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Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.

Read Answer Asked by Stefan on September 22, 2022

Q: First thanks for the swift turnaround response†for ADBE, yesterday.†
Now my focus is on Consumer Discretionary†stock positions. I hold Canadian positions†in ATD, BYD, DOL and PLC and then for the US, AMZN and HD.†
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is †13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What†are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you†think I should consider for the brighter future, I'd be pleased to know about them.........Much†thanks..............Tom

Read Answer Asked by Tom on September 16, 2022

Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what Iím currently holding in my non registered account.

Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U

Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. Iím looking to have a mix of growth and value holdings.

I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.

Please take as many credits a you see fit.

Thanks
Joe

Read Answer Asked by Joe on September 13, 2022
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