Investment Q&A

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.

Q: Can I please have your top 5 US and Cdn consumer non cyclical stock choices ?

Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?

Greg

Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken

Q: Hi 5i Team,
Could you please rank the following in terms of growth and then once again in terms of safety. Are any of these companies expected to disproportionately benefit in a post-covid world?
FIVE, GNRC, MNST, QRVO, TMO

Thanks in advance,
Bob

Q: Appreciate your current view and outlook on Monster Beverage MNST.

Q: My advisor has suggested I average down buy these two stocks PEP and K (underwater on both). I'm hesitant to proceed that way and would rather look at consumer discretionary ideas with more growth. What would you suggest? I consider myself an aggressive investor. Looking for a 2-3 year hold.

Thanks, as always for th great advise.

Dave

Q: Hi : What's your view on Monster Beverage? It screens well (based on pre-CoVid data) but I am unsure how its business will be affected by the CoVid situation. Are there other companies in the same space that you like better?

Thanks for your insight,

JohnR

Q: Could I possibly get your opinion on these? How would you rank them among each other?

Q: What is your assesment on this company for a staple growth company? Any specific problem you would see?Is it to expensive? They will be using coca cola's network for expansion.Not very good at beating estimates.Or would an industrial company you could suggest at this time be better ?
Thank you much portfolio on track for very good gains so far.

Q: I'm looking to buy more monster beverage shares due to its drop - how much further do you think it will fall before it recovers? The company was fine before the incident. Your views / past experiences with companies undergoing lawsuits. Thx.

Q: Hi Peter, there seems to be an investigation on management on Monster Beverages. I've made decent returns already so the question is, from your experiences, should I sell as soon as possible or is this lawsuit being blown out of proportion? I haven't dealt with a stock that has been accused of falsifying financial statements until now (thank goodness!).