Investment Q&A

Q: Can you explain the pop in Harley Davidson these last couple of days?

Chris M.

Q: What do you think of HOG right now? Value trap? Wait or buy ? Thanks

Q: Back in February you were recommending HOG as a good consumer discretionary play. since then the stock has reached a high of about $52.00, but has pulled back and currently seems to be in a bit of a downtrend. How do you feel about the stock today and would you still recommend it as a buy?

Q: I’m light on Consumer Discretionary in my RSP - could you give me your top 3 picks for both the US and Canada? Thanks

Q: Could you please recommend a couple of replacement(s) for Great Cdn Gaming? It can be US or CDN and I'd like the replacement companies to have great management teams and be in the same sector. Companies in the leisure and entertainment space you think will come out of this crisis bigger and better. It doesn't necessarily have to be a casino company. Thanks a lot.

Q: Stuck in the country, maybe soon to be stuck in the province. Decided to explore my local lakes and decided to buy a boat. I figure a lot of others are in a similar position. A bit of further thinking got me into the idea of Brunswick Corp. Looks good by the numbers, and I want more US exposure....so would you be a buyer? My current portfolio is pretty conservative and I wouldn't mind mixing it up a bit, as I have 15-20 year time frame.
Thanks for your thoughts

Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.

Q: Could you name some sectors that will do well in an inflationary situation. Name a couple of stocks in each sector both Canadian and American. Thanks

Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.

Q: Hi 5i
I am looking to rebalance my consumer cyclical and defensive portions of my portfolio.
I would very much appreciate your recommendations on the better CDN and US stocks to consider in these areas. I have reviewed your portfolios and reports and am very much a dividend opportunist but would not shy away from growth

Thank you

Peter

Q: amazon , shopify etc , shares have soared during the pandemic season. If things begin to turn around and people leave their homes to shop again , what might a person want to be invested into to ride the next wave excluding big names like Costco and home depot Etc, thanks. no Rush on the answer.

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: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.

Q: I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies...each round is represented by a sector so lets say it is a fight gone bad and there are extra rounds covering 11 sectors. Please pick a favourite Canadian Contender and a strong American contender for each round and who wins the round. Example Round 10 Technology Red corner Constellation Software vs Blue corner Microsoft. Won by Microsoft or Constellation Software. The rules...If you wish to give reasons why the round went one way or another, it's your choice. A good clean fight use the criteria of your investment strategies. The point...I am curious if the Canadian Companies stack up and in what areas I should be looking at South of the border. Thank you

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: what are your thoughts on Harley Davidson? I assume it's been beaten up because of the trade war in Europe. Is this A good entry and what is the debt level.
Thanks for your thoughts.

Q: Hi team, I noticed some of the pipelines are getting caught in a downdraft to add to the pain of my oil company holding. However I was thinking of buying a few pipelines like VSN and IPL in my TFSA, but before I do I wanted you opinion on the relatively new midstream ETF: HOG.Is this ETF too small at this point to buy a position, or should I just go back to buying individual names like VSN and IPL. Thanks as always, you are a great team.

Q: Hello folks. I was wondering what your thoughts are on the new Horizons ETF(HOG). It has very low volume but is well diversified in the sector. Thanks and keep up the good work.

Q: I am a new member. Any comments about HOG.US