Investment Q&A

Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?

Q: Of the currently available CDR’s what would be your top 5 picks, ranked one through five, from a total return standpoint for a long-term hold (10-15 years)? Thanks.

Q: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you

Q: could you please explain1. the concept of compounding your 2 favourite Canadian companies (excludingCSU). . your 2 favourite US companies thanks Richard

Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks

Q: Hi would you buy at the current price or wait for a pull back ? Thanks

Q: Hi 5i,

Had to trim some of my US holdings today due to portfolio balancing/management.

Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.

I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.

Thank you in advance and love the service,

Greg C.

Q: In May 2024 you answered a question rewarding building a portfolio of US stock: 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
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.

Would your answer be the same today. If not, what would be your list today? Thanks

Q: Hi group what's you top pick in each of the 6 main sectors regardless of US.Canada also what's a good entry point after the latest market turbulence / most potential for recovery and value appreciation with low to moderate risk. going fwd ...Thanks

Q: Is there a US equivalent of CSU that you would recommend as I take profits from growthier AI stocks? Happy to split it between a few stocks, but the big 7 have grown as a large part of my US portfolio.

Q: Can you please provide your top 10 US Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.

Much appreciated

Deduct credits accordingly.

Q: What are your best ideas 5 in Canada and 5 in USA over next 2 to 3 years for capital appreciation ? Thank you RAK

Q: Could you suggest 10 High growth stocks to buy and keep for next 10 years.

Thanks

Q: Can you comment on Bookings results and the recent downtrend in share price? Thanks

Q: Hi 5i
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks

Q: Hi Team,
Under current market conditions, could I have your top 3 sectors to invest in today along with 4 (2 cnd and 2 US) of your favorite names from each sector.

Thanks,
Shane.

Q: I have a 4% position in BKNG. With yesterday’s pullback and it being close to 10% off it’s high ..if it were you, would you bring it to a full 5% or would you recommend a different investment? For small caps, if you had $50k to invest and risk/concentration wasn’t a factor.. what would you look at?

Q: Hi wonder team!

Analysts have been downgrading LULU as of late and today it hit its lowest share price since 2020. I’m underwater on it and wondering if you still have confidence it will rebound in the next 12-18 months?
(Respecting this is a shorter time frame)

Are there other consumer stocks you think have more upside in the next 18 months that you would do a swap for?

Thanks so much to all of you for your guidance!

Q: Can you recommend a few US non tech stocks that you see have good upside?
Thanks

Q: Would you initiate a position here? This company rarely falters the way it has recently. Is this a compelling buy, if so, please rate it on scale of 1-10, 10 being a high conviction. Please rank it amongst your favourites in consumer discretionary.

Thank you.