Investment Q&A

Q: As retired farmers we have owned Caterpillar, Cummins and John Deere in our industrial sector for many years. We prefer companies to which we can understand and relate.
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian

Q: Hi 5i,

I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.

I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!

Q: Could you name 3-4 top picks in Canada or US for consumer defensive, basic materials, industrial, and utilities that would have a good outlook for the next 5-10+ years?

Q: I am looking to investing in these sectors in the US market, infrastructure, industrial, aerospace and material. Would appreciate your favourite names.

Q: Hi! Wondering about your thoughts regarding the potential of MWA... especially compared to XYL. Thx. M

Q: Question regarding Google's announcement of changes to third party cookies and your thoughts on the potential benefits this may bring for some companies. I know its affecting companies like TTD but wouldnt ROKU benefit because they have their own ecosystem and can see what people watch, search for etc. or a company like FB who can see status's, conversations, group posts about products people still share so much information plus instagram (sharing info between the two). Or a PINS who again has its own ecosystem and can use that data to sell ads on its own site... hope this makes sense.

Also as of right now with the further rotation out of growth, what are your top 5 "buy now" companies that you *could* see rebounding quite nicely when the dust settles.

Q: Hi Peter/Ryan, I have no US stocks in my TFSA, RSP or Margin Accounts. I was thinking of adding some but not sure in which account it is best for them, or if it matters. How would they affect each one and do you have 1 or 2 suggestions for long term hold for each of them based on where it is better to hold them. Thanks

Q: I have a small holding in Veolia and am wondering about adding more. Its environmental business is broad in scope and covers a lot of the planet. While this may be good, it could also mean that they are stretched. It looks like they have held pretty steady through the pandemic.

Any thoughts about this company? Any alternatives to suggest?

Thanks
V

Q: Hi Peter,

I had asked a couple of questions the other day but got a reply to just one of them so I will ask again.
For the US, I own two ETFs; ZSP (8%) and FTEC (8%). I have USD to add another 20% to the US part of my portfolio and would like 7-8 names to add on the current market weakness/rotation. I would appreciate if you could recommend a few stocks for growth 5-10 years at least, don't need dividends, medium to high risk. These names would be in my RRSP and margin account and buyable at current prices.
Thanks in advance.
Kevin

Q: Would you recommend either company. on what exchange does Iberdola

Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?

Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate

Thanks Gord

Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.

Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!

Q: i am currently over weight in U.S. high tech companies i would like lighten up and invest in some non tech U, S, companies with good growth prospects could you kindly
suggest several companies that i could look at thanx

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

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: I'm interested in the water theme in general. Have contemplated buying CWW but already own AQN (part of CWW) and HEO as water plays. Now that XYL has come down under $100 would you be buyers at this price for a long term hold? Any other water names you like?

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: XYL has beedn dropping slowly. Are there problems? Is it a sell? Would you recommend replacing it with an alternative stock in the same sector?
With appreciation.
Ed

Q: Happy New Year to the 5i team.

I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.

These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.

I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.

Thanks in advance for all the great work you do,
Rory