Investment Q&A

Q: Hi Team, based on todays results and the stock price drop should I add shares here in an RRSP?
Is the growth profile still intact.
Would you look at another Consumer Discretionary company instead of MCD. Thank-you in advance! Sam

Q: hi Peter, In my previous question, regarding good candidates for covered call strategy. I forgot to mention that interested in US stocks due to better option premium. Can you please provide 5-6 names . dividend payment would be bonus. Thanks

Q: comments on recent reports,, I see NGD has completely blown it's brains out on RR

Q: Greetings 5i,

I sock away a bit of cash for the summer months as i find there is always a few opportunities to pick up a good companies at a discount. I limit this to a small portion of my portfolio but would like your recommendations on your top 5 CDn (growth) and 5 top US Dividend Payers (need US income) that you would pick up on a dip or low volume during the summer months? Last August was a great example of picking up really good names at a discount. I realize there are no guarantees that we will see the same market but always on the lookout to pick good long term names to add to my portfolio. In the past i have picked up Visa, JPM this way.

Thanks for your advice.

Q: Good morning,
Could you suggest a company that would replace P.G. in my portfolio. I have held P.G. for 7 years, bought in at 60 and watched it go to 90, now back to 72. I am starting to think there is a problem with this company.
Thank you,
Dorthy

Q: My average cost 62.50 and I am down quite a bit since the last quarterly report. Reading through your comments on this stock, you feel that the stock has lost its momentum. The company reports next on April 30. Do you see any reversal in the next 6 - 12, should one continue to hold or should one just sell now and replace it with a better choice. Regardless, if I should decide to sell now, could you suggest a couple of US replacements with some growth prospects that have positive momentum. (I was thinking of businesses like Visa or Mcdonalds or something you may consider more appropriate with similar moats). This security is being held in my wife's RRSP and she also holds: AT&T, MSFT, FB, MS, AMTD, JNJ & MO. I am more interested in preservation as my wife will have to begin withdrawing in a couple of years.

Thanks,
Joseph

Q: Hello Folks
What are your feelings re: holding on to both Kraft Heinz and Starbucks, which are both struggling with their own issues. Would you consider McDonalds a decent bet/ replacement at present as it has been taking positive steps, but is expensive. Do you have other suggestions in this sector?
Thanks for your good work
brian

Q: I have some U S Dollars to invest. What 5 U S Companies would you recommend for Capital Appreciation over next two years. ?
RAK

Q: Hello 5i.

I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.

I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.

Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?

Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.

Thank you for taking the time to answer my question.

Q: I'm holding about 5% of my investments in cash in a US dollar account and looking to invest in a blue chip dividend paying stock. Maybe one of the two above or another name you like. I'm 80 so dividend and low risk is what I would like to find.
Thanks for your great service

Q: Hi 5i,

Looking for a US fast food company with a good dividend other than McDonald's, any ideas.

Thanks,

Q: Good Morning 5i.
I have some USD to invest so I'm looking for big Blue Chip dividend paying companies in the USA , 4 or 5 names would be greatly appreciated. I know the US market is not your specialty.
Thank-you

Q: Regarding Carl's (I think) question on MacDonald Dettwiler. Scotia, today, lowered their 2016 and 2017 eps estimates from $7.14 to $6.83 and from $7.91 to $7.66. They also lowered their price target to $98 from $102.

The Scotia report recognized the high quality of MCD's business, backlog and earning's growth but the above adjustments were made in light of current challenges in the current satellite market.

Only post if you find helpful.

Q: What do you think of McDonalds (MCD) for a long term buy and hold retirement stock?

Q: hello 5i:
seems most people have small cap queries, so this is decidedly not that type of question. Opinion on MCD as a value stock that is down quite substantially (is there a reason?) please.
thanks
Paul