Investment Q&A

Q: I have held SAP for a number of years and it seems to be essentially flat. The only other consumer staple I hold is ATD.B. I am contemplating a purchase of PBH. Does this seem reasonable? Joe

Q: Hello 5i what are the estimates for doo, dol, pbh. Thanks Kim

Q: What stocks would you recommend for a person in their early 20s, who is starting a TFSA, with about $30000 to deploy? Thanks

Q: What would your choice be for medium term growth between these two sets? Would you swap out SJ for WEF?
Thanks

Q: Hi 5i, 2018 is off to a intereting start!
Thanks for your great service and guidence in these uncharterted times, it is much appreciated!
I have 100,000. to invest in my RRSP acct looking for 7 etf' or stocks, am intereted in CSU however with the high $ run do you think it is still a buy.
Thanks PS

Q: Hi 5i out of Toy and Pbh and SHop & ccl.b which do you see having more growth for 2018 at current prices thanks Kim

Q: Hi 5i,
I have aprox. 20k in cash in my RRSP. I am trying to decide in what to invest it in. I am turning 37 years old this year. Should I be leaning towards a growth portfolio like I am doing with my TFSA?

What would be your top 5 stocks you would start your RRSP US or CDN with $20k cash?

I also have aprox $160k in a LIRA right now. How should i go about investing this money? Can you recomend me specific stocks or ETF's?

Thanks so much for your insight.

Q: I have sent this question 2 days ago but so far I have not receive the answer
1-Is it possible to put in parenthesis which category the stock belong(e.g. finance ,utility telecom etc.) when you are responding to a question
2-Which stocks do you suggest for TSF for a 74 years client.
Thank you.ebrahim

Q: Hi guys,

How do you feel towards PBH currently? You seem to be a little negative on the food/consumer staples companies right now...

Thanks!

Q: Hi Peter and company,

I have a small TFSA ($9,000 invested in: SLF, AQN, ABT, PHO & PEO). Will be adding $20,000 within the next couple of months and $10,000 in each of the next 3 years, which will take me to age 65, which is when I expect to retire. I will have a comfortable pension when I retire.

Would appreciate your suggestions on where to deploy the $20,000.

Thank you.

Larry

Q: If you had to pick two of these three consumer non-cyclicals to buy, which two would you choose?

Q: Hi Peter, Ryan, and Team,

Darren Sissons, in a recent BNN "Top Picks" segment wrote an interesting few paragraphs in which he attempted to debunk some common 'opinions': "Telcos, pipelines, consumer staples and consumer discretionary are now inferior investments. (NOT TRUE, in his opinion) For fresh capital, the yields in these sectors are now actually becoming increasingly attractive. The broader issue is these segments have been over-owned since the global financial crisis and the recent underperformance is skewing their longer-term performance. For fresh capital, these segments offer an attractive risk-adjusted total return looking forward, in addition to protection against market corrections.

If you agree with his thesis, what stocks (in particular, from ones that you cover) in telcos, pipelines, consumer staples, and consumer discretionary would be most attractive at this time?

Thanks for your valued insight.

Q: Hi 5 I team
I presently have BPY.UN and thinking of selling it for its poorer performance and
replacing it with BIP.UN or WSP Global. Could I get your opinion on these two or others that you might suggest. Thanks Maurice

Q: Hi 5i Team,
Please provide your stock recommendations (growth companies) for an investor who is interested in making regular fixed lump sum contributions to the same entities month after month . Time horizon for contributing to the holdings is 2-3 years.
Thanks for your great work!

Q: How would you rank these for long-term (5-10 years) overall growth and possible dividend growth?

Q: What is your current opinion on Premium Brands,

Q: I am a retired, conservative, dividend income investor with a company pension, CPP and 30% fixed income (annuities, Fisgard Capital) and equities comprised of 15% MFs, 15% ETFs (ZLB, ZWC, ZWE, XIT) and 40% mostly blue chip stocks (BCE, BNS, RY, TRP, ECI, FTS, ALA, CGX, AQN, AD, NFI, CSH, PBH, ABT, etc).

I have owned PBH since $17 (now $103) and have trimmed it 14 times! It is still a full position. When I compare it to NWC, NWC's metrics indicate much better value (P/E, P/BV, P/CF, P/S, Beta), not to mention a 4.4% dividend vs PBH's at 1.6%. However, PBH has demonstrated incredible growth so far. So, I thought about swapping out of PBH and into NWC...simple, right? To get the same annual dividend, I'd only need to deploy 1/3 of the capital. Nope...massive capital gain!

I know there is no escaping the tax man. Any suggestions...aside from being more aggressive in reducing my PBH position over the next few years, while building a NWC position? Thanks...Steve

Q: Good afternoon,

I have enough money to add a 5% position in one of the above companies. I know you like them all. Is there a particular one that jumps out at you at today's levels that you may consider a buy above the others? Growth being the main consideration, to be held inside a TFSA. Thanks for the great service. - Jeff

Q: Hi,

I have 2 questions:

1) What is your opinion on Apple and Amazon's current stock price? Is it too overvalued (to buy)?

2) What do you think the impact of the new $14 minimum wage in Ontario will be on the food industry, particularly, on Premium Brand Holdings?

Thank you

Q: Can you recommend you top five growth stocks for my TFSA. I would like to take full advantage of tax free growth in this account. Rest of my portfolio is well balanced in my other registered and non-registered accounts. Time frame is 5 to 10 years.