Investment Q&A

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.

Q: BAM.A is now trading at $49+ , has the stock recovered to the pre-pandemic levels OR do you think that it still has upside.

Also at this point, would airline stocks be better or the cruise lines, which has more upside ?

My strategy is to buy airline/cruise stocks now....sell in 1-3 years and then move that money to something like BAM.... what do you think of this?

Thanks

Q: Hi, my respected 5i team
Could you please recommend some solid names(US and Canadian markets) focusing on post-Covid theme play? I would like to take advantage of the price decline due to the pandemic lock down, some solid names that will be the survivors.

Thanks in advance!

Q: If the hoped-for consumer spending rebound happens in say the second half of 2021, which companies ( us or cdn) should benefit the most? Are there ETF's that would cover the category that you would suggest? Many thanks

al

Q: Hello 5i team
As a front line (nearly retired) physician, I recently received a Covid 19 immunization. It's difficult to express the REMARKABLE sense of gratitude and euphoria that I observed among everyone involved . Suddenly, we felt liberated from the danger of this scourge that we face daily. Our next exciting job is to immunize our fellow citizens as fast as humanly possible and as we do, this euphoria will spread to society at large.
After my immunization I bought a new car and we're booking our fall and winter travel plans. This manic behaviour, I believe, represents the tip of the iceberg for pent up demand which will be unleashed upon the world.
At the risk of being labelled a mercenary can you identify some sectors which are still beaten up and likely to surge-I'm thinking energy but other suggestions welcome (prefer etf's with a dividend to keep me invested until the recovery occurs-would supplement with high conviction stocks)
Thank you. As always, I value your opinions, Regards gary

Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!

Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!

Q: Hi guys,

Once we get through this virus, which vacation/cruise/hotel/entertainment companies in North America would be of interest to you!!!

Jim

Q: I have a considerable base of my portfolio in CDN banks. The share prices are approximately flat from where I bought them. Is there any catalyst to make banks outperform in the next year or 2? It feels like there have to be sectors that will bounce well with a recovery and wondering about diverting some funds there to try to catch the bounce on a return to travel and the like. I have nibbled at Air Canada and wonder about some other names that have a high likelihood of surviving and bouncing nicely. Canada or US, moderate risk is OK. Thanks!

Q: amazon , shopify etc , shares have soared during the pandemic season. If things begin to turn around and people leave their homes to shop again , what might a person want to be invested into to ride the next wave excluding big names like Costco and home depot Etc, thanks. no Rush on the answer.

Q: I join those who have sent their compliments and thanks. My success has had much to do with your info and advice.
Please suggest a few industrial and consumer cyclical stocks in Canada and the US for a person with moderate risk tolerance.
Stay safe and have a good year.
Thank you.

Q: Hello,
Now we have vaccines in the market.
In this scenario , which sectors will be booming & what stocks would you suggest to have it for potential growth in future. I would like to invest in the US side.
Thx,

Q: Hello Peter & team,

Read a report that stated bank deposits are up considerably. Reason... It appears People are banking funds without having the opportunity to take their annual vacations because of Covid. Vaccines are in the process of being distributed. There will be an end to the lock down eventually, and when that happens people will be biting at the bit to travel. I know I am.

My question... I'm thinking the beneficiaries of this pent up demand are going to be Cruise Lines, Airlines & Hotels. (plus anything else you can suggest) Are you able to tell us - your loyal 5i family - which companies we should be targeting which will benefit once everyone starts being able to travel again? And if you could, please provide your futures opinion on Air Canada which is still down 50% (approx) compared to it's pre-covid highs. I am seriously considering a strong position and would like to know your thoughts.

Thanks for all you do

Gord

Q: Can you please provide some recommendations on travel related stocks listed in Canada or the US. Am looking to hold for 3 to 5 years.

Thank you

Q: I realize that you ( much like I ) are growth investors. However I’d like to play the risk on trade and am looking for 5 beaten down US value names that would have good bounce back potential. Can you rank your choices? Thank you

Q: Energy and Travel etc stocks likely to be sold out for Tax loss which are more likely
and good to pickup?

Q: It seems the market always looks forward and as such there must be companies that are moving to the upside now based on what the economies of the world will look like six months from now. Please provide me with the names of 5 Canadian companies and 5 American companies that you believe should do well in this new world. (Hopefully, post Covid World). I realize I'm asking for an educated guess, but since you have far more experience than I do, I would appreciate your opinion.

Q: Thank you so much for your recommendation on WYNN, GC, BKNG, LUV. They went up a lot.
I still have some cash that I would like to invest.
Are there any stocks that are still undervalued even after recent vaccine news? Or should I just wait for them to dip again? Thanks!

Q: I asked this question on my phone few days ago and I haven't seen the answer yet:
Can you give me your current top 3US and 3CDN growth stocks?
3US and 3CDN compelling recovery stories post covid.
Thanks!

Q: Hello 5i Team. I have a moderate risk tolerance and am looking to make a long term contrarian play with up to 10% of my portfolio on a couple of well established names that have been squeezed by COVID, but will ultimately endure (strong balance sheets) and prosper in a post COVID world. I can stomach volatility, but want to stay away from companies that have a higher chance of going to zero. Air Canada has caught my attention and it is well covered in your question bank. I was planning on pulling the trigger on it, but before I do, can I get a risk/reward comparison between it and Southwest Airlines. Between the two, which would you go with? For my second play, I am considering MGM Resorts International and American Express. Can I get your take on these two, and specifically for American Express, whether its business model is more inclined to benefit than the other major credit card companies once a vaccine arrives and travel starts to pick up. I realize that these are two very different businesses, but which would you go with and why?
Thank-you.