Investment Q&A

Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?

Q: please identify top consumer discretionary stocks that meet criterion you recently identified for industrials - strong competitive advantage, growth runway, strong management, value creation and high ROE that are currently buyable

Q: Good afternoon - I’m overweight in big tech in my TFSA and am planning to do some rebalancing. I’m looking for some non-tech suggestions please. Either US or Canada are fine.

Thanks!
Janet

Q: I believe in a previous question you refereed to atz as having a moat. Could you say what that moat is?
Thanks

Q: Hello, please name the top 3 stocks among these in terms of expected total return in the next 5 years, with a short explanation for your picks. Thanks!

Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you

Q: I currently own ROST but thinking of swaping for one of NKE, CROX, DOOO as they might provide better returns over the next 3-5 years. Or is there another US consumer stock you would suggest for growth?

What would be your preference in what order might you buy? ATZ is already owned.

Appreciate your insight.

Paul F.

Q: I have some $US to invest. What would you recommend? And why?

Thanks for your help

Q: Would you endorse a switch from ROST to NKE?

Appreciate your insight.

Paul F.

Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?

Q: Hi Folks,

I am looking to add a couple of Consumer Discretionary stocks to my non registered portfolio. Looking at HD, NKE, SBUX , GNTX and VFC - which two would you recommend for growth and some income at this time.
Thanks

Q: Please give me your view on this company for a 5 year hold Re potential for growth; I am ok with moderate risk
Thanks

Q: Hello, I saw that there are seven new CDRs from CIBC: Verizon, McDonald's, Nike, Starbucks, Coca-Cola, United Health, and Cisco. Without going into the CDRs versus buying on American exchanges debate, I am curious to know if some of these stocks are worth buying today, which ones, the reason why and in what order (from most compelling to least)., presumably for a 5-year holding period. Thanks.

Q: Given your recent answer regarding CROX, I had a look at the sector and noticed big moves yesterday. Also many of these are very near lows for the year. My question is would you put money to work in the sector now? Do you have a few favourites and is there an ETF that emphasizes this retail/clothing part of consumer discretionary as opposed to something like XLY which emphasizes very different segments? Thank-you again.

Q: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?

Q: Which of these two would you commit money to in an RRSP for a 5 year hold?

Q: Hi,

Thanks for your service. Which one has more potential for the next 5+? And why?

Best,
Matt

Q: what are your top 4 picks for companies who will flourish when supply chain/labour shortage issues end. thanks Richard

Q: Any further thoughts on companies that are in the NFT space?

Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul