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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: So apparently dog shelters have few if any rescues available and breeders also are without puppies now that folks are homebound and seeking furry companions. What do you think about Zoetis as an investment at this time from a risk reward perspective - would you recommend it as a buy, is its debt a problem - any other cautions. It hasn't dropped very much in this environment so would you average in gradually? Many thanks for the help. Ken
Read Answer Asked by Ken on April 22, 2020
Q: When I go in Florida in the winter I really like this restaurant chain, They have the best steaks for a really good price ! They have over 500 restaurants in all the states and they have no debt and over 100 millions in cash. They cut their dividend and the big bosses have all cut their salaries for this crisis. Do you think it is a good investment at the present price and do you prefer other chains for investments ? Thanks
Read Answer Asked by jean on April 22, 2020
Q: What are your thoughts on SYSCO CORP. In a previous question, 5i's main concerns were with debt level but there appeared to be good growth prospects. The the stock would be OK at a better valuation.

Currently, the price is much lower but I see that more than 60% of its revenues is from restaurants. With potential restaurant closures, is this a concern for the near term and future growth?

Is SYSCO worth buying? Is US Food Holdings a better option. Both have not rebounded as much as other consumer sector companies?

Thank you





Read Answer Asked by J Stephen on April 22, 2020
Q: I would like your help putting together a yield portfolio of between 15 and 20 names.
This would be the entire investments for my wife and I. We are both retired and now live full-time in the U.S. And at some point I expect my Canadian newspaper pension to disappear, so I am looking to replace that money.
I would like your opinion of the above names with regard to safety of the income and overall diversification.
I would also appreciate some additional ideas and would like to know if I`m off base on any or all of these names.
I am currently only invested in CM, BNS and BMO and DIR.UN.
Please take 20 credits (or more).
Thank you in advance for your invaluable assistance.
Read Answer Asked by Kyle on April 21, 2020
Q: I have held IVE for many years and to sell I would have capital gains taxes to consider though not what they would have been a couple of months ago. Are there 3 - 5 dividend stocks that you think are solid bets to out perform the index coming out of the downturn over the medium term? (2-3 years)
Thanks Hugh
Read Answer Asked by Hugh on April 21, 2020
Q: Hi 5i team,

I enjoyed your flash update and the reasons for stock downgrades or holding the line, even though I am largely U.S. focussed these days. AKAM has come to my attention in a couple of analyst reports as being a backbone of the stay-at-home theme in routing traffic through its servers and its traffic levels are soaring. However, I don’t fully trust the theme in medicine and video conferencing as their valuations are extreme. I also note that on bad market days the stay-at-home stocks do well and on good market days, they do poorly, as if the market seems to be skeptical of them. So, does AKAM have some staying power if the stay-at-home trade ultimately wanes?

Thanks again for the insight.
Dave
Read Answer Asked by Dave on April 21, 2020
Q: I just tried Portfolio Analytics and have concluded my portfolio needs some work. I need to increase US and international exposure and I need more weighting in Communication Services, Consumer Defense, Healthcare and Technology. Please recommend US/International stocks for me to consider in these categories for a five year hold. Thank you.
Read Answer Asked by MATHEW on April 21, 2020
Q: Hi 5i , Thanks for all the recent guidance on stock picks in your flash report.
I read an article stating that Cruise booking for 2021 is already 40% more than 2019 bookings.
My question is which of the cruise companies have least dept and in a position to survive this downturn.
Read Answer Asked by Vinod on April 20, 2020
Q: I am looking to begin to sell puts on the scarier parts of the US economy. Not the scariest, so no cruise lines, but airlines, entertainment, hospitality, automakers, restaurants would be fair game. I can't even look at Tesla and I know that LUV has been your preference among US airlines. Given that the chief criteria of this trade is that the company survive is LUV still your preferred recommendation among airlines? Can you recommend any other beaten down stocks in these sectors that you are reasonably sure will come through the other end of this, whenever that is. US listed companies only please due to option liquidity. Thank-you, once again, for all your sage advice!
Read Answer Asked by Alex on April 20, 2020
Q: Good morning,

I saw you referenced either owning or liking Flir, Veoey, XYL, and Lazard in your questions section. Can you please briefly describe your thesis, with risk/reward scenario for each? Please feel free to charge however many question credits are appropriate.

Thanks in advance
Read Answer Asked by Brian on April 20, 2020
Q: Hi, do you have an updated opinion on KR? I'm trying to round out a top 5 list (US or CAN, doesn't matter) for Consumer Staples. The other 4 are above.
Anything obvious missing? that you would pick over the above 5?
Read Answer Asked by Kel on April 20, 2020
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