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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: Above are my CDN holdings greater than 2% of my portfolio. I'm looking for 1 more sleep at night CDN recommendation for an RRSP account that you would initiate at more than 2% and hoping you might have a short list of recommendations? No oil/gas/pipelines, thx but otherwise I'm open.
Read Answer Asked by Cameron on June 03, 2021
Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!
Read Answer Asked by Kelly on May 04, 2021
Q: Can you list 3 (sleep at night) companies you would initiate a buy today for growth and why/thesis?
Read Answer Asked by Serge on April 21, 2021
Q: What are your Top 3 cad and top 3 US stocks regardless of sectors /risk. please provide brief explanation as why you like them Thanks for your recommendations they are much appreciated
Read Answer Asked by Terence on April 20, 2021
Q: I've got ~$20K coming into my RRSP. What 4-5 companies would 10 years from now me be really happy that current me invested in tomorrow? Not necessarily looking to find the next Shopify (although I wouldn't be upset if I did) but rather strong names that you have the most confidence in over the next 10 years.

Thanks
Harrison
Read Answer Asked by Harrison on March 30, 2021
Q: My grandson of 23 is starting his 1st tfsa with $2500 to begin and needs a core holding start. please suggest a stock only and etf only models. Which one or mixed off, would you deploy today.
thanks
Read Answer Asked by Peter on March 15, 2021
Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth
Read Answer Asked by Mike on March 09, 2021
Q: Hi my question is regarding resp’s and best way to contribute. Time frame is 15-20 years. I understand ETF’s offer diversification, however would you at all consider a few slow and steady (conservative) stocks instead. Your top 5 ETF’s and stocks for this scenario please and thank you!

Nick
Read Answer Asked by Lauren on March 05, 2021
Q: I own a cross section of the Brookfield companies for a long term play. would you consider them a economy recovery theme?

Doug
Read Answer Asked by Doug on February 22, 2021
Q: Hello 5i,
Are you able to break down by sector (to the extent this is possible) the holdings of each Berkshire and Bam? Brk.b is listed as finance and Bam as real estate, but I don’t think this tells the whole story.
Would a 10% position in each of these (20% total) be too much for average risk investor?
Tia!
Read Answer Asked by Kat on February 19, 2021
Q: I have all three currently in a taxable account and about to transfer something into a TFSA. Would you have any preference over these three great companies at the moment for that?
thanks
Read Answer Asked by joseph on February 17, 2021
Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.
Read Answer Asked by Donald on February 06, 2021
Q: dear team:
i have BPY and bpy.un roughly 15% in my no-registered account which bought at last May. i think it is too risky to keep them and plan to replace them .
pls give me some idea.

appreciate!

Jacky
Read Answer Asked by liang on January 20, 2021
Q: I am in the process of developing a plan to consolidate my SDRSP portfolio by trimming some stocks and moving more into ETFs. I will keep a small growth portfolio within the SDRSP because I like doing it. Can you comment on the three Brookfield stocks that I have and if two had to go which would you suggest please.

Thanks as again.
Read Answer Asked by Danny-boy on January 18, 2021
Q: I am looking to put my money into 2-5 stocks/Mutual funds.
Investment Horizon is 10 Yrs, i am a high risk taker, looking for High growth.
But, I am not very active in the stockmarket, I want to put my money in 2-5 holdings and then forget about it..... and then sell them after 10-15 years.

Please suggest 2-5 stocks/Mutualfunds etc...
I friend suggested BAM, BRK.B and Mauer Mutual funds.....Please advice
Read Answer Asked by HARRY on January 15, 2021
Q: I am a great fan of brookfield companies. I own BEP.un (which I have to trim because it is reaching a totally artificial maximum I go by especially since I also own NPI and AQN) BAM.A and BPY.UN. I plan to sell the BPY.UN (from my RRSP)now because I think even with an offer increase, there is little upside left. I will purchase more BAM.A but I am also considering BIP.UN more or less as a replacement for BPY but it seems to be spiralling down, Thoughts on BIP.UN? (I like the .UN version because I sell covered calls and its hard to do with BIPC)
Read Answer Asked by Don on January 11, 2021