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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: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).

On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?

Thank you.
Read Answer Asked by Maureen on June 15, 2021
Q: I am underweight in the technology sector with half positions in CSU, TOI and REAL. I have a well diversified balanced portfolio. Please recommend 2 or 3 CDN technology stocks with a good growth outlook, and rank your choices. I'd like a brief rationale for your number one choice.
Read Answer Asked by Robert on June 15, 2021
Q: What are your top safe dividend paying stocks? Only interested in the dividend and want to protect capital as much as possible. Looking to park some money for a while. Safety is the prime concern.
Read Answer Asked on June 15, 2021
Q: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated

Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible
Read Answer Asked by Marla on June 15, 2021
Q: I live and Calgary and have spoken to quite a few people in the industry and they are saying similar information.
Essentially that declines in wells are going to out stripe the demand in the next year creating more demand then supply. Many companies around here have been underinvesting in new production due to the market conditions.
I am quite cautious on oil and gas companies as they haven't performed well over the last 7 years.
Are these people overly optimistic or is there a potential trade and opportunity to go up to 10% weighting in Oil and Gas?
If so, do you think CPG, WCP, and MEG would be good exposure?

Thanks.
Read Answer Asked by Colin on June 15, 2021
Q: To my knowledge both of these companies are in the specialty insurance business. Given that TSU is wholly owned by BAM.A (3.5% of my overall holdings; overlap concerns?), which do you prefer for a conservative investor and why. What would be their outlook considering an post-COVID opening world and over the next 5 yrs? Is there another name you prefer more in this specialty space?

Thank you!
Read Answer Asked by David C. on June 15, 2021
Q: Hello 5i, a report from RBC came out this morning with their ''need to have'' tech companies. Their Outperform ratings were on COUR, DBX, DCT, DOCU, JCOM, PEGA, TWLO and PEGA. Are you familiar with those companies and could you please mention your (2) favourites of the list and why? I own DOCU and TWLO already. If your preference is the same, it'll be a relief. If they aren't, I would open a new position since I have room for another one in terms of my allocation. Much appreciated, thank you.
Read Answer Asked by Michael on June 15, 2021
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