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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 have just $10,000 U.S. to purchase something with. I heard Brookshire Hathaway is sitting on a whack of money and that the valuation was pretty good. This will be my only US holding currently and wondered if an ETF would be better? Not worried about risk and could get 100 Roku, if you think that might be rewarding? Thank you so much for making the stock market fun and interesting for an amateur.
Read Answer Asked by Jill on June 03, 2020
Q: Portfolio Analytics indicates I am over allocated and perhaps over diversified in Financials: BAM.A 2%, BNS 2%, TD 4%, X 2%, BRK.B 4%, MA 6% and Industrials: CCL.B 1%, CNR 4%, NFI 1%, FDX 3%, HON 3%, LMT 6%.
Which positions would you recommend trimming or eliminating?
Read Answer Asked by Steven on June 02, 2020
Q: Hi 5i -- my son (age 26) has recently started working in a well-paying job in the US. He's saving a good portion of his salary and has asked me what he should be investing in. No debt. He's looking to invest for long-term growth for retirement in 40 years or so. About 1/3 of his holdings right now are in Brookfield Asset Management, 1/2 are split between VIG and USMV, and the rest is Berkshire Hathaway and CN for his non-registered accounts. Right now non-registered savings are $75k.
His 401k is separate in Vanguard SP500 index fund. He is a believer in pay yourself first and has been able to save and invest 5,000/month US!

He's looking for good growth stocks or funds that will increase steadily over the long term. He's earning enough now that he doesn't need dividends in the short term but he's not opposed theoretically if everything fits together. Any thoughts on what he should be investing in? Thanks.
Read Answer Asked by Giovanni on May 11, 2020
Q: What did you think of the earnings report of BRK.B? What do you think about Warren Buffets comments?

Interested to know what your thoughts of this market moving foward (e.g. re-test the lows in March, low downward drag, best to continue to buy small and steady over time, sell anything that might have been bought too high at the rally)? I ask this question as I assume all your subscribers are wondering as these markets are difficult to navigate.

Thanks so much for your fantastic service. Best investment decision I have ever made. Hope you and yours remain safe and healthy.
Read Answer Asked by Justin on May 04, 2020
Q: Over the weekend, Warren Buffet is going to addressing his fans and no doubt all of the investment community is anxious to hear his views. I have no doubt he must be quite nervous for he and Charlie Munger since they are both in the late 80's . None the less , he will probably say some soothing words and it may give the market a bit of a boost, but how long it will hold is anyone's guess. As the economy reopens as early as next week, I think the "market" is going to feel better.
Read Answer Asked by Murray on May 04, 2020
Q: Good morning everyone. Would you beable to give me a few ideas of value stocks and also growth stocks that will be moving in this market. If you have time possibly in both Canadian and US mkarkets. Enjoy reading all your articles. Thank you for all your insight.
Read Answer Asked by Marla on April 30, 2020
Q: Hi 5i! Hope all of you and your families are well and safe.
Myself, being in a enthousiastic investment shopping mode, I'm looking for a BRK.B type of investment in canada. Which do you prefer between FFH, BAM.A, ONEX and why?
Any other suggestions?
Many thanks!
Read Answer Asked by Stéphane on April 06, 2020
Q: hi, dear team
i just got some money for longterm investment. how about this list ?
can you tell me at which price i can buy?appreciate!
best regard
Jacky
Read Answer Asked by liang on March 30, 2020
Q: There has been an industrial fire at a lubrizol site in France. It has been catastrophical with a potential liability in the many billions, when people will find the deep pockets behind lubrizol, they are likely to push forward their claims with vigor. Lubrizol is a 100% owned berkshire subsidiary. I cannot find any references to it in our north american news channels.
I hope lubrizol has some liability insurance, and i hope not with their parent company. Have you had access to any news on this.
Thank you.
Read Answer Asked by francois on October 03, 2019
Q: According to Portfolio analytics, I own about 7% of my portfolio in 3 Canadian banks and another 7% in 3 US banks. I also own another 25% of my portfolio in BAM, Visa, SLF, BRK.B and GSY which are in the "Financial" sector but are very different from each other as well as different from banks. How concerned should I be with this aspect of my portfolio. I don't need the money for 25 years.
Read Answer Asked by Wes on April 12, 2019
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