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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: Hi 5i,

I'm concerned with all the sabre rattling leading to a US/China trade war. Of particular concern are American companies that are needing China as the engine for growth. 1. Do you think this is a valid concern? 2. Would you position your portfolio more domestically/defensively for a trade war? 3. What would be some good alternatives to these three companies that are more domestic (or Western) centric for growth?

TIA!
Read Answer Asked by Wayne on May 19, 2020
Q: Your top 5 consumer stocks for long-term hold? US would be ok.
Read Answer Asked by Greg on May 19, 2020
Q: Which sector, consumer discretionary or staples do you believe will be a better bet currently.
Please name 3 stocks on the Can + US side that should work in this thesis and why.
As always, keep up the great work.
Mark
Read Answer Asked by Mark on May 06, 2020
Q: Hey 5i,

Incredible stuff here. Thank you.
Looking for some confirmation.
With relative balance between growth and dividend stocks.
US listed inside an RRSP. Longterm holding. Looking to buy slowly on this wild ride or if and when it plummets.
Could you recommend a starter bundle 8-10 stocks.

Thanks again!
Read Answer Asked by Adam on May 01, 2020
Q: I have held IVE for many years and to sell I would have capital gains taxes to consider though not what they would have been a couple of months ago. Are there 3 - 5 dividend stocks that you think are solid bets to out perform the index coming out of the downturn over the medium term? (2-3 years)
Thanks Hugh
Read Answer Asked by Hugh on April 21, 2020
Q: Hello,
I am currently waiting out this deep downturn in the market. At some point the market will start recovering. I have followed your recommendations in the Portfolio Tracking and Analysis tool.

If you had $500,000 sitting in cash which you want to deploy once the market turns around, which sectors would you look towards investing in for the eventual upward trend? Would you be able to provide your favourite stocks /ETFS which you would use to cover the sectors you think will be first to recover?

Thanks for all your help.
Read Answer Asked by Mauro on April 01, 2020
Q: I managed to do well during this down market. I got out early and have put 83% in DOG, 15% in cash and have 2% in TSLA with and avg price of 189.

I am going to slowly start selling some DOG and deploying some cash. Can you recommend 3 to 5 stocks that I can start small positions in. I have a high risk tolerance and a time frame of 10 years or longer.

Thanks in advance.
Read Answer Asked by Richard on March 24, 2020
Q: SBUX: closing stores for 2 weeks. May be longer depending on how this COVID-19 pans out, I realize. On my buy list at some point. According to CIBC Investors Edge they have no debt. - is that right? Low P.R. and ROE of 22%. Buying back an additional 40M shares in addition to remaining 16M, for a total of 56M.

Do I have the right data going forward. Additional analysis appreciated.
Read Answer Asked by James on March 23, 2020
Q: Assuming this downtrend will bottom at some point, and eventually recover, in your opinion, which three sectors offer the best chance of minimum damage in any downturn, and the best chance to recover sooner rather than later in an upturn. Could you name and rank (best first), 3 dividend stocks in each sector that you feel will survive the downturn and lead the way in recovering in each of the three sectors. Thank you. Warren
Read Answer Asked by Will on March 23, 2020
Q: I hold these names In my $US RRSP and am comfortable holding them for several years. Can you provide comment given where they are currently trading if you would be comfortable holding.
Read Answer Asked by Aleem on March 17, 2020
Q: In light of current market actions and the now widely anticipated economic recession, I am looking for your thoughts on stocks you would buy for long term (10 plus years) and/or forever holds -- Canadian and U.S. names please. I am investing for retirement (within 5 years) but also for our heirs. We have built a portfolio of sleep at night holdings over the past 25 years and just looking to tweak the portfolio. Although we do not like to see these kinds of volatile markets, we also do not get freaked out by them. We have ample cash or near cash always in hand to combat such actions -- something you learn through experience! Thanking you in advance for your answer.
Read Answer Asked by Mary Ann on March 16, 2020
Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR
Read Answer Asked by Yousef on March 11, 2020
Q: The report is excellent. I own 4 of the 10 BYD CSU CAE KXS. I plan to add modestly to these names. of the names I don't have I will okk at TMX adw plc . I need to rea the report again.
of the US stocks I have JPM dropped a lot say compared to TD . Shoud I add JPM. Among
Some of the other US stocks I have is SBUX SQ DIS . Any cooments on these will be helpful

Read Answer Asked by thambirajah on March 09, 2020
Q: Hello: I sold BABA and cut TCEHY holdings in half last week in a bit of a panic and would now like to know of any US stocks you might suggest to replace these two. I already own GOOGLE.
Thanks. Lesley
Read Answer Asked by Lesley on March 04, 2020
Q: You provided a CDN wishlist in today's comments to get us started. Thank you. Could we please get the US equivalent?
Thank you.
Read Answer Asked by Joel on March 03, 2020
Q: Charlie Munger's philosophy has always been buy great companies at a reasonable price. When you look at EPS growth over the last 20 years for a company like Starbucks what would your evaluation be for average entry point price.
From Peak to Trough it went from around $16.30 in Oct 2006 down to $3.32 in Nov 2008. The negative sentiment back then at the time, reminds me of the Canadian Oil and Gas industry today. Thanks for providing such a useful chart in your companies profile section.
Gord
Read Answer Asked by Gordon on March 02, 2020
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