Investment Q&A

Q: Hi I’m a long term investor, and currently very heavy on Tech. I’m currently searching for a non tech name for an RRSP for a long term hold. I’m more focused on growth as I have time on my hands. Outside of tech, I hold ATZ, HON, BAM, GSY, SQ, COST. Can you please list your top 10 favourite US companies?

Thanks for everything

Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.

Q: Please explain why there has been a 20% plus drop in TECK.B over the last three trading days, and if you believe the drop will continue based on what has happened in past market cycles when recession fears are high. I'd appreciate your analysis.

Q: Could you please comment on FCX earnings and resulting negative market reaction. Thank you.

Q: I am interested in adding a copper producing company to my portfolio.
I would appreciate your comments on 2 or 3 that I might consider.

Q: What do you suggest in Food , Fertilizer and
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.

Q: HI,

I'm interested in resource stocks that have long term demand - five years or more. Unlike oil/gas stocks that I'm told are too cyclical for long term holds. What resource or resources - copper, steel, uranium, aluminum, fertilizer, etc. - do you feel is reasonably safe and can you suggest some ways to play it in both Canada and the US?

FCX:USDBC:USTECK.B:CANTR:CAAEM:CACMMC:CANUE:US, CLF

Q: What is best strategy to attempt to hit near the top of the cycle on these names . I have been thru a few cycles with some of these. Which ones would you sell 1st ?
Some in RESP age 15 .

Many Thanks

Greg

Q: Hi,
I am seeing what appears to be a surge in copper and wondering if this might be an opportunity to invest in either an ETF or individual stock. Given the current market, which would you prefer? Risk tolerance is fairly high, but I have little diversification in the materials sector other than GDX and SLX. Most of my available cash is in US dollars, within tax sheltered accounts. Thanks in advance for your sage advice!
Dawn

Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks

Q: Hi,

I have no materials in my portfolio although lots of oil. Can u recommend two US and two CDN ETFs OR companies that you think should do well without too much volatility?

Q: Hi,

My portfolio leans on Materials. I'm thinking of adding one of those. Which one is the better candidate and why? Do you have any other suggestions today? In RRSP with a 20+ horizon.

Best,
Matt

Q: Can you recommend a company or companies that should benefit from the shift to electric vehicles. Thank You.

Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

Q: Hi 5iTeam,

I am thinking of putting some money in material sector and would appreciate it if you can recommend 3 US stocks in this sector and your rationale.

Cheers,
H

Q: Hello 5i

Our portfolios are low on materials. We own LIT and MP @2% each. Which stocks or ETF's would you add at this time?

Cheers,

Debbie and Jerry

Q: I am light on materials. Please provide a recommendation for best 3 'materials' stocks in US and Canada at this time. What is a good materials ETF for reference. Thank you.

Q: What companies mine both gold and copper? Which ones are recommended?

Q: Hello Peter,
Thank you for recommending Tamarack(TVE). 10% in the last few days, I will take that.
My question is on Lundin for copper/base metals. I saw your recommended that a couple of days ago and today it had a nice pop of 10%. Is the easy money already made or it will still be your preferred choice? Or would you suggest another name? Does not necessarily have to be on tsx,
Regards
Rajiv

Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend

1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same

Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.


Thanks