Investment Q&A

Q: Your thoughts on alcoa or can do you have something else you prefer that is similar.

Q: I own full positions (5%) in both these companies. In a portfolio of 23 companies, Is there a reason to own both?
If not which would you prefer, or is there one or two better cyclicals?

Q: What is your view on commodity prices relative to the recovery from the pandemic and/or the global efforts to curb carbon omissions? Is the demand outpacing supply and if so what are the companies or ETF's to hold over the coming years? Is there any particular metals that one should focus on?

Q: Good Afternoon, could I get a few of your favorite material stocks as of right now in each of the US, Canada, and Global if applicable.

thx, Mark

Q: MELI seems to have lost its mojo and I'm looking a stock to complement my tech strong portfolio.

Do you think finances are a good recovery play? Do you like BAC as a finance play?

What sectors companies do you like?

2020 was good to me as i was all in tech.
Time to broaden my selection.
Thanks for all your support.

Q: Hi 5i,

I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.

I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!

Q: Could you name 3-4 top picks in Canada or US for consumer defensive, basic materials, industrial, and utilities that would have a good outlook for the next 5-10+ years?

Q: CLF Thoughts on this company with the Biden infrastructure plan coming out later today, stock seemed to get a “shot in the arm” 😁 on this announcement!

Q: If there is a US inflation, the erosion of the value of money , pick up just around the corner,can you please give us your top 10 inflationary stock picks?

Q: In hindsight (which, as we know, is 20/20), I was overweight in tech and underweight in both materials (0%) and consumer cyclicals (4%). Given rising fears of inflation, I am of two minds.

A. Hold the course. Although four of my tech stocks are well below water - ARKK, KXS, U,and XBC - they are fundamentally in good shape and will rebound in time. And I've missed most of the upswing in materials and CC anyway.

B. Inflation is inevitable. I should sell off one or more of my tech losers (so I am no longer overweight in that sector), take the proceeds and invest in either materials or consumer cyclical to enable my portfolio to better cope with inflation.

If Scenario B is, in your view, the best to pursue:
1. Which tech(s) - and in what order - would you be inclined to sell?
2. If only one could be added to, would it be materials or CC?
3. What are your two favourite US consumer cyclicals today?
4. What are your two favourite US or Canadian materials today?

Many thanks for your guidance.

Maureen

Q: I’d appreciate your thoughts on SUP (in the USA) and its outlook. On a related note, what other cyclicals come to mind that are still way down from their historical highs but are a good bet to reach them again? They could be small, mid or large caps, but the more upside the better. Thanks.

Q: CIA and RS have both been on my watch list. CIA has hit the price at which I was prepared to buy, but with such a drop in price over the last short while, I am just checking with you to see if there's something I've missed before I pull the trigger ?
Also, would RS, which hasn't come off like CIA, be a significantly preferred choice or some of both ? Any thoughts on entry price for RS ?
Thank you, as always.

Q: I have similar weightings of MDB, DOCU, PAYC, CRWD, GH, NET, and TWLO in my US RRSP account. As per the recent report recommendation from 5i, I would like to rotate some of my lesser quality stocks into strong value stocks or ETFs. Can you suggest 2 of 3 of the above that you would recommend I reduce or sell out and what strong value plays would make sense to backfill them with? Am I interpreting the guidance of the report correctly? Thanks!!

Q: Hello 5i Reseach
What are your top 5 Canadian Stocks and top 5 US stock to buy that has the most upside in the next 2-3 years.
Thanks

Q: CRWD reports after market tomorrow. I hold it in my U$ account. Down 7%, probably paid too much for it. Buying US market is not my forte. In U$ account I hold CRWD, CAE, TIXT, in C$ account VGG and VFV. I have a balanced portfolio with a bit overweight tech.
I am considering selling CRWD on news and looking elsewhere for better opportunities. Would like your opinion . Could I have two or three of your top picks for non Canadian securities.

Roy

Q: The next big move by Biden is Infrastructure . What are areas that will benefit and what Companies would you recommend. ?
Steel, cement, lumber, copper, machinery . Are there companies that rent machinery.? It is rumoured that up to $5 billion will be spent. What Construction companies will benefit. Thanks 5 I RAK.

Q: I am looking to investing in these sectors in the US market, infrastructure, industrial, aerospace and material. Would appreciate your favourite names.

Q: Hello Peter,
Can you help me choose between the two for an industrial sector addition? Both are hitting 52 week highs and am wondering if I should wait to see if they revert to the mean along moving averages.
Thanks in advance for your recommendation
Regards
Rajiv

Q: Which CDN AND US Stocks will be good buy in recovery

Q: Peter, if with the reopening there is a shift in interest from growth into value stocks which Cdn/US stocks are best positioned on the value side ? In the US would you include Berkshire on the value side due to it sweighting in the Financials etc ? Would you agree with the strategy to shift from growth to value ? Thank you.