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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: I am very concerned with the performance of Berkshire Hathaway since the announcement of Buffett's retirement—it is down 11% in the past two months, while the S&P 500 is up 12% during these two months. Thanks to BRK-B’s performance in the past few years, it is the biggest single holding in my taxable portfolio. I am considering biting the bullet, paying capital gains taxes, and replacing it with the FT Vest Laddered Buffer ETF (BUFR). Can you share your thoughts on this?
Read Answer Asked by Paul on July 10, 2025
Q: Dear Peter et al:

I understand that JPM won a case against regulators and got their SCB-Stress Capital Buffer reduced from 3.3% to 2.5%. Apparently this frees up 18 B from their reserves and they can invest it wherever they want. I understand that they have announced a share buy back (50 B) AND a dividend hike! (1.50$: 7% increase over the last time).

1. Is this true? If so, is JPM a buy over other banks/Financials? Especially BRK.B?
2. If you don't fancy JPM or BRK.B (you don't like their cash position is what I see in you previous answers), which other large financial would be your pick?

Many thanks.
Read Answer Asked by Savalai on July 05, 2025
Q: Hello,
Over the years my portfolio has been going up well when the markets are good and they drop (sometimes significantly) during downturns. What is the best way to manage downturns? Or in other words how to lose less during downturns? Is it by taking money off the table when things are good..is there some thumb rule to manage downturns. Thanks.

Shyam
Read Answer Asked by Shyam on July 01, 2025
Q: According to Grok: “Over the past ten years, the technology sector’s share of the S&P 500 has grown from ~18% to ~32% (or ~40% including tech-related firms), driven by the dominance of mega-cap companies and innovation in AI, cloud computing, and software.”

Do you think BRK has a reasonable prospect of outperforming the SPY given that BRK has a low level of tech exposure. I am concerned that BRK will underperform going forward unless they gain greater exposure to the technology sector.

Thanks.
Read Answer Asked by Joel on June 24, 2025
Q: In a recent question you listed your top 5 North American stocks. What would be your next 5 best picks?
Read Answer Asked by Ian on June 11, 2025
Q: My question is regarding RESPs.. Is it preferred to hold Canadian or US securities? Or doesn’t matter ?

Your favourite CND and US stocks for a long term hold in this account. Thanks
Read Answer Asked by Nick on June 11, 2025
Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent
Read Answer Asked by Brent on May 26, 2025
Q: My grandson is graduating next month. As a gift I’m going to give him an initial deposit for a registered account, help him open it by attending a meeting with a bank, or help him set up a DIY account. I want him to choose TFSA, RRSP, or FHSA after doing some reading (he doesn’t turn 18 for a few more months so we have some prep time). I read The Wealthy Barbour in my 20’s, is it still a good choice to educate and motivate young people about savings as a lifestyle, or do you have some other suggestions? I would also love suggestions for 2-3 stocks or 1-2 etfs that would be suitable for the initial investment (that could be added to regularly to keep the process simple) if he chooses DIY. Thanks!
Read Answer Asked by Kim on May 21, 2025
Q: Wondering your thots on buying Berkshire B currently in view of how strong the stock price has been and if u would buy what level u wud be comfortable paying.

If a third of the company is Cash n one is paying something around 1.6 Book it is expensive Cash at today’s levels .. understandably one is buying management’s ability to deploy that Cash.


Over the past years what range of multiples has BRK.B traded at vs today’s comparable multiples?
Read Answer Asked by Craig on May 08, 2025
Q: Am thinking of selling either AMZN or BRK-B (both with a small loss) in exchange for AXON. In what order of preference would you put these for best long term growth?
Read Answer Asked by Peter on May 05, 2025
Q: Hi Peter, interested in your short term and longer term thoughts on BRK since Warren's announcement that he the legend is passing the reins to Greg Abel this year while he (W) will maintain a more advisory role. We all knew it would come but lol though it's still rattling inc making many of us feel older as well. The stock will likely drop on this, especially when combined with the tepid quarter. How much of a premium is built in due to Warren vs if it was just another holding company. Greg Abel (from Edmonton) is obviously extremely capable and we love his humility, energy and endorsement but how will the market see this ? Where would you add ? Thank you.
Read Answer Asked by Paul on May 05, 2025
Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?
Read Answer Asked by James on May 01, 2025
Q: I am living in Canada now, and using $CAD most of the time. Due to the Tariff, I worry about the USD will be weak and CAD may become stronger in further. Therefore, I would like to sell 1/3 of BRK.B and covert to all CAD. Also, what kind of Canadian stocks should I buy, which able to have better return like BRK.B? Also, do you think the BRK.B is still able to strong under the Tariff situation. Would you please kindly advise.
Read Answer Asked by kwokwai on April 25, 2025
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