Investment Q&A

Q: Would you please rank your top 4 Banks for 3 year hold

Q: Can you tell me if Blackrock or JPM have a crypto fund/etf? I believe it has been in the works but cannot find a ticker

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?

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

Q: at what price would you consider JPM over MS for an immediate buy?
would that also be the technical price for purchase?

Q: Your thoughts on today's sell-off.

Thx

Q: Some US banks announced earnings recently. Can I have your thoughts? Is the sector still one you would overweight?

Q: Would you buy today's dip in this US Bank, or would you prefer another US Bank?
Thank You,
Barry

Q: Please rank for growth in 2022. Thanks!

Q: As with many of your members, im considering some portfolio adjustments and deployment of TFSA contributions to start the year.

What names in Canada and the US are you most excited about in 2022/2023 that you view as meriting consideration?

Q: Please provide your top 5 CDN and 5 US value stocks.

Q: Hi 5i Team - I am considering increasing my holdings in financials. Could you provide a couple of ideas in each of small cap, mid cap, and large cap companies, concentrating on Canadian companies but any U.S. suggestions are welcomed too. Thanks.

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: Hello,

Could you recommend 5 of your favourite stocks (US or CDN) that provide a healthy mix of dividend yield and growth outlook?

This would be for a Smith Maneuvre with interest rate at 2.95%. Ideal scenario would be to get yield to be at 3% with some growth outlook on a 5 year time horizon.

Thanks very much.

Q: I think I know the answer to this already, but would you be comfortable with a full position in JPM? How would it do in a rising interest rate environment?

Q: I have US funds available to purchase stocks . Can you recommend 6 U.S market traded stocks for an income style portfolio . They can be Canadian stocks with a U.S listing

Thank you

Howard

Q: Have US cash to deploy in a US Spousal RSP. Looking for long term yield, capital appreciation and relative safety. Comparing ABBV vs JPM (acknowledge different sectors). ABBV has high yield/high multiple, JPM ok yield/lower multiple/likely more upside with interest rates. Which is preferred?

Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.

Of the 10, we have so far initiated positions in GRMN, LULU and REGN.

As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.

For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.

As always, thanks for the great advice!

Q: Hi 5i Team,
Do you have a preference for long term growth in US banks? I was considering JP Morgan or Bank of America. Any preference here or other suggestion? Looking for long term growth.
Secondly, could you suggest 5 US stocks with good positive momentum that you would invest in now? Sector is not important for these suggestions.
Thanks,
Linda Nemis

Q: Can you give me an opinion on how you would rank these three US Banks and how you determine that ranking and if you feel now is a good entry point for an initial position in any of them?

Thanks!