skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am debating between Costco and Siemens for a roughly 2% position. I have slightly more Consumer Discretionary versus Consumer Staples exposure, but I feel like I have decent expsoure to each. Costco interests me as potential long-term holding with a track record of consistent success; Siemens interests me for its broad exposure to all things technological, including the fields of automation, medicine, power distribution and electrification. I could ultimately buy each, but I only have enough free capital to purchase one of the two at this moment. Using the criterion of a five-year time horizon or longer, which would you deem to be a more prudent investment?
Read Answer Asked by Domenic on April 04, 2023
Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara
Read Answer Asked by Tamara on April 03, 2023
Q: I sold TRUP couple weeks ago @$55 should i buy it back at present price? or wait for it to pull back more ?- do you have an opinion on why it has dropped so much

I also sold RY and TD expecting then to drop further than they have - are they a buy sell or wait for better entry

Is ATZ a screaming buy or?

What's your top 3 picks regardless of sector (US and CAD)

deduct points as you see fit thanks
Read Answer Asked by Terence on March 29, 2023
Q: Hello Peter,
Is greenlane going to be another Xebec? I am puzzled that companies in this space can't seem to turn a profit. What do you think of Costco and United Health for long term hold? thanks very much.
Read Answer Asked by umedali on March 13, 2023
Q: Hi Peter & Team:

Of the above consumer stocks , could u rank them from 1-5 (least prefer to most prefer)
Secondly, are they at the attractive price to buy now? What would be a good price to get in.

Take as many credits as you see fit. Thank you
Read Answer Asked by DAVID on March 10, 2023
Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.
Read Answer Asked by sean on March 08, 2023
Q: Hi Team,
Understanding that weightings are personal, what is the highest weight that YOU would be comfortable with before trimming the stocks above?
Thanks
Read Answer Asked by Marco on March 07, 2023
Q: Good morning and happy Friday.

Here is a fun little exercise, if you had 1 million $ concentrated portfolio of 5-10 stocks and had a goal of an average 6%-8% return annually via combination of dividend and capital appreciation of holdings what stocks would you own? Canadian holding, and combo Canadian/U.S.A holdings. So 2x portfolio examples.

I realize this is just for fun and not financial advice. Thank you for the years of great service.
Read Answer Asked by Kolbi on March 07, 2023
Q: I am underweight in consumer defensive stocks and in US exposure in my RRSP. What would your top US consumer defensive picks be?

Thank you

Louise
Read Answer Asked by Louise on February 27, 2023
Q: Hi Peter,

You had this qn on Jan. 23, 2023:

My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.

Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?

Please deduct as many credits as necessary.

Thanks a million.



Read Answer Asked by Ray on February 23, 2023
Q: I AM TECH HEAVY AND WANT TO REBALANCE MY PORTFOLIO. WOULD YOU PLEASE SUGGEST TWO CANADIAN AND TWO US STOCKS IN EACH OF THE FOLLOWING SECTORS. CONSUMER DISCRETIONARY, CONSUMER STAPLES, MATERIALS AND COMMUNICATIONS. I HAVE BEEN A MEMBER SINCE DAY ONE OF 5I AND RATE YOU THE BEST OF THE SIX NEWSLETTERS I SUBSCRIBE TOO. THANKS FOR THE GREAT WORK AND TAKE AS MANY CREDITS AS NEEDED.
Read Answer Asked by Ross on February 21, 2023
Q: I am a dividend investor, considering high
volatility and potential NASDAQ and S&P 500 low points in 2023 ,I intend to " do an exception" in my RRSP, and to take position (for capital gain) in one ,or eventually 2 of these Cies.How would you rank all of them for a 2+ years perspective? Regards, J-Y
Read Answer Asked by Jean-Yves on February 03, 2023
Q: I want to invest in 5 or 6 of the above companies, using CDRs on the NEO exchange. I know you like them all, but I need to narrow it down a bit, based on available funds. Although it will be in a non-registered account, the goal is very long term growth. My wife and I will not need the money, so essentially I suppose I'm investing for my children. If two of the stocks are roughly equal in growth potential, then I would choose the one that adds a bit of diversification. But I don't mind if they are correlated and all move up together. It is probably easiest for you to answer this question by rank ordering them, and I will pick the first 5 or 6. Thank you for such great service over the years.
Read Answer Asked by Gordon on January 26, 2023
Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....
Read Answer Asked by Maureen on January 24, 2023
Q: I personally feel the grocery stores are gouging Canadians like never before , this should give them great profits . Is there a ETF or specific company that one could invest in that hasn't already taken off , thanks and have a super 2023.
Read Answer Asked by jim on January 23, 2023
Q: My son has a small portfolio consisting of two ETF’s and seven stocks (CN, AAXN, NVDA, CRWD, DDOG, DIS, TTWO). We have picked stocks that have good potential, but that are also fun for him to follow. He is using the ETF’s to give his portfolio some diversification with 20% in ZSP and 15% in XIT. He is investing for the long term. He now has some extra cash to buy another stock or two. Would you have some suggestions? We are also thinking of selling XIT and splitting the proceeds between CSU and maybe one other stock. Any suggestions or recommendations would be appreciated. Thanks.
Read Answer Asked by Kim on January 23, 2023
Q: I am looking to add to the consumer defensive part of my portfolio, I already own Loblaws (L:CA) and Costco (COST:US). What other stocks do you recommend based on low debt/strong balance Sheet, secure and growing dividend, and some growth.
Many Thanks
Read Answer Asked by John on January 23, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!