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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: Hello Folks
What are your feelings re: holding on to both Kraft Heinz and Starbucks, which are both struggling with their own issues. Would you consider McDonalds a decent bet/ replacement at present as it has been taking positive steps, but is expensive. Do you have other suggestions in this sector?
Thanks for your good work
brian
Read Answer Asked by Brian on February 02, 2018
Q: Hi 5i Team.
Please recommend your best non-tech US growth stocks.
Thanks for your time.
Read Answer Asked by David on November 16, 2017
Q: This is my dilemma I already hold 32 stocks. I own the above stocks with full positions in SBUX and MG and 1/2 position in AMZN to make up the consumer discretionary portion of my portfolio for a goal of 10%. This currently makes up 8% of this sector. My question is do I add to AMZN for a full position or add another stock? I own most of the stocks in the balanced portfolio and if I would follow that TOY would be your choice if I add another stock(I think) or would you add something else to the mix if adding another stock makes sense. My $US/$CAD mix is pretty much in line with what I want so I could go either way on that option. Thanks for the opinion in advance.
Read Answer Asked by Cheryl on August 21, 2017
Q: looking to build a 5% weighting in consumer discretionary. hard sector to buy into given the Amazon effect. Had my eye on ULTA and SBUX for a while and they have pulled back to what looks like decent entry points. SBUX has an iconic brand and always seems to be able to grow the business. ULTA has done really well, seems to have good financials (very low debt) and good same store sales growth. how would you view these names in the cons disc space? would you have any better suggestions?
Read Answer Asked by Richard on July 07, 2017
Q: The theme of this questions is the potential for rising coffee prices and how it may affect the companies I have listed.

I have been watching the iPath Bloomberg Coffee Subindex (JO) and it has me concerned enough to trim some of my position in SBUX and I am also curious to know if you think this is something investors in PHB and TPK need to worry about. Thanks.
Read Answer Asked by John on November 08, 2016
Q: Hi Peter

I own QSR at lower levels and am considering adding Starbucks with its pullback. They are the kind of companies I like to own with increasing dividends.
However, I have a hard time accepting P/Es in the mid 20s. Morningstar has SBUX with a forward P/E of 25. Still seems expensive even with its pullback. What do you think?

Cheers
John
Read Answer Asked by john on September 27, 2016
Q: My question is on Starbucks (SBUX) I saw that you answered a question on this stock already today. I have been a holder of Starbucks since April 2011 and have had over a double. My wife wants to continue to hold it for another 3 plus years in hopes for a 2:1 split. I was debating taking some off the table. We are most likey going to continue to hold it. My question is what do you think of yesterdays earnings report? Depending on who comments on it around the interenet yo can find good and bad about it. The earnings seemed fine to me.

James
Read Answer Asked by Jimmy on January 27, 2014
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