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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: Hi 5i,

I was looking forward to the US part of the answer to Aleem’s recent question.

Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.

Thanks as always,

Kevin
Read Answer Asked by Kevin on May 10, 2022
Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.
Read Answer Asked by Michael on April 27, 2022
Q: I am low on my consumer defensive allocation.
1. Is this a good time to buy in this sector.
2. What stocks/ etfs would you recommend.
Read Answer Asked by SV on April 25, 2022
Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD
Read Answer Asked by Jacques on April 20, 2022
Q: Hi group need to get a bit more defense (I am retired) I am thinking recession is coming. Health care and consumer staples make sense do you agree? Presently I have $25,000 to invest in my TSFA..am thinking WMT, DOl, might fit .In consumer staples I already own Cost, L, PFE, Can you please give me your 3 top picks (in preference order) for for Health care + Consumer staples Mega Tech thanks
Read Answer Asked by Terence on April 09, 2022
Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.
Read Answer Asked by sam on March 16, 2022
Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?
Read Answer Asked by James on February 24, 2022
Q: We know uncertainty helps the markets drop. With Russia saying they are drawing back troops and NATO and USA say they are building up, one could anticipate uncertainty ahead. With this in mind, is there any advice for which type of stock might be the best to buy on a future dip?
Read Answer Asked by James on February 18, 2022
Q: what are your top three picks ,us and cdn, for consumer staples thanks
Read Answer Asked by andre on February 17, 2022
Q: Can I please have your top 5 US and Cdn consumer non cyclical stock choices ?
Read Answer Asked by adam on January 25, 2022
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
Read Answer Asked by Nimish on December 20, 2021
Q: My virtual 'conservative growth' portfolio has the above 10 stocks in equal wights. What two stocks would you add to round it out please? Please assume that I have 45% outside of this portfolio in fixed income. Are 12 stocks enough in your view? I know there are many factors but please answer the best that you can ... maybe assume it is you.
Read Answer Asked by Danny-boy on December 10, 2021
Q: Please give me your thoughts on ROKU, and whether you see this current price as a buying opportunity, or simply too banged up? Do you feel the price could return back to it’s all time high numbers ?

Also, I currently hold TT, and was wondering which other growth industrial US stock would be a good addition for an RSP? Top 3 picks in order please

Lastly, please rank HD, COSTCO and WMT

Thanks so much

Nick
Read Answer Asked by Nick on December 07, 2021
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