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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: My only consumer discretionary security is Aritzia (thank you) so I have been looking at VCR and XLY etfs. The top 10 holdings of XLY is 70% of the fund and top 10 holdings 56% of VCR. Do you have a preference? I don't have a problem with the large percentage of AMZN in either.

Read Answer Asked by J on February 23, 2022

Q: When I look at the long term chart for this ETF it seems since the pandemic began (and after that initial drop) that the the share price has been on a steeper upwards trajectory than it ever was historically? It also looks as if the volume has been a bit higher than before. Is there a simple explanation that is obvious to everyone but me? Is it a few of the top 10 underlying securities that are driving the whole behaviour, or has owning the ETF become that much more attractive in the face of single company risk since the pandemic began? I always appreciate your insight, thanks.

Read Answer Asked by Stephen R. on December 02, 2021

Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul

Read Answer Asked by Paul on October 26, 2021

Q: Hi,
Can you please recommend some companies/Etf to provide consumer cyclical and consumer defensive exposure to US?
Thank you

Read Answer Asked by Gurdeep on September 23, 2021

Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.

Read Answer Asked by Miroslaw on August 31, 2021

Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David

Read Answer Asked by david on June 16, 2021

Q: How would you suggest getting exposure to consumer discretionary/staples?

Could you please give a good ETF for each sector and a couple good names?

Looking for broad exposure (not just Canada)

Read Answer Asked by Max on April 29, 2021

Q: Dear Peter and Ryan.
I am confident in global recovery after deployment of the vaccines and would like to allocate fund to Recovery play in my RRSP. It is long term investment but it would be nice to see some gain in the short term too. Can you please recommend a few companies or ETF in CAD or USD?

Thank you,
Yiwen

Read Answer Asked by Yiwen on February 26, 2021

Q: Just read another "we're all gonna die" forecast from Rosenberg along with a different analyst calling for 6% GNP growth this year. I get whiplash reading this stuff. My question is, can you suggest a consumer discretionary ETF that would catch the wave that might or might not be coming? Many thanks. I do enjoy the cooler heads at 5i.

al

Read Answer Asked by alex on January 20, 2021

Q: Hi,
I am currently significantly underweighted in consumer cyclical sector. Can you suggest 2-3 names in U.S.? FTE names in U.S. and International would be great appreciated too. thanks.

Martin

Read Answer Asked by Martin on January 12, 2021

Q: If the hoped-for consumer spending rebound happens in say the second half of 2021, which companies ( us or cdn) should benefit the most? Are there ETF's that would cover the category that you would suggest? Many thanks

al

Read Answer Asked by alex on January 12, 2021

Q: What are your favourite large Canadian equities for growth with some income in the coming year in the Industrial and the Consumer Discretionary sectors? What ETFs would you recommend in these two sectors?

Read Answer Asked by Curt on December 10, 2020

Q: Tony Dwyer from Cannacord likes to refer to "banks and tanks" as good areas to be in when the economy eventually turns positive. I believe he's referring to the more cyclicals. Can you suggest both Cdn and US ETF's that would fit the bill. Thanks.

Read Answer Asked by Darcy on June 22, 2020