Investment Q&A

Q: Hello,

I recently purchased the Costco CDR and was hoping you could help me understand why the CDR is showing a quarterly dividend of 0.05 with 2.75% yield on the TD app while the Nasdaq listed Costco is showing a much lower yield of 0.56%. Also, can you give me a performance comparison of the two over 1 and 2 year period. Thanks.

Q: Several of these stalwarts have taken significant falls as of late. Are any of these compelling buys? Are any generational opportunities ? Can you rank which order you would be and add a level of conviction to each once (10 being a table poounding but)?

Thank you

Q: Please rank for growth from 1-10 with 10 being best

Q: Would you please suggest a good entry level for these stocks?
thanks

Q: I have 4 stocks doing very well in my TFSA, MSFT, BRK.B, VI and APPL. Recently I noted that COSTCO is doing very well and I am considering adding it to my TFSA but am out of space. 1) do you think that adding Costco to my TFSA is a good idea and 2) if so which of the my current stocks above should I replace?
Many thanks. Jane

Q: I have owned Costco for many years and have done well on my investment...
- I have Always kept Walmart on my radar, never purchased...

1. Should I Add to my Costco holdings or Add Walmart as well to my Portfolio...

2. Your thoughts on Valuations at current for both

Thanks in Advance,
M

Q: Hi Peter and Staff

Please rank the 4 stocks in order of preferred ownership today for long term hold with a ranking 1 to 10 score as well with 10 being perfect
Thanks for all you do
Dennis

Q: When I retired at age 60, I was told that I should drawdown my RRSP as much as possible before I started to collect CPP and OAS at 70. I have been doing this, but because my highest growth stocks (MSFT and COST) are in my RRSP, there has been no drawdown.

I know the general rule of thumb is to place your US dividend stocks in your RRSP. However, in my case I think I would be better off holding MSFT in my TFSA, and COST in either my TFSA and/or taxable account.

I would lose 15% of the MSFT dividend in my TFSA, but the dividend is so small, it doesn't matter.

COST is a little different because of the special dividend. If I put COST in a taxable account, I could recover the withholding tax when I file the following year although I would have to submit a T1135 if over 100K. But given that I anticipate most of the returns to be from price appreciation rather than dividends, it would be better in my TFSA up to my limit, with the remainder going into my taxable account.

Does this make sense? Thank you!

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!

Q: Can I have your thoughts about Costco’s most recent quarterly results?

Q: Can I please have your thoughts about this company’s future and overall prospects?

Thanks

Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.

Q: Good Morning
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel

Q: I'd like to increase investments in industrial, consumer discretion and consumer staples and also increase U.S. holdings.
I'm considering Amazon and COST for consumer names - are there other U.S. names you would recommend in these sectors and please suggest a U.S. industrial as well.

Q: I'm a fairly unsophisticated investor so your advice has been well worth the price.

I am trying to understand the metrics to better value a company.

The price of some companies like Costco and CSU has soared, but you have mentioned such rises not being a bubble if other metrics like P/E ratio are in line with that. Is that the case for these two companies or are they now over-priced?

Also, you seem to be recommending VRT but the P/E ration on that is around 90. That seems very high.

Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.

Q: HI 5I,
A couple of questions, if I might. Please deduct accordingly.
First, regarding CDRs in general - in looking at the listed companies I note that the price of the CDR compared to the US share price for each company varies considerably. E.g.: For NVDA the CDR price is approximately 9.5% of the US price, for AAPL the CDR is approx. 14.9% of the US price, GOOG CDR is approx 17% of the US version, MSFT CDR comes in at about 7.40% of the US price, and the COST CDR is only about 4.7% of the US price.
Is this variance something that a purchaser of CDRs needs to bear in mind in any way or for any reason, or is it meaningless with regard to returns, and how does the significant variation between companies come about in the first place?
And secondly, could you rank the listed companies for total return over a one year period, accompanied by whatever commentary you choose to offer as to why you've ranked them as you have?
Thanks 5i,
Peter

Q: I own these stocks in my open account and would like to add to my investment in these stocks. How would you rate these stocks on a 5 year hold with a rating of 10 being highly recommended and purchase not recommended rated as 1. Thank you

Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?

Q: Hi guys,

I have both companies a while, costco (6% of portfolio) and atd.b (2.5% of portfolio). Inside "your" balance portfolio would you recommend approximately 4% in both??

Thanks

Jim