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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: With interest rates potentially going lower in the US I was wondering about your crystal ball thoughts on where this ETF might peak this cycle ? I bought in when it cratered a couple years ago.
Read Answer Asked by STEVE on August 27, 2025
Q: Hi there, I asked a question about this etf and you responded with a link to a previously asked question but that precious question isn’t about the etf I was referring to. Thanks!
Read Answer Asked by Michael on July 15, 2025
Q: Happy Summer day 5i Community :

Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?

Thanks,
Read Answer Asked by Lin on July 07, 2025
Q: Given that they had been put into the penalty box because of past transgressions with account openings, I had a thesis that WFC would benefit significantly from the Trump administration plan to deregulate. Unfortunately, my timing was off, the shares had already increased and dropped after I invested. At this point I wonder if I should abandon my thesis and move to another financial holding. In your view, would GS be a better investment? And why? Alternatively, although Regional banks were hit hard in the past, FITB seems to be favourably viewed; would that be better than WFC or GS? And if so, why? This is in a TFSA and looking for growth, not income. Many thanks for your excellent service.
Read Answer Asked by Leonard on April 29, 2025
Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.
Read Answer Asked by Alex on February 07, 2025
Q: Hi!

Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.

Ok thanks!
Read Answer Asked by Robert on January 13, 2025
Q: Hi 5iTeam,

What would your top 3 U.S. banks be and please provide rationales supporting your choices.

Thanks,
H
Read Answer Asked by Harry on September 19, 2024
Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Read Answer Asked by Peter on September 05, 2024
Q: Hi, We own RY/CM/GS- 12% , IFC - 2.75% and PRL -1% among Financials. In addition, we bought EQB - 1% position at $85, based on strong analyst commentary, a month ago. We need some cash to raise and were wondering if it is necessary to own EQB or with about 15% weight through above holdings, we can let the EQB go.

Thank You
Read Answer Asked by rajeev on May 15, 2024
Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: Dear Peter et al:

To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.

From tomorrow the earnings reports will start trickling in, starting with JPM.

Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?

Many thanks.
Mano.
Read Answer Asked by Savalai on July 13, 2023
Q: Dear Peter et al:

Thanks to your consistent answers not only to my questions but to other subscribers, I have taken a position in RY, BN and TD. BNS may follow soon.

However having browsed through literally hundreds of questions on US Financial stocks, I don't see the same consistent answers. JPM seems to get your nod mostly. Even that doesn't get the nod with the fervor with which you endorse RY for example. In general you seem to be less enthusiastic about the US big banks.

What are the US banks that you would rank in the same order as you often do in Canadian banks? i.e. equivalent to RY/TD/BNS.

Thank you.

Mano
Read Answer Asked by Savalai on June 29, 2023
Q: What are your top 5 Canadian and US Dividend Stocks (> 3%). Could you also indicate good entry points.

Thank you
Tim
Read Answer Asked by Timothy on April 12, 2023
Q: Can you suggest 5 beaten down, safe financial names with good long term prospects? Please include any relevant US companies that are available as EDRs. Thank-you.
Read Answer Asked by Alex on March 21, 2023
Q: Did Buffett just fly all the regional bank CEOs into Omaha & offer a deal to SAVE the banks?
Read Answer Asked by Rick on March 20, 2023
Q: hi. do you have any current recommendations for any U.S. banks/financial institutions?
Read Answer Asked by chris on March 16, 2023
Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?
Read Answer Asked by Michael on September 12, 2022
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