Q: I'm considering a minimum 5 year investment in one of these two companies and I would appreciate if you could talk me out of it. If I'm not swayed by your argument, which one would you choose and why? Thanks.
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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.
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Costco Wholesale Corporation (COST)
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AbbVie Inc. (ABBV)
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Home Depot Inc. (The) (HD)
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JPMorgan Chase & Co. (JPM)
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McDonald's Corporation (MCD)
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Realty Income Corporation (O)
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Prologis Inc. (PLD)
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Public Storage (PSA)
Q: Good morning. I am looking to add a new US dividend growth stock to my RRSP. My top contenders are Costco, Home Depot and McDonald's. What would be your top choice today? Do you have any better suggestions (stocks or REIT's)? Thank you.
Kim
Kim
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AbbVie Inc. (ABBV)
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Home Depot Inc. (The) (HD)
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JPMorgan Chase & Co. (JPM)
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3M Company (MMM)
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Realty Income Corporation (O)
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Verizon Communications Inc. (VZ)
Q: Good Morning. I am selling off some of my more volatile US tech stocks in my RRIF and am looking to redeploy the proceeds into US stable Dividend payors. Can you please suggest 5 or 6 US Dividend stocks ( other than US Tech) to look at? Thanks
Q: Dear 5i,
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks
Q: Could I have your opinion on HD please. Would you consider it a buy at today's price, approx. $315? Thanks. Rick
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Home Depot Inc. (The) (HD)
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JPMorgan Chase & Co. (JPM)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Bank of Nova Scotia (The) (BNS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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The Trade Desk Inc. (TTD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Digital Turbine Inc. (APPS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: We know uncertainty helps the markets drop. With Russia saying they are drawing back troops and NATO and USA say they are building up, one could anticipate uncertainty ahead. With this in mind, is there any advice for which type of stock might be the best to buy on a future dip?
Q: I've done well with HD in a registered account over the last couple of years. That said, I'm seeing growth slowing and am contemplating switching to RH. On a scale of 1-10 (from less to more) , can you please rate each company for risk and growth over the next 12-18 months? Thank you.
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Home Depot Inc. (The) (HD)
Q: Hi!
I'm looking to establish a U.S. portfolio and I've identified these 5 stocks as a good base. I have plenty of exposure to financials and energy in my CDN portfolio. Do you think these stocks are a good starting point? Would you replace any?
Thanks,
Jason
I'm looking to establish a U.S. portfolio and I've identified these 5 stocks as a good base. I have plenty of exposure to financials and energy in my CDN portfolio. Do you think these stocks are a good starting point? Would you replace any?
Thanks,
Jason
Q: Morning,
Could you compare HD and RH's fundamentals a bit. What are your thoughts on RH's massive drop and your preference between the two.
thx, M
Could you compare HD and RH's fundamentals a bit. What are your thoughts on RH's massive drop and your preference between the two.
thx, M
Q: I am wondering what you think of Home Depot for writing covered calls as part of an on going cash flow enhancement strategy.
Along those lines I am wondering what factors you would look for in a stock for a strategy such as this?
Many thanks.
Mike
Along those lines I am wondering what factors you would look for in a stock for a strategy such as this?
Many thanks.
Mike
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Home Depot Inc. (The) (HD)
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Constellation Software Inc. (CSU)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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goeasy Ltd. (GSY)
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Rent-A-Center Inc. (RCII)
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Innovative Industrial Properties Inc. (IIPR)
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MEDIFAST INC (MED)
Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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The AES Corporation (AES)
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Duke Energy Corporation (Holding Company) (DUK)
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Home Depot Inc. (The) (HD)
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Hess Corporation (HES)
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JPMorgan Chase & Co. (JPM)
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Medtronic plc. (MDT)
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Mosaic Company (The) (MOS)
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Morgan Stanley (MS)
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Prologis Inc. (PLD)
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PPG Industries Inc. (PPG)
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Public Storage (PSA)
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Sherwin-Williams Company (The) (SHW)
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Stryker Corporation (SYK)
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TJX Companies Inc. (The) (TJX)
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Verizon Communications Inc. (VZ)
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Exxon Mobil Corporation (XOM)
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Xylem Inc. New (XYL)
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Bank of Nova Scotia (The) (BNS)
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Suncor Energy Inc. (SU)
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BCE Inc. (BCE)
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Canadian Natural Resources Limited (CNQ)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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TELUS Corporation (T)
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Dollarama Inc. (DOL)
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Fortis Inc. (FTS)
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ARC Resources Ltd. (ARX)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Whitecap Resources Inc. (WCP)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
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Knight Therapeutics Inc. (GUD)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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InterRent Real Estate Investment Trust (IIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Profound Medical Corp. (PRN)
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Boralex Inc. Class A Shares (BLX)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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CubeSmart (CUBE)
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Nutrien Ltd. (NTR)
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Alimentation Couche-Tard Inc. (ATD.A)
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Extra Space Storage Inc (EXR)
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MEDIFAST INC (MED)
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T-Mobile US Inc. (TMUS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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Celsius Holdings Inc. (CELH)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Topicus.com Inc. (TOI)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
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Costco Wholesale Corporation (COST)
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Home Depot Inc. (The) (HD)
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Lockheed Martin Corporation (LMT)
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Roper Technologies Inc. (ROP)
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Walmart Inc. (WMT)
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Xylem Inc. New (XYL)
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Roku Inc. (ROKU)
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Jacobs Solutions Inc. (J)
Q: Please give me your thoughts on ROKU, and whether you see this current price as a buying opportunity, or simply too banged up? Do you feel the price could return back to it’s all time high numbers ?
Also, I currently hold TT, and was wondering which other growth industrial US stock would be a good addition for an RSP? Top 3 picks in order please
Lastly, please rank HD, COSTCO and WMT
Thanks so much
Nick
Also, I currently hold TT, and was wondering which other growth industrial US stock would be a good addition for an RSP? Top 3 picks in order please
Lastly, please rank HD, COSTCO and WMT
Thanks so much
Nick
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Costco Wholesale Corporation (COST)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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Home Depot Inc. (The) (HD)
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Nike Inc. (NKE)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Walmart Inc. (WMT)
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Consumer Staples Select Sector SPDR (XLP)
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Consumer Discretionary Select Sector SPDR (XLY)
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Vanguard Industrials ETF (VIS)
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Industrial Select Sector SPDR (XLI)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Consumer Discretionary ETF (VCR)
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Jacobs Solutions Inc. (J)
Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.
My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.
Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.
Thanks,
Paul
My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.
Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.
Thanks,
Paul
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Costco Wholesale Corporation (COST)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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Home Depot Inc. (The) (HD)
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Nike Inc. (NKE)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Walmart Inc. (WMT)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Solutions Inc. (J)
Q: Hi 5i,
Thanks for your great service over the last two years. I’m very happy with how I’m doing based on your insights.
My portfolio analytics suggest I am underweight in consumer cyclicals and consumer defensive.
Please recommend your top 3 US buys in each area.
Also, please suggest your top 3 US buys right now regardless of sector.
Thanks for your great service over the last two years. I’m very happy with how I’m doing based on your insights.
My portfolio analytics suggest I am underweight in consumer cyclicals and consumer defensive.
Please recommend your top 3 US buys in each area.
Also, please suggest your top 3 US buys right now regardless of sector.
Q: Hi 5i team,
Which one would you recommended at current price? Can you please also share your view on sector level?
Thanks,
Which one would you recommended at current price? Can you please also share your view on sector level?
Thanks,
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Home Depot Inc. (The) (HD)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
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Palantir Technologies Inc. (PLTR)
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Unity Software Inc. (U)
Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.
Any chance you’ll be adding US companies to the Reports one day?
Thanks
Nick
Any chance you’ll be adding US companies to the Reports one day?
Thanks
Nick
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Booking Holdings Inc. (BKNG)
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Home Depot Inc. (The) (HD)
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TJX Companies Inc. (The) (TJX)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
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iShares Global Consumer Discretionary ETF (RXI)
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Vanguard Consumer Staples ETF (VDC)
Q: Greetings,
I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.
I also need more US and international exposure.
Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?
Lastly, is there an ETF or two I should look at?
Keep up the good work… i am up substantially on TOI based on the guidance received here.
I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.
I also need more US and international exposure.
Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?
Lastly, is there an ETF or two I should look at?
Keep up the good work… i am up substantially on TOI based on the guidance received here.
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Home Depot Inc. (The) (HD)
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JPMorgan Chase & Co. (JPM)
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Morgan Stanley (MS)
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TJX Companies Inc. (The) (TJX)
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Block Inc. Class A (SQ)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hello 5i,
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?
Thank you for your great service,
Carlo
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?
Thank you for your great service,
Carlo
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Home Depot Inc. (The) (HD)
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Lockheed Martin Corporation (LMT)
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Procter & Gamble Company (The) (PG)
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Roper Technologies Inc. (ROP)
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TJX Companies Inc. (The) (TJX)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Walmart Inc. (WMT)
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
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INVESCO QQQ Trust (QQQ)
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Vanguard Industrials ETF (VIS)
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Industrial Select Sector SPDR (XLI)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
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iShares Global Consumer Discretionary ETF (RXI)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Consumer Discretionary ETF (VCR)
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Jacobs Solutions Inc. (J)
Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.
Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .
With many thanks,
David
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.
Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .
With many thanks,
David