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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: Hello,
I thought Costco's results were good, yet stock is down. Any comments on the results which would bring the stock price down? Also, would vgg on tsx be a good way to invest in US dividend paying stocks. If not, can you suggest one in Canadian dollars please. Much appreciated. Happy Holidays.
Read Answer Asked by umedali on December 16, 2025
Q: I am looking to consolidate my growth portfolio. What are your suggestions on replacing these stocks

CHKP,KO, MCD, MDT,HSIC,UPS,NFLX
with
CRWD/PANW,TSM,ISRG,NVDA,LLY,UNH,COST

Read Answer Asked by Andrews on December 15, 2025
Q: Hello,
I have owned stpl for years as a sector based diversification strategy but feel it has had disappointing returns, even for that sector noting that there are some great breakout picks in the staples sector.
Could you please advise if you think it is a reasonable choice for the staples sector versus specific picks?
I realize that you typically recommend dol as well as wmt, cost and pg. just wondering what you think are good long term picks at this time given significant movement in these in the last couple of years.
Read Answer Asked by Peter on December 09, 2025
Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help
Read Answer Asked by Terence on November 21, 2025
Q: For more defensive US stocks (I.e. non tech) how would you rank the long term performance of the following CL, Cost, HD, MCD, SYK and URI. I have all of these, but I am not happy with the performance of CL nor MCD and I am thinking of selling them and upping my positions in the others. I am not worried about being concentrated in too few stocks, as I have the opposite problem.

Thanks for your thoughts.
Read Answer Asked by Gordon on November 17, 2025
Q: Can you give the names of 10 quality stocks in defensive sectors please.
Thanks.
Read Answer Asked by Rob on November 06, 2025
Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason
Read Answer Asked by Jason on November 05, 2025
Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian
Read Answer Asked by Ian on October 01, 2025
Q: In your answer to a recent question from Tim about how to prepare for an inevitable market correction, you suggested holding stocks in defensive areas of Consumer Staples, Utilities, and Healthcare, Can you pls provide 5-6 names in each of those areas that you would want to hold. A mix of Cdn and US would be great. Thank you for your excellent service.
Read Answer Asked by Leonard on September 20, 2025
Q: PPI , Producer Price Index in the US, reported this morning (September 10) , show a surprising drop of 0.1% vs. an expected increase of 0.03%. It’s unclear where tariffs, which is essentially a consumption tax, is being absorbed. Logically it should show up in consumer prices before long. It’s either that, or margins at retail companies will adjust down. Over the next year , how will this affect the share prices of Costco and Walmart? In your opinion are such retailers likely to drift down, or trade sideways at best, for the next year or so? Or do you believe things are too uncertain to make portfolio changes based just on tariff impacts?
Read Answer Asked by Adam on September 12, 2025
Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much
Read Answer Asked by Nick on September 11, 2025
Q: Do you know what % of the companies sales come from Costco? I understand they are finished a $1B capital spend having expanded production facilities in the US. I know they are on the cusp of large anticipated cash flow increases from the expansion. Will producing there largely shield them from tariffs? Would you buy it now? What are the risks? Debt? Thank you.
Read Answer Asked by John on September 10, 2025
Q: Good Day 5i team... thank you for your very valuable time, answers to questions and guidance. My question is, can you list out your top 10 ETF and or Equities you see as insulation/defensible should the over bought North American equity markets begin to slide. Thank you
Read Answer Asked by Edward on September 02, 2025
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