Investment Q&A

Q: I’m trying to form a kind of hybrid of the Hodson and the Buffet approach to investing. Hodson: balanced portfolio. Buffet: a few excellent companies. So I would form a fairly balanced portfolio but be overweight considerably in a few.

Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)

On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.

If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.

Q: Please comment on the latest results. Anything there to change your opinion on NFI. Thanks

Q: From reading your recent answers, you like these 4 companies (CNR, CP, TFII and TIH). Would you please rank these 4 companies for growth and rank them again for dividend growth. Which two companies would be your favorite for a combination of growth and dividends for a 5+ year hold? If you can give a brief explanation for the reason(s) over the other 2 companies? Thank you.

Q: Please comment on BDGI-T 2023 forth quarter and annual financial results. Thank you.

Q: Which stock is cheaper on a valuation basis and would produce better growt over medium term. Would you suggest selling ford to buy magna.
Thanks

Q: Hello 5i,
Could you tell me what the expected growth rates are for these three companies over the next year?
Thank you
Dave

Q: Hi,

Which of the two would deliver the most return and greatest likelihood of capital preservation?


Also, would you list three or four names that "due" for a rebound within a few weeks?

Thank you!

Q: Please comment on the earning reports. Thanks a million.

Q: How much will the Fisker troubles affect MG?

Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks

Q: Can you please provide your thoughts on the stocks listed for a RESP that will start to draw down in 4 years? In addition to these positions the portfolio has a good core position in CDN, US and INTL large cap ETFs. Any that you would get rid of now? If so, please provide alternatives (both Cdn and US).

Q: What’s your thoughts on today’s earnings and future outlook….

Q: Please comment on its QR . Why such a big drop of price?

Q: Hi,

TFII issued a press release yesterday regarding an agreement with a phosphate Company in Quebec. Is this a significant announcement?

Q: Hi, Any thoughts on the negative market reaction to these two ompanies, when results looked reasonably good? Cheers, Chris

Q: Hi Peter & team

My son is about to graduate and will be starting his first job shortly thereafter. He is going to have approx $100,000 to invest and he asked for my help. I am recommending he start a portfolio which includes HPS.A, GDI, TVK, GSY, BNS, EQB, SIS, ATS, KXS, TOI, ATZ, DOO, ENB, BTE, LMN. I am also going to suggest 10% be placed in CASH as a rainy day/opportunity fund he can add to. Is there anything else you would have me add? Is there any of these you would have me remove? And if 10% was focused into fixed Income, what would you recommend? Please deduct appropriate number of questions.

Thanks for all you do

gm

Q: Hi Peter Looking for more growth in a LIF account. Which of EQB, BN or IFC would you choose to replace BNS? Please rank in order . Thanks

Q: Hi

I am still sitting on the fence regarding sell half of my WELL in my TFSA.

What would be your pick as a replacement :

DCBO
DRX

I am looking at DRX over the other DCBO. Your comments are most welcome and I understand how you must respond in your answer and any other suggestions are most welcome.

Thank you

Mike

Q: Of the 4 names which one would you be a buyer of this week?

Q: Hi Peter & team,

Could you please recommend two Canadian Consumer Staple and/or Discretionary choices to add into a portfolio?

Thanks for all you do

gm