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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 everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara
Read Answer Asked by Tamara on April 03, 2023
Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger
Read Answer Asked by Roger on February 14, 2023
Q: Good Morning 5i.

I am looking for some US income suggestions.

Preferably with yield’s in excess of 4%.

Long term - safe and secure - holds with potential for dividend and value growth.

Thanks very much.

Read Answer Asked by Dave on February 06, 2023
Q: need to sell one of the above. Please rank as to which has least chance of capital gains in next two to three years.

Thanks,


Nigel
Read Answer Asked by Nigel on January 23, 2023
Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.

What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
Read Answer Asked by Nigel on December 20, 2022
Q: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?
Read Answer Asked by Jean-Yves on December 19, 2022
Q: Which US, dividend paying, equites do you see as inviting these days? I have a lot of ABBV and SPG so perhaps other sectors. Thank you ( PS, I asked this question last week but received no reply.) Al
Read Answer Asked by alex on November 22, 2022
Q: I am looking for the "safest" dividend paying stocks to add to the above list that will help me weather the recession that according to most commentators will last well into 2023.
5 each from the US and Canada will be of great help.
Many Thanks
Read Answer Asked by John on October 11, 2022
Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?
Read Answer Asked by Michael on September 12, 2022
Q: Is Verizon a value trap? It has been drifting lower, and wondering if this is due to interest rates (in which case it will rebound if rates drop) or a lack of growth prospects that will forever blunt its share price. I'm fine with it as a dividend payer if it is sustainable, but at present it is bleeding off capital that still puts me in the hole. If it's share price isn't going to recover, should I dump it?
Read Answer Asked by Benjamin on September 02, 2022
Q: Hello 5i,
It was suggested that MMM is not going anywhere soon, but yet it hasd over 4% yield. As a value investor is it time to let it go, noting its problems or kept for yield? I f let go, would you please suggest a replacement with good yield.
Thank you
Stanley
Read Answer Asked by STANLEY on August 30, 2022
Q: I purchased VZ about 6 months ago. The thesis was that it was a safe stock to hold during a market correction and it also paid a great dividend. Since then, the stock has plummeted 15% - not much of a safe place to be.
In your opinion, is VZ now a hold in an income portfolio, and is the dividend safe?
Many Thanks
Read Answer Asked by John on August 10, 2022
Q: Hello, I saw that there are seven new CDRs from CIBC: Verizon, McDonald's, Nike, Starbucks, Coca-Cola, United Health, and Cisco. Without going into the CDRs versus buying on American exchanges debate, I am curious to know if some of these stocks are worth buying today, which ones, the reason why and in what order (from most compelling to least)., presumably for a 5-year holding period. Thanks.
Read Answer Asked by Martin on August 10, 2022
Q: Please list of Top 3 YS & Cad dividend stocks.
Tx.
Read Answer Asked by Austin on August 09, 2022
Q: I am moving toward retirement and looking for stocks with a Dividend of 4% plus. Could you suggest some Canadian and US companies that you feel are good value in todays market or ones to watch for this fall if things go down- separate lists please. All categories except financials as I'm overweight there. I'm interested in companies that can ride a recession with higher interest rates. Thank you!
Read Answer Asked by Pat on August 02, 2022
Q: My portfolio analytics is showing that I'm a bit low in my communication services sector.

Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?

Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.

Thanks as always.

Read Answer Asked by Kevin on July 28, 2022
Q: Can you recommend some US stocks with growth and yield?

I have ABBV already.

Thanks
Mark
Read Answer Asked by Mark on July 25, 2022
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