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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: Have been considering a purchase of Intact Financial for exposure to insurance sector. But already own BRK.B , which I tend to think of in terms of its portfolio of holdings , but has at its core their insurance business .
Different animals , I guess , but how would you think about this ?
All other considerations aside , would you add to BRK.B or initiate a position in IFC ?
Read Answer Asked by William on June 17, 2024
Q: Hi Team,
I had to trim some Nvda today to manage weighting size in my portfolio. What are some of your best idea “forever holds” today that are standing out as strong buys at current levels ? Either cnd or US. Or is it recommended to hold some cash for a while if it looks like the market is due for a pullback??

Thanks,
Shane
Read Answer Asked by Shane on June 14, 2024
Q: Good morning 5i
I am using Berkshire as a kind of etf for the US market. The problem i have is that it is classified as in the Financial sector. It looks more like a conglomerate of businesses, though. And that is how it is listed on your asset allocation model. But, i feel that it skews my asset allocation in classifying it thus. First if all, should I try to change its asset allocation classification from just financial? And secondly, is there any easy way to do that on your portfolio tracking tool?
Thanks for the great service
Read Answer Asked by joseph on June 04, 2024
Q: Hi,
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn

Read Answer Asked by Dawn on May 22, 2024
Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this
Read Answer Asked by Terence on May 17, 2024
Q: I am seeking a few ideas to deploy US dollars in both RRSP and TFSA for a balance hold approach, and dont need tech. Thank you
Read Answer Asked by Steven on May 13, 2024
Q: Good morning 5i
A number of people have commented on the large amount of cash that Berkshire is holding and worry about it. Mr. Buffet says they haven’t seen much to swing at and mentions that it is not a bad time to hold cash, given numerous unresolved and potentially dangerous situations in the world at the moment. I realize that Mr. Buffet has much more money than the average investor and that makes buying significant assets more difficult. I would be interested in your take on this?
With appreciation
Read Answer Asked by joseph on May 07, 2024
Q: Hello Peter,
You had provided Tppicus expected numbers: 34 cents for EPS and $292M Euros. The company beat the revenue numbers but was short on EPS; however , Cash flow per share grew. Analysts in general seem to focus on Revenue and EPS; When looking at analysts estimates, i dont see CF per share mentioned. Why is that? If i had to choose between sunlife, manulife and Fairfax, which one would be your top pick? There was an article in the Globe that Fairfax has a huge runaway when comparing to Berkshire.. Any comments please. Thanks very much.
Read Answer Asked by umedali on May 02, 2024
Q: Hi, l have some cash to deploy in my cash account. I have a full position in ZCN. Thinking of buying full position in BRK and also VEQT full position.
My question is for a conservative investor 65%safer, 35% conservative growth.Would this be too much overlap of similar positions and sectors? Do you have an alternative? Thanks
Read Answer Asked by Brad on April 29, 2024
Q: BRK.B currently comprises 15% of my portfolio. Within the Portfolio Tracking and Analysis tool, it suggest that this a financial sector, and as such I am above the recommend allocation. However would not BRK be consider more diversified. Should I rebalance my portfolio away from Financials if this is to be considered?
Read Answer Asked by Gary on April 24, 2024
Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.
Read Answer Asked by Anh on April 23, 2024
Q: Hi team,

In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.

Please use as many credits as you see fit.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 22, 2024
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