Investment Q&A

Q: Hello, thinking of selling these stocks for tax loss reasons (10-15%). Although one would think a very possible recession with the related decrease in earnings is already baked in share prices, I am afraid it is not entirely so. I intent to buy these stocks back in a month, hopefully with a lower SP. Is the tradeoff between tax loss and the risk of share prices jumping much higher worth it? Thanks

Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.

Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you

Q: What are your thoughts on buying APPL,AMZN,BRK --appl.ne, amzn.ne,brk.ne on Toronto exchange --canadian depository receipt . I found about 20 high priced US stocks that I can buy with my canadian dollars.
thanks,ed

Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?

Q: Thinking of adding some BRK.B to increase my US holdings which are mostly currently growth positions. What are your thoughts or possibly suggest something better. thanks again.

Q: I have a little to spend and am looking amongst the solid Canadian and US companies that you most recommend for long-term stability and growth.

Specifically though, I'm looking for these companies that seem underpriced and that have been doing well in their buyback policy.

Q: CSU and BEP.UN are graded A and are your only A grade companies in Canada. What might be an A grade company from the U.S. if you were to grade?

Thx

Q: This is a follow up to my previous question regarding impact on share prices if BOOK VALUE takes a hit at the end of Q 2.

My intent was to find out if there is any correlation historically between BOOK VALUE dropping and a proportionate drop in market value. (????)

Sorry for any confusion.

Thank you.

Q: Seeking alpha published an article today highlighting the HIT TO BOOK VALUE that will come when Q2 results are published in a month. They also advise not to panic and why.

As someone who saw a double drop to a 50% gain… I welcome the opportunity to buy Brk.b on sale.

My question is : Buy now? Or wait til Q2 results are published? Or maybe it doesn’t matter?

Many thanks as always.

Q: I am doing some investing planning.
Objectives are to reduce risks and to capture more dividend income.

Part of this process entails looking for companies that are ( almost) too big to fail - recognizing that nothing is totally safe. bam.a, bro.b, bx

As a category or label would you:
1. Agree that the companies above are “ conglomerates “? ( or something else?)
2. Are they “ almost “ too big to fail?
3. Are there others I missed? .. especially something you like better?

Thanks as a for your helpfulness.

Q: Hi Peter,
I am going to buy $25,000 of BRKB Berkshire Hathaway. I have both US and Cdn dollars available.
Should I buy on the NYSE or on the NEO exchange?
I am also thinking of buying a third at a time over next year. Is this a good strategy as I think the markets will go down further?
Thanks Ron

Q: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?

Q: I had taken an initial position with BRK.B during the March 2020 market drop at a purchase price of $188. The stock has continued to appreciate. Is it too late add another third to my position?

Q: Hi, What are your thoughts on BRK.b? I think having seen several market cycles, they are well prepared for for higher interest rates and a high inflation environment. Would you think the current price is attractive at$317 US? What are your thoughts? Thanks.

Shyam

Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always

Q: Could you please give us the 5 best value stocks to put into a RRSP account.

Not worried about diversification or sectors.

Thanks

Q: Is there a way to find out what companies Berkshire has invested in?

Q: Curious to hear your thoughts about CET:NYSE, Central Securities, as a potential 5- to 10-year hold for diversification, some income and capital appreciation. Also, would it make sense to hold this in addition to BRK.B, BX, and a few ETFs (VGRO, VTV, VWO)? Thank you!

Q: Hi
Is there an American stock or 2 that you would consider the same as Bam
I really like Bam but it is starting to take a higher % of my total portfolio.
Thanks Terry