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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.

Q: looking to build a 5% weighting in consumer discretionary. hard sector to buy into given the Amazon effect. Had my eye on ULTA and SBUX for a while and they have pulled back to what looks like decent entry points. SBUX has an iconic brand and always seems to be able to grow the business. ULTA has done really well, seems to have good financials (very low debt) and good same store sales growth. how would you view these names in the cons disc space? would you have any better suggestions?
Read Answer Asked by Richard on July 07, 2017
Q: My portfolio is somewhat light on consumer discretionary companies and I see that you favour this sector at the present time. Could you please explain your current support for the sector and suggest a few Canadian and American companies that you believe are fair value with solid growth prospects for the future. As always, I thank you for your appreciated opinions.
Read Answer Asked by Les on July 07, 2017
Q: These 3 companies represent 5% of my portfolia. I was thinking of adding more BEAT. Can you give me your thoughts on BEAT? I could not find any reference to it under member questions.
Read Answer Asked by Elaine or Gerry on July 06, 2017
Q: Hello to all of you at 5i,
I'm debating whether to buy shares of Borg Warner so as to diversify outside of North America or make a move on Magna for almost the same reason given it does a lot of business in Europe. Which one do you see as having the better prospects? Thanks in advance.
Robert
Read Answer Asked by Robert on July 06, 2017
Q: Good morning,
I am considering an investment in the US bank and insurance sector.

What are your thoughts on the merits of investing in a US Bank and insurance ETF and of those available in Canadian $$$, is there one or two that you would recommend?

Thank you
Read Answer Asked by Francesco on July 04, 2017
Q: If you wanted to invest in a company that is in the area of robotiks what would your first and second choices be and why?
Read Answer Asked by Marcel on July 04, 2017