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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: 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

Read Answer Asked by Terry on December 03, 2021

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Read Answer Asked by Cory on November 08, 2021

Q: Hello 5i Team

In a taxable non-registered account denominated in US$ I hold Berkshire Hathaway (BRK-B) as a proxy for the US market in which no dividends are paid.

I would like to complement 20 % of the account value in US government bonds as a hedge against market corrections.

This account has a time horizon of greater than five years before any funds are withdrawn.

Which ETF (I used iShares as the ETF provider) would be most suitable for this account:

3-7 Year Treasury Bonds (IEI) duration = 4.66 years
7-10 Year Treasury Bonds (IEF) duration = 8.01 years
10-20 Year Treasury Bonds (TLH) duration = 14.89 years
20 Year Treasury Bonds (TLT) duration = 19 years

Or should I use a general US Treasury Bond ETF (GOVT) with a duration of 6.79 years.

If the same question is asked and US Government TIPS are utilized in place of US Government regular bonds which of the ETF below would be suitable:

0-5 Year TIPS (STIP) duration = 2.60 years
General TIPS ETF (TIP) duration =7.68 years

Thank you

Read Answer Asked by Stephen on October 28, 2021

Q: If you had to pick only ten stocks or ETF's to hold forever which would they be?
Thanks

Read Answer Asked by Ben on September 16, 2021

Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.

Read Answer Asked by Pradeep on August 13, 2021

Q: Hi,

My question is of the companies I've listed, which 2 or 3 would you add to for a 5-10 year horizon. I currently own all of these, with no total value exceeding $500.

I am just starting a small portfolio and have $1000 USD to put into my RRSP to add to these exisiting stocks.

How would you rank them?

Thanks!

Read Answer Asked by David on June 22, 2021

Q: I'm heavy in financial stocks and would like to reduce the number of holdings. In what order from best to least would you rank these companies for a long term hold. I'd like to mention that this question function is a tremendous feature. Thanks for the excellent and speedy answers to my previous questions. I feel very supported.

Read Answer Asked by Robert on May 12, 2021

Q: Good Morning 5i Team,

In your response to a recent question asked about your thoughts on Buffet and Lee-Chin's cash hordes and how much cash to hold in the current environment, part of your response was "Investors are not used to rising rates, and we think some protection is needed. Not necessary in terms of cash but in terms of some portfolio adjustments to companies less susceptible to higher rates (i.e. value stocks over expensive growth stocks). Growth stocks can still do well in a rising economy, but companies with valuations at 15 to 20X sales would see an adjustment with higher rates (of course this has already partially occurred this year). "

I am in the camp needing to make some adjustments, and I'm wondering if you could suggest several U.S. and Canadian stocks that you see as attractive "value" plays at this time.

Thanks very much,
Brad

Read Answer Asked by Bradley on May 10, 2021

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Read Answer Asked by grace on April 27, 2021

Q: I am a retiree with 14% financial sector exposure in banks (TD,BNS,RY) and insurance companies (MFC, SLF, BRK.B). I have been a long term holder (10+) of MFC and currently have a half position. Been happy with the dividend but very disappointed with share appreciation (still underwater). Would it make sense to sell MFC and purchase GSY for share appreciation and dividend growth?

Read Answer Asked by eric on April 22, 2021

Q: Ignoring risk, please rank these companies based on 5 year hold -potential for returns.

Read Answer Asked by Pradeep on March 16, 2021

Q: I was way overweight tech and now have some cash to play with.
Looking to grind out some profits while waiting.
Would like your opinion specifically on these two, but would also like any other ideas or trends you see right now.

Read Answer Asked by Kyle on March 09, 2021

Q: Peter, if with the reopening there is a shift in interest from growth into value stocks which Cdn/US stocks are best positioned on the value side ? In the US would you include Berkshire on the value side due to it sweighting in the Financials etc ? Would you agree with the strategy to shift from growth to value ? Thank you.

Read Answer Asked by Paul on March 09, 2021