Investment Q&A

Q: I have some US funds to invest. Growth and some protection in a downturn. What stocks? I am thinking IHI,VZ, V or IWO ?? other suggestions?

Q: Hi guys. Can you recommend a few Canadian and US consumer cyclicals and consumer non cyclicals? Like to have some growth potential but also strong balance sheet / low debt.

Subtract necessary credits as there are two questions here......

Q: Looking to purchase full positions in large caps with steady growth, at least a 2% dividend, and low debt in both the consumer defensive and cyclical sectors. Canadian and US names both appreciated. Thank you.

Q: Hello, Unilever seems cheap when compared to P&G. Would you consider it a mispriced security. What are your thoughts on a longterm buy and hold? People still buy thier detergents an soaps in large numbers...Thanks.
Shyam

Q: Hi, currently hold, PBH, ATD.B and WMT for my Consumer Staples allocation.
For yield , some growth and some safety, which is the better investment to add to my current holdings, KMB, PG, UL, or CLX in my RRSP. Thank-you in advance.Sam

Q: I have a question about 769
With two straight winning quarters is this CPG company set for some growth with a hot economy in the US and record unemployment? Do you see the turnaround in any way a result of Hedge Fund Peltz and company or a result of Economy and Unemployment?
Thanks
Lindsay

Q: What are your thoughts about buying any of the above stocks? Thank you, rose

Q: I am a buy-and-hold, dividend/dividend growth investor. I am contemplating exiting my position in PG and establishing a full position in PBH, for a long term hold. Would 5i endorse this move? How long do you think PBH will be able to sustain its very impressive dividend growth rate? Thank you.

Q: Hi guys !
Already well covered in the Cdian consumer staple sector, I would like to add some holdings on the US side. What are your views on Medifast (MED), Big Lots (BIG) and Kors (Kors) ? Any others would have your preference in the sector ?
Have a good day,
Jacques

Q: Given the recent market volatility, which stocks -US and Canada- look like good buys at this time ?

Thanks

Dave

Q: I only own 2 USA stocks, JNJ and PFE. JNJ has grown over the years to 2 full positions so I need to reduce my holdings in JNJ. JNJ pays a nice 2.7% dividend and has grown significantly. What recommendations would you have for a replacement that pays a similar dividend and has some growth potential. I am retired and rely upon the dividends generated in my RRIF.

Wayne

Q: Hello 5i,
Upon the recommendation of selling JNJ 64 shares with $6,000 profit, should I add PG to my portfolio or add to my ABBVIE, MRK and CSH.UN. Now I am at 5% in health sector holding these four stocks. I have 60 positions in all with 46 positions in segregated funds. I am 72 years young and investing for income. This is going mostly into an RRSP.
Thank you,
Stanley

Q: Greetings, I have a portfolio of Canadian and US stocks that is weighted about 60% in banks and insurance companies. I want to hold dividend paying stocks and am considering AQN, CU, & EMA to get more exposure to utilities (have Enbridge already) and PG for a consumer staple. Does this make sense or are their other names in the utilities and consumer sectors to consider?
Alex

Q: Given the weakness in consumer staples in the US, if you were looking in this sector what are some names that'd be on your watch list?

Q: Greetings 5i,

Despite their lacklustre performance this year, I am very fond of consumer staple holdings that focus on food and household products. My reasoning is that I consider their essentiality, as well as their (at least theoretically) defensive nature make them excellent, steady, long-term holds that do not need to be constantly monitored; thereby providing a "sleep at night" factor which I highly prize. Thus, my current sector exposure consists of full positions (5%) in L and PG that, barring some fundamental catastrophe in either, I intend to hold indefinitely. I also hold AMZN (5%), but, due to the breadth of its business, consider it more of a "hybrid."

To these, I am considering adding a position in COST, as I feel that, in addition the aforementioned reasons for favouring staples, its business model is perhaps better equipped to withstand the "Amazon effect" than many other retailers (WMT, KG, etc.). I am also looking to add some geographic diversity to my retail exposure, and view the recent weakness in the stock as a good potential entry point.

However, I realize that this addition would increase my sector weighting, and possibly create some unnecessary overlap. I would therefore like to ask your advice regarding this addition, and whether my reasoning appears sound.

I am 36 years old, debt-free, and relatively conservative. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future. Excluding ETF's, my portfolio currently consists of 22 positions (with none exceeding a 5% weighting), and is, for my goals and investing style, well diversified across sectors.

Based on my situation, does the addition of COST sound like a reasonable course of action to you?

Thank you.

Q: Hello 5i: Reading your answer today about JNJ and while you like it would maybe pick something else at this time, What would be your suggestions in the US,
Thank you as always. Barbara

Q: I bought GE and PG recently
Stocks that have hit 3 year lows .
I could have bought at absolute bottom,but I hesitated ,waiting for “someone" to approve of what i was doing .
so i wimped out and bought small… should i buy more?
Is there a blog somewhere that specializes in oversold opps ? ...

Q: Which do you think has better growth prospects going forward?

TIA!

Q: Looking for a US stock with a good dividend. I'm 80 so a little volatility is okay. I'm willing to hold for 3 years. If you had to pick one of the three which one and why or do you have a better choice?
Thanks

Q: A member recently asked a question about PG and asked whether it might be wise to sell it. This is a perfect illustration of your often used adage that "for every seller there is a corresponding buyer". I hold PG and have also considered selling it because of its lack luster performance. But, in looking it over i see it is at pretty close to a five year low. But, its decision to reduce its products to the most prfitable ones seems like it might be just starting to kick in. Besides this there is a new activist investor appointed to the board. I am sure it would still not qualify for a growth stock but for a solid and steady dividend producer, it might just be an opportune time to buy. Would you be a buyer or a seller?