Investment Q&A

Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?

Q: I would like i5R thoughts on how to invest this year’s RESP contribution. Withdraws will occur around 2038. I am trying to decide between, DOO, DOL, ATD, PET, XIC & XIU. Do you have any recommendations or should I just flip a coin. Thanks … Cal

Q: Can you give me your 4 best ideas for consumer discetionary and your reasoning for each. Already own MG,Atz

Q: For a long term hold within a TFSA, if you were to choose just one, which would it be and why? Thanks.

Q: hey guys can you please elaborate on the insider sale of shares on f Friday is it a bad thing or is it status quo thanks as always

Q: What would be your top five income and growth investments for an rrsp

Q: For a long term hold would you prefer DOL or ATD or is there another Consumer Defensive company you would recommend?
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.

Q: GSY's YTD results are disappointing and in spite of the many positive touts (including 5i), I am losing patience in the almost 39% drop so far.

I've been interested in DOL for some time, would you recommend a swap of GSY to DOL at their current prices today? Or should I wait for the GSY report due on 11/10 before I do anything? Please advise.

Q: Hi Peter and Staff

Earlier this month Dollarama issued $700,000,000 of notes with a rate approximately of 5% with a substantial amount being used to repay notes with a rate just above 2 %

How significant is this additional interest cost per annum versus current earnings ?

Thanks for all you do
Dennis

Q: First thanks for the swift turnaround response for ADBE, yesterday. 
Now my focus is on Consumer Discretionary stock positions. I hold Canadian positions in ATD, BYD, DOL and PLC and then for the US, AMZN and HD. 
For the Cdn positions, all exceed the target weightings. But for AMZN, which I recently added to, the portfolio for this stock is underweight by 1.2% and for HD, underweight by 1.3%.
At this time, the total CD sector portfolio weighting is  13.5% compared to a target of 10% but me, comfortable going overweight this sector as I shy away from energy and materials.
I'm inclined to add to Home Depot next. What are your thoughts about adding to HD, especially looking forward to a brighter horizon?
Another one is ATZ which I have held in the past. Wondering about buying ATZ in the near term or wait awhile???
If there are other companies in the CD or Cyclic sector that you think I should consider for the brighter future, I'd be pleased to know about them.........Much thanks..............Tom

Q: Hi 5i,
Thanks for the great work. Can I please ask your opinion on ATD and DOL? Do you prefer one company to the other today, or are both buys?

ATD seems to be seeing strength recently. Thank you.

Q: Leaving other factors aside (eg taxes etc), within a well diversified portfolio would you be ok with selling CIX and TECK.b in favour of buying WCN and DOL? Basically I am asking if you think these latter two (at current valuations) might outperform the former in what I expect to be a somewhat moderate to deep recession? Thanks!

Q: this is my mix of companies. which would you cull and what do you recommend to replace?

Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??

Q: My son has saved up for a bit and has a decent amount of capital for his age. He has a TFSA but his investments are varied and not the best for a long term portfolio. We recently sat down and planned out a long term portfolio that would less risky for long term holdings. Would you guys change/swap, remove or add any from this portfolio of Canadian Stocks? TD, MG, BAM.A, ENB, SLF, FSV, T, FTS, CNR and TRI. Is the market also in a comfortable position to currently make a large investment of capital? Thanks.

Q: Hello, I have holdings that replicate the Balanced Equity portfolio with weightings being within about 1% for each stock based on the model portfolio. I have also aimed to hold a small number of stocks from the growth portfolio and currently have 1-2% for each of LSDP and WELL. I am considering adding 1-2% holding to SHOP, LSDP, WELL or adding 2% for TOI or DOL. I have a 20 year time frame.

I am leaning towards SHOP, TOI, LSDP for adding shares but am aware of my heavier weighting in the technology sector and am considering if Dolorama may be a good option at this time. With the war in the Ukraine and inflation, also based on my time frame, can you recommend which stocks you would suggest adding to of the ones listed at this time?

Q: How would you rank L ATD.b and Dol for a two year hold ?? Thnks

Q: Hello 5I,
What are your top 5 buys right now on both the US and Canada looking.
Thanks

Q: I'm wondering what other retailers may have issues like WMT and TGT. Can you comment on any other retailers that are likely to have similar issues and in particular I am wondering about Dollarama which has a P/E in the 30s.
Thank you.

Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.