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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: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Read Answer Asked by sam on February 05, 2024
Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?
Read Answer Asked by Kel on January 30, 2024
Q: Which do prefer as a purchase for a 1 to 2 year hold. RET appears super cheap, and could be a multi-bagger if any success. My concern is buying something like ATZ as an example, only to have it go down and then hold at a loss for years waiting for it go back.
Read Answer Asked by Thomas on January 18, 2024
Q: Trying to gauge potential runway for growth. Particularly market cap proxies. Are there any comparables that make sense. Do you see this eventually in time exceeding its all time highs? Are you buyers at todays price.
Read Answer Asked by Chris on January 17, 2024
Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.
Read Answer Asked by sam on December 20, 2023
Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.

I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.

Thanks!!
Read Answer Asked by Brian on November 30, 2023
Q: Hi, I sold CROX and ATZ both for a tax loss but both have now come back and seem to have good momentum. Would you be buying either or both of these now? Do you prefer one over the other? They both seem to be moving almost in tandem at this time. Is there another name in the space you like more. Thank you in advance!
Read Answer Asked by Harry on November 29, 2023
Q: According to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, consumer defensive, health care and industrials. I’m also significantly short on international equities. With this in mind, can you provide your top 3 to 5 companies for each sector to increase my holdings in basic materials, consumer cyclical, consumer defensive, health care and industrials. To increase my exposure in international equities, I will be investing in ETFs. Please provide and rank the top 5 ETFs with international exposure. Thank you.
Read Answer Asked by Don on November 14, 2023
Q: Good day all. In view of the -35% my ATZ is providing me currently in an unregistered account, what would you suggest as a good proxy should I choose to bank the loss for a later repurchase (after 30 days or later) ? (I already own DOO.) Thank you.

Roger
Read Answer Asked by Roger on July 19, 2023
Q: Given the current economic climate and potential future trends, which industries or sectors do you believe are well-positioned for long-term growth in the stock market, and what specific Canadian and US companies within those industries or sectors do you believe have strong fundamentals and potential for long-term momentum?

Thank you!

Derek.
Read Answer Asked by Derek on April 26, 2023
Q: Of the consumer cyclicals held are there any you would sell? Any you would add to? And, do you have other Canadian or US names you would suggest looking into at this time?

5+ years timeframe, high risk, growth-focused in a TFSA.

MG (-30%)
LNF (-22%)

Thank you!


Read Answer Asked by Stefan on April 24, 2023
Q: I have had these 2 companies in my rrsp portfolio for over 2 and half years now. usb has been up and down but not doing anything and cvs was up nicely and now i reached the even mark on it. I would like to replace both of these what will be your suggestion would you have that i can replace these 2 with what other stocks please and thank you
Read Answer Asked by wilson on April 18, 2023
Q: I believe in a previous question you refereed to atz as having a moat. Could you say what that moat is?
Thanks
Read Answer Asked by joseph on March 24, 2023
Q: David Rosenberg is bullish on Canadian companies that are exporters or have high international sales exposure. for investors seeking growth please list your 5 favourite names in this area please show each companies percentage of revenues arising from its international exposure thanks Richard
Read Answer Asked by richard on March 15, 2023
Q: Would appreciate your view on Aritzia and its trajectory relative to LULU. Are we in early innings with ATZ with Lulu more mature. Possible in 5 years to have atleast 50% of Lulu market cap? The growth strategy seems sound and their stores are always jammed.
Read Answer Asked by Chris on March 09, 2023
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