Investment Q&A

Q: Hi 5i,

What would be your reasonably valued top 5 US stocks today with a balance of growth and income in mind (with a focus on dividend growth), regardless of sector. Thanks.

Q: With the repatative hurricanes in USA and the flooding and devastation occuring, there will have to be a large rebuilding of homes and businesses, Which Sectors will benefit from this? Which Canadian and US companies will benefit? Does the lumber duties have an effect on the Canadian lumber industries response?

Q: Is the negative book value a concern for the company. I see some online people claiming the stock is undervalued, however, how can that be if it has a negative book value. Is the dividend safe?

Q: Morning 5i team,
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?

Q: Many Consumer brands are under pressure but will turn around at some point soon. Any guess as to how far out? What to watch for? Could you rank and add thoughts behind your best overall pick to accumulate... Is there another company you would also consider at this time?

thx, M

Q: I have two stocks in a registered account that seem to have stalled: J and HD. Both are up over time (J up 50%, HD 75%) but there hasn't been much movement lately. Given the absence of tax consequences, is it time to move on? And if yes, please provide two US industrials and two US consumer cyclicals to replace them. (AMZN already held.) Thank you.

Q: Hi 5i, upto now many US retailers are reporting lower numbers and guidance, even HD guided lower. I really like this company and thinking things might get worse for the US consumer thereby making even lower guidance by HD. So based on current valuation is HD a good buy, and historically how has it behaved in past downturns. Thx.

Q: Would you please suggest your 3 top Income dividend stocks, high yield , some growth but not required, capital preservation a must.
Already have ENB, VDY, XDIV , any other suggestion ?
Please and thanks 5i

Q: Long term investor in the above.
Having declined over 10% Hd now in correction territory while Byd is in bear territory yet American stock markets have been strong
Puzzled.
Please comment

Q: For a retired senior needing income, which would have more safety and growth NTR or ACO.X or would you suggest another stock?

Q: Good morning...

Home Depot continues slide ; a trajectory started in late March. Given the housing/infrastructure investments to come, its recent purchase of SRS and this price decline I think it is getting into a potential buy zone. I would appreciate your thoughts on the company and whether it would be in your potential buy list for at least a 3-5 year hold?

Thanks as always,

Dave

Q: CSCO reported miserable earnings on February 15 and guidance was also poor. I understand the company will also raise more debt. I am not clear on the company’s reasoning for yet more debt. CSCO was added to AAII’s “stock super stars” list in February 2016 under its “good values” strategy. I was thinking of selling CSCO last year but held off when I saw the business was added to Morgan Stanley’s global dividend portfolio in June 2023. I continued to on to CSCO, especially as hardly any of my other holdings pay dividends. Given CSCO’s latest report and guidance, is it worth holding on to CSCO for investors whose folio is all US, and who are getting concerned that their folio generates little dividend.

If its worth holding on to CSCO, please comment on the company’s business model, the strength or not of its suite of security products. Please also comment on CSCO’s PEG ratio, its debt to equity in addition to its competitive position and moat referenced above. Many thanks.

Q: I have held PBH in my cash account for sometime and am up a paltry 6%. I'm considering selling and replacing with either LLY, HD or TRI. Looking for greater growth and willing to take on moderate risk. 3-5 year hold. I know these companies are apples and oranges, but I would appreciate your views on risk and reward for PBH, LLY, HD and TRI and which you would recommend I hold going forward. Thank you.

Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks

Q: If the US pundits are correct and we are moving in a "peak" interest rate world this would bode well for the various forms of accommodation construction. Projections seem to suggest supply will remain tight until mortgage rates ease, and I believe that is likely as we move into the latter half of 2024.

Given that, my first question to you is do you feel that now, or soon, is a reasonable time to look into companies who would benefit from an expanding US housing market? If so, I would be interested in your take on a "top 3" home builders to invest in and then a "top 3" within the home construction supply chain. I already own a couple of lumber producers and am interested in mid-stream suppliers.

Thanks very much; Merry Christmas to you all.

Q: Hi Folks,
I would like to add either COSTCO or Home Depot to my non-registered account. In your opinion, which one would be best
to add at this time and why?
Thanks

Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you

Q: I'm considering selling DOO for HD. Would you consider this a good move? I'm not happy about the big drop with DOO and trying not to make an emotional decision.
A DOO bounce back looks 1-2 years away and wondering if the gains would be greater with HD. This would be for 5-10 year hold. Thanks

Q: According to your third party profile on DOL the ROE is 1,534.15%. Is that correct? If so why and if not what is the ROE. Thanks

Q: Would 5iR consider the following US stocks income or dividend stocks??? - ABBV with (recent) yield of 3.99%, ABT, 1.93%, BLK, 2.14%, NDAQ, 1.57% (as X-T is held in the 5iR Income Portfolio), TT, 1.42% , UNH, 1.40%, HD, 2.7% and LLY, 2.3%
.......I ask this as I want to realign my 3 portfolios, income, balance and growth, for 2024.......Thanks for the assistance.....Tom