Investment Q&A

Q: Hi team,

There is no urgency to this as it is just a question on portfolio weightings given Berkshire’s AAPL holdings. With the AAPL warning last week, Warren Buffett lost $3.8 billion (on paper), as AAPL is 21% of his holdings. Other major weightings are BAC and WFC at about 11% each and KO at 10%. Four stocks make up over 50% of his portfolio, a very concentrated bet. The downside as seen is that one wrong turn can drive big losses.

I don’t follow your portfolios all that closely as I have a U.S. focus, although I do hold several of your stocks. I believe your portfolios each hold 20-25 stocks, at 4 to 5% weighting each, which makes sense for diversification purposes and to avoid big losses on one stock.

Given these two different perspectives, and with Buffett viewed as the greatest investor of all-time, how has he done so well over the past 50 years with such a concentrated portfolio?

Your views are appreciated.
Dave

Q: In your last response to VNR ( Nov 5) you indicated that you were not too happy with the stock. Do you still feel this way? I have only a 1.8% weight and deciding if I should add to it or sell and put the cash from the sell into CVD and XHY? I do currently own both CVD and XHY but only at a 2.5 % weight. These stock are inside a RRSP.
Thanks

Q: Investing in companies who have been paying dividends for a long time and regularly increase dividends is a good idea.
Where can I find such information about a company?

Q: Greetings to 5i and my fellow hozers.
I feel strongly about the future of electric vehicles. Can you advise on ways in which to invest in this area. Thank you and best regards Gary

Q: Do you know when is Apple next earnings call ? I would like to see some analyst challenge CEO Cook about outrageous pricing that pushes them out of the market. Did he mislead the investor on November first when he said that “business in China was very strong?” If things goes really bad is it possible that the board could remove Cook as CEO before the end of 2019 ?

Q: I see where the CEO of Hudson's Bay purchased a large number of shares. In the back of my mind I'm wondering if Richard Baker thinks monetizing the Bay's real estate assets is the next step similar to what Cdn Tire did a few years ago? I realize it's just my speculation but ...

Q: Hi There,
I figured out how to compare tickers with your provided Interactive Charts feature. It is very useful, but I would like to know whether it displays Total Return including accumulated Distributions or just Price? If it only shows price it would be a nice feature to have the option to include Distributions so one can get a fair comparison.

thanks

Q: I am an old man (86) sitting on a lot of cash ($800.000) and I am considering on purchasing the following stocks equally invested what I think if is a conservative based portfolio.
VFV yield1.7%,XIU Yield 3.2%,CBO yield 2.61 %, XBB yield 2.9%,CBO yield 2.61 %
Would appreciate any comments you may have. I am looking for yield and relative safety. Thanks, Bill

Q: Good Morning,

Currently hold the following in my TFSA ($30,000): BNS, SLF, AQN, AW.UN, AD, SPB, BEP.UN, GSY, SIS, TOY, TSGI, PBH, MX.

Looking to deploy $3,000 and add one or two of the companies addressed in this question. What would be your order of preference in terms of combination of dividend and some growth. Feel free to suggest others.

Thank you.

Larry

Q: Happy New Year to 5i team!
Wondering Keys has the best G5 technology company? If compare with Qcom and Swks which one do you rank it highly within the sector? I have 10k US cash to buy just one company, which one would you consider it better in almost all aspects and stock momentum? Thanks always.

Q: Greetings 5iR Team,

I would like to have your opinion on Mohawk Industries (MHK) for a new add-on into my portfolio. Could you please comment on :
current valuation, financial health, risk, growth potential on a 3-5 years period ?

thank you,

Q: Can you advise how much impact the failure of the WorldView-4 satellite will have on MAXR operations and earnings? Is this likely something the company can recover from in the near term? Thanks.

Q: I am still not clear about the requirement to pay tax installments to CRA.
I have one owing for 2018. Does your answer mean that if I do not pay that installment then in April I will be levied an interest charge?
thanks,
Richard

Q: Happy New Year,
I own HEA in my US$ RRSP.At this time would you prefer HEA.U?

Q: It looks like Western One has sold. What happens with the Convertible Debentures that were coming due in June 2020? Do I as a holder have to take any action?

Kerry

Q: Greetings 5i team.
Given that Rogers is up approx 12% on the year and pays a dividend of 2.7%, would it make sense to SELL RCI.B and buy either BCE (down 9% with a div = 5.2%) or T (down 5% with a div = 4.3%)? This is registered money; Cap gains are not an issue. I own the stock for stability and income.
Steve

Q: In order to re-balance my portfolio, I need to sell one or more of the following companies:
BEP.un (full position)
CSH.un (full position)
SLF (full position)
NWH.un (full position)
SIS (half position)
CWW (half position)
CSU (half position)
KXS (half position)
Which one(s) would you suggest I sell?

Q: After close Jan 7,announced acquisition of radio station.Your comment please.Txs for u ususal great services & views

Q: What are the reasons that the growth portfolio for 2018 (-16.86%) underperformed the TSX(-11.64)? Shouldn't your growth portfolio done better considering it has some of the best rated stocks out there?

Q: Hello: I am in the process of setting up a TFSA for my 25 years old daughter with ETFs where she can contribute whenever she has money. My questions are: 1) Is the ETF portfolio a simple way to invest? 2) What do you think about portfolio with just one ETF - VGRO? 3) Since it will be a DIY portfolio, is there any advantage in opening the account with Questrade/Wealthsimple in comparison to with TDwaterhouse? 4) if I don’t go with VGRO only, what ratios of XWD, VFV, VGG, HXQ, XSU +/- any other ETF do you recommend while keeping costs/MERs very low?