Investment Q&A

Q: I own mcdonalds,pepsi and visa and notice that over the 3 and 5yr period that they have been outperformed by the SPY etf.Would you sell the three stocks and simplify by replacing them with SPY?

Q: What do you suggest for "recession proof" stocks in Canada and US and why? Looking for young adults who may need to access the funds in 3 to 5 years.

Q: Can you please recommend 6 US large cap long term buy and hold stocks in different sectors with some dividend (say 2%+). Thank you.

Q: What are you thoughts currently ? Seems like the Alani Nu products are popular and should start adding growth . Any seasonality to buying before summer in NA ?

Many Thanks

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.

Q: What is your opinion on Celius's having Pepsi up it's stake to 11% and selling the Rock star energy for USA and Canada to them? I have been a fairly long time holder and just wondering if these new developments are going to be great for future valuation in your opinion possibly?

Q: Has been doing very well lately , I'm excited for Alani Nu acquisition and its potential .
Thoughts and would you add here ?

Thanks

Q: Good Morning,

I am a retired income investor who recently received a small $40k USD inheritance.
I would like to purchase US dividend paying equities (for geographic exposure) but am concerned about the withholding tax.

Is there any vehicle available to avoid or lessen the tax? I have no room in my registered account.

What are you highest conviction US stocks with plus 4% yield and some growth potential.?

Thanks Dave

Q: why are consumer staple stock like these ones not doing well.are these cheap to buy at current levels.... can you pls rank these in your preference order many thanks

Q: In order to reduce US exposure would you sell MRK or PEP?
Thx

Q: Hello 5i,
Since KO has split 10 for 1 is it an opportunity to jump in? I would be giving up PEP and PG. PEP has been down for 2 years though PG is at a peak I feel taking advantage of the KO price would be an advantage. Your thoughts please.
Stanley

Q: Hi 5i, I'm looking at some US Stocks for my RRSP with a decent dividend yield , how would you rank these stocks. KHC RITM CVX, if you could suggest a couple more , thank you

Q: Re: Non-registered account. If a BUY transaction was done within the prior 30 days and now a PARTIAL SELL transaction is done resulting in a loss.....

QUESTION: Is the tax loss claimable or does the loss amount need to be considered superficial and added to the adjusted costbase of the remaining position? No further transactions would be contemplated for at least 30 days after the most recent PARTIAL SELL transaction.

Q: Looking for a stable US stock with some growth/dividend. Please make suggestions

Q: I used to have a position in Celsius, but I exited it a while back when market sentiment became negative on the company. It has been a falling knife for many months: do you see any point at which it might begin a recovery, or do you see this as a company that could ultimately become bankrupt?


I don’t normally make an investment habit of bottom feeding, but the level of the drop has intrigued me to a degree. I’d really appreciate your insight on this company. Thanks so much, and I look forward to your response.

Q: Why would PEP be breaking down the way it is? Nose diving since last Sept. It's a good div. growth stock, would you recommend adding?

Thanks Ron

Q: Good day 5i !

With PRMW now gulped by a USA water company, what Canadian water oriented companies remain for investing? Please also comment on their prospects and timings for investment. Thank you.

Q: Can you please comment on CELH earnings? Is it as bad as it looks, still a hold or starting to look like business fundamentals are on the downturn and not just temporary weakness in the energy drink sector? Thx

Q: The Aug 1 2022 investment by Pepsi and the Aug 1 2024 management amendment and payout schedule seems foretelling. Am I reading into it?

I have a very small position today. Is it buyable today for growth and a possible total buyout by Pepsi?

Q: what are the metrics you use for CELH?. please compare the current metrics to the last 3 years. what is a good entry point. price? how much does Pepsi own out of the 39 percent insidership.? how much does management own? what is the forecast EPS for 2024/25. thanks Richard