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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 have a stake in one of these companies. Is it prudent to ad at this time and to what one and why. Also, I am starting to think that market timing is everything. You must time your investments and get out at times and maybe get back in at certain times. I think that not just buy and hold until you get Killed any more. I would appreciate tour thoughts and opinions. Thanks James
Read Answer Asked by JAMES on August 29, 2022
Q: Hello Folks:

How would you compare Bank of America; Morgan Stanley; Wells Fargo and JP Morgan's quality, as investments?

Thanks very much
brian
Read Answer Asked by Brian on May 18, 2022
Q: Where do you rank GS among US Banks and why?
Read Answer Asked by Hugh on May 16, 2022
Q: For US financials you have been positive (recommended) both MS and JPM in responses to recent questions. Based on long term safety, valuation and growth potential which of these companies would you buy today? Are they sufficiently different to split the position between them?
Read Answer Asked by Barbara on April 22, 2022
Q: Do you think the selling in US banks is overdone? They have really taken a big hit lately. I would think with rising rates, they would be going up instead of dropping. Is this because of the war in Ukraine and their interests in Russia, or are there other factors at play here?

Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.
Read Answer Asked by Ed on April 07, 2022
Q: Hi 5i,
Hope you are all well.

My wife's portfolio accounts (RSP,TFSA,CASH) on a consolidated basis show the following asset allocations by % sector type:

Tech --- 38%
Telec -- 0%
Financ - 4.6%
Cons --- 6.8%
Mater -- 0.6%
Reits -- 1.8%
Energy - 3.8%
Util/Pip - 4.0%
Indus --- 2.6%
Health - - 0%
CASH --37.8%

Obviously, quite a few glaring gaps to fill ... could you please suggest some top of mind positions in the key underallocated sectors that would provide a more rational and balanced portfolio thesis.

Thank you very much,
Dean
Read Answer Asked by Dean on March 03, 2022
Q: Given the recent developments in Ukrain and financial sactions on Russia there has been a decline in US financials such as Morgan Stanley and Wells Fargo. Given uncertertainty around current eents do you think its good to continue to hold, divest and/or purchase more of one or both of these two financial institutions?
Read Answer Asked by Gerry on March 02, 2022
Q: Hi 5i Team,

Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:

1) tech sector (excluding FAANG stocks)

2) all sectors other than tech

Cheers,
H
Read Answer Asked by Harry 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: Would you please rank your top 4 Banks for 3 year hold
Read Answer Asked by gary on February 16, 2022
Q: Please rank for growth in 2022. Thanks!
Read Answer Asked by Austin on January 14, 2022
Q: Please provide your top 5 CDN and 5 US value stocks.
Read Answer Asked by Eric on January 11, 2022
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.
Read Answer Asked by Rob on January 10, 2022
Q: For my unregistered account I am looking for your top 5 dividend stocks in Canada and 5 top US dividend stocks if purchased today. Understand that US stocks will be subject to withholding but expect the growth to compensate. Thank you and Happy New Year.
Read Answer Asked by RALPH on January 04, 2022
Q: Hello Peter,

I am leaning towards going all in with my borrowed chips for swing trades. This would be separate from my long term holdings. I would appreciate your opinion please.

Towards that objective, I have short listed the following:
AMAT, TER, ATVI, GNRC, COF, MS, BAC, LSPD, AFRM.

I think diversification does not matter for swing trades and, understanding that this is a crap shoot could you please suggest approx. 5-6 stocks, either from this list or others that you would suggest.
Regards
Rajiv
Read Answer Asked by Rajiv on December 21, 2021
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
Read Answer Asked by kaushikbhai on December 10, 2021
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