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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 have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul
Read Answer Asked by Paul on October 26, 2021
Q: If inflation is going to be a concern, do you have 5 company suggestions in the US and Canada that would have pricing and so earnings power? Thank you
Read Answer Asked by Michael on October 25, 2021
Q: Hi We are a retired couple using our rrifs for income. We have been waiting for the right time to put our 10% cash to work. Please advise in order which of these selections to top up is best now or wait or don't buy at all.
Read Answer Asked by Peter on October 20, 2021
Q: Hi 5i,

Thanks for your great service over the last two years. I’m very happy with how I’m doing based on your insights.

My portfolio analytics suggest I am underweight in consumer cyclicals and consumer defensive.

Please recommend your top 3 US buys in each area.

Also, please suggest your top 3 US buys right now regardless of sector.

Read Answer Asked by Kevin on October 18, 2021
Q: Hi team,
I bought Verizon two years ago in expectation of a stable price and a good dividend. Two years later it is down 11% eating up the dividend and leaving me essentially where I started. Would it make sense to sell VZ and use the funds to buy IBM which has a similar dividend and perhaps some growth potential? I can also claim the tax loss on Verizon.
Read Answer Asked by Ken on October 06, 2021
Q: Can you offer 5 companies in Canada and the US that have pricing power in the face of inflation? Thank you
Read Answer Asked by hal on September 28, 2021
Q: Hello 5i,
I am fractionally underweight Communications (BCE, T) and fractionally overweight Consumer Cyclical (AW.UN, LNF, MGA). I am also significantly overweight Canada, underweight United States.
My thought was to sell AW.UN and use the proceeds to purchase VZ in my RRSP. The yields are very close which is a major consideration. Obviously, no tax considerations.
Would you see any concerns with such a move?
Many thanks as always!!
Cheers,
MIke
Read Answer Asked by Mike on September 23, 2021
Q: Any recommendations for US or international (listed on US stock exchange) stocks for RRSP and TFSA accounts to help overall diversification with non-registered accounts that are overweight Canada geographically and within that financial, energy, and utilities overweight. Thanks.
Read Answer Asked by Peter on September 17, 2021
Q: Can you give me a list of 5 Canadian and 5 US stocks that you would recommend with yields above 3%.
Read Answer Asked by Cory on September 16, 2021
Q: Hi, as a retired couple looking for US div. Co.s for income and safety, please list from best to worst and those not to buy or your own preferred picks, thankyou
Read Answer Asked by Peter on September 15, 2021
Q: We are often reminded that one should not try to time the market, and that it is time in the market that counts. But would you be in favour of an investor re-weighting to more defensive positions if one is worried there is a "correction" on the horizon, for example if the Delta variant explodes Covid numbers, there is a gov't policy or interest rate change, an external shock with China, etc, ? If one was going to make that change, can you pls provide 10 names that currently would be more defensive? Thank you for your very excellent service.
Read Answer Asked by Leonard on September 10, 2021
Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.
Read Answer Asked by Simon on August 27, 2021
Q: Hi 5iGang,

Would you please recommend 3 or 4 defensive stocks in each of the CDN and US markets.
Thanks for the nice work.
H
Read Answer Asked by Harry on August 24, 2021
Q: Hello 5i,
With all the recent changes at AT&T is it still a good hold? I've had it for a number of years and am still about level. The dividend has been good which helps but less now.
Thanks for your excellent service.
Greg
Read Answer Asked by Gregory on August 10, 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
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