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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: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.
Read Answer Asked by Don on February 17, 2021
Q: Hi,Peter
please comments on recent quarter, is it a buy hold or sell, between TT LMT ROP which one is better, thank you very much.

selina
Read Answer Asked by selina on February 01, 2021
Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.
Read Answer Asked by Patrick on February 01, 2021
Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.
Read Answer Asked by Patrick on January 28, 2021
Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.
Read Answer Asked by Dave on January 20, 2021
Q: I apologize as I should have asked for some US names in my original question about stocks for my Smith Manoeuvre. 2/3 would be in an unregistered account and 1/3 in a TFSA? Would you be able to please provide 8-9 US names as well in order of your preferred ranking of what to buy first and which ones preferred for TFSA. Thanks again
Read Answer Asked by Marco on January 08, 2021
Q: A Happy, Healthy, Peaceful and Prosperous New Year to 5i team!

As you folks are good in identifying the trends with momentum, what are the 2 sectors that you feel have the best momentum now , going into 2021. For the next 6 months to a year?
Your selections for these sectors?
US;Canada;and the Rest of the world.
Thank you!

Read Answer Asked by Savalai on January 05, 2021
Q: What are your preferred industrial stocks (or ETF) in the US?
Thanks for your service!
Read Answer Asked by Ozzie on December 17, 2020
Q: According to Portfolio Analytics, I'm underweight in Industrial, Consumer Defensive, Utilities and Energy. Can you please give me three names to consider in each category? I'm also overweight in North America so, to the extent that there are good international names in these categories, please include them. I have a fairly long investment horizon: 5 years until my children hit post-secondary and 20-30 years before retirement.
Thanks.
Read Answer Asked by Ben on December 15, 2020
Q: Hello 5i
I’ve owned LHX for almost two years. I’m getting impatient and wondering if you would endorse a move to TT for more growth? Or any others in the same space.
Thank you
Dave
Read Answer Asked by Dave on December 11, 2020
Q: Hi 5i team,
I need to increase my holdings in industrial stocks and am thinking of either TT or LMT, hoping they have a strong enough balance sheets and growth potential to come out on top after the pandemic shutdown. Which one would you buy now and why or other preference? Would you answer be different if the vaccines are not as effective and the economy lock down dragged on through 2021? Thanks.
Read Answer Asked by Willie on December 10, 2020
Q: I should increase the industrial allocation in my rrif Presently I have SIS, WSP and XLI . I would appreciate your opinion regarding stocks or ETFS with some income generation and growth preferably in US or multinational ie MG. Is SIS a reasonable choice for a rrif.
Read Answer Asked by Tom on December 09, 2020
Q: My US holdings are COST, VEEV, ABBV, NVDA, U, PLTR, GOOG, V, BABA and would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.

Thanks

Dave.
Read Answer Asked by David on November 25, 2020
Q: Could you provide me with 3 U.S.A. based Industrial sector companies that have reasonably solid financial positions and good potential growth. Thanks.
Read Answer Asked by Gerry on November 25, 2020
Q: My parents (late 70's) will be receiving proceeds from the sale of a US asset and are looking to add to their existing investment portfolio (an additional 25%) . They are financially stable with a long term balanced portfolio and are interested in allocating the new cash into quality, long term positions with growth potential. US, Canada and industry non specific. What would you recommend as your top 5 US and Canadian positions and why?
Read Answer Asked by Robert on November 23, 2020
Q: Hi, based on the companies that you cover and also US if possible, which companies are likely to have a stable and steady growth in the next 5 - 10 years ? I mean, I would like to invest in companies that are fairly valued today and that can grow steadily in the next years, not extreme high growth companies. I aim companies that will give me a CAGR > 10% but with a medium risk.
Read Answer Asked by Clayton on October 27, 2020
Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.
Read Answer Asked by Ian on October 05, 2020
Q: Thank you for the update last night. I was not surprised to see the removal of GC due to the COVID shutdowns. I am curious to know what the discuss was surrounding GUD and CAE before providing that update. Are these potentially on the chopping block as well or just require more patience. If you were to consider swapping GUD and CAE for something else what might you recommend in Canada and the US right now (asking about US as portfolio analytics suggests I need more US exposure)?

Thanks as always for the fantastic work you all do!
Read Answer Asked by Justin on October 02, 2020
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