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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: Fast forward 2 years from today, and assume a return to something that resembles normal.
Which stocks (US and CA) would you wish you bought today.
Read Answer Asked by Gregory on December 15, 2020
Q: Hello Peter & team,

Read a report that stated bank deposits are up considerably. Reason... It appears People are banking funds without having the opportunity to take their annual vacations because of Covid. Vaccines are in the process of being distributed. There will be an end to the lock down eventually, and when that happens people will be biting at the bit to travel. I know I am.

My question... I'm thinking the beneficiaries of this pent up demand are going to be Cruise Lines, Airlines & Hotels. (plus anything else you can suggest) Are you able to tell us - your loyal 5i family - which companies we should be targeting which will benefit once everyone starts being able to travel again? And if you could, please provide your futures opinion on Air Canada which is still down 50% (approx) compared to it's pre-covid highs. I am seriously considering a strong position and would like to know your thoughts.

Thanks for all you do

Gord
Read Answer Asked by Gord on December 10, 2020
Q: Can you please provide some recommendations on travel related stocks listed in Canada or the US. Am looking to hold for 3 to 5 years.

Thank you
Read Answer Asked by Vineet on December 10, 2020
Q: I realize that you ( much like I ) are growth investors. However I’d like to play the risk on trade and am looking for 5 beaten down US value names that would have good bounce back potential. Can you rank your choices? Thank you
Read Answer Asked by Karim on December 09, 2020
Q: I believe Regis could be the ultimate Covid recovery stock in some respects; however, do you perceive that they have sufficient financial strength to take full advantage? Do you see other non-airline firms best positioned for a true Covid recovery?
Read Answer Asked by David on December 03, 2020
Q: It seems the market always looks forward and as such there must be companies that are moving to the upside now based on what the economies of the world will look like six months from now. Please provide me with the names of 5 Canadian companies and 5 American companies that you believe should do well in this new world. (Hopefully, post Covid World). I realize I'm asking for an educated guess, but since you have far more experience than I do, I would appreciate your opinion.
Read Answer Asked by Les on December 03, 2020
Q: Thank you so much for your recommendation on WYNN, GC, BKNG, LUV. They went up a lot.
I still have some cash that I would like to invest.
Are there any stocks that are still undervalued even after recent vaccine news? Or should I just wait for them to dip again? Thanks!
Read Answer Asked by Yongwei on November 16, 2020
Q: I asked this question on my phone few days ago and I haven't seen the answer yet:
Can you give me your current top 3US and 3CDN growth stocks?
3US and 3CDN compelling recovery stories post covid.
Thanks!
Read Answer Asked by JR on November 12, 2020
Q: What's your favorite pick for travel, when this COVID finally ends. MAR has future earnings forcast to grow 53% from what i have read, but coming off terrible numbers maybe that isn't so great.
thanks
Read Answer Asked by Gordon on September 28, 2020
Q: If we found a Covid-19 vaccine tomorrow, what are the most depressed companies now that would benefit the most?
Read Answer Asked by James on September 28, 2020
Q: My powder keg is dry waiting for the covid 2nd wave and in my opinion anticipated second market adjustment. The recent jitters made me realize I haven't made my buy plan for my cash...I am pleased with my portfolio and don't have any huge gaps, I am slowly switching from growth to income so am looking more toward your income portfolio for inspiration. In Canada ENB and H looked like good buy options and I already own Suncor so would top up on that as well to a full position. In the USA I am leaning towards P&G and Coke. These complement my current holdings and I feel these additions will do OK in a possible extended covid induced economic slowdown as well as be good long term income holdings.

Any names you wished you had added on the last drop or names you are watching with interest?
Read Answer Asked by Tom on September 23, 2020
Q: Can you please provide your top 5 large cap US consumer cyclical stocks today that provide growth in these challenging times, with moderate risk? Thank you.
Read Answer Asked by Maureen on September 17, 2020
Q: Thx as always for your amazing service.
You mentioned 4 of the above names in a vaccine / recovery scenario. I already own DOO and GC, and I am looking to add two. Can you please rank them 1) in terms of risk 2) recovery potential from current levels

Thx Brian

Read Answer Asked by Brian on August 25, 2020
Q: Can you give me a couple cyclical names in both US and Canada that you think look interesting here? Thanks
Read Answer Asked by Martin on August 19, 2020
Q: I am interested in the cyclicality of this sector, not necessarily seasonal issues, and curious as to the reasons for the pullback in these and I gather other US issues. Can you comment please and provide the names of four or five other major gaming companies. Is there an ETF which represents the sector? Thank you
Read Answer Asked by Mike on September 20, 2018