Q: Hi, Has there been any news of costco splitting? 10 for 1?
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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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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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ironSource Ltd. Class A (IS)
Q: What's going on with Natural gas sector i own TOU ARX,TRP CNQ would you add hold or sell and in what order also own small positions in Gold (GDXJ and Silver same question ) lastly own COST WMT ....LLY ISRG also same question buy more sell or hold CW entry prices thanks for all your help
same question
same question
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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JPMorgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Prudential Financial Inc. (PRU)
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Williams Companies Inc. (The) (WMB)
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Berkshire Hathaway Inc. (BRK.B)
Q: What would be your top 10 US and Canadian stocks for a recession into 2028 with a 75% value ,25% growth protectionist portfolio strategy thanks
Q: Hi Folks,
If you could only pick one of these to invest in and are looking for growth and some stability which would you pick and why?
Thanks so much!
If you could only pick one of these to invest in and are looking for growth and some stability which would you pick and why?
Thanks so much!
Q: Which one is better to invest in?
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
Q: I noticed that some of the big American stocks that were trading as CDRs I believe on the NEO Exchange,stopped trading there on Feb 14 and now it looks like their trading in Toronto and only have a history back to Feb14
The companies are NVDA,MSFT,TSLA,GOOG META and COST,there’s probably more,do you know why this happened and is their any significance to it Thanks
The companies are NVDA,MSFT,TSLA,GOOG META and COST,there’s probably more,do you know why this happened and is their any significance to it Thanks
Q: Hi - I'm trying to get a sense as to how much these companies have the trade/tariff war issues priced in. I know it's a short term question here, but would you wait to buy these great companies given the economic uncertainty? My sense is purely anecdotal, but my gut tells me that people are pulling back on extra spending....so while COST and WMT benefit from people looking for low prices, they may also avoid the spending on extras. Thoughts? In other words, would you expect negative earnings revisions over next few months on these companies? Even if trade war averted (unlikely), they still may miss this quarter as people are already tightening their belts.
Q: Hi I currently hold VOO. Would you consider selling for COSTO with its recent decline? I understand it’s difficult to compare ETFs and stocks, but looking for the greatest growth return long term. Do you feel COSTO could drop further in this market? If so, entry point? Thank you
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Costco Wholesale Corporation (COST)
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AbbVie Inc. (ABBV)
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Procter & Gamble Company (The) (PG)
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Loblaw Companies Limited (L)
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Fortis Inc. (FTS)
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Hydro One Limited (H)
Q: Hi Peter and gang,
Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.
Cheers,
Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.
Cheers,
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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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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Salesforce Inc. (CRM)
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JPMorgan Chase & Co. (JPM)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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RTX Corporation (RTX)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.
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Costco Wholesale Corporation (COST)
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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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Eli Lilly and Company (LLY)
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BioTime Inc. (BTX)
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Microsoft CDR (CAD Hedged) (MSFT)
Q: I currently hold MSFT, NVIDIA and COST in my TFSA. I took a loss on BTX and now have cash to reinvest.
Should I buy more of the above 3 or diversify and if so any suggestions without making specific recommendations
Should I buy more of the above 3 or diversify and if so any suggestions without making specific recommendations
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Broadcom Inc. (AVGO)
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Costco Wholesale Corporation (COST)
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Nasdaq Inc. (NDAQ)
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Accenture plc Class A (Ireland) (ACN)
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BlackRock Inc. (BLK)
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Salesforce Inc. (CRM)
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The Walt Disney Company (DIS)
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Home Depot Inc. (The) (HD)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Synopsys Inc. (SNPS)
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Brookfield Corporation Class A Limited (BN)
Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom
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Costco Wholesale Corporation (COST)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard S&P 500 Index ETF (VFV)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I am just starting my TFSA and am starting young, I am wondering what are some good long term investments in the current environment? The companies listed are what I have recently bought shares in.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Home Depot Inc. (The) (HD)
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Honeywell International Inc. (HON)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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The Trade Desk Inc. (TTD)
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Zscaler Inc. (ZS)
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Reliance Inc. (RS)
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Trane Technologies plc (TT)
Q: Hi 5i Team,
I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?
I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?
I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.
Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.
Lisa
P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.
I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?
I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?
I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.
Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.
Lisa
P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.
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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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NextEra Energy Inc. (NEE)
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Procter & Gamble Company (The) (PG)
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Williams Companies Inc. (The) (WMB)
Q: Hello, I'm working on my current ALLOCATIONS. Please recommend CANADIAN and US : Healthcare, Consumer Defensive and Utilities.
Many thanks, Heidi
PS My sincere compliments for your excellent site and service
Many thanks, Heidi
PS My sincere compliments for your excellent site and service
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Chevron Corporation (CVX)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Procter & Gamble Company (The) (PG)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Exxon Mobil Corporation (XOM)
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Berkshire Hathaway Inc. (BRK.B)
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Uber Technologies Inc. (UBER)
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CrowdStrike Holdings Inc. (CRWD)
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RTX Corporation (RTX)
Q: Hi there,
If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?
Thank you!
If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?
Thank you!
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Dollarama Inc. (DOL)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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AstraZeneca PLC (AZN)
Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Visa Inc. (V)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: In a question yesterday - attached - I asked you to recommend one or two US equities and listed those already held. In response, you gave me two equities which I had listed as already owned. Clearly you have not had your morning coffee:-) Please try again.
Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Answer:
In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Answer:
In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Visa Inc. (V)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Booking Holdings Inc. (BKNG)
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RTX Corporation (RTX)
Q: Hi , I am looking for 2 buy and forget companies each for Consumer Cylical, Industrial, Basic Material and Consumer Defensive category. This will be for 5 yr hold. Thanks