Investment Q&A

Q: I would like to sell Starbucks while I am still up a bit. Can you suggest a replacement?

Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?

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: Please deduct number of credits that you deem appropriate. I essentially follow and hold your balanced equity portfolio. It is supplemented with the following US stocks. JPM, STZ, SPOT, NVDA, GOOG, TEAM, UTX, HXL, BIIB and WYNN.

I originally bought WYNN for a trade on the recent dip caused by the Steve Wynn situation. Should I keep it as a long term position or take my profits and look elsewhere.

I have funds for one more position. Do you have any suggestions or should I add to some of the stocks I have.

Are there any of these stocks that you would sell and if so what would you suggest for a replacement.

Thank you for your service! I am sure someone else will ask but please let us know about your thoughts on SIS earnings release. It looked like a miss.

Q: HI Peter, Would you recommend adding to RHS as its price is lower now. Or you would prefer 4-5 companies solid blue chip dividend paying companies to buy and hold ( avoid MER and capture more dividend). In that case also, can you please rank them in order of your preference. UL, PEP, HRL, K, or any other of your favorites.
Much Thanks.

Q: Hello, since the beginning of the year Altria (MO) stock has decreased by more than 20% in value. Has the time come to let it go? Do you believe there is a possibility that Altria could get into the Marijuana / Cannabis business? In your opinion, what would be the best 3 or 4 alternatives to (MO) in the US non cyclical sector (consumer defensive sector) right now? Thanks, Gervais

Q: Some research has been done to indicate that in bad economic times, like in a recession, the consumption of alcohol increases. Is there any historical data that supports these findings?Would a company like LIQ benefit from this? What other companies might benefit? Thank you.

Q: I want to add to my consumer staples holding in my tsfa. Currently hold the above names. Wondering if I should add safm since it has been beaten up a bit since its run up to its earnings miss or average up on stz?

Q: Hi !
Any suggestion for a US growth stock with a good dividend to put in my RRIF ?
I am looking at Royal Dutch Shell (rds), Chevron (cvx), LyondellBasell (lyb), Diageo (deo), Global X NASDAQ China Technology (qqqc); any views on theses ? Please deduct the number of questions you deemed appropriate.
Thankfully yours,

Jacques

Q: Constellation Brands released their 3rd quarter results today and stock dropped about 3%, as company moderated its full year expectations to the lower end of forecast. Overall profit was higher, though. What do you think of the results and the company for a small investment, as a part of sector allocation ( and US Equity exposure) for long term ? I have been thinking about it for a while, but never got an opportunity. Thanks

Q: In the true spirit of the holidays I would appreciate your opinion on the three wine/spirit companies that have done very well over the last year. What is your top pick? Or should I just buy smaller holdings of each?

Q: Could I possibly get your opinion on these? How would you rank them among each other?

Q: I have a half position in STZ in my TFSA and want to top it off to a full position. Would there be any concerns over this? Are there any other US consumer staples companies worth looking into for growth as well?

Q: Hi 5i,
Suppose the US moves into more significant inflation and begins to battle the strength of its own dollar. So rates ‘normalize’ but inflation goes ‘above target.’ I am thinking about how to adjust one’s portfolio for that environment. I guess gold and real return bonds (and TIPS) may be obvious inclusions but I am wondering about equities in general and what kind of equities, if any, can actually do well in an ‘above target’ inflation environment. How would you increase/decrease sector weightings? Could you identify a stock or two in some specific sectors that you think would be good to own in that picture? Is this topic something you’d consider blogging about at some point? Thanks!

Q: What is your opinion of Constellation Brands latest results and would the drop today be a good buying opportunity?

Q: They recently sold their Canadian holdings for around 1 billion. It's come down from 52-week and all time highs due to some anticipating that the Mexico assets would be taxed upon import into the US.

Is this company a good hold for the moment?

Q: I have owned STZ (constellation brands) for quite some time and have been very happy with it.
It has fallen significantly since the Trump win and I am somewhat concerned trying to figure out if tariffs will be imposed on Mexican imports Should I take any action
at this time. Any insight you may be would be appreciated. Suggestions for replacement if you deemed that prudent would be appreciatd.

Q: Why did it take such a hit because of Trump?

Q: The 3-year stock price chart looks excellent. Teacher's just bought the Canadian wine business. The stock was down today. What is your read on the future stock performance based on these circumstances?

Thanks for a great job.
Dan

Q: I guess I wasn't clear in my last question. Would you please rate these companies as to which would be your first choice, second choice , etc. for a 5 year investment and purchasing today. I have no US exposure but otherwise have a relatively balanced Cdn portfolio and need to deploy US$100,000. Please explain why you rated them as you did. thank you. This was the prior question: What do you think of Int'l FLavours and Fragrances and their latest quarterly results? How would you rate it relative to HD.us, PBH.us and STZ.us for a 5 year investment? Thank you.