Investment Q&A

Q: I hold these names In my $US RRSP and am comfortable holding them for several years. Can you provide comment given where they are currently trading if you would be comfortable holding.

Q: In light of current market actions and the now widely anticipated economic recession, I am looking for your thoughts on stocks you would buy for long term (10 plus years) and/or forever holds -- Canadian and U.S. names please. I am investing for retirement (within 5 years) but also for our heirs. We have built a portfolio of sleep at night holdings over the past 25 years and just looking to tweak the portfolio. Although we do not like to see these kinds of volatile markets, we also do not get freaked out by them. We have ample cash or near cash always in hand to combat such actions -- something you learn through experience! Thanking you in advance for your answer.

Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR

Q: The report is excellent. I own 4 of the 10 BYD CSU CAE KXS. I plan to add modestly to these names. of the names I don't have I will okk at TMX adw plc . I need to rea the report again.
of the US stocks I have JPM dropped a lot say compared to TD . Shoud I add JPM. Among
Some of the other US stocks I have is SBUX SQ DIS . Any cooments on these will be helpful

Q: Hello: I sold BABA and cut TCEHY holdings in half last week in a bit of a panic and would now like to know of any US stocks you might suggest to replace these two. I already own GOOGLE.
Thanks. Lesley

Q: You provided a CDN wishlist in today's comments to get us started. Thank you. Could we please get the US equivalent?
Thank you.

Q: Charlie Munger's philosophy has always been buy great companies at a reasonable price. When you look at EPS growth over the last 20 years for a company like Starbucks what would your evaluation be for average entry point price.
From Peak to Trough it went from around $16.30 in Oct 2006 down to $3.32 in Nov 2008. The negative sentiment back then at the time, reminds me of the Canadian Oil and Gas industry today. Thanks for providing such a useful chart in your companies profile section.
Gord

Q: Can you please recommend some US stocks which have become attractive buys with the recent market decline.

Q: In light of the Coronavirus pandemic, there's no question that some of the big US names will experience a direct hit to their bottom line. I am currently considering purchasing Starbucks and Disney shares when shortsighted Mr. Market starts selling off.

Firstly, do you agree that there is an opportunity to be had for capital appreciation in the two companies I mentioned.

Secondly, can you please recommend three or more other US or Canadian companies with a huge presence in China (or Asia) that are directly affected by the pandemic but will most certainly continue to do well in the future given its durable competitive advantage?

Q: Hi, Can you name a few companies say 3 Us and 3 canadian companies who have been prolific in creating value for their shareholders either by buying back shares/not increasing their share count while growing consistently. A small dividend if applicable but leaning more towards growth in earnings. Preferably with some sort of monopoly or advantage in their field. Thank you.

Shyam

Q: Could you provide me with a list of 5 or 6 companies that are buying back stock and that have good growth prospects. These could be in any sector and any exchange in Canada or the U.S. Thanks.

Rob

Q: Hi,
Having held some cash aside, waiting for a pullback - I am now wondering which companies I should focus on purchasing first during the downturn? Obviously I am looking for those that are good, solid companies with growth potential. Dividends is nice feature, but not a requirement if the future prospects for the company are strong and debt is low or non existent. I do not currently have any REITs and only AQN in utilities, ENB in energy as I lean towards growth more than income and usually overweight in stronger sectors and industries. Please provide some suggestions, US or Cdn, that have caught your interest recently, as I always value your suggestions.
Thank you,
Dawn

Q: I have some USD to deploy to 2 stocks for a long term hold. Which stocks would you purchase today, Appl or MSFT for tech and Cost or SBUX.
Thanks
Nancy

Q: Hello
What are your outlook on Starbucks? Would you recommend and is it a good entry point ?
Do you see the stock bouncing back in Q4?
Thank you

Q: Cons Disc [CD] portfolio target is 9%; current holdings 1.5% ea AMZN, SHOP [technically IT, but now more similar to AMZN? if not, then only 3% allocated], and CMCSA. 5+ yrs growth goal. To add and/ or new buys?
1. e-commerce: AMZN, SHOP, others?
2. retail watch list [WList]: advise re LULU, NKE, SBUX, others?
3. TV/ connected WList: DIS, ROKU & TLRA [both IT, but ultimately tied to Consumer spending]
4. Or, XLY and/ or TDB 424 Fund [Entertainment & Communication holds some Cons Disc, but not 100%] or other.
This is a mix but would appreciate your advice with sector allocation.
Thx

Q: Can you comment on the current investment choice from a growth and valuation perspective between Starbucks and Macdonalds?Kim

Q: Good evening,

I am torn with Starbucks. I bought back in 2011 and enjoyed one stock split. History shows that it is a possibility that it might split again this year. My issue is that it has grown to 10.42 % of my entire investments which is getting high. I am tempted to hold on due to its very high dividend growth and maybe another split. Sooner or later though (11% or 12%) I will have to trim back. What would be a good place to put the money if and when I trim back and do you see a split this year? Below are the past splits. From what my research show they usually split around high 80's

March 18, 2015 2-for-1
September 21, 2005 2-for-1
March 20, 2001 2-for-1
February 22, 1999 2-for-1
September 29, 1995 2-for-1
July 1, 1993 2-for-1

Thanks Jimmy

Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald

Q: I am looking to buy 3 or 4 American large caps, dividend paying, with at least moderate growth. I already own MCFT, DWDP, UTX, GLW, INTC. Any suggestions?? Thanks Jim

Q: hi Peter which of these 2 companies do like at this time? are you concerned about the debt levels of either company? lastly do you have a favourite in the fast food industry? thanks for your usual great advice I really enjoy the daily Q and A sessions. your candor is refreshing!