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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: What would be your top 10 (Canadian or US) stocks to currently purchase for a minimum 10 years+ hold. Thanks
Read Answer Asked by Ben on May 09, 2024
Q: Hi
I am looking at adding or making an initial purchase in the stocks listed. Could you rank these for me based on growth and sustainability. Are there any of these stocks that you would have concerns with purchasing for the short term-2 to 3 years? What would be the concerns?
Thanks, Len
Read Answer Asked by Leonard on May 08, 2024
Q: I need to sell some of my shares . Of my list, which would you be inclined to sell first ? Please list them by order # 1to 8. Thanks
Read Answer Asked by Frank on May 07, 2024
Q: Can you provide your top 5 growth stock picks over the next 6-12 months and provide commentary on why each is worthy to make the list. Appreciate getting separate Canadian and US lists.
Read Answer Asked on May 07, 2024
Q: The above holdings are in an RESP that won’t be required for at least 7 years. For new money, which sectors to add and a couple of suggestions please.
Read Answer Asked by Rose on May 07, 2024
Q: I've held these partial positions for some time now and am below water on all but NTR.

The objective here is income with some growth.

If all positions were sold and you had to consolidate all proceeds into just one of the four options provided, which would you choose and why?

What would you choose if you were forced to sell all four and reposition into one new company?
Read Answer Asked by Robert on May 07, 2024
Q: I hold many names from your Balanced Portfolio. I am in the process of deploying cash with the intent of building a more balanced portfolio with a long term view. What 10 Canadian names would you buy today and what 2 US names would you buy?

Thank You
Tim
Read Answer Asked by Timothy on May 06, 2024
Q: Thanks for the podcasts and blogs - really helpful. Would 5i consider placing links on the profiles pages for the companies mentioned in those blogs and podcasts, for easier reference?
Read Answer Asked by Alfred on May 06, 2024
Q: Mr Buffett said he is eyeing a Canadian investment. What are your thoughts/guesses as to which company he is looking at?
Read Answer Asked by Arash on May 06, 2024
Q: Some maintenance of my portfolio is long-overdue. I have been sitting on PBH, VEEV, and VZ which are all down about 30%. WELL is down about 50%, MG about 40%. Should I keep holding, or take the loss and pivot to something else? These are the worst performers, overall the entire portfolio is up 20% this year. Many thanks for your assistance.
Read Answer Asked by Matthew on May 03, 2024
Q: Hello! I own LMN.V, but I don’t have CSU or HSP.A. Are these tech companies similar? Should I consider them as a group purchase, or treat each name individually as a tech stock within my portfolio?
Read Answer Asked by Esther on May 03, 2024
Q: Hello,

General best practice question here on portfolio diversification based on a question asked many years ago.

1. If you were starting fresh with an equity portfolio, how many names would you choose and would they all be equal weight by name? Within that number, would you have a recommendation investing in a set number of ETF's?

2. Would you recommend adding stocks across each of the 10-14 sectors (or prioritize specific ones) and apply the same weight?

3. In terms of tax benefits, would you tend to hold US stock in a TFSA or RRSP? I seem to read conflicting views.
Read Answer Asked by Julie on May 01, 2024
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