Investment Q&A

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: Among these three companies, which would be your objective choice realizing that TT seems to be favored. But have the other two similar potential?
Thank you, Team
(My trading portfolio return was the highest ever last year, thanks to your excellent recommendations!)

Q: Over the years CSU has been building in my TFSA and UnReg account to the point where it is too large of a single holding. I am thinking of selling enough to buy two stocks and keep an equal amount of CSU. Thoughts are buy KXS and TOI. I would very much appreciate your suggestions/thoughts on this please. Open to US ideas as well. Thanks again.

Q: I'm diversifying my portfolio in RRSP. Can you please tell me
2 best US names in Industrials
2 best US names for Utilities
2 best US names for Consumer Cyc, Defensive
2 best US names in Energy
to initiate positions at today levels

Q: Hello Peter,
I would appreciate if you could compare and contrast MTZ and J from an investment perspective today. In light of the the US govt going 'big' on stimulus and spending; and the prospect of shift to growth at a reasonable price, how would you rank MTZ, J, TT and RTX with the best first.
Thank you in advance for your valuable opinion.
Regards
Rajiv

Q: Hi,Peter
please comments on recent quarter, is it a buy hold or sell, between TT LMT ROP which one is better, thank you very much.

selina

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: Good day Thank you for reading my email
When you have time would you beable to give a few stock recommendations for
Presidents Biden’s climate plan

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 Peter and Team,
I am constructing $40K TFSA account. My time horizon is for 5+ years holding. Can you suggest diversified ETFs and Stocks (US and Canadian) that are a good buy at this time and a have potential to grow in the future.
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 Folks,

I am an income investor whose portfolio has fallen out of balance.

I need to increase weights in Basic Materials, Consumer Cyclical, Consumer Defensive, Healthcare, Industrials and Tech..

I am also light on U.S and International holdings.

Please provide some income suggestions for these industries and within these regions.

Thanks very much.

Q: I just opened up a U.S. -TFSA. Could you pls provide me with approximately 4 U.S. companies that would suit this and advise why you would recommend them. Any sector is fine. I have very little healthcare, I like tech, but am open to your suggestions. Looking for stablility and have a approx. 8 yr time frame.
Thank you so much - you are indeed the guiding light for many out there with our investments!
Margaret

Q: Good morning Peter, Ryan and Team,

What US companies would you be putting new TSFA money into for 10 year hold? Assume a diversified portfolio and trying to get high growth for TSFAs.

Thank you,

Wes

Q: Would you please suggest 2 US and 2 Canadian stocks that hold promise in short to medium term for my daughter's RESP ? Thanks.

Q: Please compare JCI and TT and state your preference if you have.
I would like a similar comparison for CSIQ and FSLR.
Deduct the appropriate number of questions.
Thanks for this help and the other information you have provided over the years.

Q: I apologize as I should have asked for some US names in my original question about stocks for my Smith Manoeuvre. 2/3 would be in an unregistered account and 1/3 in a TFSA? Would you be able to please provide 8-9 US names as well in order of your preferred ranking of what to buy first and which ones preferred for TFSA. Thanks again

Q: With the streaming boom and OTT advertising hype, is SEAC on your radar at all? recent news Dec 21 expanding platform seemed to be interesting... very risky of course.

Also noticed some new growth names coming up specifically MITK and TT, can you expand on why these are perking your interest?

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