Investment Q&A

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: Hello 5i
Could I have your current assessment of Levi Straus please? Also how does it compare to Lulu and you there in the retail clothing space?
Thank you
Dave

Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.

Thanks for your thoughtful review.

Q: Happy Easter everyone, I wanted to get your thoughts on the recent earnings for LULU if you would be a buyer at the $300 level . Additionally with the reopening in view what are your thoughts on Nike and Under armer as well? I feel that with the nicer weather and lifting of restrictions people might start thinking about getting back into shape before everything reopens.

Looking forward to your insights,

Q: I know these two companies vary a lot in price but wondering which one would me make the most money in my TFSA

Q: Do you think the dip post earnings represents a good entry point for LULU?

Q: In hindsight (which, as we know, is 20/20), I was overweight in tech and underweight in both materials (0%) and consumer cyclicals (4%). Given rising fears of inflation, I am of two minds.

A. Hold the course. Although four of my tech stocks are well below water - ARKK, KXS, U,and XBC - they are fundamentally in good shape and will rebound in time. And I've missed most of the upswing in materials and CC anyway.

B. Inflation is inevitable. I should sell off one or more of my tech losers (so I am no longer overweight in that sector), take the proceeds and invest in either materials or consumer cyclical to enable my portfolio to better cope with inflation.

If Scenario B is, in your view, the best to pursue:
1. Which tech(s) - and in what order - would you be inclined to sell?
2. If only one could be added to, would it be materials or CC?
3. What are your two favourite US consumer cyclicals today?
4. What are your two favourite US or Canadian materials today?

Many thanks for your guidance.

Maureen

Q: Just an observation : the store in Halifax that consistently has people lined up ( outside and in the weather) waiting to get inside ( because of Covid regulations) is LULU. Mostly millennial females. All the time.

Q: Hi
Ignoring tech industry companies, are there any companies that you think will benefit from market changes that have/will occur as a result of Covid-19? Covid-19 has changed so many ways people do everyday things and companies that will benefit from this change are my target.

Q: Thanks for the great service. I feel like I have become too heavy on tech and healthcare and not well-diversified globally. Can you suggest some small and large caps that you would buy today?

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

Q: Looking to buy clothing retail stock as there will be pent up demand post pandemic
Which of these 2 stocks do you prefer? ......Do you have another favourite
I have 5 yr horizon; ok with moderate risk
Many thanks for your great service as always
Peter

Q: David Rosenberg is very bullish on post-pandemic clothing sales. Any suggestions on how to invest in that?

Q: Hi 5i
I am looking to rebalance my consumer cyclical and defensive portions of my portfolio.
I would very much appreciate your recommendations on the better CDN and US stocks to consider in these areas. I have reviewed your portfolios and reports and am very much a dividend opportunist but would not shy away from growth

Thank you

Peter

Q: Hi,
Outside of the growth portfolio (I own most already), what are your top 3 Canadian growth stocks at this time and why.
Thanks for all you do.

Q: Which clothing company do you prefer between lulu, goos and atz short term and long term?

Is QS attractive back in the $60 range, or what price should you find it attractive if any at this point?

Thanks very much
Brian

Q: Thoughts on Lulu Lemon? How "expensive" are they relative to peers on a forward basis?

I think their international expansion could be really successful.

Q: Is it too late to buy ATZ? Are there others in the sector you like better?

Q: For Form T1135 purposes, are these 2 companies considered Canadian not US?
Thank you.

Q: Hello Folks:
As the Covid situation has hastened the move to online shopping, some brick and mortar stores are going to have a much brighter future than others. Businesses such as Walmart and Best Buy appear to be having more success than others. I would appreciate your suggestions on choosing companies which have the brightest future integrating these two systems.
Thank you again for your great service!
brian