Investment Q&A

Q: Hi Folks,
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks

Q: Hello Peter,

I am thinking of trimming CVS in half back to 5% of my portfolio and switching to one of these 3: Walgreens, Loblaws or Metro.

Your thought, please. Thank you!

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: What do you suggest in Food , Fertilizer and
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.

Q: I hate the idea of losing money in a TFSA for a number of reasons that are probably best dealt with in therapy. However, let’s say that we knew for a certainty that we were going to have a recession of unknown depth and duration starting in 2023. Come 2025 do you think you would have sooner held BCE, SLF, ENB, BAM.A, SMU.UN, and L (maybe 4% average yield with avg. PE in low 20’s) in a TFSA, or a 2 year GIC at 3%? Seems to me if a recession is deeper and longer than average I’m glad I had the GIC, if shallower and shorter, the equities?

Q: Could you rate these 3 companies for me best first and which would be best to add at this time. I believe they have all moved up recently and am wondering if I have missed the boat. Do you have an alternate choice? Should I add one position or 2 half positions.

Thanks again for your support and wisdom.
John

Q: Hello please help me understand the differences between these two companies

Q: The phrase “Don’t trust anyone over 30” was coined in the 60’s, but as I head into CPP eligibility age I’m kind of leaning the other way, and so hope Peter can answer this one.

I remember the energy crisis of the 70’s, stagflation, price and wage controls and bought a home after the housing bubble burst in the 80’s and watched many of my new neighbours wait 10 years or more to get back to what they had paid. I loved rolling over 90 day GIC’s (remember Trust Companies?) at double digit interest rates but wasn’t invested in equities.

Specifically on the question of stagflation, if we end up in that horrible scenario again is there such thing as a good stock to hold? If so, can you provide 5 to 10 that you would want in your portfolio?

Thanks again for your steady hand on the wheel lately.

Q: Hello, what do you think of Loblaw to Acquire Lifemark Health Group to Expand Shoppers Drug Mart's Healthcare Services? Should we see Loblaw more and more as a solid health care oriented company? Thank you

Q: Do you feel loblaws is getting over valued.
I was surprised it is still only has pe of 20 times.
Is that traditionally high for a grocery stock. Is the price finally catching up to the fundamentals or is this a place of safety where people are hiding out till things settle down.
I have owned for years and wondering if i should take alittle off the table.
It still is at a comfortable weight in my portfolio as it didnt do much for the first 5 years that i owned the stock.

Q: Hi group would like your opinion on Gold / silver in general good time to buy or little late to the party?

Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in

What% of my portfolio should be in energy going fwd

I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points

Realize more than one question here so deduct as necessary thanks for your help

Q: Whats your best
Picks today in consumer discretionary and consumer cyclical that have both growth potential and pay dividend for a registered account?
Thx

Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks

Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal

Q: At what price would you buy these companies

Q: Can I please have your top 5 US and Cdn consumer non cyclical stock choices ?

Q: What are currently your two favourite consumer staple companies (either US or Can)?

Thx as always for terrific service

Q: If you were to pick 2 0r 3 sectors that might outperform this year in the Canadian Market, what would they be ? Could you suggest 2 or 3 dividend payer in each of those sectors. Thanks so much. Don

Q: Hi!
I am thinking about investing in L. Is now (the waning days of 2021) a good time? Or should I wait a bit? L seems to have spiked over the last months....

Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.