPGI)
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MarketAxess Holdings Inc. (MKTX)
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MSCI Inc. (MSCI)
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Magnolia Colombia Ltd. (MCO)
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Canlan Ice Sports Corp. (ICE)
Q: These stocks are somewhat different [financials and commercial services]. For a long-term investment, please advise top 2 for growth with rationale. Since all are priced for perfection, would plan to initiate positions only.
Q: Can I please have your thoughts and analysis of this company's recently announced earnings. Would you consider it a buy at this price. Thank You.