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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: Can I get 4-5 Canadian and US large cap names from different sectors that look good here. Thanks
Read Answer Asked by Martin on January 27, 2022
Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant
Read Answer Asked by Grant on January 24, 2022
Q: Looking for an investment in the recreation space. Would you favour a company that was a manufacturer like VSTO, an outfitter like COLM or LULU, a travel agent like BKNG or EXPE, a retailer like DKS or BGFV or an operator like CWH? Or is there another suggestion you might have. Thanks.
Read Answer Asked by Stefan on January 17, 2022
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?
Read Answer Asked by Gerry on January 09, 2022
Q: With reference to Peter’s article entitled Five Investment Themes To Keep An Eye On In 2022, what 2 or 3 stocks would you recommend in the travel & leisure sector & the gold sector? Thanks … Cal
Read Answer Asked by cal on January 04, 2022
Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT
Read Answer Asked by kaushikbhai on December 10, 2021
Q: My portfolio analysis suggests I am underweight in Basic Materials, Consumer Cyclicals, Utilities and Healthcare. I have USD to invest as I am also underweight in the US. Could you give me your 2 best suggestions for overall return (not high-risk) in each of these sectors individually as well as a group. I would also like to know if there are Canadian companies more attractive than your US suggestions in the same sector. Thank you for your help over the years
Read Answer Asked by jacques on December 10, 2021
Q: Management always seems to be one of the keys to the success of any company. Could you provide a list of companies that you consider to have top-notch management - any sector, any market cap but leaning towards small to mid cap, Canadian and U.S. I'm not going to put a number limit on this - just whatever you feel comfortable in providing, realizing that there may be too many to list for this type of question. Thanks.
Rob
Read Answer Asked by Rob on November 30, 2021
Q: Hello Peter, I was surprised to note that the market cap of ABNB is actually higher than BKNG. For a somewhat conservative investor looking for long-term growth (and expecting a resumption of consumer travel, etc.) would you support these companies? And which would you favour and why?
Thanks in advance!
Read Answer Asked by James on November 25, 2021
Q: Good morning 5i,

Aside from industrials and general tech. What is a thematic ETF you'd suggest for growth right now? Encompassing maybe a favourite stock or 2.

Examples being FINX, SMH, BOTZ, QQQJ.

Looking for the theme and suggested ETF.

Thanks as always for the tremendous service.
Read Answer Asked by Adam on November 10, 2021
Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you
Read Answer Asked by Marty on November 05, 2021
Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul
Read Answer Asked by Paul on October 26, 2021
Q: Hi 5i Team,
Do you have a preference for long term growth in US banks? I was considering JP Morgan or Bank of America. Any preference here or other suggestion? Looking for long term growth.
Secondly, could you suggest 5 US stocks with good positive momentum that you would invest in now? Sector is not important for these suggestions.
Thanks,
Linda Nemis
Read Answer Asked by Linda on October 19, 2021
Q: Hi 5i,

Thanks for your great service over the last two years. I’m very happy with how I’m doing based on your insights.

My portfolio analytics suggest I am underweight in consumer cyclicals and consumer defensive.

Please recommend your top 3 US buys in each area.

Also, please suggest your top 3 US buys right now regardless of sector.

Read Answer Asked by Kevin on October 18, 2021
Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.
Read Answer Asked by Simon on August 27, 2021
Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.
Read Answer Asked by Lyle on August 05, 2021
Q: Hello 5i,
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?

Thank you for your great service,
Carlo
Read Answer Asked by Carlo on July 13, 2021
Q: Hello
Could you recommend service oriented (eg going to restaurants , on vacations etc) stocks and ETFs that still have room to grow with the reopening?
Thanks
Read Answer Asked by Mary on July 06, 2021
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