Investment Q&A

Q: With the election behind us and changes in the market, is their a need to currently own Consumer Defensive stocks like KO or MDLZ or wait for a better entry point?

Q: I am setting up a TFSA for my wife. I have been managing my own TFSA for 7 years but my wife has maintained her account with a BMO investment advisor. We also both have RIFs managed by the same advisor. My TFSA has far outperformed the accounnts managed by the professional (thanks to your advice) but my wife is very risk adverse. She has about $100 K to invest. We are both in our 70s and don't have pressing needs for the cash. Could you. suggest a basket of Canadian/US stocks/etfs that would provide some low risk growth with a 10 year horizon.

Q: This question is about small TFSA with 98% Canadian equities with 32.06% total weight in the technical sector. Weight for LMN, SHOP and DSG are close to 5i Bal portfolio but CSU is at 14.8% (Thank you). All these names are at profit.

Question 1 -I am contemplating selling CSU to reduce Canadian exposure and buying MSFT or NVDA What is your opinion of such a move? Any other suggestions in technical space?

Question 2 - This TFSA has no exposure in Consumer Staples. Would you suggest buying COST instead of US technical name? Any other suggestions and entry price?

Much Thanks for your very valuable comments.

Q: Well it has had a really nice return in the last 5 yrs., can it keep these results up for another 5?
Thanks Again

Q: Good morning, Which Stocks do you guys believe should benefit the most with the rising cost of living and many people having to turn to cheaper retail and grocery stores for example. Would stores like Costco and Dollarama be a couple of obvious examples, thanks?

Q: Can I really go wrong with starting a long term coca-cola position?

Q: Do you see interesting dividends stocks down that we should keep an eye on with potentiel harvesting tax-loss season coming? Canadian and US stocks with a good balance sheet.

I have been looking at dir.un, plc, ko and pfe

Q: I hold KO in an RRSP as a defensive stock as well as collecting the $US dividend. The defensive aspect has taken a hit lately, and I am looking at this as a buy opportunity. I would appreciate it if you could provide your assessment as to why the steady decline in share price of late and your thoughts on adding to this stock.

Q: Do you still feel that Coca-Cola can be owned forever? I bought it in July and have watched it slowly trend down.

Q: As a follow up to my question on Target. What would be a replacement for it? I am a dividend investor with some growth stocks. I aleady have NWC, PEP, PBH and PG. Should I just add to NWC as it is low right now with the 4% dividend, add equally to these or is there a particualr peference of another such as KO?

Q: Hi 5i.

Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.

Q: Good morning. Can you please suggest your top choices for US companies with strong dividends and some growth potential.

thanks

al

Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.

THANK YOU for all your help.

Q: Please suggest a list of 10 US stocks that would be suitable to implement a covered call income portfolio. I plan to use one month options. Thank you!

Q: Hello, I saw that there are seven new CDRs from CIBC: Verizon, McDonald's, Nike, Starbucks, Coca-Cola, United Health, and Cisco. Without going into the CDRs versus buying on American exchanges debate, I am curious to know if some of these stocks are worth buying today, which ones, the reason why and in what order (from most compelling to least)., presumably for a 5-year holding period. Thanks.

Q: Can I please have your top 5 US and Canadian consumer non cyclical stock choices?
Are there any international choices as well?

Thanks so much.

Q: I've owned Coke for a nice 12% run. Swap out for Walmart or stick with KO?

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

Q: What is your opinion to initiate a position on this company today for a long-term investor? Thank you!

Q: Could you explain "goodwill" to me please.

Today on BNN Ross Healy was commenting on NTR and indicating that 60% of it's balance sheet was goodwill. I have googled it and am wondering if part of the answer is the customer base and the related contracts. If goodwill is intangible, then how to you come up with a number?

Is this 60% number something to be concerned about?

Thanks...Steve