Investment Q&A

Q: Help me!
My wife and I have a competition running in our TFSA accounts, which we started a few years back with the same cash balance. She is using the classic passive ETF strategy, except we got pissed off with bonds and moved that portion into QQQ/ICLN (TDB900, 902, 911 & QQQ, ICLN)
I am actively (quite low turnover) trading CDN and US stocks and ETF's
She is handing me my ass!

My current holdings in the CDN account are ATS, BAM, BN, GSY, KXS, XIT, PBH, WELL, WSP and US account AAPL, TFII, VEEV

Ignoring sector allocations (which i still need to look into), please advise any Buy, Hold or Sell recommendations for my current holdings with a 5 year horizon

Q: Todays announcement with Microsoft boosted the BEPC share price about 8% so far, yet the improvement in BN share price is minimal Why? Is BN undervalued since it will clearly benefit from this contact between Microsoft and BEPC Is BN undervalued now? is it a good buying opportunity? I have a one-half position in BN and I'm thinking of boosting it

Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks

Q: I currently only own TD bank and would like to add another 1-2 stocks to the financial sector? What are your top picks for this. It is for a RRSP with at least 20 years before retirement.

Thanks

Q: Weightings and portfolio considerations aside, what BE stocks would you be most inclined to add to today? Thanks!

Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks

Q: Please explain the difference of the business aspect between BN & BAM. As well, how do BEPC and BIPC related to either BN or BAM.

If I wanted to trim the number of Brookfield investments by owing one or two, which one would you recommend and reasons please.

Thank you,

Q: Hello, What is the reason for the generally tame performance of these two stocks? Is this mainly interest rate related. Can you please let me know on your thoughts and discuss the reasons to hold or not hold them for the long term. Thanks.

Shyam

Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Q: Hello 5i Team,
I hold these companies between two TFSAs and have room for two more, small cap, Canadian growth companies. What might you suggest. Sector consideration not an issue although I do recognize the importance of diversification.
Thank you
SP

Q: With the goal of adding good quality growth stocks and using your suggestions ( thank you ), some time back I added BN and GSY to my cash account which is full of telecom, pipes, banks and utilities. I am now looking at these four with my thoughts on them : EQB, Stephen Smith is the main reason I am liking this company . I am overweight banks already- should this factor into the equation ?
CALF, the small cap sector should be getting interesting if rates decline and I could use more US exposure. TFII, management can’t be beat but the industry is suffering ( good or bad for TFII? ),
best to wait and see how industry shakes out?
XIT, ( have 10% portfolio exposure with a US tech ETF ) has significant CSU exposure.

Is my thinking clear? Any single addition would be approximately 3% portfolio weighting. In what order would you buy ? Am looking at buying 2 immediately. Any you wouldn’t buy ?
Thanks. Derek.

Q: Are BNRE shares still convertible into BN shares at no cost?

Appreciate your insight.

Paul F.

Q: Hi team,

Grateful if you could provide a list of what you see as the best canadian and the best U.S. blue chips at this time for building a solid portfolio with a growing future. It would help to know what guided your choices.

Deduct as many credits as you see fit.

Gratefully,

Jacques IDS

Q: Hello 5i,

I currently hold both BN and BAM in a 3:1 ratio. If looking for the highest overall possible return, over a 10+ year period, would it make sense to consoildate my BAM into BN?

Q: I'M in my retirement years and have accumulated about 28% in Financial sector, which is over what your Portfolio Analysis suggested (12%). Could u give me a ranking of 1 (least prefer) to 5 (most prefer) in terms of Price Growth and Dividend growth Take as many credits as you see fit. Thank you

Q: Where would you rank Berkshire in the above stocks today? Seems fairly cheap according to price targets.
Thank you

Q: Given a 3-5 year period, please list the above stocks from best to least for growth.

Very much appreciate your service.

Howard

Q: How much Brookfield Infrastructure belongs to Brookfield Corp ?

Thanks

Q: I want to buy the above 6 stocks at a full position of each in a balanced portfolio for a long time hold. Are there any you wouldn't buy at this time and continue to watch, or any you would buy a half position and watch? Thanks!