Investment Q&A

Q: Hi, could I have your view of Jamie Damon’s comments this past week. Pretty bleak from the CEO of one of the world’s largest banks. Thanks,

Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.

Q: Which stocks -Canada or US -would you recommend for a 5% portfolio weight, with suggested entry price and rationale.

Q: I'm more a scavenger than a predator, as much interested in dividends as capital gains. Right now, however, I see opportunity in the growth sector as it collapses after years of ridiculous rises. My intention is to sell off bond funds to pick off the debris of this collapse.

First question: Now or wait?

Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.

You get it. I also don't expect perfection from you. No one ever got it from me.

Q: If you were going to have a USD Income Portfolio, what would your top 10 equities and how would you rank them. How important is annual dividend increases?

Q: Hello Folks:

How would you compare Bank of America; Morgan Stanley; Wells Fargo and JP Morgan's quality, as investments?

Thanks very much
brian

Q: I'm thinking of selling everything I have and starting over. The only stock I would like to keep is Suncor. Looking for 5-10 companies that will be good solid investments. 3-5 year time frame. Please include at what price you would buy. Take as many credits as needed. Thanks

Q: AW.UN
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EIF

I am looking for your recommendations on good dividend paying stocks. Stocks which have come under pressure due to market conditions. Stocks that are low risk and do not have high debt. I am mostly interest in income stocks but would also like a stock that would give me some capital gains. I have listed these and would appreciate rating these. Please also provide me with any other tickers you feel would fit my needs here which I may not have thought about.

Thank you.

Donna

Q: Numerous US stocks are now showing low PE's and high yields; Citi for example.
What would be your top 3 yield focussed picks for the medium term (3-5 years)?
i.e. safe dividend going forward currently paying well above its normal yield ?

Q: Where do you rank GS among US Banks and why?

Q: Hi, I would appreciate if you can recommend some dividend paying companies with strong balance sheet, steady dividend increase and have not cut dividend in past. I am looking for names which have sold with general market and are at attractive valuations.
Thanks.

Q: What are your thoughts on US bank prices. Specifictly Citigroup it seems very cheap at . .6 times book value. If it wasn't for the war at what price would you see the US banks today. lower, higher or much higher than todays prices. My average price is 55 dollars. Sell hold or buy today.
Thanks for the great advise
Hubert

Q: Good Morning,

Of these three, what would be your order of preference to add too?

Thank You

Q: Hello 5i Team,

With the continued decline of stocks related to the semi-conductor industry (e.g. materials, fabrication, testing), is now a good time to buy for a 3+ year hold? Or should I wait for prices to settle?

Either way, could you please recommend 3 stocks for me to consider (not including NVDA, which I already own) and include a brief comment explaining each choice.

Thanks!

Q: Which of goog or googl would you recommend purchasing for a cash account? Also jpm or bac. Also would you consider Microsoft as a reasonably priced stock for purchase now as well.
Ed in Montreal

Q: For US financials you have been positive (recommended) both MS and JPM in responses to recent questions. Based on long term safety, valuation and growth potential which of these companies would you buy today? Are they sufficiently different to split the position between them?

Q: I have some money in my RRSP and would like to buy some US stocks. Could you recommend your top picks you think are priced to buy now, which gives 3% or more dividend. Also any you would wait on, and what price point you would enter. Thanks so much!

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks

Q: Do you think the selling in US banks is overdone? They have really taken a big hit lately. I would think with rising rates, they would be going up instead of dropping. Is this because of the war in Ukraine and their interests in Russia, or are there other factors at play here?

Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.