Investment Q&A

Q: I have a very overweight position in Bam.a .I would like to diversity into other Canadian or US names as I think think near term for Brookfield will be at least challenged given their real estate exposure and the sentiment around that.What are a few of my the highest conviction US names you would favour?

Q: Hi Team,
On a Corporate account, where capital gain is the main goal for long term hold.
Consumer Staple holdings are ATD.b 6 % PF & 15% gain & MRU 1.8% PF, 8.5% gain.
Your thought on MRU, (hold or sell) ?
Want to add 2.5% one another Cons Staple stock Ca or US. You suggestion please.
Thanks. Best Regards

Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.

Thanks, Mike

Q: We have sold out of USA Tech and have several full positions of USA $ in registered accounts. I no longer wish to devote as much attention to investments.
We know that USA is not your forte but could you recommend a couple of dividend paying "layups". Buy it and forget it ? We acknowledge that nothing is a sure thing.
Thanks for Your help

Q: Can I get your assessment on investing in ishares ETF US High Dividend (XHD) in my RRSP? If your opinion is unfavourable, do you have specifc stocks to recommend in its place?

thanks -John

Q: Hi guys...any thoughts on some beaten up stocks that could be opportunities for quick gains? can be Canada or U.S. thoughts are welcome...

Q: I raised a fair bit of cash in my RIF as the Covid madness marched on. I think I would like to buy USDollars with probably 1/2 the cash and buy some US dividend paying stocks. I need the income and I’m very concerned that this current government is going to cripple ( if not destroy) our economy..
I’m looking at stocks like Verizon, but what would you suggest?
Thanks for the great work!
Bob

Q: I recently asked a question regarding switching strategy from etf to individual stocks and i appreciate your answer very much. My question was generated by the response that you gave to James regarding investing in a diversified portfolio. At that time you gave him the follwoing names: TEAM, MSFT, GOOG, ROP, PG, BIIB, VZ, SBUX, COST, JPM.

Just a followup clarification on that suggestion. I wonder, because of the tax advantage for Canadian dividends and the predominance in the TSX of Banks and Telecoms, whether one might be better to replace VZ and JPM by Canadian names? I know that the question asked, I think, specifically for US names. But, just wondering if one held both Canadian and US, whether this might be better? Also, do you think that say, ten like this, is enough diversification on the US side?
thanks

Q: With the confinement, im expecting a baby boom in few months. Dorel is producing babies material, can you explain de down trend since 2017 (41$ to 5$ before the covid)?

Would it be a good title to own? Do you know better stocks which could benefit from a baby boom?

Thanks a lot

Q: Hello Peter,
If you were starting a new account with 100k and wanted to build a somewhat balanced portfolio of 10 US equities, with a 10 year timeframe, which 10 would you currently choose, including considering current price?

Q: These two companies are slipping instead of going up if the
they have meaningful role in Covid.
AS well Jand J maybe having issue with product liability,
Appreciate your comments on the outlook going forward

Q: The share price of PG has been taking a bit of a nose-dive since they issued results in April. I would have guessed that a large consumer products company like this would have held up much better. Can you tell me what is causing this price action and your short term prospects for it.
Many thanks
Ian

Q: Good morning 5i,
It is often mentionned that we should buy US stocks to offset the heavy concentration on financial and energy in the Canadian market. What sectors should one concentrate on in the US for this reason? And, in the current environment, is it possible to suggest one or two preferential stocks in each of these sectors?
thanks

Q: hi there,

If you had cash to buy one canadian and one us dividend payer, which would you recommend in this environment for sustainability of the dividend and a bit of capital gain.

Thanks

Q: Hey 5i,

Incredible stuff here. Thank you.
Looking for some confirmation.
With relative balance between growth and dividend stocks.
US listed inside an RRSP. Longterm holding. Looking to buy slowly on this wild ride or if and when it plummets.
Could you recommend a starter bundle 8-10 stocks.

Thanks again!

Q: I just tried Portfolio Analytics and have concluded my portfolio needs some work. I need to increase US and international exposure and I need more weighting in Communication Services, Consumer Defense, Healthcare and Technology. Please recommend US/International stocks for me to consider in these categories for a five year hold. Thank you.

Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD

Q: I understand that these companies have raised their dividends recently a good sign and is it the case and which one would you buy?

Thanks

Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe

Q: Mid 70s couple with div and some growth focus need to put some US CASH to work. We own vz, qcom, vgt, dis. In what order should we top up and what better recommendations could you provide for div growth. Thanks for your input.