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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: Hello, thank you for your last answer on 5 industrial and consumer names suggestions with a brief reason for each. Now, I would like you to suggest 3 names of the same, but chosen within the CDRs offering. Thanks!
Read Answer Asked by Martin on February 13, 2024
Q: Could you please give me the top 10 stocks with the highest ROCE 5 year average (Return on Capital Employed) on the TSX and the S&P? So, that would be 20 stocks in total. Thank you very much.
Read Answer Asked by Toge on January 30, 2024
Q: Good morning, Which Stocks do you guys believe should benefit the most with the rising cost of living and many people having to turn to cheaper retail and grocery stores for example. Would stores like Costco and Dollarama be a couple of obvious examples, thanks?
Read Answer Asked by Pat on December 21, 2023
Q: Could you list some Canadian + US stocks that you would consider "among the safest" , including in case of an economic slow down .thanks for your always excellent reports.
Read Answer Asked by Jean-Yves on December 20, 2023
Q: I have just sold UL to garner a small tax loss. I would like to buy back in the new year but which is the better investment for dividend growth and growth UL or PG or should I hedge my bets and buy a bit of both ? Is there anything else in this sector that looks more promising?
Read Answer Asked by Anthony on December 20, 2023
Q: Hi Folks,

My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks
Read Answer Asked by JOHN on November 29, 2023
Q: I have $40K US to redeploy I would open 3-4 positions in an unregistered account. My thoughts go to blue chip dividend payers and nothing commodity based that I can let grow for 3-5 years. I do hold the following in this account: GOOG,AMZN,AAPL,CELH,ISRG MSFT,SYK . Your input is much appreciated. David
Read Answer Asked by David on November 20, 2023
Q: I am interested in increasing my Health holdings through the purchase of CDRs. I am considering LLY, UNH, ABBV and PG. I favour LLY but note that it has been on a tear lately. Would you recommend it at these levels? I would appreciate your opinion on these companies. Thank you.
Read Answer Asked by Dennis on October 18, 2023
Q: As a follow up to my question on Target. What would be a replacement for it? I am a dividend investor with some growth stocks. I aleady have NWC, PEP, PBH and PG. Should I just add to NWC as it is low right now with the 4% dividend, add equally to these or is there a particualr peference of another such as KO?
Read Answer Asked by STANLEY on August 18, 2023
Q: My long-term interest in VZ was partially founded on it's extremely low correlation with almost every other equity and fixed income category. I am "off" VZ due its recent issues and am curious as to whether you are aware of any similarly low correlation, reliably high income alternatives?
Read Answer Asked by David on July 24, 2023
Q: Hi 5i.

Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
Read Answer Asked by William on July 04, 2023
Q: Please suggest a list of 10 US stocks that would be suitable to implement a covered call income portfolio. I plan to use one month options. Thank you!
Read Answer Asked by Stephen on June 06, 2023
Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara
Read Answer Asked by Tamara on April 03, 2023
Q: I am underweight in consumer defensive stocks and in US exposure in my RRSP. What would your top US consumer defensive picks be?

Thank you

Louise
Read Answer Asked by Louise on February 27, 2023
Q: The initial investment on these and others has doubled. I do not require the funds immediately. I know these are outstanding companies. Each makes up 2% to 3% of the portfolio that is up by 10.5%. In this environment do you still abide by the statement "let the winners run", even to this extent. Should they be trimmed back to the initial cost, or should they be replaced? There are sixty positions in the portfolio balanced through all 11 sectors. I am a 77 year old dividend value investor.
Thank you for all your great input
Stanley
Read Answer Asked by STANLEY on January 25, 2023
Q: I am looking to add to the consumer defensive part of my portfolio, I already own Loblaws (L:CA) and Costco (COST:US). What other stocks do you recommend based on low debt/strong balance Sheet, secure and growing dividend, and some growth.
Many Thanks
Read Answer Asked by John on January 23, 2023
Q: What would be your top 10 Canadian and US value equities for 2023? Appreciate the work you do. Thanks. Rick
Read Answer Asked by Rick on January 20, 2023
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!
Read Answer Asked by Martin on January 18, 2023
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