Investment Q&A

Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend

1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same

Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.


Thanks

Q: I’ve had this company for several years it’s return has been adequate, however I am wondering if my money might be better invested in something with more pzaas!

Also have AUDC the Israeli company which has only been borderline successful, would u suggest a better option please

Q: Would you recommend to buy Ko(coca cola) or a different beverage company?

Q: Is this a good entry point and would this be the best of this sector?

Q: Greetings 5i,

What do you think of these 2 companies? Which do you prefer long term and which do you think may possibly see a better move post Covid (shorter term) ? Would you recommend any other companies that may benefit from any enthusiastic return of summer BBQ parties, sports/entertainment events, gatherings, weddings, etc.

Cheers and Cheers!

Q: Could you please rank these consumer defensive stocks and why - STZ, DOL, ATD.B, MRU and PG.
Need to increase my US and International exposure, however considering selling STZ (in a RRSP)
What are you thoughts? Is there an ETF in this sector you favour with US /International exposure? Thank you

Q: My advisor has suggested I average down buy these two stocks PEP and K (underwater on both). I'm hesitant to proceed that way and would rather look at consumer discretionary ideas with more growth. What would you suggest? I consider myself an aggressive investor. Looking for a 2-3 year hold.

Thanks, as always for th great advise.

Dave

Q: Looking to add a bit of consumer staples to the portfolio within the US. Not entirely apples to apples but could you please indicate your preference to either one of these listed or a combination?
Thanks, Tom

Q: Hi,
Considering the debt level, cashflow and which of the company would have a bigger up side?
Thank you

Q: Hello

Could you give me your opinion and outlook on DEO? Do you much prefer constellation brands in this space ?
Thank you
Stephane

Q: Can you tell me your top three picks in the beer/spirits sector? Your reasoning would be appreciated as well.
Thank-you.

Q: I am looking for suggestions for 5 or more US stocks with reasonable momentum in consumer discretion and consumer defensive sectors. Would you please arrange best to last. Many thanks.

Q: Seasons Greetings 5i!!
About a year ago a member asked you for a sample "growthy" USA portfolio.
You responded with the above listed stocks which have returned about 35% YTD.
Would you make any changes today twelve months after you first recommended it?
Thanks for all you do for all your help! It is has honestly been life changing for us and truly appreciated!!
Regards
Dave

Q: Gentlemen,
I want to sell AMZN
Please suggest for one or two defensive stock (any sector except Tech, low or no dividend) ?
Thanks
Regards

Q: We have held STZ for some time, thinking that with the legalization of cannabis, this would be an attractive stock to hold. However, we have been very disappointed with the results. What action would be recommend at this point?

Q: Sorry !
My question was about SAM Boston Beer, not Starcore International Mines. I should have been more explicit.
Your views on Boston Beer would be appreciated, together as your best buy in the sector.
Have a good day,
Jacques

Q: With the Asset allocator suggesting 35% international and 40% in US stocks, my current stocks in those regions include AYX, HOLX, NVDA, and TEAM, what would be other growth stocks in the US and international for 5-10 year holds?

Q: thanks for reply on STZ, instead of adding to STZ, at x18, already over 3% of total portfolio, would CSU at x40 , your glorious report, be better since I have little equity in Canadian firms, except TD and a helluva lot in CA energy. Somehow I doubt it ...but want to hear your view.
Art

Q: Is now a good time to add to this stock, am down 5%, given its recent downturn after investing in canadian Canopy Growth???
Art

Q: I have made very good returns in 2018 on Canopy Growth and HMMJ and have since sold all positions. I am considering a base position totaling 3 to 5% for a long term hold. As clarity evolves over long term performance I can adjust my holdings. How would you rank the three names given or would it be most prudent to diversify across all three initially?