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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: Hello Folks:
We are seniors 75 years old considering somewhat re-adjusting our portfolio to include a sizable stake in BERK. We realize BERK does not provide dividends, however contain a superior mix of quality American Companies likely to weather economic storms better than most. We currently own a sizable mix of bank stock and understand you consider BERK a financial stock. Would you think we would need reduce our bank investment weight if purchasing BERK, or are there other segments we should consider reducing?
We are certainly don't intend doing so, however would BERK be a realistic stock to comprise the majority of a senior's (75 yrs.) growth portfolio (not considering lack of regular dividend payments)?
Thank you so much for your terrific service!!!!!
Read Answer Asked by Brian on December 06, 2023
Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.

I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.

Read Answer Asked by Brian on November 30, 2023
Q: Recently a question response included something to the effect that "the Berkshire basket of companies are higher quality than the entire market". I couldn't find the exact answer but I have pondered it a lot!

Would BRK.B be "higher quality" than VFV? I currently hold a decent amount of VFV and a tiny bit of BRK.B. It feels like all "the rules/norms" have been discarded for last several years but for next 5 -10 years which would you favor?

Read Answer Asked by Marilou on November 27, 2023
Q: Hi

Presently own ZDI in our RRSP.

I am thinking of replacing ZDI with KKR & BRK.B.

KKR and BRK.B are bigger and are like an ETF without the fees.

Also in the long run I think KKR and BRK.B it will have better growth than ZDI .

We would be giving up a good dividend with ZDI go.

Thank you.

Read Answer Asked by Mike on November 21, 2023
Q: Hi

Is KKR like a mini BRK.B?

We presently own BRK.B at about 5,5% of our holdings.

Would you suggest adding to BRK.B or start a small position in KKR.

I understand you can not mention position sizes, but also respect your suggestions.

Thank you

Read Answer Asked by Mike on November 09, 2023
Q: Good Morning,

Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad
Read Answer Asked by Bradley on November 06, 2023
Q: Thank you for your answer to my question. Regarding the PE, I cited RBC DIRECT but neglected to mention the 5I profile site which also was about 8. Your answer to my Q mentioned 16x. Which is correct? This kind of discrepancy also shows up on various other sites. How does an investor know which number is correct.

In this instance 16 is still decent but I would be happier knowing I bought it at 8x and expecting even better growth in the years ahead.

Read Answer Asked by Donald on November 03, 2023
Q: Last week we sold BN and BIPC (U.S. $) for tax loss. Since almost everything will be in decline over the next few weeks, do you suggest we leave the money in cash or buy another stock or stock which we could sell at a (probable) further loss to rebuy the original two? Could you suggest a couple of U.S. candidates please?
Thank you
Read Answer Asked by J on October 30, 2023
Q: Please give me your view on Norfolk Southern Corp.

Thank You in advance.
Read Answer Asked by John on October 02, 2023
Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on September 28, 2023
Q: Hello, what are the reasons that constellation made 2 spinoff (topicus and lumine) in the past years ? Why did they not keep everything under one roof and continue to grow constellation instead and follow the same path like Berkshire Hathaway that never did a spinoff.
Read Answer Asked by jean on September 21, 2023
Q: If you could buy only 5 stocks in Canada and 5 stocks in the US could I please have your ideas? No regard to sector diversification etc. simply looking for 5 best ideas in each country

Read Answer Asked by Bryan on September 14, 2023
Q: Hello 5i Team,

I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.

Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.

Would you recommend adding a global ETF for geographical diversity? If so, what?

Feel free to subtract as many credits as you see fit.

Thanks, as always, for your helpful advice.

Read Answer Asked by Keith on September 11, 2023
Q: Regarding diversification, do you know insight as to why most professionals recommend diversification, however, Warren Buffet (arguably the most successful investor of all time) has previously said "diversification is—as practiced generally—makes very little sense for anyone that knows what they’re is a protection against ignorance.".

Yet on top of this, BRK.B has almost 50 holdings according to the 13F Portfolio Filings (although AAPL represents 50% of the holdings). Thoughts or opinions?
Read Answer Asked by Mike on August 24, 2023