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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello,

Which Canadian stocks have substantial US holdings? Dividend payers and capital gainers. Lower risk companies. Please rank from most recommended to least recommended.

Thank you,
V
Read Answer Asked by V on December 02, 2024
Q: Hello 5i,

Could you please expand on an answer to V on the 20 stocks to purchase today if you were to start over? We are assuming that stocks/ETF’s are equal weight and the recommendation is considered a growth portfolio. If not, please elaborate. We were also surprised to see Prudential on the list.

If you were 70+ would you alter the list slightly?

If you were in your mid 30’s and 40’s now and have limited funds (30k-70k) would you recommend purchasing all the stocks/ETF’s equally and expand over time or are there specific stocks/ETF’s that would be considered a “starter pack”?

Thank you so much for your website and advice.

D&J
Read Answer Asked by Jerry on November 30, 2024
Q: Peter and His Wonder Team
Here are 2 losers that I bought in better times. I have decided to sell one. Not sure which would be better for a long term hold. Personally I prefer wine over beer except on a hot day...you can see my dilemma! Ha!Ha! Joking aside ...from a business perspective do I keep the wine or beer! Ha!Ha! Thanks...your research and analysis is well worth the annual dues!
Read Answer Asked by Ernest on November 30, 2024
Q: Kind of an apples and oranges choice between two completely different industries but if you were only buying one ..... RS for a Trump play on tariffs ? Or EQB in Canada ? And a brief explanation why ? ...... Thanks for your terrific service Garth .......
Read Answer Asked by Garth on November 30, 2024
Q: Yesterday I asked you about a group of stocks with respect to trimming our positions to reduce our overall stock exposure.

Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Read Answer Asked by Doug on November 28, 2024
Q:

I have been using the method of "journal over " to my USD side of my TFSA. I do not need the funds until late next year. My question is, I would like to know if it matters to move BAM over now or wait. Does the CND being lower affect the move? I have a nice profit, does this affect the move? Thanks Gary
Read Answer Asked by Gary on November 28, 2024
Q: What’s your view on the transportation sector right now and companies such as TFII and CP? Will they be significantly impacted by US tariffs? Would these be a hold or more to another sector such as financials?
Read Answer Asked by Gerry on November 28, 2024
Q: On 18 November you answered a question by stating: "Lots of Canadian companies have significant US business". You then gave BN, TRI and WSP as examples. I would appreciate it if you would expand on this list. Thank you.
Read Answer Asked by Dennis on November 28, 2024
Q: In a best case scenario, I think 4 years of Donald Trump in power will be chaotic and discruptive in the US and globally. In a worst case, I believe the US is heading for internal unrest/violence, and the certain parts of the globe will be at war. If you were a 74 year old investor who has done well listening to 5i the last 2 years, how would you now hedge against these scenarios?
Read Answer Asked by David on November 27, 2024
Q: Under current market conditions, health care as a sector is lagging. When this happens is it still important to keep good companies within this sector to keep a balanced portfolio even though the names could trend lower for some time. Is the thinking that sectors being favoured could eventually change and a good company will recover. Or, it is better to move into what's going up and keep low weighting of a space that is out of favour due to changes in politics, interest rates, or other factors. The same could be said for REITs now which are doing terribly but does one keep these out-of-favour sectors to have diversification within a portfolio. Thank you!
Read Answer Asked by Neil on November 25, 2024
Q: If you own BN is there any particular reason to also own BEP.UN and BEPC?
Read Answer Asked by M.S. on November 25, 2024
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