Q: Would it be possible to get your top 3 stocks (ranked in order) at the moment for the following sectors: Materials, Consumer Cyclical, Consumer Defensive, Industrials, and Utilities. Can be CAN or US. Thank you for the great service.
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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.
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Booking Holdings Inc. (BKNG)
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NextEra Energy Inc. (NEE)
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Realty Income Corporation (O)
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Prologis Inc. (PLD)
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Williams Companies Inc. (The) (WMB)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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goeasy Ltd. (GSY)
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Hilton Worldwide Holdings Inc. (HLT)
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Constellation Energy Corporation (CEG)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi,
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities
Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities
Thank you.
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities
Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities
Thank you.
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Fastenal Company (FAST)
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Waters Corporation (WAT)
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Exxon Mobil Corporation (XOM)
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Hilton Worldwide Holdings Inc. (HLT)
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Vistra Corp. (VST)
Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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lululemon athletica inc. (LULU)
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Hilton Worldwide Holdings Inc. (HLT)
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Crocs Inc. (CROX)
Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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lululemon athletica inc. (LULU)
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Align Technology Inc. (ALGN)
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Domino's Pizza Inc (DPZ)
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Hilton Worldwide Holdings Inc. (HLT)
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Axon Enterprise Inc. (AXON)
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Old Dominion Freight Line Inc. (ODFL)
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Saia Inc. (SAIA)
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Heico Corporation (HEI)
Q: I'd like to increase investments in industrial, consumer discretion and consumer staples and also increase U.S. holdings.
I'm considering Amazon and COST for consumer names - are there other U.S. names you would recommend in these sectors and please suggest a U.S. industrial as well.
I'm considering Amazon and COST for consumer names - are there other U.S. names you would recommend in these sectors and please suggest a U.S. industrial as well.
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Marriott International (MAR)
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Booking Holdings Inc. (BKNG)
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Tractor Supply Company (TSCO)
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TJX Companies Inc. (The) (TJX)
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lululemon athletica inc. (LULU)
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Ulta Beauty Inc. (ULTA)
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Align Technology Inc. (ALGN)
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Hilton Worldwide Holdings Inc. (HLT)
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Crocs Inc. (CROX)
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Ferrari N.V. (RACE)
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Boyd Gaming Corporation (BYD)
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Airbnb Inc. (ABNB)
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Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
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Hermes International ADR (HESAY)
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
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
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O'Reilly Automotive Inc. (ORLY)
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Booking Holdings Inc. (BKNG)
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AutoZone Inc. (AZO)
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Canadian Pacific Kansas City Limited (CP)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Dollarama Inc. (DOL)
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BRP Inc. Subordinate Voting Shares (DOO)
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Alimentation Couche-Tard Inc. (ATD)
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Ulta Beauty Inc. (ULTA)
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Hilton Worldwide Holdings Inc. (HLT)
Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?
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Booking Holdings Inc. (BKNG)
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Tractor Supply Company (TSCO)
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TJX Companies Inc. (The) (TJX)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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lululemon athletica inc. (LULU)
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Ulta Beauty Inc. (ULTA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Align Technology Inc. (ALGN)
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Five Below Inc. (FIVE)
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iShares U.S. Home Construction ETF (ITB)
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Copart Inc. (CPRT)
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Hilton Worldwide Holdings Inc. (HLT)
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Crocs Inc. (CROX)
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Boyd Group Services Inc. (BYD)
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.
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Marriott International (MAR)
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Booking Holdings Inc. (BKNG)
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Delta Air Lines Inc. (DAL)
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Southwest Airlines Company (LUV)
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Hilton Worldwide Holdings Inc. (HLT)
Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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PepsiCo Inc. (PEP)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 ETF (VOO)
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INVESCO QQQ Trust (QQQ)
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Copart Inc. (CPRT)
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Hilton Worldwide Holdings Inc. (HLT)
Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?
Thanks,
Thanks,
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Expedia Group Inc. (EXPE)
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Marriott International (MAR)
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Booking Holdings Inc. (BKNG)
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Hilton Worldwide Holdings Inc. (HLT)
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Airbnb Inc. (ABNB)
Q: Hi,
What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?
Best,
Matt
What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?
Best,
Matt
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Home Depot Inc. (The) (HD)
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Dollarama Inc. (DOL)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Hilton Worldwide Holdings Inc. (HLT)
Q: Is the debt not starting to be a concern here ?
debt/Equity 158%
thanks Gord
debt/Equity 158%
thanks Gord
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Monster Beverage Corporation (MNST)
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Booking Holdings Inc. (BKNG)
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PPG Industries Inc. (PPG)
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Sherwin-Williams Company (The) (SHW)
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BCE Inc. (BCE)
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TELUS Corporation (T)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Nutrien Ltd. (NTR)
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Hilton Worldwide Holdings Inc. (HLT)
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T-Mobile US Inc. (TMUS)
Q: I AM TECH HEAVY AND WANT TO REBALANCE MY PORTFOLIO. WOULD YOU PLEASE SUGGEST TWO CANADIAN AND TWO US STOCKS IN EACH OF THE FOLLOWING SECTORS. CONSUMER DISCRETIONARY, CONSUMER STAPLES, MATERIALS AND COMMUNICATIONS. I HAVE BEEN A MEMBER SINCE DAY ONE OF 5I AND RATE YOU THE BEST OF THE SIX NEWSLETTERS I SUBSCRIBE TOO. THANKS FOR THE GREAT WORK AND TAKE AS MANY CREDITS AS NEEDED.
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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BRP Inc. Subordinate Voting Shares (DOO)
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Ulta Beauty Inc. (ULTA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Hilton Worldwide Holdings Inc. (HLT)
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Pool Corporation (POOL)
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Pet Valu Holdings Ltd. (PET)
Q: What would be your top 5 Consumer Discretionary names in Canada and the US?
Thanks
Thanks
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Adobe Inc. (ADBE)
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Intuit Inc. (INTU)
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Copart Inc. (CPRT)
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Hilton Worldwide Holdings Inc. (HLT)
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Old Dominion Freight Line Inc. (ODFL)
Q: I am 100% equity in Canada and mostly ETFs in USA....My plan is to stay that way but I am thinking to try and beat the average in the USA by adding a few individual USA stocks. Can you suggest a few NON-MAMAA stocks that you would consider as good to outperform the broad market in the USA. I have a very diversified and balanced portfolio so have no restrictions in terms of asset class. Not looking for a hot growth stock, but more of a buy and almost forget return booster for my USA investments.
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Apple Inc. (AAPL)
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Domino's Pizza Inc (DPZ)
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Copart Inc. (CPRT)
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Hilton Worldwide Holdings Inc. (HLT)
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Berkshire Hathaway Inc. (BRK.B)
Q: I recently heard a podcast which said that buybacks generally benefit insiders and were actually illegal prior to the Clinton administration. I do notice myself that the stock price does not seem to rise much on the announcement of big buybacks and that companies seem to do it when the price is higher rather than times like these when it would seem most worthwhile.
What is your take on this?
What is your take on this?
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Booking Holdings Inc. (BKNG)
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Wynn Resorts Limited (WYNN)
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Hilton Worldwide Holdings Inc. (HLT)
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Amplify Travel Tech ETF (AWAY)
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AdvisorShares Hotel ETF (BEDZ)
Q: Travelling this summer I have noticed the hotels are full and very expensive.
What companies or ETFs would you reccomend in what has to be a large increase in revenue.
Thanks Terry
What companies or ETFs would you reccomend in what has to be a large increase in revenue.
Thanks Terry
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Southwest Airlines Company (LUV)
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Hilton Worldwide Holdings Inc. (HLT)
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Six Flags Entertainment Corporation New (FUN)
Q: I am looking to begin to sell puts on the scarier parts of the US economy. Not the scariest, so no cruise lines, but airlines, entertainment, hospitality, automakers, restaurants would be fair game. I can't even look at Tesla and I know that LUV has been your preference among US airlines. Given that the chief criteria of this trade is that the company survive is LUV still your preferred recommendation among airlines? Can you recommend any other beaten down stocks in these sectors that you are reasonably sure will come through the other end of this, whenever that is. US listed companies only please due to option liquidity. Thank-you, once again, for all your sage advice!
Q: Hi team,
What do you think about their earnings results? Would you put any weight on Ackerman buying today 696M worth of stock. Also any comments on GRUB would be appreciated.
Thanks!
What do you think about their earnings results? Would you put any weight on Ackerman buying today 696M worth of stock. Also any comments on GRUB would be appreciated.
Thanks!