Investment Q&A

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!

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.

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.

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

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

Q: I have been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasn’t 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?

Q: Hi

In our cash accounts we sold energy stocks at the start of the year and have a large capital gains

Would be wise to sell BN for the loss and buy BRK.B?

Then get into BN later

Thank you

Mike

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

Q: Did Buffett just fly all the regional bank CEOs into Omaha & offer a deal to SAVE the banks?

Q: Hi Team,
Would it be advisable to sell SLF for BRK.B? Which of the two do you prefer?
What would be the ideal account to hold BRK.B in? TFSA, RRSP or unregistered?
Thanks

Q: Purpose recently introduced a series of Yield Shares which each cover a popular company such as Google, Apple, Tesla, Amazon and the one I’m 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%
I’m thinking this might be a good way to participate in Berkshire’s investment expertise while getting some income.
Your thoughts on this investment.

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 ?

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.

Q: I’m 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.

Q: Hi

I hold both MasterCard and Visa and was thinking of selling one in a registered account to pick up some BRK.B.

Which one would you sell?

Thanks,

Q: Good morning, I would appreciate your thoughts on acquiring both or one of these at this time and any preference whether TFSA or RSP. Thanks

Q: From all the CDR's currently available what would be your top 3 or 4 for growth today?

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?

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?

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