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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: I am investigating Applied Materials for an investment to increase the industrial waiting in my portfolio. What do you think of the company? Is there any other industrial holding that you prefer for long term growth and some income?

Read Answer Asked by Rod on July 28, 2021

Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.

Read Answer Asked by Joel on July 26, 2021

Q: Hello. I am looking at buying stock in one of these three companies. I recognize that these selections are in very different sectors. I would very much appreciate your opinion as to which one seems to hold the best potential as a long-term hold (5+ years). Thanks.

Read Answer Asked by Randall on July 26, 2021

Q: Hi, My respected 5i team
During the March 2020 market correction, your team provided a special report which was a big help for me to take advantage of the market correction. I bought some solid names at a discount as the report recommended. Are you guys still doing this kind of special report in the future?
Could you please recommend 5 solid names to buy in Canadian and US markets respectively if there is a market correction†again? Do you think it is a good time to buy them now during the current market† drawdown?
Pls list the names in the order from your most favorite†to the least. Thanks in advance!

Read Answer Asked by Zheng on July 22, 2021

Q: Good evening,

Iím looking to increase my stock holdings in the industrial sector. I currently own HON at 3% and have a small position in XBC (due to recent declines). Iíd like to add 3 long-term stocks and have identified the following as options: CNR, WSP or J, TFII, XYL, ATA, ROP. I can accept higher risk and would like companies that are leaders or doing something new/innovative in their area. I was also thinking of diversifying within the industrial sector. Iím wondering what 3 additions youíd pick at this time, either from my list above or others that I may have missed? Iím also wondering whether I should add to XBC at this point?

Thank you for great this service!

Lisa

Read Answer Asked by Lisa on July 09, 2021

Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!

Read Answer Asked by Nhung on June 29, 2021

Q: Could you suggest five Canadian and five American companies that would benefit from inflation. Could you also suggest five Canadian in five American companies that would benefit from higher interest-rate. Thanks

Read Answer Asked by Paul on June 10, 2021

Q: Good Morning,
This a two part question: I currently hold a 2% position in SHOP and I'm considering adding to SHOP or starting a new position in LSPD. Which of the two would you recommend today?
Secondly- I've noticed in some of the questions you like TT for Industrials. I need to add another Industrial name, and was curious what is is about TT that makes it stand out from other names?
Thank You

Read Answer Asked by Kevin on May 28, 2021

Q: Just thoughts...First background - †I have an income, balance and growth portfolio that's invested in trade, TFSA and LIRA accounts...all similar to 5iR's...and also a US balance portfolio with a definite growth tilt...and I like to stay within the portfolio framework, aka add to existing stock positions which now total 100 positions. With cash on hand, I'm muddled about what to invest in, aka Cdn and US stocks?And here is the tug...there seems to be many other good stocks but from my reading of 5iR, it's better to stay with the ones you have or totally drop the existing position and move onto a new position. With that in mind, what are the Cdn 5iR positions would you suggest are a buy today or watch it for a buy? When it comes to the US, the draw for me today is to add to existing positions 'cause of the strength†of the Loonie and the expectation that it will decline over the next few years relative to the Green Back. What would you suggest are US stock buys now for a longer term hold, like 5+ years. Thanks for the assistance.....Tom

Read Answer Asked by Tom on May 28, 2021

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Read Answer Asked by Robert on May 26, 2021

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

Read Answer Asked by Peter on May 25, 2021

Q: Dear Team,
These stocks are listed as 'comparables' in a Refinitiv report. I would appreciate your ranking as to capital structures and growth potential.
Thank you, Team!

Read Answer Asked by Sigrid on May 17, 2021

Q: Good day, Iím thinking with the better exchange rate of late, it would be a good time to buy more US shares inside a tfsa. We are very diversified across all accounts. Looking for some ideas. What are some growth names you would buy today? Already own most big tech, but would have no problem adding to them. Thanks so much as always




Read Answer Asked by Darby on May 12, 2021

Q: We currently own WSP TT XEBEC in industrials and would like to add one more US industrial stock what suggestions would have first being the best?
This much
Marse

Read Answer Asked by Marcel on May 03, 2021

Q: I raised a little cash in my U.S. account after enjoying a 12%+ gain since the start of the year. Looking to take advantage of some opportunities over the summer months. Can you list 5 U.S. stocks to watch that I should consider if they pull back over the summer? I currently own BMY, ABBV, AMZN, NVDA and COST.

Thank you,
Jason

Read Answer Asked by Jason on April 29, 2021