Investment Q&A

Q: Current market volatility has me seeking companies that have 'wide moats' making them somewhat less susceptible to market noise. I would appreciate it if you would suggest the names of some American companies that you would consider to be 'wide moat' types of companies. If there are some that currently provide value this would be a bonus.

Q: What are your suggestions for US and CDN Consumer Defensive at this time?.

Q: Morning 5i:
I am looking to grow 200 k in a new LIRA of mine over the next 5 years before I flip to a dividend income model. What CDN and US growth equities would be your current favourites. I have a healthy risk appetite.
Thanks in advance, Greg.

Q: Hi Guys,

I am retired and is looking for recommendations for 10 US and 10 CDN core stocks. Also an ETF or two for ex North American exposure.
Thank you

Q: Five canadian stocks and 5 american stocks for a rrif.

Q: Hi 5i Please rank in order based on present value and future returns.
Thanks for all you do.
Gary

Q: Would costco be a top pick in the sector at these level? I already own L and PBH. Any other suggestions?

Q: I am considering IHI; Costco; Navidia; Facebook; Microsoft and JPMorgan as a mini etf for my U.S. funds. Would you add/replace and or delete any of these?
Would you consider Google as an alternative or addition to the above.
I have $10,000 u.s. for this package of stocks.

Q: Hi, I put away some extra cash into my RRSP before March 1 and unsure where to put the funds. I'm thinking of adding to my holdings in each of the following stocks. I have less than a full position in each, except for DIV and NWH where I have a full position at this time. Generally want to put funds into something not too risky, but not just top up my existing ETF holdings (which I generally do if I don't have a better idea where to put the money).
Thanks
Michael

Q: 1. LSPD vs FOUR - What are your thoughts and recommendations? B/S/H
2. PYPL vs SQ - What are your thoughts and recommendations? B/S/H
3. COST vs WMT - What are your thoughts and recommendations? B/S/H
Thank you in advance.
-Great job guys. I enjoy your service and attention to detail...

Q: Hi 5i,
Loblaws has long been a laggard. Slow, stodgy, nothing exciting. Reputation for not paying its workers well. Has it finally turned the corner with yesterday’s earnings? Conversely, COST has always been in growth mode. Pays its workers well. Yesterday, it announced a $16 U.S. minimum wage. The stock has dropped from $380 to $330 in two months with no apparent news. Seems odd to me.
Is this a good entry point for either of these?
Thanks again.
Dave

Q: Could you list a few companies (in Canada/ U.S.A) from each sector that may benefit if inflation catches hold and supercedes target rates set by their central banks?

Art

Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?

Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate

Thanks Gord

Q: Thinking about adding both COST and SBUX with new RRSP money. How do you like their growth profiles going forward? How will they achieve this growth? Is it just a matter of scale and breaking into new markets?

Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.

Q: Thanks for the great service. I feel like I have become too heavy on tech and healthcare and not well-diversified globally. Can you suggest some small and large caps that you would buy today?

Q: I'm diversifying my portfolio in RRSP. Can you please tell me
2 best US names in Industrials
2 best US names for Utilities
2 best US names for Consumer Cyc, Defensive
2 best US names in Energy
to initiate positions at today levels

Q: I own Proctor & Gamble and would appreciate your thoughts on its potential for future growth etc. If I sell and move on to another name can you suggest one or two names. Thanks.

Q: i am currently over weight in U.S. high tech companies i would like lighten up and invest in some non tech U, S, companies with good growth prospects could you kindly
suggest several companies that i could look at thanx

Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.