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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: We have sold out of USA Tech and have several full positions of USA $ in registered accounts. I no longer wish to devote as much attention to investments.
We know that USA is not your forte but could you recommend a couple of dividend paying "layups". Buy it and forget it ? We acknowledge that nothing is a sure thing.
Thanks for Your help
Read Answer Asked by Cacey on July 17, 2020
Q: Can you give me your opinion on mrk - it's current valuation and room to grow? Can you recommend five large cap us growth stock with room to grow?
Read Answer Asked by Mary on July 17, 2020
Q: Hello there!

Which stocks would you suggest for industrial sector exposure? Can you name maybe 2 canadian and 2 US stocks and rank it, your favorite first?

Thank you

Frank
Read Answer Asked by Francois on July 14, 2020
Q: Held this for some time nice div. but flat on price with the down turn in oil so losing there, held in rrsp,also unrecoverable fees with this stock considering selling and buying a US oil company any suggestions for replacement or do you think the prospects for tot.sa is better than others.
Read Answer Asked by dennis on July 13, 2020
Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram
Read Answer Asked by Ray on July 07, 2020
Q: Hi Peter, Ryan, and Team,

Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?

Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials

Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.
Read Answer Asked by Jerry on June 11, 2020
Q: Hi, Over past 2 weeks markets have seen a rotation from Technology sector and the Stay Home stocks ( like Netflix, Shopify, Alphabet and others) into Cyclical sectors (Banks and Industrials). Airlines, Cruiselines and Gaming/Entertainment ( like WYN etc ) stocks have also shot up recently. This sector rotation seems to be based on belief that with economy reopening ( and Federal Reserve with an endless supply of money/support), recovery may be much faster and stronger.

With this noticeable shift in market positioning, we would like to participate and hope to benefit in near as well long term. We have 15% weight in Canadian Banks. But among Industrials, only companies owned by us are CNR, RPI.un and BYD. We also started a small position in AC and Boeing, on Friday, with intentions to build over time.
We are looking for companies in this sector with strong fundamentals which are trading at a discount to their historical levels, for COVID related factors and depressed market sentiment. Could you please recommend a few names in Canada and US. Thank You
Read Answer Asked by rajeev on June 09, 2020
Q: SOME Stocks fluctuate lot daily such as BYD,CSU,SHOP,PKI makes me feel better to trade in this market,what is your opinion.
For safer long term low risk hold which stocks you would recommend in US &CAD,
low growth is OK.
Read Answer Asked by Nizar on June 05, 2020
Q: After the spinoff I am inclined to roll these three companies into one - if so, which one would you prefer ? Or, would be better to to sell all three and what would you suggest as a replacement ?? thanks, Jim
Read Answer Asked by jim on May 28, 2020
Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX
Read Answer Asked by Michael on May 26, 2020
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!
Read Answer Asked by Michael on May 11, 2020
Q: Good morning 5i,
It is often mentionned that we should buy US stocks to offset the heavy concentration on financial and energy in the Canadian market. What sectors should one concentrate on in the US for this reason? And, in the current environment, is it possible to suggest one or two preferential stocks in each of these sectors?
thanks
Read Answer Asked by joseph on May 08, 2020
Q: From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Read Answer Asked by Ray on May 05, 2020
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