Investment Q&A

Q: Hi 5i
Would you please provide me with a list of (3 CAN and 3 USA),
low beta stocks/ETF with some opportunity for growth.

Thank you

Q: What would be your choice for the 5 best non-IT US companies for long-term hold (not high risk)?

Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks

Q: Hello Folks:
What is your opinion of these companies:
Caterpillar, cummins, cosco, walmart
I currently own caterpillar, cummins and cosco. Cummins and cosco have turned out very well. while caterpillar has struggled. Do you think industrials have much upside?
I am interested in what consumer staple businesses or others you may recommend such as cosco, walmart, touche card etc. to see us through these strange times.
Thank you very much
brian

Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.

Q: Hi Guys,
Please provide a recap for Costco most recent quarter.

Is it still a keeper?

thanks
Jim

Q: I was considering adding Walmart or Costco to my RRSP account. Would greatly appreciate your comments. Thanks so much.

Q: Hi,
What do you think of Costco's long term outlook. Is it a buy at the current price?
Thanks,
Matt

Q: Could you recommend five US in five Canadian stocks to buy on the dip. Thanks

Q: Please, your views on rth-q. VanEck Vectors Retail ETF ? What would you rather buy now in consumer cyclicals ?

Gratefully,

Jacques IDS

Q: This question is about diversification and percentage of stocks vs ETFs. In my overall portfolio (combined tfsa, rrsp, and non-registered), I have roughly 37% VFV/ZSP, and the rest fairly equally weighted across ENB, KXS, SHOP, VGH, AQN, BEP.UN/C, BIP.UN/C, BNS, CPX, GDI, NVDA, RY, TEAM, VGG, TRP, BAM.A. I'm in my mid 30s and have a long time frame, but would prefer to position for short term performance as much as possible. So, with some cash to allocate, can you please recommend a couple US and CAN stocks to add to this mix (or recommend just adding to what I hold)? Also, given your recent market update on covid vs sector performance, what would you do with the VFV/ZSP allocation? I am open to moving that allocation to stocks instead of an ETF, and am wondering if I should take that path, and how best to position there given the big tech names/top holdings in the ETFs, vs some holdings across sectors that are currently down. Thanks!

Q: I have a very overweight position in Bam.a .I would like to diversity into other Canadian or US names as I think think near term for Brookfield will be at least challenged given their real estate exposure and the sentiment around that.What are a few of my the highest conviction US names you would favour?

Q: If one anticipates a significant pick up in inflation due to all the extra costs related to Covid-19, what are the sectors likely to benefit? Could you give 3-4 suggestions for Can and US companies which would be expected to do well in that scenario? Thank you for your great insights?

Q: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse

Q: What are 10 best picks in USA for next 2 years. What is your view on CAT & FDX

RAK

Q: A fund manager on BNN gave these as top picks. i got the sense he knew what he was talking .please comment on ASML.in some detail
Also Costco briefly

Q: Hi !
In the US consumer staples sector, which stocks do you see as strong potential growth ? And, any views on Casella Waste (cwst-q), Nu Skin Enterprise (nus-n) and National Grocer (ngvc-n) ?
Please deduct credits as you see fit.
Gratefully,
Jacques IDS

Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.

Thanks, Mike

Q: Can you give me your opinion on mrk - it's current valuation and room to grow? Can you recommend five large cap us growth stock with room to grow?

Q: I have over 60% of my portfolio in cash waiting for a significant pull back . Regardless of sectors what is the top 5 stocks both In Canada + US you would buy when and if we have a downturn, Do you think we will see a significant downturn or do you recommend nibbling away on swings. I am a moderate risk investor Thanks in advance for your guidance