Investment Q&A

Q: Thoughts on the quarter and commentary ? We already have a big position. Is there any good reason you would'nt add more ? Thank you.

Q: Hello,
I own some FFH and have been concerned by the Muddy Waters report (it's description in the press as it was too specific and complex for me to read and assess) and am wondering if you think it will affect the performance of FFH in the long run and if it is intrinsic to the manner FFH usually does business, compared to, say to another insurance co such as IFC which is more transparent in it's reporting?

Q: Hi, Could you please provide your opinion on Progressive Corp. P&C Insurance sector seems to be doing well and stock is making new highs ( Noted that IFC is your favourite in Canada). How is the valuation compared to its competitors? Company released its premiums business for the month of January, yesterday, which sounded encouraging, sending stock to another high. Do you think that current level is good to start a position ? Thanks

Q: In my US TFSA, I currently hold Costco Microsoft Berkshire Hathaway and Intuitive Surgical at equal weighting. I’m making my annual maximum contribution. Which one would you recommend at this time?

Q: Do you feel like this is just about the cheapest value stock in the market with upside and very little risk to keep anybody awake at night?
Thanks Again.

Q: HERE is the DEAL, My wife and i are going to live off grid for 3 years, no internet, no phone, no visitors, oh YEAH, the dogs want to come, we grow are food, hunt and fish, we have a 1 million to invest, we own no other stocks. So could you rate the following stocks for safety and % rating.


APPL
MSFT
AMZN
GOOG
NVDA
BERK/B
LLY
META
SPY
COST
VGT
TSLA
SMH

13 stocks are LUCKY #,
We will prepay for our 5i sub. so we can look back. and not have worry again if a stock goes down 1% in a day.

SO THIS WAS JUST FUN,

Thanks Again

Q: Hello 5i,

We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.

Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?

Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?

Thank you for your advice

D&J

Q: I hold BRK.B and SPYV in a non-registered account and so far, BRK has had a much better gain than SPYV. Over the next 5 years, do you think SPYV or BRK.B will have the best total return? Is the high concentration of APPL in BRK.B a concern? Do you know where I can get an accurate list of BRK.Bs holdings?
Thanks!

Q: I am considering adding BH to my TFSA account. Please advise if purchasing BRK.TO is the best way to do so. Also, is there any other issues I should be aware of regarding this "US stock" to be held in a Canadian TFSA account. Thank you

Q: For a TFSA account. Only interested in best growth prospects over 3-5 years. Please rate these by your preference at this point. Thank you.

Q: Hello.
A. What do you think of Berkshire Hathaway CDR for a growth investment with a long-term hold in a TFSA? I bought some Berkshire Hathaway in US dollars in 2020 when it began to rebound and am very pleased.

B. What is your take on CDR'S in general?

Thanks

Q: How do I determine Berkshire's earnings for 2023?

Q: I have a friend who has $20,000 to invest in a relatively safe group of stocks, hoping to gain about 8% a year; his plan is to leave the funds in for at least two years. He has no preexising stocks. Please recommend one or two groups of stocks for him to invest in.

Q: Could you list some Canadian + US stocks that you would consider "among the safest" , including in case of an economic slow down .thanks for your always excellent reports.

Q: If you were forced to use borrowed $ to invest where would you park it? Interest cost is close to 6%, bonus points if the investment or investments pay a monthly dividend.

Q: As we head into 2024 and hopefully a lower interest rate environment, I have set up the following portfolio for dividend income and growth. Can you please recommend if I should add or reduce anything. Thank you

BNS BCE ENB EIF FTS H MFC NWC PPL SLF TD GOOG AMZN BRK BN CSU LMN MDA MSFT NVDA SHOP

Q: Would you be able to tell me the trailing P/E and estimated forward P/E for BN and BRK.B? I assume this may be difficult for BRK.B, when they often seek permission to not disclose all of their current holdings. Where can I find the most accurate P/E info for Canadian and US stocks?
Thanks!

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!!!!!
brian

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.

Thanks!!

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?

Thanks!