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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: I need to increase my consumer cyclical and consumer defensive
Could I get your top 3 suggestions for each
Thanks Terry
Read Answer Asked by Terry on January 18, 2023
Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.
Read Answer Asked by john on January 17, 2023
Q: 1. What are your thoughts on Carlyle Secured Lending - CGBD ?
- I found this company by accident and was intrigued...
- I have a small position in an RRSP account
- Should I increase position or move on

2. Alimentation Couche Tarde - ATD
- I have a good position and have a gain of 40%+
- Going into this year of uncertainty, would you suggest Trim, Hold or Buy ?

3. Brookfield
- I am currently holding Brookfield via BN and BAM(spinoff)
- Should I increase my position in One or Both ?
- OR Sell One to buy more of the other ?

Wishing good health, happiness and prosperity to all for 2023!
Thanks,
M
Read Answer Asked by michael on January 13, 2023
Q: I'm at looking at the following companies to invest in next; how would you rank them based on current values?
Read Answer Asked by Stephen on January 10, 2023
Q: Hello, I am underweight Consumer Defensives, currently having only a small position in Costco.

Could you rank your favourite ideas in this sector with growth potential and current valuation as important criteria?

Thank you, Doris

Read Answer Asked by Doris on January 09, 2023
Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal
Read Answer Asked by cal on January 05, 2023
Q: My 21 year Daughter has a small TFSA with some Stocks and a ETF. What are a few Growth stocks that you would recommend for the longer term. Looking for some suggestions for stocks that have good growth prospects and would be more that could buy and forget about.

Thank you
Read Answer Asked by Stephen on January 04, 2023
Q: These are my holding inside my TFSA. I am 25 years old and would like to know your opinion on this Portfolio and if you think these are good longterm holdings or if they could be replaced with a better investment (please indicate what company you would replace with). Also witch companies would you consider a Buy in 2023 from these holdings for my 6,500$ contribution room.

Thanks
Read Answer Asked by Bob on December 14, 2022
Q: Hi, holding these three as my staples holdings. Current weights:

ATD - 2.44%
COST - 2.37%
PBH - 1.30%

Thinking of selling the laggard PBH and adding to ATD/COST or just maybe COST. What do you think about this? Is PBH a buy, sell, or hold? Can you compare the three in terms of valuation and which would be best going forward for growth.

Thanks!
Read Answer Asked by Keith on December 12, 2022
Q: I sold PBH 30 days ago for a tax loss and purchased ATD as a proxy. I am able to repurchase PBH now, but wondering if I should stick with ATD. Which would you recommend...and why? Thank you.
Read Answer Asked by Maureen on December 12, 2022
Q: I am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod
Read Answer Asked by Rod on December 09, 2022
Q: Thank you for my recent question re re-allocation of winners and losers. The above 3 equities represent approx 9% each in my portfolio of 25 in total. If I bring these 3 companies back below 7% each, which companies in either your growth or balanced funds should I add to with the proceeds.
Read Answer Asked by Claus on December 02, 2022
Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.
Read Answer Asked by charlie on November 23, 2022
Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.
Read Answer Asked by DAVID on November 22, 2022
Q: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.
Read Answer Asked by Ray on November 11, 2022
Q: For a long term hold would you prefer DOL or ATD or is there another Consumer Defensive company you would recommend?
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.
Read Answer Asked by David on November 10, 2022
Q: Dear 5i
I am lacking stock exposure in 3 different sectors , namely Healthcare , Materials and consumer staples . If you could only pick one or two per category what would they be .
Thanks
Bill C
Read Answer Asked by Bill on November 09, 2022
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