Investment Q&A

Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe

Q: I am looking for suggestions for 5 or more US stocks with reasonable momentum in consumer discretion and consumer defensive sectors. Would you please arrange best to last. Many thanks.

Q: Hi. I currently own the following US stocks in a non-registered account: CCI, DIS, MSFT, MCD and V. Would you please recommend at least six other US growth stocks that pay a dividend in order of preference. Thanks!!

Q: I need to rebalance and would like your top 3 recommendations in both Health Care and Consumer Defensive. It’s for a ten year investment window. Thnks

Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.

Q: Thinking of adding either COST or WMT to our portfolio. Would appreciate your opinion as to which would be the better choice.
Thanks for your support and have a great weekend.

Q: In reference to my last question you made a couple of suggestions. I parted ways with CHR and NFI. You also suggested that I lacked diversification in some areas. I have accumulated cash since my last question to be deployed at an appropriate time. I have listed again the stocks in which I am currently invested in. Percentage allocation in each was listed in my last question. I have wonder if you maintain an investment profile of your clients. Doing so would enable you to provide more appropriate advice and/or suggestions. It would negate the need for clients to keep repeating investment objectives. Thanks

Q: Looking for some safety if we have a serious downturn. Like others, I appreciate growing dividends and some growth. Looking to add DIS, T, WMT, OR HD to my American holdings. Do you have any major concerns with any of these companies and would you please rate them best to worst based on my investment criteria.
Have yourselves a great weekend.

Q: Hi team,

I am watching WATCH. Cramer keeps coming up with new acronyms. I think he coined FANG several years ago. Cramer likes large cap consumer names with scale. So do I. I am looking for a new name in that sector to offset my large tech holdings. I already own a full Walmart position. While I like Amazon, I still view it as trading with tech sentiment, despite its classification, and I have more than enough tech. I am not sure it should be in this grouping, but I guess Cramer needed an A. I am considering Target, which I think is back on track after its foray into Canada a few years ago. I think I missed the big run in Costco. I don’t mind buying expensive tech stocks for growth, but I am more reluctant to overpay for consumer stocks. Lastly is Home Depot and it still looks relatively attractive to me here. What is your view on adding either Target or Home Depot for growth or are there other large cap consumer names that I should consider?

Thanks again.
Dave

Q: Do these stocks represent a safe haven in risky times?

Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.

Q: In my registered accounts I have a full position in VGG. Doing very well.
In my US account I hold WMT. Gone from $98 to $112 over a relatively short period of time.Thinking of cashing in and buying VIG.
Ignore sector allocation. Purely for performance ,dividend growth and a little more diversification .WMT seems to have done well in its competition with Amazon. Has it run out of steam.

Q: WALLMART. A GOOD COMPANY TO INVEST

Q: Total portfolio $632000: 2 RRIF’s, 2 TFSA’s , 1 non registered C$ account and 1 non registered U$ account.
In registered accounts 4.3% of total portfolio In VGG.
In non registered U$ account WMT with BV of
U$ 9294.55.
If sold at today’s MV would return 10.3% in a little less than 6 months.
What is your opinion on selling WMT and using funds plus additional cash of 6000U$ to buy
VIG.
This would make approx 7% in US.
I also own , what I consider quasi US, AQN in TFSA and ENB in several of the accounts.
Appreciate your input.
Thanks

Q: I am reconsidering this company, TJX, and wonder if I should switch from WMT to TJX.
Thank you for your assessment.

Q: I currently hold WMT in my us non registered account. I like WMT as a defensive stock . Do you think selling WMT and buy VIG would reduce risk and still be defensive. At the same time WMT provides more leverage. Your thoughts.

Q: Which two would you pick for better growth over the next few years?

TIA!

Q: I would like to purchase either Costco or Walmart to my RRSP account.
Which one would you recommend.
Thanks,
Morris

Q: thoughts of this lower volatility, more defensive us holdings?

Q: Hopefully, you can give me guidance regarding these three American companies. With a focus on their future prospects and how they have positioned themselves for growth, would you be cautious about investing in any of them? Which of the 3 seems to have the best opportunity for sustainable growth going forward? Thanks again for your appreciated guidance.