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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 am overweight in financials with BNS, TD, SLF, POW, Visa and underweight in Utilities. I was thinking of letting POW go. Thoughts on this?

For Utilities, I looked at TA with its very low P/E but it is still stuck in non-renewables at the moment. Thoughts on this? What utility (ies) would you suggest?

I am just asking for thoughts/suggestions.
Your advice is greatly appreciated.
Read Answer Asked by Dan on January 11, 2024
Q: I have some cash in my RRSP account that I will be investing in the next couple of weeks. I understand that Dividend US Equity investments are preferred for RRSP accounts. I am considering the above stocks for my RRSP. Please advise if these stocks are considered Dividend US Equity investments and rank the stocks in order of preference for a 5 year hold.
In my RRSP Direct Investing account, I have the option of converting CDN funds to US funds before purchasing US stocks. Would you recommend converting CDN funds to US funds before purchasing US stocks?
Read Answer Asked by Don on November 21, 2023
Q: Hi 5i; I would like your assessment of Fiserv Inc. (FI). It has started to trend up off the lows of 2022 and I am back into positive territory but not certain this is still one to hold. I am interested in the outlook for this stock individually and whether you see it in the top quartile performer in a crowded and competitive space – electronic payments.

I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?

Thanks very much.
Read Answer Asked by Dave on November 07, 2023
Q: Hi,

I hold VIG and have decided I'd like to instead concentrate my holdings on two stocks: UNH and V. Are there any obvious red flags with these two companies. I know there is no comparison between and ETF and individual stocks. Sector is not a concern.

Thank you. Michael
Read Answer Asked by Michael on October 26, 2023
Q: Hello, can you tell me how close the NEO listed CDRs are tracking the US listed companies? Also, is there a no fee site where I can compare the performance of the CDRs against their US equivalents? I don’t see tHis functionality on 5i and it would be nice to have. Thanks.
Read Answer Asked by Anthony on October 06, 2023
Q: What is your top 6 picks regardless if Cad / US based / sectors. Also supply entry price and brief explanation on why you like your picks...Thanks for your help with this.
Read Answer Asked by Terence on October 03, 2023
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
Read Answer Asked by Terence on September 28, 2023
Q: Gentlemen;

What 5 core stocks, Canadian or US, would you want to add to today?
Read Answer Asked by Ronald on September 27, 2023
Q: My son is starting an FHSA account at Wealthsimple. With the goal of contributing monthly and maximizing the limit over 5 to 7 years before needing funds. What combination of ETF's and blue chip stocks would you recommend that combines steady/increasing dividends, capital appreciation and minimal downside risk. Looking for a manageable # and combination of stock/Etf

Thank you
Read Answer Asked by Harry on September 27, 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: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks
Read Answer Asked by Marco on August 22, 2023
Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Read Answer Asked by DAVID on August 21, 2023
Q: The media occasionally references buying "Dogs of the Dow". Do you know if any comparative analysis has been done of the better Dow stocks which may be termed "Stars of the Dow"? If so, is there any guidance to be suggested? I think 5i favours buying "winners" rather than "losers". Thank you for your always well-reasoned comments.
Read Answer Asked by Pat & Cyril on August 15, 2023
Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,
Read Answer Asked by Maureen on July 25, 2023
Q: Please rank these equities in order of preference for a combination of income and capital growth in a taxable account. Thanks!
Read Answer Asked by Don on July 18, 2023
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