skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: ATD has had a nice run lately. I have held this company for a long time now and it is very steady. Current weight is 5.3% of my portfolio, but that and PBH are my Consumer defensive positions which are in line with analytic recommendations.

Any good reason to trim or trade at this time?

Or a recommend weight?

Only logic on a trade is it seems to go up settle down for a while and then marches back up. Not something I normally do, but an option.

Thanks.

Read Answer Asked by Colin on October 28, 2022
Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.
Read Answer Asked by Cheryl on October 28, 2022
Q: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you
Read Answer Asked by Richard on July 18, 2022
Q: In anticipation of a possible recession in the near future, I would like to slowly tweak a few of my holdings. Could you please list some of the best sectors to hold in a recession, and if possible, list a few excellent Canadian companies in each sector and perhaps some US stocks. What may be the worst sectors to hold in a recession? Sorry, this is a big question, but one that I think many members may be thinking about.
Thanks!
Read Answer Asked by Grant on March 18, 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 I please have your top 5 US and Cdn consumer non cyclical stock choices ?
Read Answer Asked by adam on January 25, 2022
Q: I'm lacking in Consumer Defensive, Industrials, and Basic Materials. Please provide some names you like in each of those sectors.

I'd prefer safe income stocks but I'm open to hear a couple growth suggestions.
Read Answer Asked by Brett on December 10, 2021
Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT
Read Answer Asked by kaushikbhai on December 10, 2021
Q: Hi 5i Team,
In general I follow 5i Balance Equity Portfolio. Lately, I went through comparing my portfolio to 5i Balance portfolio I found that I have to add the following stocks BDGI,PKI and SHOP and I am under weight on AEM,ATD,ATZ,BAM.A,CCL, ENB,TFII. Can you please advise in order which stock consider a good buy at this time.
Also, Can you please advise good buying stocks from the Growth Portfolio.
Thanks,
Read Answer Asked by Yousef on November 29, 2021
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.
Read Answer Asked by Les on November 01, 2021
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
Read Answer Asked by Michael on October 25, 2021
Q: My recent question about defensive growth stocks - let me rephrase it as I was after growth in defensive sectors . In defensive sectors I would appreciate your advice on top 3 growth stocks within each sector for 5-10 year hold. For example, in staples sector, could you advise top 3: COST, ATD, MED, CELH, PEP, MDLZ, BYD, DRVN, MNRO, or others. For Utilities sector, please advise top 3: for example, BEP, BIP, RUN, PBW, ENB, or others. For REITs and Telecoms, same. Please deduct requisite points.
Thank you..
Read Answer Asked by sam on September 20, 2021
Q: I currently hold in my portfolio symbols ,WISH,ECOM,PHA,VXTR,CVX ,IPAand MRS
They have all gone down recently, do you think Ishould hold on to these stocks for long term growth

I am thinking of adding TCL ATD and AX.UN to my portfolio , what are your thoughts on these stocks . do they still have more upside to them

Thank you
Howard
Read Answer Asked by Howard on July 15, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!