Investment Q&A

Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?

Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.

Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks

Shane

Q: With regards to the shift in consumer thinking related to moving away from using fossil fuels for home heating/cooling, are there any companies that would stand to benefit from the shift towards heat pumps?

Trane and Honeywell come to mind but are they actually good companies for investors? The 3 to 5 year charts show them as being somewhat rangebound.

Are there perhaps other companies? Or companies that supply the parts for the heat pumps?

Thanks!

Q: Hi team,

Grateful if you could provide a list of your top growth stocks, ten Canadian and ten American, for the next 2-3 years, excluding “lottery tickets”, with short comments and a risk evaluation. Please deduct as many credits as you see fit.

Thank you for the good work,

Jacques IDS

Q: Can I have your best ideas for industrial powerhouses that play in smart infrastructure

Q: Hi 5i. ABB is delisting in NewYork. Debating if I should keep or sell the stock. What would be the approximate cost for selling or buying the stock on the Swiss exchange? What are US or CDN companies comparable to ABB that you like and have confidence in. Best regards.

Q: Please comment on the review from a new book from Michio Kaku and how the coming of quantum computing would affect companies in the SOX index such as NVDA. Are there any public or private companies at the forefront of this advance?

"The runaway success of the microchip processor may be reaching its end. Running up against the physical constraints of smaller and smaller sizes, traditional silicon chips are not likely to prove useful in solving humanity's greatest challenges, from climate change, to global starvation, to incurable diseases. But the quantum computer, which harnesses the power and complexity of the atomic realm, already promises to be every bit as revolutionary as the transistor and microchip once were. "

Apparently the auto industry and medical research areas are already using it.

Q: Given the current economic climate and potential future trends, which industries or sectors do you believe are well-positioned for long-term growth in the stock market, and what specific Canadian and US companies within those industries or sectors do you believe have strong fundamentals and potential for long-term momentum?

Thank you!

Derek.

Q: My question is i hold these companies in my rrsp. I am up 186% on msft i have 22 shares and it is 2.8% of my portfolio. WSP i am up 195% 62 shares and it is 3.98% of my portfolio and unh i am up 135% 11 shares and is 2.69% of my portfolio. I would like to sell 5 shares of unh, 7 shares of msft and 12 shares of wsp. What companies should i pick up after selling these i have about 3 year time frame, or should i just hold on to them all. Thank you

Q: I have been able to top up my TFSA accounts and now find I am sitting on about 40K in USD. I am looking for growth, preferably with a dividend, in a well managed and reliable company, or companies. I'm overweight in Tech & Utilities, OK in Finance, low in Energy, underweight in Industrial. A quick look at the US sectors has given me the feeling that now isn't the time to start with Staples, Health Care or Utilities and that there seems to be caution with respect to Energy. Materials and possibly Industrials, which has puzzled me, as I would think China reopening and the US's infrastructure spending would have helped the last three sectors mentioned. I welcome your thoughts, and any suggestions, as they are usually very insightful!
Dawn

Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal

Q: hi,
I hold these in my USD account. I'm trimming PFE today as it was getting too large a holding. could you please rank all as a current buy, sell, hold. I am a long term investor. and , could you provide 2-3 other US names, with a reasonable balance of growth and downside protection in this market. cheers, chris

Q: What three US names would you suggest to buy that offer the best growth opportunities over the next year? What factors influence selecting each name?

Q: Hello, the above mentioned US stocks are now offered in CDRs. Are any of these worth buying and if so, why? Thanks

Q: Which US, dividend paying, equites do you see as inviting these days? I have a lot of ABBV and SPG so perhaps other sectors. Thank you ( PS, I asked this question last week but received no reply.) Al

Q: I was interested in 5 U.S. stocks for a rif. Divs should be high with some risk is ok bit solid long term. Thx

Q: Do you have a few suggestions for long term holds in US industrials? My only non-Canadian holding in this sector is TT - would you consider this to be still worthy of holding?

Appreciate your insight.

Paul F.

Q: Hello 5i
Recently you replied to a question regarding covered calls. You said you like high volatility companies for this strategy. In other places you said that you do not tend to write calls on core holdings. Just wondering what stocks you currently prefer for this strategy, that are not, or maybe, your core holdings
thanks

Q: Assuming we are due for a rebound, can you provide your top 5 Canadian and top 5 US growth stocks that you would be buying today for a 3 year hold. Any commentary would be helpful.

Thanks for all your great advice.