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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: In a recent answer there was a recommendation that BRK.B would be a solid growth stock for years to come. Just curious given the U.S./CAD exchange rate, what are the pros and cons to buy BRK.CA instead of BRK.B?
Read Answer Asked by Andrew on March 24, 2025
Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!
Read Answer Asked by Dale on March 18, 2025
Q: Besides BRK & CSU, what other companies pay no dividend or only a tiny dividend since presumably they feel they can give sharholders a return higher by investing the funds. Cdn, US, or Global names appreciated. What would be your favorite to put away for 5 years with little need to check on them. Thank you for all your great work !
Read Answer Asked by Paul on March 17, 2025
Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.
Read Answer Asked by Don on March 11, 2025
Q: Good Day,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,
Read Answer Asked by Kevin on March 10, 2025
Q: Hi Peter,

Please advice 3-5 stocks to invest in now… which should be safe in the long term (10+ years) and have the max potential for growth.
Stocks can be Canadian or US.

Thanks
Harry
Read Answer Asked by HARRY on March 03, 2025
Q: I am really surprised with your answer to Steven on March 3 about Berkshire, especially "In other words, we wouldn't necessarily want to give BRK a weighting that is materially higher than the typical stock in a portfolio." Shouldn't BRK be treated similarly to an ETF with 40+ quality holding plus private equity? You recommend S&P500 ETF as an alternative... well, there are a lot of investors who want their portfolio to be properly balanced and don't want to hold 33% in technology stocks. BRK-B is much better balanced and stable than S&P500. It also delivered better returns over the past year and 5 years despite the technology boom. Some of us still remember dot com bust of 2001...
Read Answer Asked by Ken on March 03, 2025
Q: I have cash in my US TFSA and am contemplating adding to my Brk.b or taking a new position in JPM. Considering these volatile times with the potential of tariffs what advice might you offer ? The other strategy might also be to keep some money in cash. Thanks
Read Answer Asked by Dennis on February 24, 2025
Q: Please rate the following stocks to purchase today for a long term hold.
Read Answer Asked by Ben on February 18, 2025
Q: I don't really want to spend C$1.45+ for each USD cash. So to gain US market exposure, does it make sense to buy CDRs of US companies (Cdn $ version of their large cap stocks) ? for example JPM, MSFT, GOOGL, BRK.B etc.
Read Answer Asked by EDWARD on February 05, 2025
Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!
Read Answer Asked by Michael on January 30, 2025
Q: My current portfolio is heavily oriented towards growth and is very high risk. Over the next few to several months I plan on repositioning towards a more balanced approach. I will be looking to add some growing but steady large caps. Toward that end I have the following short list: TR, BN, GOOG, Canadian Banks, SLF, MSFT, NVDA, BEPC. Is there anything in that list that you would not see fitting into that category? Can you please add a half dozen or so of your preferred other names that fit with this idea. Please exclude defense contractors, the Oil and Gas sector and usurious money lenders.
Thank-you.

Read Answer Asked by Alex on January 24, 2025
Q: Good Morning. I have US dollars that I want to invest for my recently born grandchildren so there is a 15-20 year timeframe. Please advise 5 ideas, US $ stocks or etfs, and rank in order from low risk to high. I will likely purchase a mix and compare how they perform over time. Thank you.
Read Answer Asked by Catherine on January 20, 2025
Q: I'm interested in investing in some U.S. companies by using CDR's. As the years go by it seems the list is getting longer. Based on current conditions and valuations which 8 CDR's have the greatest chance for capital appreciation in 2025? Please rank them from greatest potential to least potential.
Read Answer Asked by Les on January 20, 2025
Q: I submitted this question on Sunday, so now re-submitting...

Asking this question for a friend who is relatively new to investing (and may be a future 5i client:-)

She has $200k in a non-registered account and is contemplating a balance of 75% US ETFs and 25% US equities, any sector. The account is growth-focused, moderate to medium risk; no funds will be withdrawn for 3-5 years. Given these parameters, please suggest 4 ETFs and 4 stocks she should consider. Thank you.
Read Answer Asked by Maureen on January 16, 2025
Q: Can you give suggestions for your three best Canadian and us quality value, largecap stocks ?
Similarly your three best Canadian and US quality growth large cap stocks?
Pls give a compelling entry point and rank best first
Appreciate all your advice
Read Answer Asked by Indra on January 14, 2025
Q: Please rank the following from best to worst for a long term hold. Thanks
Read Answer Asked by Ben on January 13, 2025
Q: Gentlemen:
Favorite Gas Company in Canada and US
Favorite land holding Co for Canada and US
Overall Favorite Canada and US company for widows and orphans.
Great Service… Thanks -Jim
Read Answer Asked by James on January 08, 2025
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