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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: 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
Read Answer Asked by Tom on January 06, 2021
Q: Can you tell me your top three picks in the beer/spirits sector? Your reasoning would be appreciated as well.
Thank-you.
Read Answer Asked by Alex on March 17, 2020
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
Read Answer Asked by Dave on January 06, 2020
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
Read Answer Asked by Jacques on July 17, 2019
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
Read Answer Asked by Arthur on March 04, 2019
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?
Read Answer Asked by Terry on February 22, 2019
Q: Hi 5i,

What would be your top 10 names for a U.S. growthy balanced portfolio?

TIA
Read Answer Asked by Wayne on January 28, 2019
Q: salut 5i! I have just sold my WEED holdings (at a nice profit .. also own small amounts of APHA and HEXO) and am contemplating buying either STZ or VOO .. with the general objective of further diversifying an already quite well diversified portfolio (stocks and etfs) .. I also hold VGG, VDU, FDN, XHY, and ZUH .. your thoughts? thanks!
Read Answer Asked by Patrik on November 08, 2018
Q: Hello, my question is regarding WEED, can you shed some light on Constellation brands investment and warrants it has that can potentially allow them to become over 50% owner and what affect that could have on the stock if they exercised them. Their most recent investment August 15th was at $48.60/share, when I see this stock drop below that price I feel as though I should buy it... would that large investment at that share price technically limit the downside of WEED? Do the warrants to purchase more shares limit the upside? Thanks for your guidance.
Read Answer Asked by Michael on November 01, 2018
Q: I am looking to buy 3 or 4 American large caps, dividend paying, with at least moderate growth. I already own MCFT, DWDP, UTX, GLW, INTC. Any suggestions?? Thanks Jim
Read Answer Asked by jim on October 01, 2018
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