Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.

Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.

Q: Hello 5i,
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?

Thank you for your great service,
Carlo