Investment Q&A

Q: Hi 5i team,

I follow the DOW stocks a lot as they are a barometer on the market. They form the core of my portfolio and I add and trim around them. You mentioned in an earlier question that big caps are likely the quickest to recover. Earlier I lightened up on some high beta tech names and have some dry powder. On the Dow, which ones do you see as are the top 3-4 names having the potential for the strongest recovery over the next year or so. I manage my portfolio closely, so I am not concerned about sectors or weightings here. There are a lot of candidates and some have really been beaten up and others not so much. The financials have been beaten up, but I stay in Canada for those anyway, and I have no interest in the oils.

Thanks again for the insight on the DOW stocks. Thanks for your great work, as some days you are turning out answers faster than I can read them.

Dave

Q: Given the current environment, which do you foresee having a good recovery from today's lows. How would you rank these companies listed to purchase today to deploy some cash. Which would you rank this list for risk from high to low. (not considering sector allocation.
Do you have any other recommendations outside of this list that you think might have more potential?

Q: Hello Peter and co,
Thank you for your voice of reason in these crazy times! My 18-year old granddaughter has been talking about investments, and recently announced that she has decided she wants to invest in a cruise line company, since they are probably way down. Her thinking makes some sense to me, as the cruise industry will survive, and the strongest players may benefit from assimilation of weaker players assets. Similar thinking regarding airlines. In both cases, bankruptcy may be a risk. Is it safe to assume that buying these sectors is a good long term strategy, and if so, which companies would you suggest? Presumably strong balance sheet is a must. I think I read that Warren Buffett bought some Delta Airlines shares recently. Considering all that, what would you suggest for a young 18-year old?
Thanks.

Q: Realizing that all the above listed securities differ, they all got battered like everything else. Your opinion would be appreciated as to slowly buying into these positions and your preferred ordering.
Thank you, as always!

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: Morning guys:
Would you guys buy this great name right now? I just bought visa and MasterCard , what other 3 us blue chips would you look at for being on sale?

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: I started picking away at these names a week ago and bought half positions in each (I'm always too early!!). I'll probably look to buy the other half in each this week if we get more spikes to the downside. I'm a relatively longer term holder (say next 5-10 years at least). With respect to IHI I usually stick to individual stocks but took a look at the top 10 holdings and decided they were all good companies so just bought the ETF. Do you see any issue holding these names?

Q: Prof Galloway (pivot/section4/etc) talks a lot about unregulated monopolies, are there any companies that you would recommend (outside of the traditional faang names) that might be able to grow into this category? (canada or us)

thanks

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 guys, I own the following with the respective total portfolio weightings. My TFSA is all CDN and RRSP is a mix of USD/CDN. When I rebalance, should I try and rebalance with respect to % of TFSA and % of RRSP or rebalance each holding as a percent of overall portfolio? If the latter, I would consolidate some of the holdings in my TFSA to bump up the individual weightings. Are there any obvious adjustments that I should make? I’m heavy on AAPL but have sold so much of it over the years I’m very tempted to let the remaining shares ride.
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%

Q: I was very lucky to have purchased Disney the day before in jumped to $153.
unfortunately it has now returned to almost my purchase price of $138.
with the coronavirus affecting their parks in China and Hong Kong quite extensively, would you suggest selling and hoping to purchase later after the
medical disaster has been eradicated? or is there enough strength in the overall company to just wait and see what happens!
ed in Montreal

Q: would you consider Disney to be a buy here?

Q: Hello,
I have a full position of Disney in my investement account..I am down about 10% I had bought this for the long term..but I am wondering if I should sell it for a capital loss and perhaps come back later. Or should I wait for results..Can you tell me when they report..I was also thinking that the Coronavirus wouldn't go too well for disney but disney ++ will be good...Thanks.

Shyam

Q: I have no positions in any of the companies highlighted. I do want to add 3 of the 4 companies to my diversified growth portfolio over the next 30 day's.
Which 3 and why?
Thank you

Q: Hi,

Is there an ETF that focuses on the streaming wars - Disney, Amazon, Apple, Netflix, etc.

Q: I recently submitted a question asking what "sector" Costco and Disney were in "according to your sectors". You advised that Disney was Consumer Discretionary and Costco was Consumer Staples.
You do not have these sectors in your listings. You have Consumer Cyclicals and Consumer Non-Cyclicals. I am assuming it is one of these - could you please advise. I am aware that sectors have more than 1 description name but I am trying to keep to the sector names you have on your Summary List.
Thank you so much,
Margaret

Q: I recently asked you for 4-5 core picks for U.S. stocks and you kindly sent them to me that was appreciated. I am trying to keep my stocks organized by sector, which you have also helped me with and wondered what (based on your Sectors) Costco and Disney would be in?
Thank you so much
Margaret

Q: Hi,
I am really optimistic about the prospects for Dis at these levels low 150's would you be comfortable with a full position I already started a half position at appox 151.5. If you had a rating system what would you classify Disney as? B+ or A? Thank you.

Shyam

Q: What would be your current top 5 investments (canadian or US company stock) for a millenial investor for the long term?