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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: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.

Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.

Thank you for everything
Read Answer Asked by Nick on May 14, 2025
Q: Hello Team,

I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.

Thanks

Read Answer Asked by Kevin on May 14, 2025
Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.
Read Answer Asked by Pat on May 13, 2025
Q: Hi,

One month ago, April 4th, in an answer to a question, you listed your favorite stocks, both Canadian and U.S.

Which would they be today, for a growth investor, with a general indication of the reasons and risks of your list ?

Thankfully,

Jacques IDS
Read Answer Asked by Jacques on May 12, 2025
Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help
Read Answer Asked by Terence on May 09, 2025
Q: Comments on earnings and if buy, sell or hold. What is happening with medical devices in the current economic environment? Thank you!
Read Answer Asked by Neil on May 06, 2025
Q: Hi group am short on healthcare and financials'.

Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?

Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help
Read Answer Asked by Terence on May 05, 2025
Q: Please rank following for a long term hold. Thanks
Read Answer Asked by Ben on May 02, 2025
Q: Hello Team,

Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.

Thanks
Read Answer Asked by Kevin on April 28, 2025
Q: We are down about 15% from the peak of the S&P 500. I have about 5% of my portfolio in USD cash to deploy. Would you advise going a fifth of my cash for every 3% further fall in the S&P 500? I have enough Google and Meta, but was looking at JPM and Apple. Any other US names you can suggest?
Read Answer Asked by Andrew on April 22, 2025
Q: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.
Read Answer Asked by Joel on April 16, 2025
Q: Hello I am new to 5i (one week!) and am really enjoying the Q&A as a learning opportunity. I use one of the banks to invest our personal retirement funds (ie we don't have company pensions) and am keen to learn to self invest.

As a 60 yr old I have recently started an incorporated and am wanting to invest my incorp dividends appropriately. I have invested about 20% of my available funding and have a high cash position at present.

The information I have gleaned online is that a an incorporation should invest accordingly:

Corporation:

1. Corporate Class Mutual Funds/ETFs
2. Broad market ETFs (stock and bond ETFs) *capital gains only taxed when sold, reducing annual tax drag. Be mindful of whether dividends or capital gains.
3. Canadian dividend stocks (eligible for dividend refund mechanism)
4. Growth stocks (Capital gains taxed at 50% when you sell) but no Dividend reduction management benefits compared to Canadian dividend stocks.)
5. Investment Real Estate (Rental income is considered passive and taxed at 50%. Can reduce small business tax rate eligibility if passive income exceeds $50K)

The online information also indicates that incorporations should not invest in:

1, High Interest Savings accounts and GICs
2. Foreign Dividend Stocks and REITS
3. Actively managed mutual funds

As well - I have completed your portfolio questionnaire which tells me that I am an Alpha Balanced Investor. This happens to align with the personal portfolio that I hold for our retirement which is invested 70% in equities.

Based on the guidance you have been providing in the past week, I feel it is time to start $ cost averaging for my incorporation funding. I believe that my husband and I can live off of our personal portfolio and do not need to pull $ out of the incorporated for 3-10 years.

Given that my current interest is to starting investing my incorporated revenues, can you please recommend the selections?

I understand that you cannot provide personal recommendations. However, I suspect there may be additional members who have set up their own businesses recently and can benefit from a tutorial and investment recommendations. Thank you !
Read Answer Asked by Kathryn on April 15, 2025
Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.
Read Answer Asked by Ken on April 15, 2025
Q: What's going on with Natural gas sector i own TOU ARX,TRP CNQ would you add hold or sell and in what order also own small positions in Gold (GDXJ and Silver same question ) lastly own COST WMT ....LLY ISRG also same question buy more sell or hold CW entry prices thanks for all your help


same question
Read Answer Asked by Terence on April 10, 2025