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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: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!
Read Answer Asked by Matthew on February 17, 2021
Q: I need your best suggestion on "international" stocks (holdings). I'm happy to do the homework if you can make some recommendations. I have a decent sized portfolio and a pension, having only minimal international exposure at this time. This is for my RRSP. I have a 17 year investment horizon. Your portfolio tracker suggest 20% so that's 4-6 stocks?
Read Answer Asked by Don on February 10, 2021
Q: i am currently over weight in U.S. high tech companies i would like lighten up and invest in some non tech U, S, companies with good growth prospects could you kindly
suggest several companies that i could look at thanx
Read Answer Asked by terrance on February 02, 2021
Q: Hi Peter,
Thanks you very much for introducing PLTR on BNN a while ago. It seems to be a winner!
If you appear on BNN now, what would be your top picks (US only)?
Comparing US stocks with Canadian stocks which soon might be listed in US( such as AT.to), do you think these Canadian stocks have some advantage? In another word, should I just pick the top US stocks for retail investor like me?

I really appreciate your opinion!
Read Answer Asked by Jinlong on January 28, 2021
Q: Good morning Peter, Ryan and Team,

What US companies would you be putting new TSFA money into for 10 year hold? Assume a diversified portfolio and trying to get high growth for TSFAs.

Thank you,

Wes

Read Answer Asked by Wes on January 15, 2021
Q: I apologize as I should have asked for some US names in my original question about stocks for my Smith Manoeuvre. 2/3 would be in an unregistered account and 1/3 in a TFSA? Would you be able to please provide 8-9 US names as well in order of your preferred ranking of what to buy first and which ones preferred for TFSA. Thanks again
Read Answer Asked by Marco on January 08, 2021
Q: i have to be aware of the one answer begets another question syndrome but when you say
While we are not scared of high valuation stocks we prefer to do this on more-reasonably priced companies in case the entire market rolls over.

i have to ask what specific companies you might have in mind?
thanks
Read Answer Asked by joseph on December 22, 2020
Q: Hi, based on the companies that you cover and also US if possible, which companies are likely to have a stable and steady growth in the next 5 - 10 years ? I mean, I would like to invest in companies that are fairly valued today and that can grow steadily in the next years, not extreme high growth companies. I aim companies that will give me a CAGR > 10% but with a medium risk.
Read Answer Asked by Clayton on October 27, 2020
Q: I am underweight consumer discretionary stocks (also underweight US stocks). I only own AMZN and REAL in this space. Considering ATZ or GRMN. Are there any others I should consider. What would be your suggestion to add? My portfolio has a mix of about 25 US and Canadian stocks based on reading your question section daily. Thanks for all you do for the independent investor!
Read Answer Asked by Paul on October 08, 2020
Q: Going forward past the covid and the US elections, what sectors would you prioritise and what would be your picks in those sectors
Thanks for the great help
Read Answer Asked by James on September 23, 2020
Q: What are your thoughts on Garmin as an investment? It even near it's 52 week high it doesn't seem overly expensive. Is this because they're a mobile hardware company competing with Apple? I do a lot of road and mountain biking and it seems like every other bike has a Garmin mounted on the handle bars. Did I miss all the growth on this one or do you think it's got plenty left?

Also it looks like it still hasn't recovered from the '08 recession. Do you know what happened to them back then or why it's taken so long to recover?

Cheers
Read Answer Asked by Dennis on August 25, 2020
Q: What are 10 best picks in USA for next 2 years. What is your view on CAT & FDX

RAK
Read Answer Asked by bob on August 17, 2020
Q: Hi Peter, Ryan and Team,
Thank you for the service that you provide, it's been invaluable.
I currently have held JPM for the last few years and it's effectively been a net gain of zero. I think it might be time to move on for a bit and perhaps look to buy back at a later date. We already hold VEEV, AYX, TEAM, DOCU, TTD, NVDA, and QCOM, so I'm looking for a non-tech suggestion as to where to move. I'm hoping that you could provide a list of 2-3 quickly growing large(ish) US companies that ideally are near debt free and meet this criteria.
Thank you again,
Mike
Read Answer Asked by Mike on July 08, 2020
Q: Hello Peter and team, I'd like to purchase some high quality US companies whose share prices have been unduly hit by the COVID correction. However, I want to do this in a conservative way - with larger, stable companies with low debt and strong balance sheets; assured 'survivors'. Can you please suggest 5 good US candidates in the 'survive and recover' blue chip camp, and a dividend of at least 2.5 percent. Thanks!
Read Answer Asked by James on May 12, 2020
Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.
Read Answer Asked by Andrew on May 04, 2020
Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD
Read Answer Asked by Patrick on April 17, 2020
Q: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks
Read Answer Asked by Marco on March 24, 2020
Q: Hi. I currently own the following US stocks in a non-registered account: CCI, DIS, MSFT, MCD and V. Would you please recommend at least six other US growth stocks that pay a dividend in order of preference. Thanks!!
Read Answer Asked by Dona on January 30, 2020
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