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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 5i, I currently hold JPM in a registered account and I'm looking for more growth in the next 5 to 10 years. Which of the three listed has the best growth profile and is shareholder friendly. I want to stay in the financial sector and if you have a better idea, an idea listed as a CDR, please suggest. Thx.
Read Answer Asked by Christopher on February 01, 2024
Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Read Answer Asked by Gregory on January 29, 2024
Q: Hello 5i,
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.
Read Answer Asked by STANLEY on January 16, 2024
Q: Hi,

I would like to purchase a large, dividend paying US stock that has some potential for future growth (or is currently undervalued) in my RRSP. Could you provide some suggestions?

Thank you,
Evan
Read Answer Asked by Evan on January 16, 2024
Q: Good morning 5i team. I am interested in your opinion of KRP being held in a US rrsp. In reading your last response the withholding tax seemed to override your recommendation. Second question is under the present market conditions with 1 year to a lif conversion I have been bolstering interest yielding investment with a potential for capital gain. Could you recommend 3 Cdn and 3 US stocks or etf's with high dividends that have good earnings outlooks, valuation and perhaps some growth.
Read Answer Asked by Robert on January 08, 2024
Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?
Read Answer Asked by Paul on December 15, 2023
Q: Getting closer to retirement looking for solid dividend stocks. Looking for 5 Canadian and 5 US
Read Answer Asked by Mike on November 30, 2023
Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.

I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.

Thanks!!
Read Answer Asked by Brian on November 30, 2023
Q: I have $40K US to redeploy I would open 3-4 positions in an unregistered account. My thoughts go to blue chip dividend payers and nothing commodity based that I can let grow for 3-5 years. I do hold the following in this account: GOOG,AMZN,AAPL,CELH,ISRG MSFT,SYK . Your input is much appreciated. David
Read Answer Asked by David on November 20, 2023
Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+
Read Answer Asked by Chris on November 15, 2023
Q: What doing you think of the bank? I have heard several market commentators say they like this smaller bank.
Read Answer Asked by Rachel on October 16, 2023
Q: Hello 5i Team,

I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.

Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.

Would you recommend adding a global ETF for geographical diversity? If so, what?

Feel free to subtract as many credits as you see fit.

Thanks, as always, for your helpful advice.

Read Answer Asked by Keith on September 11, 2023
Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?
Read Answer Asked by Robert on August 15, 2023
Q: Hi

Contemplating selling either MS or JPM to purchase GOOG. Is selling financials good timing and if so, which one? And, is it the right time to by GOOG?

Carl
Read Answer Asked by Carl on August 15, 2023
Q: Dear Peter et al:

To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.

From tomorrow the earnings reports will start trickling in, starting with JPM.

Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?

Many thanks.
Mano.
Read Answer Asked by Savalai on July 13, 2023
Q: Dear Peter et al:

Thanks to your consistent answers not only to my questions but to other subscribers, I have taken a position in RY, BN and TD. BNS may follow soon.

However having browsed through literally hundreds of questions on US Financial stocks, I don't see the same consistent answers. JPM seems to get your nod mostly. Even that doesn't get the nod with the fervor with which you endorse RY for example. In general you seem to be less enthusiastic about the US big banks.

What are the US banks that you would rank in the same order as you often do in Canadian banks? i.e. equivalent to RY/TD/BNS.

Thank you.

Mano
Read Answer Asked by Savalai on June 29, 2023
Q: Please suggest a list of 10 US stocks that would be suitable to implement a covered call income portfolio. I plan to use one month options. Thank you!
Read Answer Asked by Stephen on June 06, 2023
Q: First Republic Bank was taken over by JP Morgan Chase. Now my watchlist shows some shares listed as FRCB and these shares have been slowly climbing from .30's to a current price of .4679 US. Please explain what these FRCB shares are.
Thank you. Gordo
Read Answer Asked by gord on May 15, 2023
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