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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: Purpose recently introduced a series of Yield Shares which each cover a popular company such as Google, Apple, Tesla, Amazon and the one I’m interested in, Berkshire Hathaway. They use covered calls and leverage to enhance yield but still allowing opportunity to participate in growth. Management fee seems reasonable at .40%
I’m thinking this might be a good way to participate in Berkshire’s investment expertise while getting some income.
Your thoughts on this investment.
Read Answer Asked by Bruce on March 09, 2023
Q: In my RIF, the SLF position is now 5.5%. I have a very small starter position (< 1%) in BRK-NE. Thinking of reducing SLF by 1.5% and putting it into BRK . I realize there will be an overall reduction in dividend from the reduced SLF position but am anticipating growth in BRK will more than offset this issue . Any concerns on such a move ?
Read Answer Asked by Alexandra on February 28, 2023
Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.
Read Answer Asked by Alexandra on February 15, 2023
Q: I’m looking to diversify the financial part of my portfolio by adding a US insurance company. Can I get your thoughts on Progressive (seems to just go up & to the right) or other insurance stocks.
Thanks.
Read Answer Asked by Dan on February 13, 2023
Q: What do you think about L-T Buy and Holds on the above 6 stocks (ADSK, CSU, ATD, BRK.B, INMD, CNR)? Are there any that you would not buy at the present time? Purchases would be funded by new $ and selling DDOG and APPS? Would you be okay with parting with them as part of adding to the above?
Read Answer Asked by Stephen on January 30, 2023
Q: I recently heard a podcast which said that buybacks generally benefit insiders and were actually illegal prior to the Clinton administration. I do notice myself that the stock price does not seem to rise much on the announcement of big buybacks and that companies seem to do it when the price is higher rather than times like these when it would seem most worthwhile.

What is your take on this?
Read Answer Asked by Kevin on January 27, 2023
Q: In many cases buying the top 3-5 stocks of an index gives a better end result than the whole index since you don't have to drag the less performing.
1-Do see the same apply to the S&P500?
2-In a 3% (normal?) fed rate what is the normal multiple for the S&P500?
3-What is the current forward PE for the S&P500?
4-How does this apply when the top 5 holdings are technology with higher multiples than the banks and oil companies?
Many questions but one goal, trying to put the dry powder in an optimal manner.

Thank you

Yves
Read Answer Asked by Yves on January 20, 2023
Q: I thought that I had asked this question before, but I went through 6 web pages of "My Questions" and came up empty.

What would you say is the "most" CSU-like stock in the US? Thanks again!
Read Answer Asked by Dan on January 09, 2023
Q: Happy New Year to all at 5i.

It's time to once again figure out how to invest this year's TFSA contribution in my growth orientated portfolio. Like most Canadians, I probably have quite a home country bias so I thought for 2023 I would look at US companies available through CDRs to avoid currency conversion expenses. (I do already own GOOGL, CRWD & PINS). I wonder if you can suggest 3 or 4 USA growth companies that are available as CDRs.
Thanks
David
Read Answer Asked by David on January 09, 2023
Q: What does most companies do with the excessive cash they have on hand. I know dividends and share buybacks are common. I'm wondering if they are allowed to invest it in other stocks or assets. Right now, could be a huge opportunity just like after the 2008 financial crisis.
Read Answer Asked by Steve on January 03, 2023
Q: I recall once seeing a link to an explainer on all of the different Brookfield offerings. Can you please repost this. Is it up to date with the new BAM / BN thing?

Ideally hoping to see a tabulated summary including:
name of holding
nature of business
yield
ideal account type to hold in for optimal tax efficiency
closest competitor names

Which offering would you recommend for green energy income investment in an unregistered CDN$ account? Any comments on when is a good time to buy given recent structural changes and interest rate changes.

Thanks,

Jim
Read Answer Asked by Jim on December 21, 2022
Q: I have an overweight in these 3 insurers, and think it might be wise to fix an underweight in CAD banks, by selling one of these and then adding to my banking exposure. Which one would you sell here (and why) and which Bank(s) would you add? I hold RY, CM, and BNS and was thinking of simply adding to my positions, but can be talked into something else here. Thanks
Read Answer Asked by David on December 13, 2022
Q: I am managing RESPs for a two-year-old and a 4 -year -old grandchildren so there is a very long runway before they will need to start cashing in. The funds to invest available so far are fairly limited. I would like to add some US stocks but not sure it is worth the fees to convert to US $ and most of the good companies have high-priced shares. But I am familiar with Canadian Depositary Receipts (CDRs) and that there is a pretty wide selection of stocks available.
Can you suggest 4 of your favourite of these US CDRs that would be suitable for this type of investment?
Thank you.
David
Read Answer Asked by David on December 08, 2022
Q: hi,
I hold these in my USD account. I'm trimming PFE today as it was getting too large a holding. could you please rank all as a current buy, sell, hold. I am a long term investor. and , could you provide 2-3 other US names, with a reasonable balance of growth and downside protection in this market. cheers, chris
Read Answer Asked by chris on December 06, 2022
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