Investment Q&A

Q: I am wondering what you think of Home Depot for writing covered calls as part of an on going cash flow enhancement strategy.
Along those lines I am wondering what factors you would look for in a stock for a strategy such as this?
Many thanks.
Mike

Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: Please give me your thoughts on ROKU, and whether you see this current price as a buying opportunity, or simply too banged up? Do you feel the price could return back to it’s all time high numbers ?

Also, I currently hold TT, and was wondering which other growth industrial US stock would be a good addition for an RSP? Top 3 picks in order please

Lastly, please rank HD, COSTCO and WMT

Thanks so much

Nick

Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul

Q: Hi 5i,

Thanks for your great service over the last two years. I’m very happy with how I’m doing based on your insights.

My portfolio analytics suggest I am underweight in consumer cyclicals and consumer defensive.

Please recommend your top 3 US buys in each area.

Also, please suggest your top 3 US buys right now regardless of sector.

Q: Hi 5i team,

Which one would you recommended at current price? Can you please also share your view on sector level?

Thanks,

Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick

Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.

Q: Hello 5i,
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?

Thank you for your great service,
Carlo

Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: HD has had quite a run since it pulled back earlier this year along with the other "COVID-19 beneficiary" stocks and recently broke US$320 a share for the first time ever. It is not clear to me that this rapid run is supported by the underlying fundamentals. Would you recommend investors hold their full position or consider taking some money off the table? (assuming an ordinary portfolio weighting in a portfolio of 30 stocks)

Q: Would appreciate your recommendation of 5 Canadian and 5 US dividend aristocrat equities that you would purchase that you would expect some growth in both income and price appreciation.

Q: Hi, I am looking to put some US funds into companies/sectors, which will benefit from the reopening of economy. I also read that small caps generally outperform when economy rebounds. Could you recommend some USD ETf's and few large cap US stocks, still trading below their pre pandemic levels in such sectors, in order of preference. Thank You

Q: As of today, what are your top 10 (5 USA, 5 Canadian) dividend yielding company's that you would invest in for a 5 year horizon. Thank you once again

Q: Hi,
I am currently significantly underweighted in consumer cyclical sector. Can you suggest 2-3 names in U.S.? FTE names in U.S. and International would be great appreciated too. thanks.

Martin

Q: I own shares in the above companies. I realize some of these a very small. Can you please tell me which ones would be the best to add to or would you recommend other building materials on the TSX? Would you suggest I sell any of these?
Thanks, Stan

Q: Hello Folks:
You people have provided such great service to we investors, however I am increasingly frustrated attempting to search questions for a particular company. Each thread leads to another and another and and another and so on, with none paying attention to the company requested. As a result, the only way to check a particular company is to submit a question regarding each company which provides you more work and prevents clients from examining your answers to other's questions. This now convoluted system used to be so useful. There must be a better way than having these companies jumbled together providing no real answers.
My question is your view of Home Depot, Walmart and Costco as long term holds.
Thank You once again for your great service!
brian

Q: I currently hold HD in my portfolio and am considering a switch to either BKNG or WYNN, what are your thoughts for some safe growth?
Thank you for a great service.
Lyle