Investment Q&A

Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!

Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks

Q: Thoughts on recent earnings? Thoughts going forward?

Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!

Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks

Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.

Q: I see that you are still recommending ULTA as a BUY. What makes ULTA one of your favorite positions? What would be a good price.to buy ULTA? When do you expect the stock price to stop falling?

Which of these would you buy today for a 3 year hold:ULTA, ELF and LVMUY?

Q: Hi team,

About 6 month ago, you provided a list of 10 stocks you considered "high conviction" buys. Thus, I bought VRT, HPD.A, LLMN. I have no regrets so far....for good reasons.
Grateful if you would provide your actual high conviction list, both in Canadian and U.S. stocks, indicating your order of strongest conviction.

Gratefully,

Jacques IDS

Q: At present What would be your top six stocks to buy for a 90,000$ TFSA contribution for sustainable growth.Any suggestions as to how to stage the purchase.?
Thank you for your remarkable service,Andrew

Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?

Thanks

Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK

Q: You made the following comment in answer to Stephen R. April 5th: "On the other hand, BKNG tracks pretty closely with the health of consumer spending as its revenue source is directly related to travel spending, which is expected to experience a slowdown in the near term."
Could you please expand a bit on the theme of travel expected to experience a slowdown in the near term. Could you include your reason/sources for saying this and your definition of "near term" . As always, thank you.

Q: If you could only buy one of these companies for long term growth which would you make the case for? Obviously AMZN is an order of magnitude larger. They are both slotted into the consumer discretionary sector, but how closely do you see them tracking to the factors that would move that sector? Do you foresee AMZN initiating a dividend one day? Does any other U.S. name stand out to you that you vastly prefer? Thanks for your thoughts.

Q: Why the big drop on ELF?

Q: Post your earlier comments on UlTA….do you see this as buy,sell,hold?

Q: Hi Peter and 5i,
What is happening with ULTA today? Down 11.5% as I write this.
Thanks so much for the update.

Q: This stock is up 3.1% YTD and 17.6% 1 Year.

Not a bad performance but certainly underperfoming the general market.

There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.

If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)

With thanks


Sheldon

Q: Ulta has been beat up most recently…Can you comment on it specifically and offer any thoughts on adding?

Q: Hi -

It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.

Thank you! Always enjoy reading the questions and monthly report updates.

Q: Thoughts on ULTAs recent quarter?