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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: We are down about 15% from the peak of the S&P 500. I have about 5% of my portfolio in USD cash to deploy. Would you advise going a fifth of my cash for every 3% further fall in the S&P 500? I have enough Google and Meta, but was looking at JPM and Apple. Any other US names you can suggest?
Read Answer Asked by Andrew on April 22, 2025
Q: At what price would you recommend entering a new position in PH? Give the political climate along with the downturn of stock prices, what would be your top 3 picks for a US industrial stock?
Read Answer Asked by Merrilyn on April 10, 2025
Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?
Read Answer Asked by Andrew on April 08, 2025
Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks
Read Answer Asked by Terence on March 27, 2025
Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?
Read Answer Asked by JAMES on March 26, 2025
Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
Read Answer Asked by JOHN on March 20, 2025
Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.
Read Answer Asked by Don on February 26, 2025
Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.

What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek
Read Answer Asked by Derek on February 25, 2025
Q: Hello, what is your view on RTX? It has had a return of close to 40% in the past year. Obviously, I don't expect it to continue at that pace. With tariffs possibly coming, it would affect Pratt&Whitney in Canada. I like the co but I'm debating whether to sell and protect my gain in order to rebalance my portfolio. Thanks
Read Answer Asked by Martin on February 25, 2025
Q: Hi Folks,

Can you suggest 3 conservative growth stocks and 3 aggressive growth stocks for each the U.S. side and the Canadian side that you would be buyers of today for a 5 year hold?
Many thanks for your sage advice through the ups and downs of this turbulent market!
Read Answer Asked by Josh on February 06, 2025
Q: Hi 5i,

I have some USD cash available, which stocks would you consider buying today for balanced/growth portfolio?

If holding longer on cash, where would you park it? Something equivalent to CSAV on US side maybe.

Thank you,
Read Answer Asked by Francois on February 05, 2025
Q: Hi 5i,

Considering taking a long term position in LMT but I am holding back due to potential US government cuts to defense spending.

I could see a scenario where Elon Musk/Trump administration would potentially cut back the costs of LMT's F-35 program in order to reach the administration's goal of cutting a trillion dollars in government spending. (Replace with Tesla Drones?).

F-35 program represents approx. 30% of LMT revenue. If this were the case what would this do to the share price? or is this already "baked in" to some degree?

Thank you,

Greg C.
Read Answer Asked by GREGORY on January 31, 2025
Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H
Read Answer Asked by Harry on January 30, 2025
Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!
Read Answer Asked by Michael on January 30, 2025
Q: I believe the Canadian is going lower from here . What's the best way to play this theory. I assume you will say simply buy US stocks if so please give me your top 5 taking into account the pierced risk going fwd (tariff's, plus trade war, political unrest Etc. I have room in registered account as well as TSFA
Read Answer Asked by Terence on January 29, 2025
Q: When the dust settles in this downturn, what would be your top 5 stocks to invest in for long term hold?
USA preferred.
Read Answer Asked by Catherine Ann on January 28, 2025
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