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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: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.
Read Answer Asked by Joel on April 16, 2025
Q: What would be your top 10 US and Canadian stocks for a recession into 2028 with a 75% value ,25% growth protectionist portfolio strategy thanks
Read Answer Asked by andre on April 10, 2025
Q: In today’s and current turmoil what would be your favourite 5 Canadian and US Stocks to buy? Would you be averaging in over the next 6 to 12 months?

Thanks
Tim
Read Answer Asked by Timothy on April 03, 2025
Q: Looking for a stable US stock with some growth/dividend. Please make suggestions
Read Answer Asked by Rachel on March 25, 2025
Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
Read Answer Asked by JOHN on March 20, 2025
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Read Answer Asked by Mike on March 07, 2025
Q: Hi Peter and gang,

Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.

Cheers,
Read Answer Asked by Harry on March 04, 2025
Q: Hello,
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah
Read Answer Asked by Leah on February 05, 2025
Q: Hello, I'm working on my current ALLOCATIONS. Please recommend CANADIAN and US : Healthcare, Consumer Defensive and Utilities.
Many thanks, Heidi

PS My sincere compliments for your excellent site and service
Read Answer Asked by Adelheid on January 31, 2025
Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!
Read Answer Asked by Michael on January 30, 2025
Q: My current portfolio is heavily oriented towards growth and is very high risk. Over the next few to several months I plan on repositioning towards a more balanced approach. I will be looking to add some growing but steady large caps. Toward that end I have the following short list: TR, BN, GOOG, Canadian Banks, SLF, MSFT, NVDA, BEPC. Is there anything in that list that you would not see fitting into that category? Can you please add a half dozen or so of your preferred other names that fit with this idea. Please exclude defense contractors, the Oil and Gas sector and usurious money lenders.
Thank-you.

Read Answer Asked by Alex on January 24, 2025
Q: I submitted this question on Sunday, so now re-submitting...

Asking this question for a friend who is relatively new to investing (and may be a future 5i client:-)

She has $200k in a non-registered account and is contemplating a balance of 75% US ETFs and 25% US equities, any sector. The account is growth-focused, moderate to medium risk; no funds will be withdrawn for 3-5 years. Given these parameters, please suggest 4 ETFs and 4 stocks she should consider. Thank you.
Read Answer Asked by Maureen on January 16, 2025
Q: Can you give suggestions for your three best Canadian and us quality value, largecap stocks ?
Similarly your three best Canadian and US quality growth large cap stocks?
Pls give a compelling entry point and rank best first
Appreciate all your advice
Read Answer Asked by Indra on January 14, 2025
Q: Gentlemen:
Favorite Gas Company in Canada and US
Favorite land holding Co for Canada and US
Overall Favorite Canada and US company for widows and orphans.
Great Service… Thanks -Jim
Read Answer Asked by James on January 08, 2025
Q: Hi, I’m looking for your five top CDR ideas for a TFSA. The criteria I’m interested in is share price growth, capital preservation and valuation. A brief summary regarding each choice would be much appreciated. Happy Holidays!!
Read Answer Asked by Anthony on December 17, 2024
Q: After signing up to the Portfolio Tracking & Analysis, ( excellent service, Thanks!)
I need to increase my holdings in the Health care sector and Consumer Defensive industry
US and Can exposure.
Your suggestions are appreciated.
Thank You 5i Team
Heidi
Read Answer Asked by Adelheid on October 18, 2024
Q: Would you consider now to be a good time to do some buys in the consumer staples sector? If so, why? I'm looking to close this gap in my investment portfolio and would appreciate your recommendations on some companies -- ideally growth oriented that also pays a (growing) that I can buy an hold for 5+ years. I'm not too fussed on the specific industry. What are guys liking these days? Thanks for all the great advice and insight. You guys rock.
Read Answer Asked by Paul on September 19, 2024
Q: This question is about small TFSA with 98% Canadian equities with 32.06% total weight in the technical sector. Weight for LMN, SHOP and DSG are close to 5i Bal portfolio but CSU is at 14.8% (Thank you). All these names are at profit.

Question 1 -I am contemplating selling CSU to reduce Canadian exposure and buying MSFT or NVDA What is your opinion of such a move? Any other suggestions in technical space?

Question 2 - This TFSA has no exposure in Consumer Staples. Would you suggest buying COST instead of US technical name? Any other suggestions and entry price?

Much Thanks for your very valuable comments.
Read Answer Asked by Hali on August 23, 2024
Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 25 stocks portfolio would you recommend that includes both.

Do you think you would create new balance portfolio in the future that includes CDR.

Thanks for the great service

Read Answer Asked by Hector on July 19, 2024
Q: I need to increas,e my exposure to communication services by 6%. I already own GOOG. What are you suggestions and how strongly do you feel about them?

Also same question for Consumer Defensive holdings.

Take as many question credits as needed.
Read Answer Asked by Brenda on July 04, 2024
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