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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: Please suggest a list of 10 US stocks that would be suitable to implement a covered call income portfolio. I plan to use one month options. Thank you!

Read Answer Asked by Stephen on June 06, 2023

Q: I am a dividend investor, considering high
volatility and potential NASDAQ and S&P 500 low points in 2023 ,I intend to " do an exception" in my RRSP, and to take position (for capital gain) in one ,or eventually 2 of these Cies.How would you rank all of them for a 2+ years perspective? Regards, J-Y

Read Answer Asked by Jean-Yves on February 03, 2023

Q: Hi 5iresearch
I am in a loss position with the above stocks. They represent a very small size of my portfolio. Which ones would have a good chance for recovery in the next 12 months? I am trying to determine which ones I should sell to allocate to other shares with better chances. You can give %s for their recovery in the next 12 months.
Thank you

Read Answer Asked by Ahmed on January 20, 2023

Q: Hello, please name the top 3 stocks among these in terms of expected total return in the next 5 years, with a short explanation for your picks. Thanks!

Read Answer Asked by Martin on January 18, 2023

Q: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?

Read Answer Asked by Jean-Yves on December 19, 2022

Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.

Read Answer Asked by Stefan on September 22, 2022

Q: First thanks for the swift turnaround response†for ADBE, yesterday.†
Now my focus is on Consumer Discretionary†stock positions. I hold Canadian positions†in ATD, BYD, DOL and PLC and then for the US, AMZN and HD.†
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is †13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What†are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you†think I should consider for the brighter future, I'd be pleased to know about them.........Much†thanks..............Tom

Read Answer Asked by Tom on September 16, 2022

Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what Iím currently holding in my non registered account.

Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U

Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. Iím looking to have a mix of growth and value holdings.

I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.

Please take as many credits a you see fit.

Thanks
Joe

Read Answer Asked by Joe on September 13, 2022

Q: Hi Folks,

I am looking to add a couple of Consumer Discretionary stocks to my non registered portfolio. Looking at HD, NKE, SBUX , GNTX and VFC - which two would you recommend for growth and some income at this time.
Thanks

Read Answer Asked by JOHN on August 26, 2022

Q: Which of these companies do you think have the best growth potential going forward for a long term hold, looking at their current valuation, fwd rev and earnings growth rates, etc.. How would you rank them? Thanks!

Read Answer Asked by Keith on June 10, 2022

Q: If you were going to have a USD Income Portfolio, what would your top 10 equities and how would you rank them. How important is annual dividend increases?

Read Answer Asked by David on May 24, 2022

Q: When you call them an expensive sector that is not so safe for investing until investors re-consider the valuations. When you compare their PE'S with what is being held in the growth portfolio i have to call this the expensive sector and maybe not so safe sector. I feel this market is not that safe until, inflation is under control, interest rates finish rising, covid is under control in China, supply chain issues are fixed, high oil prices, and the war in Russia. The market cannot fight all of the above.

Read Answer Asked by eugene on May 19, 2022

Q: Hi 5i,

I was looking forward to the US part of the answer to Aleemís recent question.

Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.

Thanks as always,

Kevin

Read Answer Asked by Kevin on May 10, 2022

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Read Answer Asked by Jacques on April 20, 2022