Investment Q&A

Q: Hi Everyone,

Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.

VRT is my only US "Industrial" at present.

Thank you!

Q: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.

Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.

Thank you for everything

Q: Hello Team,

I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.

Thanks

Q: Hi 5i Team - Axon has moved up very quickly in the past few days. Do you think it is ahead of itself. I know it sold off in the market downturn but do the fundamentals support this meteoric rise from that low point. Have insiders been buying. Thanks.

Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.

Q: Hi,

One month ago, April 4th, in an answer to a question, you listed your favorite stocks, both Canadian and U.S.

Which would they be today, for a growth investor, with a general indication of the reasons and risks of your list ?

Thankfully,

Jacques IDS

Q: Axon is reporting a great quarter. Could I have your analysis please?

Q: I currently own ENB (full position), SU and WMB in my RRIF. I am thinking I would like to increase my dividend income to help meet my annual withdrawal. I am trying to decide whether to sell WMB and buy more SU (more dividend income); sell WMB and replace it with CNQ (dividend bump and retain diversification) or stay the course and sell some shares if needed. I would appreciate your opinion which could include an option I have not considered.

On a different note, we had the misfortune of having our home broken into in Toronto. During the course of the investigation the officer suggested we download the images captured by our door alarm using their Axon app. I took the opportunity to ask the officer about Axon which I own (get a little intel to turn my lemon experience into lemonade maybe!). He said the officers love the software and they were looking forward to getting the upgraded Taser within the next few months. So it was nice to get that positive news.

Appreciate your insight.

Paul F.

Q: Am thinking of selling either AMZN or BRK-B (both with a small loss) in exchange for AXON. In what order of preference would you put these for best long term growth?

Q: Could you please rank these 5 stocks in terms of growth prospects and business model / sector strengths?

I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.

Q: Please rank following for a long term hold. Thanks

Q: Gildan's debt is a little high but other metrics look good. Wondering if you think they can profit from "buy Canadian" momentum.

Have owned AXON, sold at nice profit. Thinking of re-entering. Would you enter now or wait?

Thanks for your wise counsel,

Mike

Q: The rumour today is that Trump's team is about to announce their first trade deal. It sounds to me like England. Assuming that more of these follow and perhaps increase in frequency, sentiment will change and I personally expect a risk-on environment.

Please list the 10 equities from the US and Canada (in any sector) that you project will move most aggressively over a 3 month period in an environment where trade deals are the daily news and not negative bluster. Note, I am not asking you to asses the probability of deals, just the 10 companies that are poised to benefit most in terms of share price. Note that these can be risky companies but if they are, please state that and explain why the upside makes up for the risk.

Please take an extra credit and state whether each suggestion is a short term trade or a long term hold.

Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Q: Please rank from most conviction in a recovery to least conviction. Thank you

Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Q: Which 5 Canadian growth stocks would you start to accumulate today? Cash account.
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks

Q: Only within the last two months we were at record highs, now we’re in a bear marker for the Nasdaq and S&P nearing one. Futures are selling off again here Sunday night. US administration is digging the heels in on these tariffs.

What are your thoughts on the Trump and Fed put? If they don’t change course soon, the economy is going into a recession and midterms next year will be ugly for the GOP. Looking back at all previous crises, what do you think will happen in the next 6-12 months and what’s the game plan? VIX at these levels and large consecutive down days have resulted in nice future returns 1,3,5 years out. Let’s say you had 100k to invest now, how would you deploy over the upcoming weekly or monthly interval? Which 5 CDN and 5 US stocks would you continue to buy on any weakness, assuming only market related? Thank you!

Q: What is your view on AXON moving forward? If it is a hold/buy what is a reasonable time frame?

Thanks for your steady hand. It is much needed and appreciated.

Janet

Q: Could you please list these industrial stocks in order of conviction from best to least conviction. thank you.