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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 Peter,
I hold Berkshire in my rrsp and in the sad event Warren Buffet passes away, i do not see any tax implications (assuming the company splits or has spinoffs) until i withdraw money from the RRSP. I am thinking of investing in the CDR for Berkshire class B shares in my TFSA, Would there be any tax implications if the company structure changed? Thanks very much.
Read Answer Asked by umedali on November 04, 2024
Q: BRK.B What did you think of the quarterly earnings and what would you consider a good entry price?
Read Answer Asked by Edward on November 04, 2024
Q: Hi which top 5 US companies do you find most attractive at their respective valuation? “In order ideally please.” Please exclude my holdings in the answer. 5-10 years. Thank you

I currently hold GOOG, NVDA, AMZN, CROX, IRSG.
Read Answer Asked by Nick on October 28, 2024
Q: My daughter recently inherited a substantial sum of money and would like me to invest such in a mix of companies, both in the US and Canada, with a modicum of international companies. She lives in Europe.
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?

I do appreciate your guidance…

cj
Read Answer Asked by Claus on October 28, 2024
Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).

In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.

Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.

Joe wants to maximise returns over the next 7-10 years.

Thank you.
Read Answer Asked by Trevor on October 28, 2024
Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).

In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.

Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.

Joe wants to maximise returns over the next 7-10 years.

Thank you.
Read Answer Asked by Trevor on October 25, 2024
Q: I just sold half my position in Nvidia in my TSFA.
Can you please suggest some replacements in US$? Something more conservative .
Read Answer Asked by Lois on October 24, 2024
Q: I am overweight in Costco and will sell some shares. I would like to reinvest the funds in one of the 3 Co listed. I have well balanced portfolios, although somewhat overweighted in Tech. Which of the 3 would you consider the best option? Thanks for your great service.
Read Answer Asked by jacques on October 16, 2024
Q: Regardless of sector, please suggest 5 or so each Cdn and US holdings that would expect to average an 8%+ return per year including dividend and capital appreciation (can be company or ETF, but for ETF should consider fee) for 10 year hold. Thank-you!
Read Answer Asked by Kim on October 11, 2024
Q: What are your top 10 Canadian and top 10 US stocks for a long term hold?
Read Answer Asked by Ben on October 10, 2024
Q: Same question with some US names:
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
GOOGLE
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.
Read Answer Asked by Anh on October 08, 2024
Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?
Read Answer Asked by Mark on October 07, 2024
Q: Of the currently available CDR’s what would be your top 5 picks, ranked one through five, from a total return standpoint for a long-term hold (10-15 years)? Thanks.
Read Answer Asked by Bruce on September 30, 2024
Q: could you please explain1. the concept of compounding your 2 favourite Canadian companies (excludingCSU). . your 2 favourite US companies thanks Richard
Read Answer Asked by richard on September 25, 2024
Q: My husband mainly holds ETF's in his TFSA - ZLB, VXC, ZNQ, and some BRK. ZNQ accounts for around 5% with the others split about evenly. Which one would you add new cash to today? Another option we have been looking at is adding VUG. I think there is a lot of overlap between VXC, ZNQ, and VUG. Of the three, which one or two do you like best? Thanks!
Read Answer Asked by Kim on September 18, 2024
Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.
Read Answer Asked by Jemma on September 04, 2024
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