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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: In late January with geopolitical tension increasing I put stops on my stocks. I was stopped out of ATD,BYD,BBP,UN,DOO,MAGT,MG,PBH,PLC, and TSU. I was also stopped out of GSY,KXS,NVEI,TFII, and TOP, all of this group I've repurchased. The remaining stocks, are there any you wouldn't buy back? Thanks for all your good council over the years thru good times and challenging times. David
Read Answer Asked by David on March 23, 2022
Q: Hello 5iii
Looking for some perspective about exiting the above listed energy laggards and reallocating the funds to a consumer defensive position.
Read Answer Asked by Brant on March 23, 2022
Q: If you had to pick four out of the above names to add to today, which would you choose?
Read Answer Asked by Andrew on March 21, 2022
Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.
Read Answer Asked by sam on March 16, 2022
Q: I have been looking at recommendations in the questions and have picked the companies listed above to look into.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Read Answer Asked by Alexander on March 15, 2022
Q: Hi, I see the demand case for PBH.to. But I'm cautious on the company because I don't understand how inflation might eat their lunch (bad pun). Do they have any fingers in the food production, or are they just a taker of input prices? If so aren't their margins going to get squeezed here as meat and grain input costs rise? I'm guessing there is a limit to how much they can raise their prices to stores before the demand side?
Read Answer Asked by Kel on March 09, 2022
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
Read Answer Asked by Ken on March 04, 2022
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Read Answer Asked by Roy on March 04, 2022
Q: Whats your best
Picks today in consumer discretionary and consumer cyclical that have both growth potential and pay dividend for a registered account?
Thx
Read Answer Asked by Todd on February 24, 2022
Q: Hi 5i Team - Could you provide two or three top picks in each of the following sectors: Real Estate, Consumer Staples, Financial, Industrial. Any market cap is fine but with a focus on mid cap. Also with a focus on Canadian Equities.
Thanks.
Read Answer Asked by Rob on February 23, 2022
Q: What would be your current top 5 buys in the US and Canada? Thanks
Read Answer Asked by Dave on February 22, 2022
Q: what are your top three picks ,us and cdn, for consumer staples thanks
Read Answer Asked by andre on February 17, 2022
Q: Can you provide a list of 10 US and 10 Canadian stocks that you think have the highest conviction/potential to double from current prices over next 12 months or so. Market cap or risk is not a factor. Thanks
Read Answer Asked by Imtiaz on February 16, 2022
Q: In regards to an earlier answer, which stock(s) do you believe is a better alternative than SIS? Same sector or otherwise? Risk is not an issue.

Thanks for your service.
Read Answer Asked by Ozzie on February 10, 2022
Q: This is a follow-up to our question from last week (see: https://www.5iresearch.ca/questions/140708).

Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.

Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.
Read Answer Asked by Peter on February 07, 2022
Q: I'm looking to start a position in 2 or 3 of these companies. It would be in a TFSA. I already have 12 stock positions from your Balanced Equity portfolio in RRSP accounts.
Read Answer Asked by Dan on February 04, 2022
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