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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 recent question about defensive growth stocks - let me rephrase it as I was after growth in defensive sectors . In defensive sectors I would appreciate your advice on top 3 growth stocks within each sector for 5-10 year hold. For example, in staples sector, could you advise top 3: COST, ATD, MED, CELH, PEP, MDLZ, BYD, DRVN, MNRO, or others. For Utilities sector, please advise top 3: for example, BEP, BIP, RUN, PBW, ENB, or others. For REITs and Telecoms, same. Please deduct requisite points.
Thank you..

Read Answer Asked by sam on September 20, 2021

Q: Thanks 5i for your valuable inputs. I owe KHC for about past 4 to 5 years and am down about 50%. For a long term hold with appetite for risk would you recommend to hold and ride it out or suggest something better in the same sector.

Thanks as usual

Read Answer Asked by Nimish on July 26, 2021

Q: My advisor has suggested I average down buy these two stocks PEP and K (underwater on both). I'm hesitant to proceed that way and would rather look at consumer discretionary ideas with more growth. What would you suggest? I consider myself an aggressive investor. Looking for a 2-3 year hold.

Thanks, as always for th great advise.

Dave

Read Answer Asked by David on February 04, 2021

Q: Would you consider PEP a re-opening security? It reports on February 11, 2021 . Do you expect performance above consensus?
Do you have Forward P/E and PEG? I have PEG at 6.6 . But ROE *seems* over 50% . Is that the correct correct ROE? If yes, PEG at 6.6 does not look right.
Analysts are awfully lukewarm on the business. Is PEP worth holding on to if one is looking for for both modest growth, and dividend, or do you expect PEP to act more like a bond going forward?

Read Answer Asked by Adam on February 03, 2021

Q: With soft drink sales lagging at Pepsi and Coke, what’s taking them so long to jump on Celsius? With Celsius shooting up the way it has the past year, do you think much of a premium to today’s price would still be required for the deal to be made?

Read Answer Asked by Curtis on January 07, 2021

Q: I have room for 5 or 6 more companies in my RRSP account. I am looking to add dividend paying stocks with some growth as I will not be needing this money for 10 years or so - thinking of AT&T, Pepsi, Sysco, Sylogist and OTEX - what do you think of these AND can you recommend any others that I can consider ? Your opinion is greatly appreciated.
Thanks

Read Answer Asked by JOHN on June 03, 2020

Q: Hi : What's your view on Monster Beverage? It screens well (based on pre-CoVid data) but I am unsure how its business will be affected by the CoVid situation. Are there other companies in the same space that you like better?

Thanks for your insight,

JohnR

Read Answer Asked by John on May 19, 2020

Q: Would you consider PEP a buy today? They seem to have done a lot of work on making their operation more efficient and are looking at greatly improving their EPS in 2020 ( EST $5.96). I do not have anything in the Food industry in my portfolio .Is there another company(ies) in this industry that in your estimation be a better choice.

Read Answer Asked by shirley on February 09, 2020

Q: Hello 5i,
I am up $3000 to $4000 on JPM, MMM, PEP and others. I am down $3000 on KWH, RME, TCL.A. and others. I do not need money and can stay invested in all. I am retired, 72, with good pensions. I am inclined to just stay put and collect dividends. Should I sell and apply the losses to the gains or just stay put as I am inclined to do?
Thanx,
Stanley

Read Answer Asked by STANLEY on October 30, 2018

Q: Hello 5i team,
I am up over $5000 U.S. in each: JNJ, PEP, and SU. Should I trim them by $3000 each? If so, can you suggest replacement? I am a value investor with a ten year horizon with 50/50 equities to fixed and a portfolio of $700,000 at 71 years. Now: CAN 57%, U.S. 38% INTL 5%
Thank you
Stanley

Read Answer Asked by STANLEY on November 08, 2017

Q: The above group of companies, so called bond proxies medical supply and consumer staples do not seem to be participating in the Trump boost post election. Many have sold off sharply. Do you view this as a buying opportunity?

Read Answer Asked by Andrew on November 29, 2016

Q: Pepsi and Proctor and Gamble have both thaken about a four percent loss today. Pepsi took a loss yesterday, too, I believe because of sugar tax being imposed in certain cities. I am thinking about adding to my positions in these two on this drop. But, it seems to be a fairly large drop and I don't see any reason for it. I would, as usually, greatly appreciate your thoughts on this.
thanks

Read Answer Asked by joseph on November 11, 2016