Investment Q&A

Q: Hi . Looking for your favourite US/International dividend payers is USD. Can you make 5 or 6 suggestions?

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: Please rank these consumer stocks for a new buy and suggest any you may prefer. Thank you.

Q: Hi,
A few days ago I asked for 5 CAD and US value stocks. Thanks for that.
You mentioned that there are others that you like in the space but did not fit the criteria. Would you please share think names.

Thanks and have a great day.
Joe

Q: Hi 5i Team,

Can you suggest 5 Canadian and 5 US Value stocks that you would buy in order of high to low and the rational behind it. Please also include the entry price.

Thanks
Joe

Q: Hi 5i, looking to upgrade my consumer goods stock buy selling Deo, gis and buying Nsrgy and mdlz. What do you think of this move and what would be a good entrance price. These companies are bigger and more diversified. Are there any other companies with a dividend worth looking at? Thank you for your service!

Q: Hello, Would you buy either Honeywell or Pg currently?
Thank you.

Q: I have no consumer staples, real estate, or utility stocks right now. How would you rank these sectors right now based on macro factors? Can you list two most compelling stocks for each category? Can be either USA or Canada.

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: Hi, I’m looking to create a portfolio of dividend growth stocks split over Canada and Us stocks with 10-12 names. Can you make a recommendation on the names you would use?

Q: Hello, I'm low on consumer staples stocks, which one of the following three would you pick and why (FYI, I am not interested in either L or ATD): MRU, NSTL (CDR) or PG(CDR)? Thanks.

Q: Hello,
I have owned stpl for years as a sector based diversification strategy but feel it has had disappointing returns, even for that sector noting that there are some great breakout picks in the staples sector.
Could you please advise if you think it is a reasonable choice for the staples sector versus specific picks?
I realize that you typically recommend dol as well as wmt, cost and pg. just wondering what you think are good long term picks at this time given significant movement in these in the last couple of years.

Q: Hi Peter, according to Analytics I need more core US Growth and Dividend stocks in the RRSP & LIRA accounts, so could you please provide me with 4 stocks for each of the following sectors:- Industrials, Discretionary, Staples and Healthcare.
Thanks Peter & 5i for your great service.
Ivan

Q: trying to decide between these two companies. PG does seem to have negative momentum. Is there more upside in PG or do you prefer JNJ or equal amounts of both?

Thanks Dave

Q: Can you please rank the quality of these U.S. Consumer Staple stocks with regards to the increasing of their respective dividends going forward as well as the rebounding of their business when sentiment turns favourable towards this sector?

Q: Can you give the names of 10 quality stocks in defensive sectors please.
Thanks.

Q: I half positions in the ten stocks listed and I am down 12%+ in all of them. Please rank them in terms of best candidate(s) to increase to a full position now vs waiting. Also advise if the lowest ranked should just be exited altogether

Q: Many thanks for your advice over the years, I have decided at 89 years old to slow down! maybe listen to Warren and buy extra safe investments! Any suggestions?

Q: Hi 5i, Would you please suggest a couple of USA dividend/growth stocks/etfs for my RRSP. Thank you!!!!

Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?