Investment Q&A

Q: I hold both CAE (TFSA) and RTX (RRSP) as my industrial exposure and am starting to feel that it is too much focus on aerospace. The delisting of RTX from the DOW raises more concerns and it has been disappointing. Do you think both need to be held? If one was to be let go which one would you choose? What are your current favorite industrials in both Canada and the US as potential replacements and why? Do not need funds anytime soon as federal defined benefits pension/retirement is still 25+ years away.

Thanks so much for the fantastic service!

Q: Considering the index changes regarding Raytheon, what is your overall view of this company and the impact on the stock?

Q: Looking for a replacement to Boeing. My thinking is Raytheon or Honeywell. Does these sound like good replacement or there are better options.
Thanks
Kevin

Q: Scared of high valuation of Tech and Gold stocks I am thinking of switching some to Industrial and Consumer Discretionary ,which stocks you ADVICE OR Your opinion.

Q: Can you tell me why there would be 25% withholding on Raytheon dividend?

Q: Hi Team,
If you hold RTX with -14% (1% PF)
You will add, hold as is or sell ?
Thanks Regards

Q: We have sold out of USA Tech and have several full positions of USA $ in registered accounts. I no longer wish to devote as much attention to investments.
We know that USA is not your forte but could you recommend a couple of dividend paying "layups". Buy it and forget it ? We acknowledge that nothing is a sure thing.
Thanks for Your help

Q: Can you give me your opinion on mrk - it's current valuation and room to grow? Can you recommend five large cap us growth stock with room to grow?

Q: These 3 grew out of UTX. I intend to eliminate 2 of them in favour of the other one. Which one offers the best prospects and why? Much appreciated. ram

Q: Hello there!

Which stocks would you suggest for industrial sector exposure? Can you name maybe 2 canadian and 2 US stocks and rank it, your favorite first?

Thank you

Frank

Q: Held this for some time nice div. but flat on price with the down turn in oil so losing there, held in rrsp,also unrecoverable fees with this stock considering selling and buying a US oil company any suggestions for replacement or do you think the prospects for tot.sa is better than others.

Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram

Q: Hi Peter, Ryan, and Team,

Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?

Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials

Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.

Q: Hi, Over past 2 weeks markets have seen a rotation from Technology sector and the Stay Home stocks ( like Netflix, Shopify, Alphabet and others) into Cyclical sectors (Banks and Industrials). Airlines, Cruiselines and Gaming/Entertainment ( like WYN etc ) stocks have also shot up recently. This sector rotation seems to be based on belief that with economy reopening ( and Federal Reserve with an endless supply of money/support), recovery may be much faster and stronger.

With this noticeable shift in market positioning, we would like to participate and hope to benefit in near as well long term. We have 15% weight in Canadian Banks. But among Industrials, only companies owned by us are CNR, RPI.un and BYD. We also started a small position in AC and Boeing, on Friday, with intentions to build over time.
We are looking for companies in this sector with strong fundamentals which are trading at a discount to their historical levels, for COVID related factors and depressed market sentiment. Could you please recommend a few names in Canada and US. Thank You

Q: Hi 5i, acknowledging these are all different companies, but would like to hear your thoughts on them and how you would rank them.
Thanks!

Q: SOME Stocks fluctuate lot daily such as BYD,CSU,SHOP,PKI makes me feel better to trade in this market,what is your opinion.
For safer long term low risk hold which stocks you would recommend in US &CAD,
low growth is OK.

Q: Hi, Could I please get your thoughts on this company? As a long term holder, do you think right now is a good time to start a position? Thank you!

Q: After the spinoff I am inclined to roll these three companies into one - if so, which one would you prefer ? Or, would be better to to sell all three and what would you suggest as a replacement ?? thanks, Jim

Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX

Q: Hi Team, presently I'm in he negative with HONEYWELL. Would this be a good time to add or should I initiate a position in RTX. I thank-you in advance, Sam