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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: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?

Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth

Thanks!

Read Answer Asked by Keith on May 13, 2023

Q: I have US exposure through a company pension that tracks the S&P. It represents about 20% of my overall holdings. I have recently come into enough US cash to add two or three new individual holdings, or perhaps buy an ETF or two that would complement the S&P tracking pension. I would welcome your thoughts and suggestions for individual stocks or ETFs that would be suitable additions.

Read Answer Asked by David on May 09, 2023

Q: If I invested in a saving account for my son and daughter in the Royal Bank, Enbridge and Berkshire for 15 years, would this approach work? My daughter is 16 and my son is 14.

Read Answer Asked by Carmelo on May 09, 2023

Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara

Read Answer Asked by Tamara on April 03, 2023

Q: Hi

We still have 500 shares of GSY in our RRSP accounts

Thinking of selling and buying BAC. Both are beaten up. However I am thinking BAC
has a better chance of recovering in a shorter time frame with less government interference.

Your comments or other suggestions in the US are most welcome.

We already have CROX, BRK.B, CELH, PERI, NIO, INMD, LNTH, IFRA,XYLD, IYW

Thank you

Mike

Read Answer Asked by Mike on April 03, 2023

Q: I have been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasnít going up during the Obama presidency at least early on as investors were looking at the impact of public insurance.
Could you please comment on its significant success since and the business model of American health insurers now and in the future?

Read Answer Asked by Peter on March 29, 2023

Q: Hi Peter/Ryan I would like to add some American names as I haven't any in my RRSP or TFSA. Which of these would be best in these accounts. MSFT, NVDA, BRK.B and can you give me one or two other suggestions. Thanks

Read Answer Asked by Nick on March 20, 2023

Q: Purpose recently introduced a series of Yield Shares which each cover a popular company such as Google, Apple, Tesla, Amazon and the one Iím interested in, Berkshire Hathaway. They use covered calls and leverage to enhance yield but still allowing opportunity to participate in growth. Management fee seems reasonable at .40%
Iím thinking this might be a good way to participate in Berkshireís investment expertise while getting some income.
Your thoughts on this investment.

Read Answer Asked by Bruce on March 09, 2023

Q: In my RIF, the SLF position is now 5.5%. I have a very small starter position (< 1%) in BRK-NE. Thinking of reducing SLF by 1.5% and putting it into BRK . I realize there will be an overall reduction in dividend from the reduced SLF position but am anticipating growth in BRK will more than offset this issue . Any concerns on such a move ?

Read Answer Asked by Alexandra on February 28, 2023

Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.

Read Answer Asked by Alexandra on February 15, 2023

Q: Iím looking to diversify the financial part of my portfolio by adding a US insurance company. Can I get your thoughts on Progressive (seems to just go up & to the right) or other insurance stocks.
Thanks.

Read Answer Asked by Dan on February 13, 2023

Q: What do you think about L-T Buy and Holds on the above 6 stocks (ADSK, CSU, ATD, BRK.B, INMD, CNR)? Are there any that you would not buy at the present time? Purchases would be funded by new $ and selling DDOG and APPS? Would you be okay with parting with them as part of adding to the above?

Read Answer Asked by Stephen on January 30, 2023

Q: I recently heard a podcast which said that buybacks generally benefit insiders and were actually illegal prior to the Clinton administration. I do notice myself that the stock price does not seem to rise much on the announcement of big buybacks and that companies seem to do it when the price is higher rather than times like these when it would seem most worthwhile.

What is your take on this?

Read Answer Asked by Kevin on January 27, 2023

Q: In many cases buying the top 3-5 stocks of an index gives a better end result than the whole index since you don't have to drag the less performing.
1-Do see the same apply to the S&P500?
2-In a 3% (normal?) fed rate what is the normal multiple for the S&P500?
3-What is the current forward PE for the S&P500?
4-How does this apply when the top 5 holdings are technology with higher multiples than the banks and oil companies?
Many questions but one goal, trying to put the dry powder in an optimal manner.

Thank you

Yves

Read Answer Asked by Yves on January 20, 2023