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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: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks
Read Answer Asked by Ben on November 20, 2024
Q: Recently I asked a question about premium brands. When I thought my question wasn't answered I re-asked the question. However I was too fast and you did answer my original question. So I apologize for being too hasty. My next question relates to the app. I have a new tablet and am having no luck in finding the app on Google playstore. Any suggestions? I'll wait patiently for your answer.
Read Answer Asked by steven on November 14, 2024
Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Read Answer Asked by Brant on November 14, 2024
Q: Magna, Parkland, and Premium Brands have seen significant declines, making them look like attractive dividend stocks with yields around 4%. What do you think about buying them for their dividends? Is there a risk that these stocks could fall further? Which one would be the best to buy for its dividend and potential recovery, and which one should I avoid? Please rank them.
Read Answer Asked by Esther on November 13, 2024
Q: Hello 5i
I just noticed that in answer to a question you have put adt.ca ahead of premium brands in its category as a favourite pick. I have been worried that adt direction may be looking for a big way to make their mark in their acquisition. I have wondered whether that would bring them to abandon their usual caution. I hold pbh at now, a quite small capital gain and have been thinking about selling it. Just wondering what makes you so confident about this deal. And also, whether it is good enough to make the switch?
Thanks for this great service
Read Answer Asked by joseph on November 06, 2024
Q: There was a question asked this summer about your favorite stocks in both Canada and the US in each of the 11 sectors. I cannot seem to find it. Could you please answer that question again ? If your answer has not changed, could you please provide a link to that past answer ?
Read Answer Asked by Mark on November 05, 2024
Q: 1) Which has the highest & lowest 10-yr total return potential according to 5i’s research & data?

2) What other defensive names in the US & Canada might provide similar (or better) risk-adjusted returns over 10 years, given current valuations?
Thank you.
Read Answer Asked by Trevor on October 31, 2024
Q: Hi There,
I currently have small positions in FTS (1.5%) and PBH (1.1%) which I am contemplating selling both and starting a new position in TIH for a higher growth profile. In your opinion, would you expect TIH to grow fast than the other two?
Thank you,
Read Answer Asked by Kevin on October 28, 2024
Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?
Read Answer Asked by Chris on October 24, 2024
Q: Greetings. I'm considering some fall cleaning and would value your opinion on each of these (currently underwater) listed stocks. Hold or toss over the side and go trolling for more profitable opportunities? Thanks for your response.
Read Answer Asked by Stefan on October 23, 2024
Q: I have held PBH for 5 years now. I like the increasing dividend and have seen a small amount of capital increase as well. I just added to my position. They are forecasting an increase in sales and EBITA of 50% or so over the next 3 years. With all the capex being spent on expansions some of this should help expand the margins as well. If this all works out I expect there is a reasonable chance of good capital expansions in the future as well as the dividend increases I have been getting. Any thoughts.
Read Answer Asked by Jerome on October 02, 2024
Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.

Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?

Thank as always.
Read Answer Asked by Kevin on September 20, 2024
Q: Hi 5i!
Thanks for all your great work, I appreciate it very much,
What are your top Dividend growing growth stocks? 5 US and 5 Canadian?
Thanks,
Murray
Read Answer Asked by Murray on September 05, 2024
Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Read Answer Asked by Peter on September 05, 2024
Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.
Read Answer Asked by Les on September 04, 2024
Q: I have a 1% position in PBH, and an extra 1% cash to deploy: I am debating between doubling my PBH position to 2%, or selling PBH and initiating a 2% position in COST. My time horizon for this investment is quite long (greater than five years): which would seem to be the more prudent choice?
Read Answer Asked by Domenic on September 03, 2024
Q: Hello,

I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you

Read Answer Asked by Delbert on August 28, 2024