Investment Q&A

Q: I’m a senior but still like to maintain a majority weighting to stocks. I am concerned though about market valuations and the strength of the whole economic system. With that in mind would you suggest Berkshire as a good stock for me? can you suggest 5 or 6 other names that have excellent downside protection?

Q: If you owned BRK.B and were thinking about moving out and adding two other companies such as ATRL & WCN to a portfolio what would your thoughts be?

Q: Hi 5i,

Thanks for your advise for BRK.B:US, you have mentioned that BUY at $450 (ClassB) would be a good price, and average target is $525 which seems about right to us.

Long time ago you have suggested the price buy-in around $500, seem you have getting more negative for this stock. Any reason you don’t feel positive, is that because due to the big cash $373 billion holding?

Q: Hi 5i,

Would you please comment the result and seem not that good. Does it relate to the new CEO? Please kindly advise the price to buy-in and the target price as well. Many thanks.

Q: I need to raise some cash and am considering selling one of the securities listed. I have a well-diversified portfolio with a slightly overweight financial sector, hence the choices. Which of the three listed ETFs (I treat BRK.B as an ETF) would you sell? The criterion is the lowest anticipated return over the next 3–5 years. Thanks!

Q: Hello,
Can you provide a few names in US and Canada which you consider good value plays? Also, costco despite its PE being high continues to surge higher. Do you think it is worth keeping or sell some? Lastly, can you recommend a good website for stock charts as i find yahoo is not reliable as it used to be.. I like to see 1 , 5 , 10 year charts etc Thank you

Q: Is it too early to get into geothermal power to show a sizeable return in one year.
if not too early pls comment on the above companies

Q: Hi,

I need to raise some cash.

What would be your order to sell of the stocks listed, for a long-term, somewhat growth oriented investor.

Thank you,
CG

Q: I own both BRK.b and V in my RSP and TFSA and see their relative strength both peaked at last year's market bottom along with the safety trade in general. Do you feel the markets are more risk-on these days to the point where I should let V go for something more "aggressive" in the financial space while keeping the diversity of BRK.b? Thanks!

Q: Why the Brk.B is getting weak for these days. Seem like no matter what the new CEO done, ppl don’t trust him.

Q: Hi,
I am thinking about investing in some BCE. What would you say the intrinsic value is per share? I am also intrigued by BRK.B. What do you think?
At share price are CSU, TOI, and Lumine bargains respectively?
What sort of market are we in? Up, down, or sideways?
And, would you suggest 10 companies which are great (little chance of capital destruction), AND offer some upside?
Side questions: Magna and Rogers have bounced back...a lot, did 5i recommend buying at those low points?

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.

Q: What is your comment for the earning report? Is the current price is good to buy in now?

Q: Everyone, with a new CAO soon to take over and $382 B in cash, is it now a good time you buy? It seems Warren has given Greg the best possible situation to take over. Clayton

Q: Hi,
Warren B steps down at year-end and it should be a non-event in the markets, as the succession plan has been well planned out and fully disclosed. But any thoughts on the new direction coming from CEO Greg Abel in the new year?
Maybe a new dividend, or spend some of the 381B sitting in cash?
Thanks.

Q: Many thanks for your advice over the years, I have decided at 89 years old to slow down! maybe listen to Warren and buy extra safe investments! Any suggestions?

Q: I have extra cash on the sidelines. would you rank the following stocks in terms of performance over the next 12 months - with no reference to holdings %, or other stocks in my portfolios.

BMNR - GRNY - BRK.B

May I also have your thoughts on WHY for the company you would pick first.

Thanks

Q: Hi Peter, BRK reports this coming weekend; thoughts on downside vs upside from here ? Drifting lower today thanks to a KBW downgrade. Thank you.

Q: Please rank these financials in order of preference with the sole consideration being overall return potential for a 5 year hold.

Thank you.

Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?