Q: Nasdaq: if you had to predict (not going to hold you to this) whether the Nasdaq hits $1750 or $1575 next, which number would you be more confident in?
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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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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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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.
Q: I am considering the NASDAQ stock (NDAQ).
It has a consistent record of solid earnings. With the new U.S. Administration easing up on regulations there is the potential of an increase in M&A and IPO activity for the markets this year. If so, NASDAQ could be well positioned.
What would your advice be?
Thank you
It has a consistent record of solid earnings. With the new U.S. Administration easing up on regulations there is the potential of an increase in M&A and IPO activity for the markets this year. If so, NASDAQ could be well positioned.
What would your advice be?
Thank you
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CME Group Inc. (CME)
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Nasdaq Inc. (NDAQ)
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Visa Inc. (V)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Manulife Financial Corporation (MFC)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Cboe Global Markets Inc. (CBOE)
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Tradeweb Markets Inc. (TW)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I'M in my retirement years and have accumulated about 28% in Financial sector, which is over what your Portfolio Analysis suggested (12%). Could u give me a ranking of 1 (least prefer) to 5 (most prefer) in terms of Price Growth and Dividend growth Take as many credits as you see fit. Thank you
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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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BlackRock Inc. (BLK)
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Home Depot Inc. (The) (HD)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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Trane Technologies plc (TT)
Q: Would 5iR consider the following US stocks income or dividend stocks??? - ABBV with (recent) yield of 3.99%, ABT, 1.93%, BLK, 2.14%, NDAQ, 1.57% (as X-T is held in the 5iR Income Portfolio), TT, 1.42% , UNH, 1.40%, HD, 2.7% and LLY, 2.3%
.......I ask this as I want to realign my 3 portfolios, income, balance and growth, for 2024.......Thanks for the assistance.....Tom
.......I ask this as I want to realign my 3 portfolios, income, balance and growth, for 2024.......Thanks for the assistance.....Tom
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Costco Wholesale Corporation (COST)
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Nasdaq Inc. (NDAQ)
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BlackRock Inc. (BLK)
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Salesforce Inc. (CRM)
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Home Depot Inc. (The) (HD)
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Stryker Corporation (SYK)
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Xylem Inc. New (XYL)
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Zoetis Inc. Class A (ZTS)
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Old Dominion Freight Line Inc. (ODFL)
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Saia Inc. (SAIA)
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Heico Corporation (HEI)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
Q: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
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CME Group Inc. (CME)
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Nasdaq Inc. (NDAQ)
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Visa Inc. (V)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Manulife Financial Corporation (MFC)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Timbercreek Financial Corp. (TF)
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Cboe Global Markets Inc. (CBOE)
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Tradeweb Markets Inc. (TW)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
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CME Group Inc. (CME)
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Nasdaq Inc. (NDAQ)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Manulife Financial Corporation (MFC)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Timbercreek Financial Corp. (TF)
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Cboe Global Markets Inc. (CBOE)
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Tradeweb Markets Inc. (TW)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.
Thank you for your great service , as always.
Q: What is your view on NDAQ's acquisition of Adenza? Do you think the market reaction was overdone?
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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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Nasdaq Inc. (NDAQ)
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CVS Health Corporation (CVS)
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Home Depot Inc. (The) (HD)
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JPMorgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Thermo Fisher Scientific Inc (TMO)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Fortis Inc. (FTS)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi team,
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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Nasdaq Inc. (NDAQ)
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Chipotle Mexican Grill Inc. (CMG)
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Nike Inc. (NKE)
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Berkshire Hathaway Inc. (BRK.B)
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Airbnb Inc. (ABNB)
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Merck & Co (MRK.21)
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Mastercard Inc 1.000% Notes due 2029 (MA.29A)
Q: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?
Q: Looking to add a financial to my TSFA. How would you rank BX, BLK, and NDAQ at this point?
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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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Cboe Global Markets Inc. (CBOE)
Q: Would these securities be appropriate for growth portfolio with medium term time horizon? Which one in particular would you consider a current buy and reasons why.
Thank you very much.
Thank you very much.
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CME Group Inc. (CME)
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Nasdaq Inc. (NDAQ)
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Intercontinental Exchange Inc. (ICE)
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Cboe Global Markets Inc. (CBOE)
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MarketAxess Holdings Inc. (MKTX)
Q: Please rank in terms of (1) growth potential 3-5 years, (2) risk (lowest first), and (3) percentage allocation recommended for risk tolerant investor
Q: Do you think the big 5 AMZN, Apple, Microsoft, Google and Face Book should be in the indexes. They distort what is actually going on in the Sock Market and the Economy ? RAK
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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: I am considering adding either the TMX group or NDAQ to my portfolio. Can you give me your thoughts and recommendation as to which security would be more appropriate for a long term hold.
Thank You.
Thank You.
Q: If the Toronto Stock Exchange is a good buy, what about the Nasdaq Exchange?.....thanks....Tom
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CME Group Inc. (CME)
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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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Cboe Global Markets Inc. (CBOE)
Q: What is the equivalent public company(s) to TMX in the USA?