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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: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

Read Answer Asked by Tamara on July 28, 2023
Q: Should I purchase ESRT as a recovery. When you go to New York you have to go to top of empire State Building a tourist destination. I understand a 90 % occupancy now Is it prestige address RAK
Read Answer Asked by bob on July 28, 2023
Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You
Read Answer Asked by John on July 27, 2023
Q: Good morning,

I recently asked a question about Equinix - thank you for your response. I also own Pure Storage, which is in a different sector from Equinix but seems related in that they both offer data storage - at least, that is how it seems to a non-techie like myself. Do you think these two are different enough to own both? My portfolio has too many small positions so I'm looking to concentrate and am wondering of one of these could be sold. Would you hold both? If you were to sell one, which would you choose?

Thank you,
Read Answer Asked by Doris on July 27, 2023
Q: Looking to buy Qualcom & BWX Thechnology. For this I need to sell some slight losers. DIS, MP, INFY, IBKR, CVX, SCHW, BABA, KBM . Please place these in order of those you would sell first , and maybe some you would not sell at all. And , also what do you think of my two choices to buy ? Thanks.
Read Answer Asked by Frank on July 27, 2023
Q: I currently hold these 9 stocks with the noted weight in my portfolio: ADBE (4%); AMZBN (3.5%); CRM (2%); CSU (4.5%); CRWD (1.5%); NVDA (1,5%); QCOM (1.5%); SHOP (2.5%); GOOG (4%).

This adds up to about 25%, and to make matters worse, I recently reduced NVDA from 4% for a temporary wait on the sidelines and I intend to restore that in the next while.

So although most are all fairly different, there is too heavy a concentration in tech and reduction is in order. If you were me, which of these holdings would you sell? Trimming across the board is not impossible but as I wish to add some new ideas and already have more stocks than is probably efficient, so selling one (or more) is somewhat more preferred.

FYI, my goals are mostly growth and capital preservation, dividends are less important.

Thanks for your excellent assistance.
Read Answer Asked by Leonard on July 27, 2023
Q: Hello 5i Team

I am reviewing US listed Property and Casualty Insurance companies for the US dollar portion of my RRSP account (in order to receive dividends without US withholding tax).

I understand Brookfield Reinsurance Ltd (BNRE) is a Bermuda based corporation and is not subject to withholding taxes in an RRSP.

Questions:

1 – Is BNRE a suitable candidate?

2 – Please list other US listed P&C insurance companies for consideration in order of preference.

Thank you
Read Answer Asked by Stephen on July 27, 2023
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