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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: Can I please have your top 5 US and Canadian consumer non cyclical stock choices?
Are there any international choices as well?

Thanks so much.
Read Answer Asked by lorraine on July 19, 2022
Q: Please recommend, especially during this uncertain economic times, two to three Consumer Staple stocks to hold, again for longer than 5 years. My aim is 5 % yield but I do understand that yields for good quality companies are usually low. I would be happy to invest in those with really strong growth down the road. This is what I have compiled with: NWC, PBH, ATD, EMP.a, L, MRU. By all means, please include ones that you feel would serve this purpose.
Thank you again for your insight. Roger
Read Answer Asked by Roger on May 17, 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: Could you rate these 3 companies for me best first and which would be best to add at this time. I believe they have all moved up recently and am wondering if I have missed the boat. Do you have an alternate choice? Should I add one position or 2 half positions.

Thanks again for your support and wisdom.
John
Read Answer Asked by John on April 11, 2022
Q: Whats your best
Picks today in consumer discretionary and consumer cyclical that have both growth potential and pay dividend for a registered account?
Thx
Read Answer Asked by Todd on February 24, 2022
Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal
Read Answer Asked by cal on January 31, 2022
Q: If you were to pick 2 0r 3 sectors that might outperform this year in the Canadian Market, what would they be ? Could you suggest 2 or 3 dividend payer in each of those sectors. Thanks so much. Don
Read Answer Asked by Don on January 06, 2022
Q: Hi Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!
Read Answer Asked by Jerry on November 19, 2021
Q: If you had to pick a food staple long term hold which would you pick from the examples or other suggestions welcome.
Read Answer Asked by Kolbi on November 18, 2021
Q: Hi, I need to harvest realized gain of approx. $15000. I plan to repurchase the above funds after 30 days. Are there any that you would not sell at this point?
Or after the 3rd quarter results?
Thank you for your excellent service.
Read Answer Asked by lorraine on September 13, 2021
Q: Hi,

I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.

Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).

Thx,

Cam
Read Answer Asked by Cameron on May 06, 2021
Q: Hi 5i,

I currently own DOL, ATD and PBH for Consumer Staples. I'm getting a little bored of the progress that DOL has made over the last three years and I'm looking for a little more growth.

Looking at EMP, L or MRU as a replacement. Based on today's news from I'm leaning towards EMP. Please let me know what your thoughts on this switch, or if you'd recommend another stock not mentioned.

I have a long horizon, 7+ years, and looking for some more growth.

Thx
Read Answer Asked by Christopher on March 17, 2021
Q: Could you please rank these consumer defensive stocks and why - STZ, DOL, ATD.B, MRU and PG.
Need to increase my US and International exposure, however considering selling STZ (in a RRSP)
What are you thoughts? Is there an ETF in this sector you favour with US /International exposure? Thank you
Read Answer Asked by lorraine on February 19, 2021
Q: I am planning to buy a half position in one of these companies, partly as a defensive holding. Even though the markets are up significantly in the last 6 months, shares in both these companies have been in fairly steady decline totalling over 10% in that time. I find it difficult to buy when a stock price has negative momentum. Do you have any indicators of what is leading to the price decline and when it could turn around?
Read Answer Asked by John on February 12, 2021
Q: Hi 5i team,
Need to up my % in the following two sectors consumer cyclical and consumer defensive.

Can you point me to a few stocks from each sector that are fairly valued and are included in either your balanced or income portfolio? Or if there are other canadian stocks outside your model portfolio that fits the bill.

Thank you.

Rino
Read Answer Asked by Rino on December 10, 2020
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