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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: Seasons Greetings 5i!!
About a year ago a member asked you for a sample "growthy" USA portfolio.
You responded with the above listed stocks which have returned about 35% YTD.
Would you make any changes today twelve months after you first recommended it?
Thanks for all you do for all your help! It is has honestly been life changing for us and truly appreciated!!
Regards
Dave
Read Answer Asked by Dave on January 06, 2020
Q: I recently submitted a question asking what "sector" Costco and Disney were in "according to your sectors". You advised that Disney was Consumer Discretionary and Costco was Consumer Staples.
You do not have these sectors in your listings. You have Consumer Cyclicals and Consumer Non-Cyclicals. I am assuming it is one of these - could you please advise. I am aware that sectors have more than 1 description name but I am trying to keep to the sector names you have on your Summary List.
Thank you so much,
Margaret
Read Answer Asked by Margaret on December 11, 2019
Q: Seth Klarman has said that the greatest advantage an individual investor has is the abilty to have a long-term perspective. With that in mind, several years ago I had assembled a core 20/20 portfolio- 20 stocks for 20 years. They consist of:
CDA: TD, BNS, BCE, ATD.B, BAM.A, CSU, CGI, FTS, ENB, CN RAIL
USA: APPLE, GOOGL, AMAZON, VISA, BRK.B, MCD.

I also hold smaller quantities of utilities ( AQN, EMA, BIP.UN), small growth mutual fund (mawer global small cap) and reits for diversification. Can you help me complete my core 20/20 by suggesting 4-6 US DIVIDEND GROWTH STOCKS and perhaps 2 Canadian holdings that I should add or replace. Appreciate your excellent service as always.

Sincerely Ajay
Read Answer Asked by Alka on December 10, 2019
Q: I recently asked you for 4-5 core picks for U.S. stocks and you kindly sent them to me that was appreciated. I am trying to keep my stocks organized by sector, which you have also helped me with and wondered what (based on your Sectors) Costco and Disney would be in?
Thank you so much
Margaret
Read Answer Asked by Margaret on December 06, 2019
Q: I have a small US account and am looking to add a couple of companies to it. I realize that you do not provide extensive coverage of US stocks but would it be possible to recommend a few small to mid cap growth companies with a one to three year time horizon. Sector and volatility are not factors. Thanks.
Read Answer Asked by Rob on September 10, 2019
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Q: Hi Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen

Read Answer Asked by Yiwen on July 29, 2019
Q: Hi team,

I am watching WATCH. Cramer keeps coming up with new acronyms. I think he coined FANG several years ago. Cramer likes large cap consumer names with scale. So do I. I am looking for a new name in that sector to offset my large tech holdings. I already own a full Walmart position. While I like Amazon, I still view it as trading with tech sentiment, despite its classification, and I have more than enough tech. I am not sure it should be in this grouping, but I guess Cramer needed an A. I am considering Target, which I think is back on track after its foray into Canada a few years ago. I think I missed the big run in Costco. I don’t mind buying expensive tech stocks for growth, but I am more reluctant to overpay for consumer stocks. Lastly is Home Depot and it still looks relatively attractive to me here. What is your view on adding either Target or Home Depot for growth or are there other large cap consumer names that I should consider?

Thanks again.
Dave
Read Answer Asked by Dave on July 17, 2019
Q: Hello Folks:
We have held Costco in our U.S. equity portfolio for several years (approx 3% of our portfolio). As It has done very well we are considering increasing our position a few percentage points. At it's current high value do you deem this a worthwhile bet. We will likely raise the money by reducing our position in Bank of America; we also hold a 5% position in J.P. Morgan. As long time Chevron investors we could alternately reduce this position for more Costco. Thanks for your fabulous service.
brian
Read Answer Asked by Brian on July 15, 2019
Q: Thank you for your terrific website. I need to add funds for my U.S. non registered account. I presently have IWD, DVY and SPY.
How would you compare the performance and outlook for the above funds? 5 year minimal hold.
Read Answer Asked by lorraine on July 02, 2019
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