Investment Q&A

Q: Good evening team,
I understand this answer may have been asked but I'm unable to locate your answer. If one was concerned about inflation what would be your sectors of choice to invest in? Additionally, can you kindly mention 5 stocks in both CDN and the US that may potentially help guard against inflation?

Cheers
Seamus

Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

Q: What are your top 5 Canadian choices in each of Utility and Consumer Cyclical sector going into 2022, I am looking for a combination of growth and income, plan to hold long-term in registered accounts. Thanks!

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?

Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.

Q: I own GOOS in my RRSP and I am wondering if I should sell it and buy ATZ ahead of GOOS 's earning reports on Fri.?
Which has the most growth and is safer?

Louise

Q: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.

Q: Please list your top 5 absolutely MUST-have stocks, regardless of sector or industry. (feel free to adjust the number of stocks, to more or less than 5 if you want)

Q: If inflation is going to be a concern, do you have 5 company suggestions in the US and Canada that would have pricing and so earnings power? Thank you

Q: These companies appeal to me for various reasons, some of which I currently own. For new money in an unregistered account, in your opinion which two would have the most pop in the near future and likely for a 3 yr hold? Thanks.

Q: Hi 5i,
So grateful for your very quick and frank intervention in response to my request for counselling this morning as I grappled with the irrational urge to sell ATZ 'because it is up'. I've printed your answer and it's pinned to my wall for reference when that urge strikes again regarding another name sometime in the future, as it inevitably will.
And with regard to finding another name where that urge might arise, can you identify 2 or 3 (regardless of sector) that check some or all of the boxes you highlighted with ATZ - strong momentum in sales and earnings (not just sales, I notice), broker upgrades, positive surprises on earnings estimates, US growth (nice but not essential for me) online sales, rising market cap and near immunity to the pandemic? I realize there may be very few, if any, that meet all those criteria, but do you see any that come close?
Thanks and thanks again.
Peter

Q: Hi 5i,
A problem I have is selling winning stocks when I think they've reached their zenith, only to watch them continue to rise. Right now the "SELL ATZ" voice in my ear is pretty insistent and I need some counselling.
Given ATZ pays no dividend, the only reason to continue holding is more capital gain - do you think that's in the offing or do the underlying numbers and market circumstances suggest it's at or close to its zenith now, at 50 bucks?
Thanks for your thoughts,
Peter

Q: I've been watching ATZ with interest, and fear. Do you have any information on the present shipping chain tangles that are affecting so many shipments from Asia? If ATZ suddenly finds itself waiting for stock to arrive, quaterly figures could quickly deteriorate and stock prices could tumble. Or am I just seeing imaginary problems? Does ATZ have a Plan B if shipments of stock are delayed at point of shipment? To open a partial position now or wait for shipment problems to be resoved ... that is the question? Thanks for your continued help, Elmer.

Q: After your positive report as well as my portfolio analytics suggesting I buy more consumer cyclicals, I was enthusiastic to buy Aritzia.

After a sudden share price jump last week and your answer to Harry's question on Oct 18 about possible headwinds, I'm wondering whether LNF would be a better choice at this time.

Q: Stellar results and share price reflects this. If one were to make a bear case, what are possible headwinds for ATZ? Supply chain/labour issues come to mind...what else could send this back into the low $40's

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: Am I ever happy I bought ATZ at $18.75 about a year ago when you first mentioned it.
Thanks.

Q: May I have your comments on aritiza’s earnings please