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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: I am very fortunate to be a member of 5I,Thanks
I wish you were actively advising on US stocks meanwhile however
for me to start please suggest some US stocks or etf for not very aggressive
stocks with high volatility but something like BNS,SLF,td in Canada Income is not my priority but steady growth is in my mind not stocks like canabis?
I appreciate your sugestion and has always benefited from them
Nizar
Read Answer Asked by Nizar on March 19, 2019
Q: Hi team,

Several years ago, I started moving money to the U.S. side for greater growth opportunities. I am now at 80% U.S. and with the weak Canadian dollar outlook, I won’t be going back soon. So, I appreciate your advice on the U.S. side, which I find to be very insightful, even though it is not your primary focus area.

To offset my tech risks, I like big cap and/or Dow stocks. DIS intrigues me for their many growth arms. I was not following closely all the wheeling and dealing among DIS, Comcast and others last year for Fox and other companies. DIS bought FOX and/or its entertainment assets and the deal closes early Wednesday morning. DIS was the worst Dow performer today (aside from BA). Did DIS overpay for FOX or is this just arbitrage on the stock before deal closes? DIS has a ton of content already so what does Fox add? I believe DIS now gets a bigger share of Hulu. Will Hulu become their primary streaming service or is something else planned by DIS to compete with NFLX?

I am just trying to better understand the outlook for DIS once the FOX deal closes.
Thanks for the insight.

Dave
Read Answer Asked by Dave on March 19, 2019
Q: Hi 5I team.

Other than XUS (15%) I really do not have much exposure to US Stocks. Would you please recommend a few US stocks or Sector based ETFs to invest about 10% of new cash. I have a few options based on Mad Money and Market Call. Any preferences of the stocks I've listed or other ETF suggestions would be helpful. My horizon is for 5+ years.

Thanks


Read Answer Asked by Abhishek on March 06, 2019
Q: Hopefully, you can give me guidance regarding these three American companies. With a focus on their future prospects and how they have positioned themselves for growth, would you be cautious about investing in any of them? Which of the 3 seems to have the best opportunity for sustainable growth going forward? Thanks again for your appreciated guidance.
Read Answer Asked by Les on December 03, 2018
Q: Looking to add some US companies to my non-registered portfolio. Can you suggest 5 US companies that you consider to have some Growth and Value. No Tech companies.
Thanks
Read Answer Asked by JOHN on September 18, 2018
Q: My apologies - I forgot to say that I was looking to invest in that thesis with US stocks. I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?
Read Answer Asked by Rick on June 05, 2018
Q: Dear 5i
How does the earnings growth look for DIS , NFLX , ATVI , EA and CAT over the next 2 years ? Is the gaming space a good place to be . This seems to be a popular and growing area .
Thanks
Bill C.

Read Answer Asked by Bill on February 13, 2018
Q: Hello,

I realize that you don’t focus on the US market but I have cash to deploy and would appreciate your opinion.
I am looking for 4-5 stocks regardless of sector to buy into this market dip. What would you suggest?

Thank you!
Read Answer Asked by Josette on February 06, 2018
Q: I have virtually no direct exposure to the US market at the moment and wish to rectify that. My risk tolerance is moderate with a minimum hold of 5+ years.
I am considering adding IWO and MTUM to my RRSP plus 2 or 3 other stocks for diversified exposure. What are your thoughts with this strategy and can you provide a couple stock suggestions, your reasoning behind them, and perhaps how best to allocate the funds?
Thanks for the great service.
Read Answer Asked by Ron on January 22, 2018
Q: Given the some of the uncertainties surrounding DIS, including how their new ESPN streaming service will perform, Bob Iger's impending retirement and the stock's poor price momentum of late, do you think it would be reasonable to exchange DIS for PCLN (after its modest pullback) for a very long term hold in the US consumer cyclical portion of my portfolio?
Read Answer Asked by Peter on October 05, 2017
Q: Hi Guys,

Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,

Jim
Read Answer Asked by jim on June 26, 2017