Investment Q&A

Q: I currently hold HD in my portfolio and am considering a switch to either BKNG or WYNN, what are your thoughts for some safe growth?
Thank you for a great service.
Lyle

Q: Hello,
Now we have vaccines in the market.
In this scenario , which sectors will be booming & what stocks would you suggest to have it for potential growth in future. I would like to invest in the US side.
Thx,

Q: Fast forward 2 years from today, and assume a return to something that resembles normal.
Which stocks (US and CA) would you wish you bought today.

Q: Hello Peter & team,

Read a report that stated bank deposits are up considerably. Reason... It appears People are banking funds without having the opportunity to take their annual vacations because of Covid. Vaccines are in the process of being distributed. There will be an end to the lock down eventually, and when that happens people will be biting at the bit to travel. I know I am.

My question... I'm thinking the beneficiaries of this pent up demand are going to be Cruise Lines, Airlines & Hotels. (plus anything else you can suggest) Are you able to tell us - your loyal 5i family - which companies we should be targeting which will benefit once everyone starts being able to travel again? And if you could, please provide your futures opinion on Air Canada which is still down 50% (approx) compared to it's pre-covid highs. I am seriously considering a strong position and would like to know your thoughts.

Thanks for all you do

Gord

Q: Can you please provide some recommendations on travel related stocks listed in Canada or the US. Am looking to hold for 3 to 5 years.

Thank you

Q: I realize that you ( much like I ) are growth investors. However I’d like to play the risk on trade and am looking for 5 beaten down US value names that would have good bounce back potential. Can you rank your choices? Thank you

Q: Energy and Travel etc stocks likely to be sold out for Tax loss which are more likely
and good to pickup?

Q: I believe Regis could be the ultimate Covid recovery stock in some respects; however, do you perceive that they have sufficient financial strength to take full advantage? Do you see other non-airline firms best positioned for a true Covid recovery?

Q: It seems the market always looks forward and as such there must be companies that are moving to the upside now based on what the economies of the world will look like six months from now. Please provide me with the names of 5 Canadian companies and 5 American companies that you believe should do well in this new world. (Hopefully, post Covid World). I realize I'm asking for an educated guess, but since you have far more experience than I do, I would appreciate your opinion.

Q: What consumer cyclical companies do you recommend (US or Canadian) for a long term buy/hold. More generally, what is the difference between consumer cyclical and consumer defensive categories; is it important to differentiate in a portfolio?

Q: Thank you so much for your recommendation on WYNN, GC, BKNG, LUV. They went up a lot.
I still have some cash that I would like to invest.
Are there any stocks that are still undervalued even after recent vaccine news? Or should I just wait for them to dip again? Thanks!

Q: I asked this question on my phone few days ago and I haven't seen the answer yet:
Can you give me your current top 3US and 3CDN growth stocks?
3US and 3CDN compelling recovery stories post covid.
Thanks!

Q: WYNN is up a lot today after the vaccine news. Thank you!
Do you suggest keeping this stock for more growth or it's time to sell?

Q: If you knew the effects of COVID were going to be gone by Oct 2021 what 4 CAD and 3US stocks would you purchase right now for a 6-8 year holding period.

Q: What's your favorite pick for travel, when this COVID finally ends. MAR has future earnings forcast to grow 53% from what i have read, but coming off terrible numbers maybe that isn't so great.
thanks

Q: If we found a Covid-19 vaccine tomorrow, what are the most depressed companies now that would benefit the most?

Q: My powder keg is dry waiting for the covid 2nd wave and in my opinion anticipated second market adjustment. The recent jitters made me realize I haven't made my buy plan for my cash...I am pleased with my portfolio and don't have any huge gaps, I am slowly switching from growth to income so am looking more toward your income portfolio for inspiration. In Canada ENB and H looked like good buy options and I already own Suncor so would top up on that as well to a full position. In the USA I am leaning towards P&G and Coke. These complement my current holdings and I feel these additions will do OK in a possible extended covid induced economic slowdown as well as be good long term income holdings.

Any names you wished you had added on the last drop or names you are watching with interest?

Q: Can you please provide your top 5 large cap US consumer cyclical stocks today that provide growth in these challenging times, with moderate risk? Thank you.

Q: Thx as always for your amazing service.
You mentioned 4 of the above names in a vaccine / recovery scenario. I already own DOO and GC, and I am looking to add two. Can you please rank them 1) in terms of risk 2) recovery potential from current levels

Thx Brian

Q: Can you give me a couple cyclical names in both US and Canada that you think look interesting here? Thanks