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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: Hello 5i,
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.
Read Answer Asked by STANLEY on January 16, 2024
Q: Many thanks for Celsius , literally bought the last 2 at Local 7Eleven shelf empty !
Learned about this availability from Tik Tok and my Teenage Daughters
All the rage with a very Important Demographic .
Just the beginning of Worldwide expansion.
How do we know if this just a test into market or Costco. Amazon and Walmart etc.. on deck ?

Greg
Read Answer Asked by Greg on January 12, 2024
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?
Read Answer Asked by Pat on December 21, 2023
Q: I have just sold UL to garner a small tax loss. I would like to buy back in the new year but which is the better investment for dividend growth and growth UL or PG or should I hedge my bets and buy a bit of both ? Is there anything else in this sector that looks more promising?
Read Answer Asked by Anthony on December 20, 2023
Q: These are all names that have come up recently in Q&As. Which one do you think has the most upside from here? If you had to pick one to own as part of a 10 stock portfolio which would you choose? Thanks.
Read Answer Asked by Jason on December 18, 2023
Q: Has FVRR established itself as a company with potential exceptional growth in the unique niche of the Gig economy (showing up on lists of 2024 recommendations)? Who are the major competitors? Does CELH have strategies/potential to significantly expand its marketshare within and beyond North America? Do you consider FVRR and/or CELH to be above average growth stocks?
Read Answer Asked by John on December 12, 2023
Q: Further to Terry’s question today about celh, can you please comment on what makes this name a stand out? Financials seem to show “popping” earnings growth so I get that as one thing to like. Do you have any concerns that tastes for a drink can change quickly (I want to say fizzle out…I will have to try the drink. Thanks.
Read Answer Asked by Jason on December 12, 2023
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
Read Answer Asked by Francois on October 11, 2023
Q: Could you suggest some US dividend stocks that you think are a buy right now and that may do well over the next year. Thanks
Read Answer Asked by Pat on September 13, 2023
Q: Good morning,

I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?
Read Answer Asked by Trevor on September 13, 2023
Q: I'm up over 200% on CELH (thanks!) and although I don't see any red flags, I think it's time to trim back from an 11% holding. I've had LMN on my watch list for some time, do you think trimming CELH and buying LMN would give me a similar growth profile stock? Does LMN also trade on the US markets so I could keep my currency in USD?
Read Answer Asked by Kim on September 12, 2023
Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?

Thanks,
Read Answer Asked by Cam on August 27, 2023
Q: Hi 5i,

I want to add 1 of the following consumer related US companies to an income portfolio with some growth:

COST (good growth, very small dividend)
WMT (good growth, small dividend)
AMZN (Good growth, No dividend)
KVUE (good products, good dividend, not as much growth)

Please review them, rank them in order of preference for a long term hold. If you have a better alternative, please include it.

Please deduct 5 credits, 1 for each company and 1 for the other possibility.

I look forward to your review.
John
Read Answer Asked by John on August 21, 2023
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?
Read Answer Asked by STANLEY on August 18, 2023
Q: As a dividend growth investor, with plan of living off of dividends well into retirement over the next 5 to 25 years (based on start of retirement and life expectancy assuming average Canadian life span), REGARDLESS OF SECTOR, what are your SAFEST and STRONGEST dividend paying stocks (with an equal emphasis on safety of dividend and strongest being quality of company).

thanks

Ernie
Read Answer Asked by Ernest on July 10, 2023
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!
Read Answer Asked by Stephen on June 06, 2023
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