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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: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim
Read Answer Asked by Timothy on July 26, 2024
Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane
Read Answer Asked by Shane on July 23, 2024
Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?

Thanks as always,

Dave
Read Answer Asked by David on July 18, 2024
Q: In the "rotation" that is moving through the market what would be your top 5 stocks in each of the US and CDN markets that stand to benefit most (listed in order of conviction if relevant) and a brief note as to why.

Thanks,
Terry
Read Answer Asked by Terry on July 18, 2024
Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.
Read Answer Asked by Alex on July 15, 2024
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Read Answer Asked by Lois on July 15, 2024
Q: Hello Team,

I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.

No worries on size, risk or industry, looking for best returns only.

Thanks!
Read Answer Asked by Kevin on July 15, 2024
Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)
Read Answer Asked by Judith on July 03, 2024
Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII

Read Answer Asked by John on July 03, 2024
Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!
Read Answer Asked by Esther on June 17, 2024
Q: Hi team,

I sent the following question last week and have not seen any reply yet. Did you receive it ?

Here is the question.

Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on June 06, 2024
Q: I am looking to add BKNG to my Consumer Cyclicals. Currently I have a ATZ, LULU, MG, LNF, DOO, and CROX.

Long term growth investor.

Would you suggest trimming across the board or are there any names you would swap if one wanted to high grade their portfolio.
Read Answer Asked by Stefan on June 05, 2024
Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.
Read Answer Asked by Terence on May 28, 2024
Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks
Read Answer Asked by Terry on May 23, 2024
Q: Can you please comment on FIVE and your recent thoughts on its most recent quarter. Do you think the recent decline in price is an attractive entry point? Or do you have other ideas/recommendations that you have higher conviction in. Thanks so much!
Read Answer Asked by Justin on May 15, 2024
Q: I am setting up an income RRIF and thanks for all your your answers to my questions. I would like to add one potential growth stock because that is me. It won't be a huge % say 3. Can you suggest a couple CAD and USD each? Thanks again. Dan
Read Answer Asked by Dan on May 03, 2024
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