Investment Q&A

Q: Good Morning
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel

Q: realizing these companies are much different from each other. Would you recommend all three. If yes, Pls indicate by rank, which ones might show the greatest appreciation over the next 2 yrs.

Q: Pls provide your favorite 4 or 5 US consiuer discretionary stocks. Thanks

Q: Dear Peter,

This question is based on your excellent article in Canadian Money Saver Nov/Dec 2015! How time flies, eh?! Titled: Setting up a US income portfolio with call options.

Several years ago I had asked if you have written any follow articles on this strategy? If you have, please post the links for all of your subscribers. That would be helpful.

But my question is this:
Based on the criteria that you highlighted in that article if you had to choose Five stocks what would those stocks be today?

I am semi retired senior citizen who can allocate 10-15% of my portfolio to this strategy.

Many thanks in advance.
Mano.

Q: How do you feel about the short term and long term for Garmin after their earnings? Do you feel confident in their management? How do you feel about the inside ownership? What area of their business us their biggest source of revenue? How do you feel about their financials…and any other pros snd cons…and lastly is it a screaming buy now? a or a hold? or sell?

Q: Hi 5i Team,
Garmin reported disappointing 2Q and lower 2022 guidance. What do you think of this company in a longer term?
Is this stock buy, hold or sell?

Thank you for your professional advice.

Q: Hi I’m a long term investor, and currently very heavy on Tech. I’m currently searching for a non tech name for an RRSP for a long term hold. I’m more focused on growth as I have time on my hands. Outside of tech, I hold ATZ, HON, BAM, GSY, SQ, COST. Can you please list your top 10 favourite US companies?

Thanks for everything

Q: Given your recent answer regarding CROX, I had a look at the sector and noticed big moves yesterday. Also many of these are very near lows for the year. My question is would you put money to work in the sector now? Do you have a few favourites and is there an ETF that emphasizes this retail/clothing part of consumer discretionary as opposed to something like XLY which emphasizes very different segments? Thank-you again.

Q: Hello,
I have Flutter Entertainment shares OTC due to the all share deal from owning TSGI years ago. My question is should I sell these shares now and rebuy them with US dollars on a US exchange, that way if I make a large profit in the future it is less of an exchange fee? Or is there another company in the consumer sector you would recommend altogether?
Thank you,

Tori

Q: Please list in order (first to last) your top five US cyclical stocks. If APPL isn't one of them, please explain why not. Thank you.

Q: Hi 5i Team,
I know these two are totally different. If I am only focusing on much better upside potential, which one would you suggest, Facebook or Garmin. What do you expect these companies going forward.

Pls deduct credits as necessary.

Thank you for your hard work.

Q: Hi Peter and 5i,
Would you please comment on GRMN earnings?
With regards to their future guidance for next year - Sales $5.0B up to $5.5B, GM% - 57.5% down from 58.0% (also down more so from previous years), Pro forma EPS $5.90 basically the same as this year at $5.82.
I like their $3.1B cash position.
Do you think supply chain issues are the main driver for their GM% reductions and thus their EPS in 2022 guidance? And do you see GRMN returning to their steady growth (single and sometimes low double digit) beyond 2022 and would you continue to hold this stock for the long term (5 years +)?

Q: I currently hold Starbucks in our dividend portfolio. Given the rise in wages and new union issues would you continue to hold? If not Starbucks, is there another stock in Consumer Discretionary that you prefer for dividend growth?

Q: Hi 5i Team,
Pls comment on Garmin qtr. earning and guidance . SP dropped 7% this morning. What do you think of this company going forward?

Thank you for your great advice as always.

Q: Hello 5i,
Portfolio Analytics indicates that I need to add about 1.35% to my Consumer Discretionary/Cyclical and further that I need to increase my U.S. exposure by about 3.05%, so I am looking for a U.S. name that pays a decent dividend above, say, 2.25% in this sector & geography.
Some names that came up from a link (U.S. Dividend Aristocrats) you had previously supplied, in response to another question, that I was considering are:
Genuine Parts - GPC
Leggatt & Platt - LEG
McDonald's - MCD
VF Corp - VFC
So, my questions are:
1. Out of my list are there any concerns over dividend safety?
2. Safety of business in general?
3. Given my need for dividend income in this sector, would you have any other suggestions you might prefer over these names in terms of safety of both business and dividend?
My current Cons. Discretionary/Cyclical holdings are LNF in Canada and MGA (Magna) on the U.S. side.
Retired, income-oriented investor otherwise well-balanced and diversified.
Thanks for any help you can provide - always very much appreciated!!!
Cheers,
Mike

Q: Hi Team,
I am currently reviewing my TFSA and the current holdings within that account. I am looking for your thoughts if any of my holdings should be adjusted or removed/trimmed, or if you had any suggestions for new buys. My focus in this account is growth for a 10yr+ period. I hold the following stocks, listed as a % of my tfsa: LSPD (32.3%), CELH (9%), Docu (5.6%), Fb (19.3%), Pltr (4.9%), SQ (12.2%), TTD (8.9%), U (7.9%). Thanks

Shane

Q: Any recommendations for US or international (listed on US stock exchange) stocks for RRSP and TFSA accounts to help overall diversification with non-registered accounts that are overweight Canada geographically and within that financial, energy, and utilities overweight. Thanks.

Q: What are your 5 US non-tech stocks, in order of preference?

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: I would like to start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks