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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 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
Q: Can you recommend a few US non tech stocks that you see have good upside?
Thanks
Read Answer Asked by sean on July 22, 2024
Q: At 60 I suddenly find myself semi-retired. Although it's a few years earlier than anticipated, I'm actually pretty excited - I've used the CRA retirement calculator (an excellent tool) and have a solid plan. I do need to make a $150,000 RRSP account last until I am 70 when I plan on applying for CPP and OAS. I want to pull $18,000 per year from the RRSP account a so it does require some growth. Can you suggest a mix of US and Canadian holdings and or etf's (about 50% allocation each country) for such a scenario? Thanks so much.
Read Answer Asked by Kim on July 16, 2024
Q: Hi guys, which bank would you recommend. ? Or any other suggestions? For TFSA account for 5 years hold.
Thanks. Alnoor
Read Answer Asked by Alnoor on July 11, 2024
Q: Hi Group is it a no brainer to buy CWB and sit on it until deal goes thru? Looks like around 25% upside simply waiting on the deal to go tru with the only risk being government intervention. What do you think?

also light on Canadian /us banks/financials I own GSY. US has been outperforming Canadian financials by a long shot. What's you thought on financials in general (US or Cad) give me some of your top financial sector picks regardless of US /Canadian
Read Answer Asked by Terence on July 10, 2024
Q: Hi Peter,
Is US dividend stocks suitable for RRIF with no withholding tax? My thinking is that US dividend does not receive any tax benefits in non registered account and is taxed like interest income. With on-shoring and tariffs, US inflation will not eased too much, and may go up again in the next few years. Hence, interest rate will not be much lower and consumers spending will be weaker for longer. Giving this scenario, and for my RRIF account, what will be your top picks for US dividend paying stocks with solid balance sheets, that will able to maintain their share price and dividend payments through a mild recession? Thanks.
Read Answer Asked by Willie on July 10, 2024
Q: 5i, In my RRSP have 3 US stocks NVDA, JPM, BRK.B , soon to start withdrawing, I would like to find CAD equivalent for them, would you please suggest a replacement. Does it make sense to keep in my RRSP all in CAD stocks?
Read Answer Asked by Fernando on July 05, 2024
Q: Hi 5i, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.
Read Answer Asked by Fernando on June 18, 2024
Q: The most recent question I found on USB was August last year. What is your current opinion on USB? Can you compare it to Visa for total possible return over a 5 year period? I presently hold no US financials.
Thank you.
Read Answer Asked by Harvey on June 07, 2024
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