Investment Q&A

Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?

Q: I am looking for stocks that have not come back up since the tariff announcements but have the potential. A couple I am thinking about are Fiserv, Inc. (FI) and Marvell Technology, Inc. (MRVL). Comments and any other suggestions please.

Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.

Q: What is your opinion on the latest quarter of the Constellation Brand? Is it a good buy after the dip in the share after the earning report? is there any specific reasons for the share price to drop?

Q: Hi 5i,

The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.

Please rate them bases on long term componders, shareholder friendly and valuation.

Thx.

Q: Hello 5i,
would you still hold at this level hoping for a recovery or is it the time to move on?
down 60% on a very small initial position

Regards

Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....

Q: Hello 5i, With the current share price for Canopy Growth do you think that Constellation Brands may takeover WEED and take it private?
Or some other company taking it private.

Q: I’m short on consumer defensive stocks and can’t help but to think that even during challenging financial times ahead, that alcohol sales will continue to do reasonably well. Would you think that SAM has strong potential as a long term hold? Thanks very much.

Q: I've had a decent run with WMT over the past few months. I'm considering a switch to Constellation. Thoughts please?

Q: Which consumer staple / defensive stocks would you recommend and why. (I already hold Alimentation-Couche Tard and will continue to hold this one.)

Also own Proctor & Gamble and OK to trade this one in an RRSP.
Really want something for 10 years and not to worry about ups and downs of market but happy to look at something of good value currently.
Please choose any of the above or another choice. Safety and sleep at night are priorities. Please Rank for me excluding ATD.

Thank you 5i.

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