Investment Q&A

Q: Hi 5i Team,

Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:

1) tech sector (excluding FAANG stocks)

2) all sectors other than tech

Cheers,
H

Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

Q: Hi 5i,
I currently own Cnr 4%, ata 3%, tfii 3%.
For diversity and best 2022-2023 prospects, which does 5i like best: aos or itw or wsp? Which has the highest projected growth for the next two years? Which is the best value at today’s prices? Is there an industrial in Canada or the US that 5i likes better? Perhaps Nvee?
Tia,

Q: Please provide your top 3 US and Canadian industrial stock recommendations. And, what is the best ETF to cover industrials?

Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.

Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!

Q: I have $20000 to invest in an resp account.

Given the ongoing fall in tech stock prices, I would like invest $10,000 to buy tech stocks low and hopefully sell high in 3 years.

Can you provide 5 Canadian stocks and 5 US stocks.

I also want to invest the other $10,000 in less volatile. Companies with a total return of 15% or more. (e.g. Energy, banks, insurance, etc...)

Can you provide 5 Canadian stocks and 5 US stocks

Q: Happy New Year 5i. I'm looking for an investment in the water space. Would you select an industrial like AQUA or XYL or favour the engineering side with a company like TTEK? Are there any other companies you would suggest in this space?

Q: Which of J or NVEE do you prefer and why?
Thank you for your service.

Q: My portfolio is low on utilities and industrials at the moment. It also needs more US and international exposure. Any suggestions for a few stocks that might be good additions at the moment? They'd be long term holds.

Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you

Q: What Cdn or U.S. companies would you consider to be the most likely takeover targets in 2022? Can you rank them in terms of quality even if a takeover doesn't materialize?

Q: I would like to increase my industrial holdings, and wonder if you have a current favourite? (Canadian or US)

Q: I do not have any positions in the Industrial sector and would like to initiate a purchase of a solid "Core Holding" security. Could you provide me with a US and Canadian selection for consideration. Looking for a solid performer with good fundamentals. Thanks

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

Q: What are your top 10 non-tech growth stocks in the US that you see currently see as attractive long term? Thanks!

Q: Which industrial stocks or ETFs would you recommend given where we are in this bull market? can you list them in terms of valuation (low to high) and potential for growth (low to high).
thanks

Q: Can you please point to your top five U.S. industrials picks, assuming mid to high risk tolerance and a 5+ year hold?

Q: After a year I’m back where I started. Hold? Seems there’re lots of interesting US growth stories out there, can you suggest alternatives in industrials/tech space. And thanks for teaching me not to panic sell!

Q: In reviewing questions regarding infrastructure WSP Global and Jacobs Engineering appear to be among your favorites. How how would you rank them against each other and is there another 1 or 2 worthy of consideration?

As always thanks for the great service.