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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: In response to the question by Satish, your suggestion was to look at tech growth stocks for a faster recovery. I had been considering TTD, NVDA, MSFT, GOOGL ,AMZN, COST and UTX before the correction; waiting for pullback. While UTX and COST have held up the others have dropped by varying degrees.
Could you please suggest your order of preference to buy in this volatile period.
As always, value your opinion.
Regards
Read Answer Asked by Rajiv on February 25, 2020
Q: Hi 5i Team; what are your short term (6 mos) and long term view of CRM. I am interested in growth with some risk. As well I would like your suggestions on any other US stocks with good growth prospects. Thanks for all your previous help.
Read Answer Asked by John on February 18, 2020
Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe
Read Answer Asked by joe on February 10, 2020
Q: Hi. I currently own the following US stocks in a non-registered account: CCI, DIS, MSFT, MCD and V. Would you please recommend at least six other US growth stocks that pay a dividend in order of preference. Thanks!!
Read Answer Asked by Dona on January 30, 2020
Q: A highly regarded economist/strategist recently recommended going overweight consumer staples, energy and utilities for 2020. Can you please provide your top picks for these sectors considering their current valuations??
Read Answer Asked by Chris on January 24, 2020
Q: I have some USD to deploy to 2 stocks for a long term hold. Which stocks would you purchase today, Appl or MSFT for tech and Cost or SBUX.
Thanks
Nancy
Read Answer Asked by Nancy on January 23, 2020
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: Could you please give 4-5 U.S. stocks that you would consider a core holding and advise why you like them.
Thank you
Margaret
Read Answer Asked by Margaret on November 22, 2019
Q: I am thinking of selling pbh. Do you have a US stock in the same sector that you would prefer? Or would you just hold on pbh. Thanks.
Read Answer Asked by William on November 13, 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: I've been shopping at Costco for 20 years but never bought the stock, stupid me. Watching the news and seeing they have opened a store in China and the huge demand there. It appears Costco may have a long runway for growth in China and Internationally. With the run up in price lately, would you start a position now?
Read Answer Asked by Dennis on August 29, 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
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