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!
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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.
- Freeport-McMoRan Inc. (FCX)
- Lockheed Martin Corporation (LMT)
- Procter & Gamble Company (The) (PG)
- Reliance Inc. (RS)
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?
- Freeport-McMoRan Inc. (FCX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- lululemon athletica inc. (LULU)
- Stitch Fix Inc. (SFIX)
- Reliance Inc. (RS)
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
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
- Wynn Resorts Limited (WYNN)
- Air Canada Voting and Variable Voting Shares (AC)
- Superior Industries International Inc. (DE) (SUP)
- Reliance Inc. (RS)
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.
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.
- Regeneron Pharmaceuticals Inc. (REGN)
- Walmart Inc. (WMT)
- Twilio Inc. Class A (TWLO)
- Paycom Software Inc. (PAYC)
- MongoDB Inc. (MDB)
- DocuSign Inc. (DOCU)
- Guardant Health Inc. (GH)
- Reliance Inc. (RS)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
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!!
- NVIDIA Corporation (NVDA)
- MEDIFAST INC (MED)
- Reliance Inc. (RS)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
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
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
- Booking Holdings Inc. (BKNG)
- MEDIFAST INC (MED)
- Reliance Inc. (RS)
- Bright Horizons Family Solutions Inc. (BFAM)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
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
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
- Caterpillar Inc. (CAT)
- Freeport-McMoRan Inc. (FCX)
- United Rentals Inc. (URI)
- Weyerhaeuser Company (WY)
- Rent-A-Center Inc. (RCII)
- Eagle Materials Inc (EXP)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
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.
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.
- American Tower Corporation (REIT) (AMT)
- Freeport-McMoRan Inc. (FCX)
- Lockheed Martin Corporation (LMT)
- Xylem Inc. New (XYL)
- AeroVironment Inc. (AVAV)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
- RTX Corporation (RTX)
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
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
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- Cedar Fair L.P. (FUN)
- Reliance Inc. (RS)
- Trane Technologies plc (TT)
Q: Which CDN AND US Stocks will be good buy in recovery
- Walgreens Boots Alliance Inc. (WBA)
- Lockheed Martin Corporation (LMT)
- Morgan Stanley (MS)
- Reliance Inc. (RS)
- Berkshire Hathaway Inc. (BRK.B)
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.
- Meta Platforms Inc. (META)
- Xylem Inc. New (XYL)
- Roku Inc. (ROKU)
- Reliance Inc. (RS)
- Trane Technologies plc (TT)
Q: Question regarding Google's announcement of changes to third party cookies and your thoughts on the potential benefits this may bring for some companies. I know its affecting companies like TTD but wouldnt ROKU benefit because they have their own ecosystem and can see what people watch, search for etc. or a company like FB who can see status's, conversations, group posts about products people still share so much information plus instagram (sharing info between the two). Or a PINS who again has its own ecosystem and can use that data to sell ads on its own site... hope this makes sense.
Also as of right now with the further rotation out of growth, what are your top 5 "buy now" companies that you *could* see rebounding quite nicely when the dust settles.
Also as of right now with the further rotation out of growth, what are your top 5 "buy now" companies that you *could* see rebounding quite nicely when the dust settles.
- Costco Wholesale Corporation (COST)
- AbbVie Inc. (ABBV)
- Hess Corporation (HES)
- Lockheed Martin Corporation (LMT)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
Q: Could you list a few companies (in Canada/ U.S.A) from each sector that may benefit if inflation catches hold and supercedes target rates set by their central banks?
Art
Art
- Lockheed Martin Corporation (LMT)
- Morgan Stanley (MS)
- Reliance Inc. (RS)
- Trane Technologies plc (TT)
Q: Hi,
Current tech holdings at 24% (which doesn't include AMZN, GOOG, FB - included them in consumer disc. and telecom). These three would add another 3% weight if included in tech. Are you comfortable at 24-27% tech for a growth investor?
I'm looking to trim my tech slightly and add to these sectors - Materials, Energy, Industrials, Financials. Looking for asset-heavy, cyclical, economically sensitive companies. What would be your top 2-3 growth picks in each four sectors (cdn or US) that will benefit with inflation, rising rates, and further economic opening? Thanks!
Current tech holdings at 24% (which doesn't include AMZN, GOOG, FB - included them in consumer disc. and telecom). These three would add another 3% weight if included in tech. Are you comfortable at 24-27% tech for a growth investor?
I'm looking to trim my tech slightly and add to these sectors - Materials, Energy, Industrials, Financials. Looking for asset-heavy, cyclical, economically sensitive companies. What would be your top 2-3 growth picks in each four sectors (cdn or US) that will benefit with inflation, rising rates, and further economic opening? Thanks!
Q: Hi group assuming a positive outlook for commodities. how would you play the sector do you think the sector will do well moving fwd Thanks for you help
- Costco Wholesale Corporation (COST)
- AbbVie Inc. (ABBV)
- Freeport-McMoRan Inc. (FCX)
- Lockheed Martin Corporation (LMT)
- Merck & Company Inc. (MRK)
- Procter & Gamble Company (The) (PG)
- Walmart Inc. (WMT)
- Xylem Inc. New (XYL)
- Cencora Inc. (COR)
- Reliance Inc. (RS)
- iShares Global REIT ETF (REET)
- Trane Technologies plc (TT)
Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?
Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate
Thanks Gord
Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate
Thanks Gord
- Costco Wholesale Corporation (COST)
- Garmin Ltd. (Switzerland) (GRMN)
- NextEra Energy Inc. (NEE)
- Xylem Inc. New (XYL)
- MEDIFAST INC (MED)
- Reliance Inc. (RS)
- Celsius Holdings Inc. (CELH)
Q: i am currently over weight in U.S. high tech companies i would like lighten up and invest in some non tech U, S, companies with good growth prospects could you kindly
suggest several companies that i could look at thanx
suggest several companies that i could look at thanx
- Wynn Resorts Limited (WYNN)
- Freeport-McMoRan Inc. (FCX)
- Harley-Davidson Inc. (HOG)
- Xylem Inc. New (XYL)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
Q: Could you name some sectors that will do well in an inflationary situation. Name a couple of stocks in each sector both Canadian and American. Thanks