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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: Hi
In a past question I was provided these US stocks to purchase: VZ, DUK, GILD, ABBV, O. I was looking for: low to moderate risk and high dividend yields I am again looking for another 5 to 7 stocks with similar criterion. As I am trying to build a US portfolio, please provide some diversification suggestions as well. Thanks, Len
Read Answer Asked by Leonard on April 05, 2022
Q: Hello,

Can you please provide your highest conviction names in the US and Canada?

Thanks!
Read Answer Asked by NAIM on April 04, 2022
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Read Answer Asked by Brenda on March 31, 2022
Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.

Thank you for helpful service.

Cyril
Read Answer Asked by Pat & Cyril on March 28, 2022
Q: Good morning. I am looking to add a new US dividend growth stock to my RRSP. My top contenders are Costco, Home Depot and McDonald's. What would be your top choice today? Do you have any better suggestions (stocks or REIT's)? Thank you.

Kim
Read Answer Asked by Kim on March 21, 2022
Q: Good Morning. I am selling off some of my more volatile US tech stocks in my RRIF and am looking to redeploy the proceeds into US stable Dividend payors. Can you please suggest 5 or 6 US Dividend stocks ( other than US Tech) to look at? Thanks
Read Answer Asked by Peter on March 21, 2022
Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always
Read Answer Asked by Frank on March 17, 2022
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Read Answer Asked by Angus on March 04, 2022
Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?
Read Answer Asked by James on February 24, 2022
Q: MS has been dropping the past few days, likely with the market in general and geopolitical reasons but perhaps also due to news that the SEC and DOJ are investigating the business on block trading. Given this disclosure, would you suggesting moving out of the position (even at this depressed price) into another such as JPM that does not have this similar SEC risk? Or, could this even be an opportunity to build on the MS position?
Read Answer Asked by Gerry on February 22, 2022
Q: We know uncertainty helps the markets drop. With Russia saying they are drawing back troops and NATO and USA say they are building up, one could anticipate uncertainty ahead. With this in mind, is there any advice for which type of stock might be the best to buy on a future dip?
Read Answer Asked by James on February 18, 2022
Q: Would you please rank your top 4 Banks for 3 year hold
Read Answer Asked by gary on February 16, 2022
Q: Good morning 5i
In a response concerning selling call options awhile ago you said that you try to avoid stocks with dividends. I can understand how it adds another layer of difficulty, i am wondering if one checks that the ex-dividend date doesn’t fall sometime before the expirary date of the option, that you would likely be ok. For instance, i have call options on jpmorgan expiring on Feb 18. But i checked that the ex- dividend date doesn’t fall beforehand. It is Ex-Div Date
2022-01-05. Should most of the danger be avoided in such a scenario?
Read Answer Asked by joseph on February 10, 2022
Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always
Read Answer Asked by joseph on January 30, 2022
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