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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: In a recent response to a question, you suggested that US financials were your second highest conviction sector, after tech.


With that in mind, could you please share your top six U.S. financial picks, ranked by conviction? Does BRK.B make the list? I’d appreciate a brief justification either way.

Thank you,
Read Answer Asked by Karim on October 06, 2025
Q: I am considering investing in these various exchanges. Could you rank them 1-3 with 1 being your preferred choice and reasons why for each?

Thank you
Read Answer Asked by kim on April 16, 2025
Q: Hello,
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah
Read Answer Asked by Leah on February 05, 2025
Q: What would you recommend for ideas to raise USD dividends I have room in both registered and non registered accounts.
Read Answer Asked by Michael on July 29, 2024
Q: Last year in answer to a question you ranked these companies (among others) in this space in this order CME, MSCI, SPGI. Guests on BNN recently had MSCI and SPGI as top picks. Just interested in your latest thoughts on these three please. Thank you.
Read Answer Asked by Stephen R. on June 18, 2024
Q: I am retired and looking to deploy some cash. Could you provide your top 5 dividend companies in Canada and US with some growth potential as well?

Thanks
Tim
Read Answer Asked by Timothy on April 08, 2024
Q: I'M in my retirement years and have accumulated about 28% in Financial sector, which is over what your Portfolio Analysis suggested (12%). Could u give me a ranking of 1 (least prefer) to 5 (most prefer) in terms of Price Growth and Dividend growth Take as many credits as you see fit. Thank you
Read Answer Asked by DAVID on March 19, 2024
Q: I have partial psitions in these Financial stocks. Would you add to the Financial sector at this stage? I have full positions in large Canadian banks. Which from my list or any others that you like would you be comfortable adding to full positions. Please rank those that you would be comfortable adding to full positiond today and target buy prices for any others that you still like.
Happy New Year and thanks.
.
Read Answer Asked by sam on January 01, 2024
Q: Hi,
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!
Read Answer Asked by Keith on September 22, 2023
Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Read Answer Asked by DAVID on August 21, 2023
Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.
Read Answer Asked by DAVID on June 21, 2023
Q: Hi, I have a 2.5% position in SCHW (down 25%) and am looking to sell while keeping exposure to the financial sector.

MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.

This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
Read Answer Asked by Cameron on April 19, 2023
Q: I believe part of Lorraine’s Aug 24 question was about the NEO exchange itself, and whether it is investible as a company in its own right (apart from the question about buying MSFT on NEO)
NEO was acquired by CBOE Global Markets recently. CBOE does trade publicly but on the BATS exchange. Hope it is Ok to mention this.
I would love for 5i to do a review of the various N.A. exchanges sometime and rank them as investments.
I owned Archipelgo back in the day, and have held X for a long time. Exchanges seem to be good long term investments. Which U.S. exchange would 5i favour at this point, if it were to choose only one?
Read Answer Asked by john on August 29, 2022
Q: Please rank in terms of (1) growth potential 3-5 years, (2) risk (lowest first), and (3) percentage allocation recommended for risk tolerant investor
Read Answer Asked by sam on January 11, 2021
Q: What are your thoughts about these companies, aiming for dividend growth and capital apreciation. Do you suggests any alternatives with similar strategy and sector?
Read Answer Asked by Clayton on October 29, 2020
Q: For financial exposure in the US to generate income and with preservation of capital in mind which would you prefer to own blk ivz cme or would you have a better suggestion than one of these .
Read Answer Asked by dennis on July 15, 2019
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