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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: Making some adjustments based on portfolio analytics.
Whats your best growth suggestions for:
Health care (us/ international)
Industrial (us/ international)
Consumer defensive (us/ international)
Consumer cyclical (us/ international)
And what is your favorite way to add a fixed income component?
Take appropriate credits as nessacary.
Thx for the great service.

Read Answer Asked by Todd on October 15, 2021

Q: Your Portfolio Analyzer tells me that I need more 'Healthcare" since I only have UNH and Well. Can you suggest an addition?

It also noted that I have zero consumer defensive. Can you suggest two for this sector.

A further note was being over weight in Canada.

Thanks again! Dan

Read Answer Asked by Dan on October 08, 2021

Q: Can you offer 5 companies in Canada and the US that have pricing power in the face of inflation? Thank you

Read Answer Asked by hal on September 28, 2021

Q: Peter and team,

I use the US side of my portfolio mainly for growth opposed to CDN for income and some growth. Thinking of a switch from docu to affirm looks like good money to be made in this one. Can you give a comparison between the 2 and do you think affirm is a better investment now?

I've hit the highest ever by far in my portfolio this year akin to your father in law thanks in very large part to your recommendations.

From a very grateful many years standing customer!

Read Answer Asked by Denis on September 27, 2021

Q: Considering the possible effects of shipping disruptions and the abilities of consumer companies to maintain inventories and hence profit margins, cyclical and discretionary, would your top three stocks to have in one's portfolio long term, in your professional and respected opinion, be altered.
What would be the top three suggested holdings for long term(5 years)
Thank you

Read Answer Asked by Peter on September 27, 2021

Q: I currently own these companies. I have some US cash to add to my TFSA and would like your recommendation on 5 additional best of breed companies. Or would you increase number of shares in the companies I already own.

Thanks, Donna

Read Answer Asked by Donna on September 16, 2021

Q: If you had to pick only ten stocks or ETF's to hold forever which would they be?
Thanks

Read Answer Asked by Ben on September 16, 2021

Q: We are often reminded that one should not try to time the market, and that it is time in the market that counts. But would you be in favour of an investor re-weighting to more defensive positions if one is worried there is a "correction" on the horizon, for example if the Delta variant explodes Covid numbers, there is a gov't policy or interest rate change, an external shock with China, etc, ? If one was going to make that change, can you pls provide 10 names that currently would be more defensive? Thank you for your very excellent service.

Read Answer Asked by Leonard on September 10, 2021

Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick

Read Answer Asked by Nick on August 27, 2021

Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.

Read Answer Asked by Simon on August 27, 2021

Q: Hi 5iGang,

Would you please recommend 3 or 4 defensive stocks in each of the CDN and US markets.
Thanks for the nice work.
H

Read Answer Asked by Harry on August 24, 2021

Q: I would like to start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks

Read Answer Asked by Joanne on August 09, 2021

Q: We have about $4900 US to invest in a non-registered account.
What would be your choice?
We are not limited to sector.

Read Answer Asked by Sam on July 14, 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: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated

Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible

Read Answer Asked by Marla on June 15, 2021

Q: What do you see as the top 5 defensive stock plays for both Canada and the US as it stands today?

Read Answer Asked by Mark on June 10, 2021

Q: What US stocks would you recommend to reduce volatility of a portfolio which is overweight on US growth stocks (mostly IT)? Looking for dividend payers, which are expected to grow at a moderate pace and are reasonable priced for that growth.

Read Answer Asked by Steve on June 02, 2021

Q: What are your suggestions for US and CDN Consumer Defensive at this time?.

Read Answer Asked by Jean on March 24, 2021