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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 Everyone at 5i!! I was considering adding the following to my dividend/growth retirement portfolio: APD, AOS, and GPL. I would value your thoughts on the suitability of these stocks for such a portfolio and the stability of these stocks in a recession. Cheers, Tamara
Read Answer Asked by Tamara on July 06, 2022
Q: Hello 5i,
Portfolio Analytics indicates that I need to add about 1.35% to my Consumer Discretionary/Cyclical and further that I need to increase my U.S. exposure by about 3.05%, so I am looking for a U.S. name that pays a decent dividend above, say, 2.25% in this sector & geography.
Some names that came up from a link (U.S. Dividend Aristocrats) you had previously supplied, in response to another question, that I was considering are:
Genuine Parts - GPC
Leggatt & Platt - LEG
McDonald's - MCD
VF Corp - VFC
So, my questions are:
1. Out of my list are there any concerns over dividend safety?
2. Safety of business in general?
3. Given my need for dividend income in this sector, would you have any other suggestions you might prefer over these names in terms of safety of both business and dividend?
My current Cons. Discretionary/Cyclical holdings are LNF in Canada and MGA (Magna) on the U.S. side.
Retired, income-oriented investor otherwise well-balanced and diversified.
Thanks for any help you can provide - always very much appreciated!!!
Cheers,
Mike
Read Answer Asked by Mike on October 25, 2021
Q: I realize you do not cover US stocks but to the best of your knowledge, how similar would you consider Unilselect to be to Genuine Parts? I'd prefer to buy Canadian in this case.

I think Amazon could be a bit of a threat to these companies, but I would also think there would be enough loyalty from auto service shops (mainly because of immediate parts delivery) to maintain most of their ground. Would you agree?

Thanks .

Jim
Read Answer Asked by James on February 27, 2018
Q: Hi Guys,

Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,

Jim
Read Answer Asked by jim on June 26, 2017