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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: While I know your focus is not US companies, I have US funds to deploy for a longer-term, relatively conservative position. The outlooks for Moody's, Hyatt Hotels and VISA all seem to be positive stories to me. Considering their current prices along with other factors, which of the three would you consider the best prospect and why. If you could name your '2nd place finisher', that would also be appreciated.
Read Answer Asked by James on November 22, 2019
Q: Hi Folks,
Do you think this is a good time to start a position in US financials? If so, can you give me 2 or 3 names that you like. Or is there an ETF that you prefer?
Dennis
Read Answer Asked by Dennis on November 11, 2019
Q: Dear 5I Team:
I hold Visa for wonderful gains of 80%. Lately it's seems to be going sideways a for a bit. I've tried to follow your advice about not selling on momentum and holding for 5 years at least. Does this apply to Visa at them moment. Been fascinated to see how many of my Asian colleagues now using Visa in Thailand, Japan etc whereas 5 years ago, it was only cash when they made purchases. Thx for your advice. Lorraine
Read Answer Asked by Dr Lorraine on October 24, 2019
Q: Hello Peter
I have currently investment in Master Card and I am very happy with.
I want to invest in similar companies Like MA or V in Canada.
Please give mi some names of individual stocks or ETFs available to invest on Canadian market in CAD.

Thanks Andrew
Read Answer Asked by Andrzej on August 26, 2019
Q: Hi team, I have these companies in my TSFA. Can you rank these stocks based on highest potential gains (catalysts) in the next 12-24 months? They are equal weight and I will need to liquidate 50% of them within the next year or so. I know short term predictions are difficult but best guestimates are appreciated
Read Answer Asked by Don on May 06, 2019
Q: According to Portfolio analytics, I own about 7% of my portfolio in 3 Canadian banks and another 7% in 3 US banks. I also own another 25% of my portfolio in BAM, Visa, SLF, BRK.B and GSY which are in the "Financial" sector but are very different from each other as well as different from banks. How concerned should I be with this aspect of my portfolio. I don't need the money for 25 years.
Read Answer Asked by Wes on April 12, 2019
Q: Hi,
I already own some MA but I want to add more exposure to this sector. Which of these companies would you suggest for a long term hold with minimal volatility? (I'm not sure why why my TD webroker trading platform lumps CRM into the same category as the others but it does?)
Is there a credit card ETF you like?
Also, are there any equivalent Canadian stocks?
Read Answer Asked by Graeme on March 18, 2019
Q: I have owned JPM, TD and BNS for a few years. The thinking was it would enable me to spread my investments outside of Canada. Given the lacklustre performance of JPM and the fact that TD has significant US assets and BNS is international, I am thinking of swapping JPM for VISA (or MC if you think that is better) to get financial assets that may act just a bit differently than the banks. Does this thesis make sense?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 15, 2019
Q: What are your thoughts on these us companies. Roy
Read Answer Asked by Roy on March 15, 2019
Q: Hello,

With the recent positive earnings from Facebook and ServiceNow, would you recommend buying at this point? I'm also a long time holder of Visa (stock is down based on yesterdays results), would it also be a good idea to purchase MA at this time as well?

Thanks,
Raj
Read Answer Asked by Neeraj on February 04, 2019
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