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5i Recent Questions
Q: I have owned Costco for many years and have done well on my investment...
- I have Always kept Walmart on my radar, never purchased...
1. Should I Add to my Costco holdings or Add Walmart as well to my Portfolio...
2. Your thoughts on Valuations at current for both
Thanks in Advance,
M
- I have Always kept Walmart on my radar, never purchased...
1. Should I Add to my Costco holdings or Add Walmart as well to my Portfolio...
2. Your thoughts on Valuations at current for both
Thanks in Advance,
M
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Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.
- Dollar General Corporation (DG)
- Loews Corporation (L)
- Walmart Inc. (WMT)
- Metro Inc. (MRU)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
Q: I hope you all had a great holiday. This is for when you get a chance.
I am planning trigger a loss by selling DG to help offset all the capital gains that I will have in 2024. Wanting to replace it with WMT, Cost, L, MRU or EMP.A. Looking for net return. Your thoughts please.
Happy New Year.
Ian
I am planning trigger a loss by selling DG to help offset all the capital gains that I will have in 2024. Wanting to replace it with WMT, Cost, L, MRU or EMP.A. Looking for net return. Your thoughts please.
Happy New Year.
Ian
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