Investment Q&A

Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you

Q: Is this one AXP a better buy over Visa and MA, right now?
Thanks Again

Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent

Q: How were the recent earnings? Do you see these 2 becoming trillion dollar market caps over the next 8-10 years? No matter the time period you look at 1 month, 1 year, 5 year or longer its always up and to the right.

Q: Hello 5i team, I am a young professional early in my career. I am looking for your top 5 stocks for 20+ year hold. No preference on risk or industry.

thank you

Q: Why is Visa trading a discount to its peers?
Mastercard commands much higher multiples, with similar metrics.

Q: What are your top three non-tech CDR Stocks to invest for the long-term?

Q: Hi folks,
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks

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 ?

Q: Visa fell yesterday (because of DOJ's accusation?). How significant do you think this is?

Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.

Q: My holding of Paypal is at about -40%. I’ve had it since 2020. At this point, would you recommend disposing it and add to other Fintech names ex: Google, MA, Meli?

Looking at the charts of PayPal vs MA vs Google vs Meli, I cannot help but regretting buying into PayPal. And it looks like PayPal is currently having nothing going for it.

Q: I'm considering buying CDRs - such as MSFT and LLY - in a Tax Free Savings Account . Are there any disadvantages to this?

Please rate LLY and MSFT - or suggest alternatives.

Q: I am a very seasoned investor that has been lucky enough to come into some extra cash.

Regardless of sector. What are your top 5 US absolute must haves. For longterm and entry price guide.


Thank you, Jay.

Q: Given the US gov action today regarding V and MC ….do you see any likelihood of some kind of contagion affecting GSY? Or is all the talk on the US side not likely to be a big deal.

As usual think you for your opinion.

Q: Do you think now is a good time to buy Visa? Or do you think there is more downside given the recent Supreme Court ruling on the antitrust litigation?

Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.

Q: Hi. Could you please provide me with Visa's 1,3 and 5 year estimates for eps and revenue growth? Given its present price, would you be a buyer of it for a long-term hold? If not, what would you consider a 'good' price for purchase?

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.

Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!