Q: Hi Peter, looks like Warren and Charlie and Team still know what their doing. Your thoughts on the 1/4 ? Also, how does the BRK performance compare with the usual benchmarks like S&P and Dow over different time periods (5, 10, 15yrs etc). What is the argument against just owning BRK for US$ exposure ? Thank you.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Apple Inc. (AAPL $262.82)
-
Alphabet Inc. (GOOG $260.51)
-
Booking Holdings Inc. (BKNG $5,146.16)
-
Eli Lilly and Company (LLY $825.45)
-
Descartes Systems Group Inc. (The) (DSG $134.95)
-
Advanced Micro Devices Inc. (AMD $252.92)
-
Vanguard Dividend Appreciation FTF (VIG $218.51)
-
Viemed Healthcare Inc. (VMD $6.92)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
Q: Good Morning,
Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad
Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad
Q: Thank you for your answer to my question. Regarding the PE, I cited RBC DIRECT but neglected to mention the 5I profile site which also was about 8. Your answer to my Q mentioned 16x. Which is correct? This kind of discrepancy also shows up on various other sites. How does an investor know which number is correct.
In this instance 16 is still decent but I would be happier knowing I bought it at 8x and expecting even better growth in the years ahead.
Thanks.
In this instance 16 is still decent but I would be happier knowing I bought it at 8x and expecting even better growth in the years ahead.
Thanks.
Q: BRK.B is off its one year high by ~10%. According to RBC DIRECT INVESTING the PE seems to be attractively low at 8.6 x. AND of lots of cash on hand.
This appears to be a bargain at this point in time. I already own it in 2 funds.
Do you agree on the timing of adding more given the current metrics.
Thanks.
This appears to be a bargain at this point in time. I already own it in 2 funds.
Do you agree on the timing of adding more given the current metrics.
Thanks.
-
Blackstone Inc. (BX $154.60)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
-
Brookfield Infrastructure Corporation (BIPC $44.43)
-
Brookfield Corporation Class A Limited (BN $46.19)
Q: Last week we sold BN and BIPC (U.S. $) for tax loss. Since almost everything will be in decline over the next few weeks, do you suggest we leave the money in cash or buy another stock or stock which we could sell at a (probable) further loss to rebuy the original two? Could you suggest a couple of U.S. candidates please?
Thank you
Thank you
-
Berkshire Hathaway Inc. (BRK.B $492.10)
-
Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
Q: Hello
Is BN like a Canadian version of BRK.B.
With the major difference BN pays a small dividend and breaks up its assets like BAM.
Would you own both or do you prefer one over the other.
Thank you.
Mike
Is BN like a Canadian version of BRK.B.
With the major difference BN pays a small dividend and breaks up its assets like BAM.
Would you own both or do you prefer one over the other.
Thank you.
Mike
-
CSX Corporation (CSX $36.13)
-
Norfolk Southern Corporation (NSC $280.50)
-
Union Pacific Corporation (UNP $216.61)
-
Canadian National Railway Company (CNR $133.43)
-
Canadian Pacific Kansas City Limited (CP $105.64)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
Q: Please give me your view on Norfolk Southern Corp.
Thank You in advance.
Thank You in advance.
-
Intuit Inc. (INTU $683.09)
-
NVIDIA Corporation (NVDA $186.26)
-
Booking Holdings Inc. (BKNG $5,146.16)
-
Salesforce Inc. (CRM $254.83)
-
Constellation Software Inc. (CSU $3,782.39)
-
WSP Global Inc. (WSP $276.16)
-
Parkland Corporation (PKI $40.65)
-
Alimentation Couche-Tard Inc. (ATD $74.47)
-
EQB Inc. (EQB $89.57)
-
Blackstone Inc. (BX $154.60)
-
Arthur J. Gallagher & Co. (AJG $280.73)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
-
Constellation Software Inc. (CSU $3,782.39)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
-
Topicus.com Inc. (TOI $148.31)
-
Lumine Group Inc. (LMN $35.90)
Q: Hello, what are the reasons that constellation made 2 spinoff (topicus and lumine) in the past years ? Why did they not keep everything under one roof and continue to grow constellation instead and follow the same path like Berkshire Hathaway that never did a spinoff.
Q: Hi,
Is it too late to buy BRK.b in its CDN version holding for five years? What do you think the effect of Buffets inevitable death will be on the stock?
Is it too late to buy BRK.b in its CDN version holding for five years? What do you think the effect of Buffets inevitable death will be on the stock?
Q: How big of a position would you take in BRK in a portfolio?
Thx
Thx
-
Alphabet Inc. (GOOG $260.51)
-
NVIDIA Corporation (NVDA $186.26)
-
Booking Holdings Inc. (BKNG $5,146.16)
-
Salesforce Inc. (CRM $254.83)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
Q: If you could buy only 5 stocks in Canada and 5 stocks in the US could I please have your ideas? No regard to sector diversification etc. simply looking for 5 best ideas in each country
Thaks
Thaks
-
Alphabet Inc. (GOOG $260.51)
-
NVIDIA Corporation (NVDA $186.26)
-
Booking Holdings Inc. (BKNG $5,146.16)
-
Eli Lilly and Company (LLY $825.45)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
Q: Top 5 us stocks you would but? Thanks rose
-
Apple Inc. (AAPL $262.82)
-
Costco Wholesale Corporation (COST $932.14)
-
Alphabet Inc. (GOOG $260.51)
-
Microsoft Corporation (MSFT $523.61)
-
NVIDIA Corporation (NVDA $186.26)
-
JPMorgan Chase & Co. (JPM $300.44)
-
Visa Inc. (V $347.38)
-
Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $46.27)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
Q: Hello 5i Team,
I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.
Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.
Would you recommend adding a global ETF for geographical diversity? If so, what?
Feel free to subtract as many credits as you see fit.
Thanks, as always, for your helpful advice.
I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.
Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.
Would you recommend adding a global ETF for geographical diversity? If so, what?
Feel free to subtract as many credits as you see fit.
Thanks, as always, for your helpful advice.
Q: Regarding diversification, do you know insight as to why most professionals recommend diversification, however, Warren Buffet (arguably the most successful investor of all time) has previously said "diversification is—as practiced generally—makes very little sense for anyone that knows what they’re doing...it is a protection against ignorance.".
Yet on top of this, BRK.B has almost 50 holdings according to the 13F Portfolio Filings (although AAPL represents 50% of the holdings). Thoughts or opinions?
Yet on top of this, BRK.B has almost 50 holdings according to the 13F Portfolio Filings (although AAPL represents 50% of the holdings). Thoughts or opinions?
Q: Hi There,
I'm looking trim NVDA to add another solid US company to my TFSA with the procedes. Out of BRK.B and COST, which would be preference today?
Thank You
I'm looking trim NVDA to add another solid US company to my TFSA with the procedes. Out of BRK.B and COST, which would be preference today?
Thank You
-
Alphabet Inc. (GOOG $260.51)
-
Eli Lilly and Company (LLY $825.45)
-
United Rentals Inc. (URI $913.33)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
Q: Hi. My son recently put 15K into a TSFA and he intends to put 10K/year into it until it is fully funded. Can you suggest, say, 8 equities/etf's (US and or Canadian) that he should buy to start his investing career? Thx. JR
-
Alphabet Inc. (GOOG $260.51)
-
Microsoft Corporation (MSFT $523.61)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
Q: Which of the NEO-listed CDR’s do you see as having the best current valuations (top 3 picks) along with the likelihood of having the greatest share price appreciation over the next 12-18 months? Thanks.
Q: Looking at BRK.B or UNH to add to a TFSA for a minimum 5 year hold. Any preference?
-
Allstate Corporation (The) (ALL $193.19)
-
Chubb Limited (CB $281.94)
-
Progressive Corporation (The) (PGR $219.09)
-
The Travelers Companies Inc. (TRV $269.89)
-
Berkshire Hathaway Inc. (BRK.B $492.10)
-
Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited (BNRE)
-
Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNRE)
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
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