Investment Q&A

Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!

Q: With all this record heat, I am wondering if there are any good public companies that are involved in selling air conditioning systems. Thanks

Q: Could you suggest five Canadian and five American companies that would benefit from inflation. Could you also suggest five Canadian in five American companies that would benefit from higher interest-rate. Thanks

Q: Good Morning,
This a two part question: I currently hold a 2% position in SHOP and I'm considering adding to SHOP or starting a new position in LSPD. Which of the two would you recommend today?
Secondly- I've noticed in some of the questions you like TT for Industrials. I need to add another Industrial name, and was curious what is is about TT that makes it stand out from other names?
Thank You

Q: Just thoughts...First background -  I have an income, balance and growth portfolio that's invested in trade, TFSA and LIRA accounts...all similar to 5iR's...and also a US balance portfolio with a definite growth tilt...and I like to stay within the portfolio framework, aka add to existing stock positions which now total 100 positions. With cash on hand, I'm muddled about what to invest in, aka Cdn and US stocks?And here is the tug...there seems to be many other good stocks but from my reading of 5iR, it's better to stay with the ones you have or totally drop the existing position and move onto a new position. With that in mind, what are the Cdn 5iR positions would you suggest are a buy today or watch it for a buy? When it comes to the US, the draw for me today is to add to existing positions 'cause of the strength of the Loonie and the expectation that it will decline over the next few years relative to the Green Back. What would you suggest are US stock buys now for a longer term hold, like 5+ years. Thanks for the assistance.....Tom

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

Q: Dear Team,
These stocks are listed as 'comparables' in a Refinitiv report. I would appreciate your ranking as to capital structures and growth potential.
Thank you, Team!

Q: HI
Can I please get your opinion on GE for a 2 years hold.
Thanks

Q: Good day, I’m thinking with the better exchange rate of late, it would be a good time to buy more US shares inside a tfsa. We are very diversified across all accounts. Looking for some ideas. What are some growth names you would buy today? Already own most big tech, but would have no problem adding to them. Thanks so much as always

Q: We currently own WSP TT XEBEC in industrials and would like to add one more US industrial stock what suggestions would have first being the best?
This much
Marse

Q: I raised a little cash in my U.S. account after enjoying a 12%+ gain since the start of the year. Looking to take advantage of some opportunities over the summer months. Can you list 5 U.S. stocks to watch that I should consider if they pull back over the summer? I currently own BMY, ABBV, AMZN, NVDA and COST.

Thank you,
Jason

Q: Hi 5i
Looking for an industrial company. Thought maybe Cemex should do well in the near future.
Your thoughts?
Thx
Gerry

Q: What would be your top 5 picks to buy now and hold for 5-10+ years in both the US and CAN thinking about management, disruptors, growth, etc with.

Q: I was wondering what will be your recommendation for 5 growth companies in Canada and US after the pandemic.

Q: What would be your top 5 recommendations right now, in Canada and the US, for an investor with a 5-year time horizon? Thank you! Aaron

Q: Hello,

I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.

Thank you!

Q: MELI seems to have lost its mojo and I'm looking a stock to complement my tech strong portfolio.

Do you think finances are a good recovery play? Do you like BAC as a finance play?

What sectors companies do you like?

2020 was good to me as i was all in tech.
Time to broaden my selection.
Thanks for all your support.

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!