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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: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+
Read Answer Asked by Chris on November 15, 2023
Q: Realizing that PFE's dividend has been rising annually at only about 3% in recent years, and recognizing that a portion of "moving the growth needle" will be done by acquisition, would it still be a good buy at around the $27 level (longterm technical support) ?

Also:

-How does their debt situation compare to its historical measure?

- Do you have any thoughts regarding AI in the sector, and whether or not PFE is currently using it ?
Read Answer Asked by James on November 14, 2023
Q: May I please get your thoughts on this company and maybe how it compares to other oil companies like suncor/exxon/chevron. It looks like PSX are more concentrated in refining than production. Thanks.
Read Answer Asked by Marco on November 14, 2023
Q: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
Read Answer Asked by Tom on November 14, 2023
Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?
Read Answer Asked by Andrew on November 14, 2023
Q: What would be your current list of top 5 companies that you would consider your favorite, almost must own's, due to their potential, prior success, moats, or any other criteria you consider as most important, for the following investor:

- Relatively young with a long timeframe to save for retirement.
- Will not need the funds for a long time.
- Has no concerns with short term volatility.
- Irrespective of sector or geography.
- Looking to maximize chances of outperformance over time.

List can be shorter or longer if appropriate.

Thank you!
Read Answer Asked by Joel on November 13, 2023
Q: Hi Peter and Team
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks
Read Answer Asked by Gary on November 13, 2023
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
Read Answer Asked by Andrew on November 13, 2023
Q: I am having trouble making sense of their shareholders letter which is supposed to explain why PLUG has had difficulties this year; there seems to have been a shortage of H2 when PLUG makes the stuff, which makes their statements gobbledegook. What is going on - can you clarify please. I thought previous commentary had identified them as prime movers in a sector in which H2 was going to play a significant role.
Read Answer Asked by Mike on November 13, 2023
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