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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: Merry Christmas to the 5i Team! My question is about consumer discretionary stocks. It's one of the areas in my portfolio that i lack exposure in (0% to be honest). I've been looking at ATD-B for a while and feel comfortable adding at the current price level. To get some more high quality names I've looked to the US and come across the usual suspects that seem fairly highly priced/valued. I've been looking at ULTA and COST. Might not be your area of expertise but your thoughts on these 2 companies or any other specific names you think are worth owning in the Cons Disc space?
Read Answer Asked by Richard on December 23, 2016
Q: Hello 5i and we wish all the best in the holidays for you.
We plan to buy a tech stock. We are retired and conservative, although with a certain percentage of some safer growth stocks.

We are impressed that Warren Buffett ventured into the tech field by buying Apple and wonder whether we should follow suit.

But we are also looking at Google and are wondering whether it may have a better future.

We would appreciate your thoughts on which one you think might be the best buy right now.
thanks
Read Answer Asked by joseph on December 21, 2016
Q: Hi Team,
You've just added CRH to your growth portfolio. I've been tracking it for a while based on your coverage and a friend's position in it. Can you please comment on its risk level? My thought is to possibly move out of Gilead Sciences (GILD) in the US and into CRH. But I am concerned about its valuation after a great year, especially when compared to GILD which has had a very bad year (and may now represent a value opportunity or dead money). I also own Knight (GUD) and iShares Biotech (IBB). Your thoughts would be appreciated. Thank you. Michael
Read Answer Asked by Michael on December 21, 2016
Q: I am selling my Conoco Phillips for tax loss reasons and looking at what to replace it with. What are your favourite big oil stocks? All the fundamentals look pretty bad to me but comparing charts over the last decade I find Chevron and CNRL seem to be stand out performers. I would prefer to have a good dividend which is fairly safe since I am semi retired.
Read Answer Asked by Andrew on December 19, 2016
Q: I am a senior and a long time dividend investor. I have found that patience and having some cash on hand to buy bargains have paid off handsomely over the years. When stocks go down, dividends go up and I simply buy more. Eg. BMO@ 56.00, Sunlife@19.00, Fortis@29.00 etc. Except in rare instances (Manulife) the dividends just keep coming. I mostly agree with everything John Heintzl says in his G&M columns. Recently he wrote "I supplement my dividend holdings with diversified ETF holdings". Can you suggest some specific ETFs to balance & diversify my Canadian large cap dividend stocks?
Read Answer Asked by wayne on December 19, 2016
Q: There is currently a plethora of ways to invest in the US Market without touching sector funds. Would you use any of the above ETFs and if so in what proportion or would you suggest using any other US ETFs as well. High conviction US Mutual funds are also an option; but the fees are somewhat higher. I currently have no US coverage and am looking at establishing a 15-20% position. I know timing is a bit of a quess; but with the recent run up would you please suggest a strategy?

Thanks and
A very Merry Christmas to all
Read Answer Asked by Warren on December 19, 2016
Q: I follow Contra the Heard along with your service to help me identify potential opportunities. Combined I have had some nice returns. This weekend Contra recommended GES. I wasn't able to find any previous questions on this retail chain. I also know being US is not your primary focus. However if you have any thoughts it would be appreciated.

Merry Christmas to you and yours.
Read Answer Asked by Mike on December 19, 2016
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