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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: Good Morning and Seasons Greetings to the 5i team and everyone out there.
If you had to start a new TFSA account what 15 to 20 stocks, ETF,s Etc. would you buy in order of first to last. US and Canadian mix?

Thank You
Read Answer Asked by Joe on December 30, 2024
Q: Peter, our one true source of help in this investment purgatory, thank you for your response to David yesterday regarding covered calls. Moving forward, could you please provide us with some companies that you use in this endeavor?

Merry Christmas, everyone!
Read Answer Asked by Ray on December 30, 2024
Q: Hi, I’m looking for your five top CDR ideas for a TFSA. The criteria I’m interested in is share price growth, capital preservation and valuation. A brief summary regarding each choice would be much appreciated. Happy Holidays!!
Read Answer Asked by Anthony on December 17, 2024
Q: Hello team,
I thought with new administration, US banks would continue surging.. Any reason why jp morgan is not moving higher and would it still be a good long term buy? Is well still a good stock to jump into right now.. lastly i wanted to ask about TOPT etf IShares top 20 us stocks and was not able to find it on your system.. Any comments please.. much appreciated.
Read Answer Asked by umedali on December 13, 2024
Q: Hi team, I would like to generate some income in US dollars.

Could you please recommend 2 or 3 dividend paying US stocks, together with a brief explanation as to why you like those companies. I would also be OK with an ETF if you think that is a better way to go.

Thanks as always,
Paula
Read Answer Asked by Paula on December 10, 2024
Q: Donald Trump is causing so much uncertainty in both Canadian and US markets. Canada might even go into a recession.

I know that you mentioned that we should not react to the Trump threat.

However, if I had to sell all my stocks and ETFs ($400k) and start from scratch today, what would be the top 20 stocks/ETFs ( US and/or Canadian) that that you would invest in.

Would you just buy SPY/ZSP.to/ VGT/ SCHG ETFs in the USA market for safety?

Fyi, I don't like bonds.
Read Answer Asked by V on November 28, 2024
Q: Hello Peter,
What are you thoughts on Alamos Gold's results and it is still a buy? What is your view on JP morgan for long term hold given the surge in price recently due to the election results or am i better of with the ETF , XLF? Thanks very much
Read Answer Asked by umedali on November 12, 2024
Q: I am currently holding BN, GSY, JPM, and RY in the financials sector and am considering selling GSY and buying BRK.B. I've held GSY for a number of years so have had a nice gain but wonder if BRK.B wouldn't be a more consistent mover?
Thank you
Read Answer Asked by Lyle on November 11, 2024
Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David
Read Answer Asked by David on November 06, 2024
Q: Hi group on my last question to you I asked for 2 stocks in US and Cad (financials+ I also asked for 2 financial ETFs stocks same sector- I did not get the US and Cad etf sugestions...can you please revisit the question. has you stock pics picks on the financial stocks changes as of todays sell off ?...appreciate your help
Read Answer Asked by Terence on November 01, 2024
Q: Hi group I am short exposure in Financials in both Canada and us Please recommend 2 CAD+ 2 US stocks and 1 etf for each market. Also do you recommend a position in Bitcoin going fwd its getting hard to watch it hitting new highs as of late. Would you recommend a position for a moderate investor and if so what 2 stocks would you consider...thanks for your help
Read Answer Asked by Terence on October 30, 2024
Q: Please provide me with 3 each US Industrials and Materials.

Also would appreciated 3 more us stocks you would recommend that are not expensive. So many have gone up and are now near the top. Please provide me with best of breed US companies that still have room to run.
Read Answer Asked by Donna on October 21, 2024
Q: I am not so sanguine to think all is priced in. The Americans are going to slaughter td and wait for the lawsuits. I have a AUS account. what solid US bank stocks or other decent dividend stocks would you recommend?
Read Answer Asked by Murray on October 11, 2024
Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?
Read Answer Asked by Mark on October 07, 2024
Q: In my RRIF I hold the above 5 stocks in the "financial" sector:

1) What impact, positive or negative will interest rate reduction have on each of the stocks?
2) Would you please rate the 5 for total return possibility over the next 12-18 months, and
3) They represent about a 25% of the RRIF - would you be comfortable with this level of allocation n the current environment?

Thanks,
Terry
Read Answer Asked by Terry on September 20, 2024
Q: Hi 5iTeam,

What would your top 3 U.S. banks be and please provide rationales supporting your choices.

Thanks,
H
Read Answer Asked by Harry on September 19, 2024
Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you
Read Answer Asked by STANLEY on August 27, 2024
Q: what are you top 5 dividend paying stocks? (US/Canada)
Read Answer Asked by Judith on August 07, 2024
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