Investment Q&A

Q: Hi, I have made some pretty good profits in the marijuana sector but I feel like there's a down turn coming. Can you suggest some companies to invest my profits given the uncertain trade climate and terrifs. Dividends and growth potential are important factors.

Q: I own Premium would like to possible do one of two things add more to it or consider maple. How would you rate these two companies and where would you put your money. also open to another similar company should if you recommend one, u.s. or cdn. Thank you. Maureen

Q: Hi guys,
I hold one ETF and a mix of equities (selected from your portfolios) in my TFSA, with the following weightings:
COV 5.48
CSU 6.70
GSY 5.42
KXS 4.93
PBH 4.26
PHO 4.50
SHOP 7.57
SIS 6.59
TOY 6.05
TSGI 5.63
VUN 30.35
WEED 12.51
Everything is up from initial purchase (many thanks) but some have grown much faster than others. I am considering rebalancing and/or adding a new position. Is there a notable position that you would add/remove (e.g, VUN in exchange for equities)? I have VXC and VCN in my RRSP so maybe VUN is better located in there.
Thanks for the amazing service and knowledge base that 5i provides.
Mark

Q: Are there any good FMCG (Fast Moving Consumer Goods) companies in Canada?
Can you recommend a few if there are?

Q: I only have enough cash for one company. Looking for long term growth and a dividend. I don't any exposure in this sector.
Thanks Greg

Q: 1) with all these recent acquisitions, is management getting over their skis somewhat regarding integration and operating the business?
2) is restaurant/etc. food delivery a major headwind for the future?
thanks, Mike

Q: Any reason for PBH to be up 3.3%?
I can't find any news?

Q: Both these have been a little sideways lately. Who should i cut to make another acquisition?

Thanks for all your insight
Mark

Q: Short term view only-probability of selling now for tax purpose without being whipsawed over 1 month period?

Q: Hello 5i,
I was wondering what your thoughts were on rebalancing. I am thinking of selling some emera, which I have too much of, and buying pbh, of which, I need more. The problem is that when I look at Emera and notice that the year high is close to $48 and the current price is near $41 and I figure I will have lost the potential of about $4000 on this sale. That is, if I wait for it to go back up again. But, of course we all know that it may not go back up again. Also, PBH may actually grow faster than Emera and so I may have a better chance of recouping my money on it than on Emera. I don't imagine that you go through all of these permutations of thought when you are thinking of rebalancing. I am thinking that your advise would be just to sell it now, if I need to rebalance. Would this be your advice?
thanks as always for the great service

Q: Hi Peter and Team,

I can never stop saying thanks for your great stock recommendations and giving me confidence to drop mutual funds from my portfolios.

A question about my TFSA. I hold PBH, PHO, SIS, KXS and WPK. The performance has been quite good as I am using the TFSA for long term growth. Any suggestions on the need to change any of the stocks in this mix?

Thanks.

Marvin

Q: Which of the two stocks - L or PBH - is preferable for a long-term hold, with the lower risk? Thank you.

Q: Can I please have your one year price target on PBH, SIS, and KXS? Thanks.

Q: I am considering these two stocks for my wife's RRSP. It is fairly diversified with 21 stocks and most sectors but only A&W Royalties Fund in the consumer sector. I like PBH because it is more defensive but QSR has a better yield. In the past I have concentrated on income but am trying to add more growth to the portfolio. What are your thoughts on these two? Is there another consumer oriented stock you would suggest instead?

Q: Own NFI and CIX. Looking to diversify with a high growth stock - PBH? I know you are bullish on it. What's caused the recent drop?

Q: I previously asked a question about deploying a lump sum of $100K to $200K. Can you suggest a handful of Companies that you think are the most attractive right now in terms of future growth?

Thank you,
Jason

Q: Yesterday one of your answers to a question was "We would suggest KXS, TOY and PBH for growth".

Eleven days ago my 29 year old son transferred his tfsa from all cash to 85% etfs (VGG, VEE, ZWB at your suggestion) and to 15% equities (csu, sis, pbh per my suggestion and I was looking for growth with his long term horizon).

Given your growth picks of yesterday, do you think it's worth swapping his csu and sis for kxs and toy?

Q: I'm looking to add 6 Canadian stocks to my registered accounts; stocks (and if appropriate ETFs) that display good growth potential and have a bit of a dividend. I'd appreciate your suggestions, in order of preference please. Thanks as always.

Q: Hi team,
I know this is a difficult, and perhaps speculative question; but what would be your top couple picks today for a growth stock that is capable and in your view, likely, to replicate the long term stellar performance of a stock such as CSU? I am looking for a long term, steady eddy growth that is capable of over years, producing that (000's of % return that CSU for example has done. Would you consider KXS a junior CSU? Or perhaps something such as pho? Give me your best, educated couple picks. Thanks,
Shane

Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks