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5i Recent Questions
Q: Good morning - I need more US exposure as I am overweight Canada. I will need to sell some/all of holdings I have in PBH, L, ATS, TOU, SU and EIF. I hate to sell any of these companies but someone's gotta go to raise cash. Taxes are not an issue. Can you suggest US companies that you would like just as much, which pay dividends and which will keep me in the realms of Industrial, Consumer Discretionary, Energy. Thank you.
Read Answer Asked by alex on February 21, 2024
Q: I am overweight in energy with CNQ, TOU and ENB and underweight in consumer everything. I am down about 8% on the last two and up about 15% on CNQ. Suggestions for reducing?

What would you suggest for consumer?

I am just asking for thoughts/suggestions.

Thanks.
Read Answer Asked by Dan on January 11, 2024
Q: I own these three stocks for consumer defensive:

L - half position
PBH - full position
Costco - half position

The analytics tool is telling me I'm low on consumer defensive. Would you just add to L and Cost or would you add another name?

Thanks,
Robert
Read Answer Asked by Robert on January 08, 2024
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