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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: Which stocks -Canada or US -would you recommend for a 5% portfolio weight, with suggested entry price and rationale.
Read Answer Asked by sam on May 25, 2022
Q: I'm more a scavenger than a predator, as much interested in dividends as capital gains. Right now, however, I see opportunity in the growth sector as it collapses after years of ridiculous rises. My intention is to sell off bond funds to pick off the debris of this collapse.

First question: Now or wait?

Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.

You get it. I also don't expect perfection from you. No one ever got it from me.
Read Answer Asked by Larry on May 25, 2022
Q: If you were going to have a USD Income Portfolio, what would your top 10 equities and how would you rank them. How important is annual dividend increases?
Read Answer Asked by David on May 24, 2022
Q: I have some cash sitting in my RRSP and was thinking of adding to either Brookfield Infrastructure or Realty Income REIT. I had Costco on the list, but noted in answering another question, you recommended waiting. Of the two, which do you feel is the better choice today? Or should I continue to hold the cash a bit longer until the markets settle? Thank you.
Read Answer Asked by Kim on May 24, 2022
Q: Hi Peter,

It looks like capitulation is nearing. There isn't anywhere to hide anymore.

Would you wait for further drops in WMT, TGT, COST, L, and PBM or is it a good time to jump in on some or all of the these names?

Can you rank the stocks in order of preference for a 3-5 year or more hold in an RRSP? Would you purchase any of the stocks for a TFSA at this time?

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on May 19, 2022
Q: When you call them an expensive sector that is not so safe for investing until investors re-consider the valuations. When you compare their PE'S with what is being held in the growth portfolio i have to call this the expensive sector and maybe not so safe sector. I feel this market is not that safe until, inflation is under control, interest rates finish rising, covid is under control in China, supply chain issues are fixed, high oil prices, and the war in Russia. The market cannot fight all of the above.
Read Answer Asked by eugene on May 19, 2022
Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?

Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio

Read Answer Asked by Terence on May 19, 2022
Q: One of my so called steady Eddie's COST is plummeting along with Walmart but I feel this could be a good buying op. At what point would I buy.? People love Costco and I just can't see it staying down for long but please correct my naivety.
Thanks for all you do. You all are truly appreciated. It must be difficult to know your "flock" is hurting from all the ups and downs during these times.
Read Answer Asked by El-ann on May 18, 2022
Q: I'm thinking of selling everything I have and starting over. The only stock I would like to keep is Suncor. Looking for 5-10 companies that will be good solid investments. 3-5 year time frame. Please include at what price you would buy. Take as many credits as needed. Thanks
Read Answer Asked by Ziaad on May 16, 2022
Q: AW.UN
AQN
POW
ENB
EIF

I am looking for your recommendations on good dividend paying stocks. Stocks which have come under pressure due to market conditions. Stocks that are low risk and do not have high debt. I am mostly interest in income stocks but would also like a stock that would give me some capital gains. I have listed these and would appreciate rating these. Please also provide me with any other tickers you feel would fit my needs here which I may not have thought about.

Thank you.

Donna
Read Answer Asked by Donna on May 16, 2022
Q: Hi 5i,

I was looking forward to the US part of the answer to Aleem’s recent question.

Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.

Thanks as always,

Kevin
Read Answer Asked by Kevin on May 10, 2022
Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.
Read Answer Asked by Rob on April 27, 2022
Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.
Read Answer Asked by Michael on April 27, 2022
Q: Hi group please what would be your 3 top picks along with brief explanation (in order of preference) in Canada + US regardless of sectors and risk.

2 nd question - We are in heap of trouble due to inflation +geo political concerns + and so on. Do you recommending selling some higher risk growth / Tech stocks into this weakness. Is it time to reduce stock holdings generally? I realize you do not have a crystal bowl but you comments are requested thanks
Read Answer Asked by Terence on April 25, 2022
Q: I am low on my consumer defensive allocation.
1. Is this a good time to buy in this sector.
2. What stocks/ etfs would you recommend.
Read Answer Asked by SV on April 25, 2022
Q: Hi Folks,
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on April 25, 2022
Q: What would be your top 5 US picks based on current value and long term growth?

Thanks as always.

Kevin
Read Answer Asked by Kevin on April 20, 2022
Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD
Read Answer Asked by Jacques on April 20, 2022
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