Investment Q&A

Q: US Compounding machine stocks - please list and rank.
Thanks

Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David

Q: What are you thoughts on using broad based ETFs as "cash" in a portfolio? It seems like that's how the ARKK funds operate, except they are using stocks (I think GOOG and AMZN). To give you some context, my portfolio is mainly VGRO/VEQT, with some 5i stock suggestions for growth mixed in. I dollar cost average into the ETFs every two weeks but I'm wondering how I should approach adding to some of my stock positions and/or start a new position. Thanks as always.
Marc

Q: Could you list your 2 favourite Canadian and 2 favourite US Communication names right now and give your reasons. Also, could you then rank these in preference?

Growth investor, 10+ year timeframe. TFSA.

Thank you!

Q: I was hoping you could go sector by sector and suggest some companies in both Canada and the USA which you think will attract investor interest partly because of their ESG-friendly tilt.

As one analyst explained, there are commodity producers whose costs will be reduced thanks to ESG-related government grants, thereby boosting profitability. Wondering what you make of that and if you can suggest any examples. Thanks.

Q: I already own AAPL, AMD, AMZN, CRWD, J, AND MS.
I was looking at CRM, FB, GOOG and AVGO. I would appreciate your recommendations and am looking at adding 5 companies.

Thank you.

Donna

Q: Good day may I have your thoughts on JEPI etf please.
Thanks again

Q: I recently asked about TAN and thanks for the reply. I understand that you think the sector still has legs. I realize (as you say) one stock will carry much more risk than an ETF but I am seriously thinking of switching from TAN to PLUG. What are your thoughts on this move and your current thoughts on PLUG? Does anything better in the sector draw your attention? Thanks as always.
After thought question: Or just say ... you can't lose with GOOG and go with that?

Q: How would you rate these companies for growth and safety.

Q: Which 5 Canadian and U.S.A. growth stocks do you consider most undervalued today. Thanks.

Q: Just thoughts...First background -  I have an income, balance and growth portfolio that's invested in trade, TFSA and LIRA accounts...all similar to 5iR's...and also a US balance portfolio with a definite growth tilt...and I like to stay within the portfolio framework, aka add to existing stock positions which now total 100 positions. With cash on hand, I'm muddled about what to invest in, aka Cdn and US stocks?And here is the tug...there seems to be many other good stocks but from my reading of 5iR, it's better to stay with the ones you have or totally drop the existing position and move onto a new position. With that in mind, what are the Cdn 5iR positions would you suggest are a buy today or watch it for a buy? When it comes to the US, the draw for me today is to add to existing positions 'cause of the strength of the Loonie and the expectation that it will decline over the next few years relative to the Green Back. What would you suggest are US stock buys now for a longer term hold, like 5+ years. Thanks for the assistance.....Tom

Q: From looking @ future Forcasted annual earnings growth over next 1-3 years, I have Data showing around 13% does this fall in line with what you guys see?
Thanks

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: I am planning to purchase equal amounts ($) of the above. Do you consider these companies do be reasonably safe investments over a 3-5 year period?
Would you suggest a replacement or deletion for any of these companies? I am over 80 and am hoping to have a reasonable return from this investment.
And hopefully I will still be around to spend the gains.

Q: Hello 5i,

We have GOOGL and AMZN are in our TFSA's but they are too expensive to add and we do not want to sell. We are retiring and will not have excess funds to add to these positions in a TFSA.

Can you recommend an ETF that has high content of Goog (15%+) and AMZN 10%+) that can be purchased in an RRSP? We do not need AAPL and MSFT as we have VGT?

The other option is may be to purchase GOOGL and AMZN in our USD RRSP though we would prefer an ETF for diversification.

Thank you for you help.

Debbie and Jerry

Q: Hi 5 i
Any thoughts on this new etf
Thx
Gerry

Q: Hello 5i,

Can you recommend an ETF with GOOG and AMZN as the main stocks (minimum 12%-15% of each) and lower amounts of other FAANG stocks (no more than 5%) as we have VGT.

Thank you.

Cheers,

Debbie and Jerry

Q: Could you elaborate on the implications of their announcement of the partnering with GOOGL?

Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)