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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: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David
Read Answer Asked by david on June 16, 2021
Q: Do you have a strong preference for one of these stocks over the other? Which do you prefer and why? Thanks!
Read Answer Asked by Christopher on May 25, 2021
Q: Which stocks like Cruises,Airlines,Hotels,Accomdation,Travel do yoe Recommend?
Read Answer Asked by Nizar on May 25, 2021
Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.
Read Answer Asked by Stefan on May 03, 2021
Q: Current market volatility has me seeking companies that have 'wide moats' making them somewhat less susceptible to market noise. I would appreciate it if you would suggest the names of some American companies that you would consider to be 'wide moat' types of companies. If there are some that currently provide value this would be a bonus.
Read Answer Asked by Les on April 01, 2021
Q: Hello Team,

Can you plese list your top 6 'recovery' stocks that should still show significant positive movement.

Thanks,

Dean
Read Answer Asked by Dean on March 24, 2021
Q: I intent to take opening positions for these three US stocks. Seems momentum is good. But what would be a good entry point for each of these?.........thanks for the hints.......Tom
Read Answer Asked by Tom on March 18, 2021
Q: Looking for a travel play, it would be my only one. Of the above which would you recommend?

Cam
Read Answer Asked by Cameron on March 16, 2021
Q: CRWD reports after market tomorrow. I hold it in my U$ account. Down 7%, probably paid too much for it. Buying US market is not my forte. In U$ account I hold CRWD, CAE, TIXT, in C$ account VGG and VFV. I have a balanced portfolio with a bit overweight tech.
I am considering selling CRWD on news and looking elsewhere for better opportunities. Would like your opinion . Could I have two or three of your top picks for non Canadian securities.

Roy
Read Answer Asked by Roy on March 15, 2021
Q: Hi 5i gang,

What are your current favorites for the reopening trade? I know this is not a new theme, just looking for stocks that are still are reasonably priced.

Thx
Read Answer Asked by Christopher on March 03, 2021
Q: Aside from AC, what are 5 top of list "recovery stocks" ?
Read Answer Asked by George on March 03, 2021
Q: Hi Peter,

I had asked a couple of questions the other day but got a reply to just one of them so I will ask again.
For the US, I own two ETFs; ZSP (8%) and FTEC (8%). I have USD to add another 20% to the US part of my portfolio and would like 7-8 names to add on the current market weakness/rotation. I would appreciate if you could recommend a few stocks for growth 5-10 years at least, don't need dividends, medium to high risk. These names would be in my RRSP and margin account and buyable at current prices.
Thanks in advance.
Kevin
Read Answer Asked by K on March 01, 2021
Q: Dear Peter and Ryan.
I am confident in global recovery after deployment of the vaccines and would like to allocate fund to Recovery play in my RRSP. It is long term investment but it would be nice to see some gain in the short term too. Can you please recommend a few companies or ETF in CAD or USD?

Thank you,
Yiwen
Read Answer Asked by Yiwen on February 26, 2021
Q: I would like to start a position in 2-3 companies that should have a nice boost as the travel industry resumes. It could be US or Canada. Can you suggest 4-5 to look at please?
Also, is there an etf that would embody my theme and would benefit as the industry comes back?
Thanks as always for your great advice.
Read Answer Asked by Elliott on February 23, 2021
Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!
Read Answer Asked by Michael on February 19, 2021
Q: As a recovery play, and a 2 to 5 year horizon, specifically cruise lines, what is your opinion on CCL vs it's peers. If not CCL, what others would you recommend and why. CCL seems to be the biggest in terms of the number of sub groups under it. Is this size a negative though? Please provide some forward looking metrics to your recommended play
Read Answer Asked by Harry on February 12, 2021
Q: With the possible turnaround of traveling later in 2021 would sabre be worhtwhile investing.It was a 24,00 US stock but now trades around $12.00 and they are reservation company for airlines, hotels. Also with Biden adm. signing of mining materials would NEO (canadian) for ev be ok.They seem to be part of of MP for rare earth minerals. For growth 1 to 2 yrs Tks 5I use as many credits needed
Read Answer Asked by Guy on January 25, 2021
Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.
Read Answer Asked by Dave on January 20, 2021
Q: Hi 5i
I am looking to rebalance my consumer cyclical and defensive portions of my portfolio.
I would very much appreciate your recommendations on the better CDN and US stocks to consider in these areas. I have reviewed your portfolios and reports and am very much a dividend opportunist but would not shy away from growth

Thank you

Peter
Read Answer Asked by Peter on January 20, 2021
Q: Hi,
I am currently significantly underweighted in consumer cyclical sector. Can you suggest 2-3 names in U.S.? FTE names in U.S. and International would be great appreciated too. thanks.

Martin
Read Answer Asked by Martin on January 12, 2021
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