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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: Happy New Year to all at 5i.

It's time to once again figure out how to invest this year's TFSA contribution in my growth orientated portfolio. Like most Canadians, I probably have quite a home country bias so I thought for 2023 I would look at US companies available through CDRs to avoid currency conversion expenses. (I do already own GOOGL, CRWD & PINS). I wonder if you can suggest 3 or 4 USA growth companies that are available as CDRs.
Thanks
David
Read Answer Asked by David on January 09, 2023
Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks
Read Answer Asked by Terence on December 19, 2022
Q: Hi:

Are you able to list a few factors that let Costco trade at P/E of ~37X while TD Bank trades at ~9.5x and pays a superior dividend to Costo? It "feels" like TD is a bargain but obviously day after day someone / some algorithm feels Costco stock provides equally good value.

Thank you!
Read Answer Asked by Marilou on December 14, 2022
Q: I am looking recommendation for a solid long term Canadian growth stock, that one can largely purchase and forget it. This is for my grandchildren's portfolios which currently have a core holding of VEQT and small satellite positions in MICROSOFT, COSTCO and Visa. The portfolios are expected to be held for a very long time. I do monitor the positions currently on a quarterly basis.

Any thoughts on this approach and possible securities that would fit the bill?
Read Answer Asked by Terry on December 12, 2022
Q: Hi, holding these three as my staples holdings. Current weights:

ATD - 2.44%
COST - 2.37%
PBH - 1.30%

Thinking of selling the laggard PBH and adding to ATD/COST or just maybe COST. What do you think about this? Is PBH a buy, sell, or hold? Can you compare the three in terms of valuation and which would be best going forward for growth.

Thanks!
Read Answer Asked by Keith on December 12, 2022
Q: HI,
I'm low in my Consumer Defensive and Industrials sectors as well as my International allocation.
What ETF's and stocks (3-5) would you recommend for a long-term hold?
Thanks,
Camille
Read Answer Asked by Camille on November 28, 2022
Q: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.
Read Answer Asked by Ray on November 11, 2022
Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you
Read Answer Asked by Steven on November 10, 2022
Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.
Read Answer Asked by Terence on November 08, 2022
Q: Down approx 25% in each of Goog, Msft and Amzn. Down 45% in Meta. I have a 5 year window and am looking for total return and less volatility. I am inclined to keep the first 3 and switch Meta for Cost or Aapl. Please critique my plan. Thank you
Read Answer Asked by Richard on November 01, 2022
Q: Portfolio Analytics is saying I need to increase consumer cyclical and defensive holding. Can you give me a couple of stocks in Canada and the United States with steady dividends and low risk. And a couple of ETF's too.

Thanks Greg
Read Answer Asked by Greg on October 22, 2022
Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.
Read Answer Asked by Stefan on September 22, 2022
Q: I want to add some consumer stables stock to my portfolio for diversification in my taxable accounts, both Canadian and US. I would appreciate your comments on the Canadian stocks. What would be the US eqvilants and how would you rank them.
Read Answer Asked by Nancy on September 22, 2022
Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?
Read Answer Asked by Michael on September 12, 2022
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