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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,
Are you able to rank these companies (best to worst) for entry today for long term hold.
Thank you

Read Answer Asked by Susan on January 05, 2022

Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?

Read Answer Asked by Craig on January 03, 2022

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Read Answer Asked by JOHN on December 08, 2021

Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.

Read Answer Asked by Craig on December 08, 2021

Q: I currently am not set up to invest in US stocks. What do you think about the 10 CDR stocks currently listed on the TSX? If you like that vehicle, are there any in that group that you like more than others?

This would be a 2 credit question.

Thanks

Read Answer Asked by Dave on November 23, 2021

Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter

Read Answer Asked by Linda on November 17, 2021

Q: Roku and Acuity Brands of have dropped to around 1% each in my Portfolio. I also have Alphabet and Enthusiast Gaming. I am thinking of selling ROKU and AT and buying Disney. Does this make sense or would you do something else with the above mentioned stocks. Thanks as always for the help.

Read Answer Asked by Neil on November 12, 2021

Q: Hi There,

Can you please explain the emergence of the Canadian Depositary Receipts (CDRs), how they work, under what circumstances one should buy them ie. what kind of investor how they trade, and your overall opinion on them?

Thank you!

Read Answer Asked by Robert on October 13, 2021

Q: I currently own these companies. I have some US cash to add to my TFSA and would like your recommendation on 5 additional best of breed companies. Or would you increase number of shares in the companies I already own.

Thanks, Donna

Read Answer Asked by Donna on September 16, 2021

Q: I have some new funds to add 2 positions. I wish to do so in some USA companies. Even though the US is not your primary focus here, and you are not aware of the make up of my portfolio, can you pls provide your view on which 2 of these 4 names you would consider best and why? Looking for a long term hold, with dividends being less important. Thank you for your very excellent service.

Read Answer Asked by Leonard on September 10, 2021

Q: Hello, a great service and learning lots from the Q&A. I have a small Canadian portfolio with MG, OTEX, CNQ, BIP.UN and MFC. And also DIS from US side. I am looking to charge it up with some growth performers over the next 5 years. How do these holdings rate and any suggestions on additions? Would you replace any of these?

Thanks for the feedback. Have a great day.

Read Answer Asked by Aly on August 09, 2021

Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.

Read Answer Asked by Lyle on August 05, 2021