Investment Q&A

Q: Hi,
I hold both USB & JPM. With the prediction of interest rates & inflation increasing how do you think the US banks will perform. And if one bank had to be sold now, which bank would you select. Thanks … Cal

Q: MCY: This appears to be nearing an all-time high.
Should that concern me and would you buy here or do you have other ideas.
Also, what is you opinion of banks and financials at this time.

Q: Hi 5i team,
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks

Q: Hello Team,
Would you favour Deere , JP Morgan or mxi as a counter balance to tech stocks in the current environment and why,
Thank You,
Barry

Q: Looking to increase my US div. Yield with these picks, would now be a good time to enter or wait, and would you consider better choices and please rate best to worse, thanks.

Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.

Q: Could you please rank these financial stocks? Is there another one you would throw in there that may be better? Thanks

Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!

Q: Your thoughts on selling XLF to buy JPM & BAC and selling PFE & GILD to buy ARKG.

Thank you!

Q: good afternoon 5i,
On December 3 you responded to a question by Curtis by saying, "We also think a low cost index product for the majority of a portfolio overlain with a basket of individual stocks to generate alpha is also a pretty good strategy, for those inclined to hold 6 or 7 individual stocks. "

This is a strategy that I more or less use, at least for my US and International holdings. I haven't done this with my Canadian holdings because of capital gains, which would imply tax, and also because it seems to me that the Canadian etf's are heavily weighted towards the few sectors we have in Canada. Therefore, I think I would be better in individual stocks rather than an etf. I would appreciate your take on that perspective.
Also, I am wondering which four or five stocks you would look at in the US for such a strategy for a retired person. And how would you weight them given that an etf strategy was used. The stocks I have listed are the ones I own. How would they fit in such a portfolio? The only one I might kick out for someone my age is Docusign. Any others that could be suggested?

Thanks for the great service

Q: Hi, looking to adjust my financial sector exposure, currently holding SLF, V, JPM, GSY, and BAM. I hold ZBK, JPM and GSY at a low weighting in my portfolio and could top up any of these right now. Thinking of selling ZBK and buying more JPM for US financial exposure. Currently don't own any Cdn banks, except through broad Cdn ETF. Should I add more to my JPM position or buy one of the Cdn banks (was thinking of TD) or add to GSY? I see you added to BNS, quickly, why do you favor BNS over TD? Looking for growth 10+ yrs. Thanks!

Q: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.

Q: Hi Team,

What are your 3 favorite value stocks in Canada and 3 in the USA?

Thanks!

Q: With the sector rotation taking place I'm interested in buying or adding dividend paying companies that could benefit from the change taking place. With that in mind, and hoping for some growth and relatively secure dividends, could you please suggest what you consider to be your top 5 Canadian and 5 American companies that could benefit from this sector rotation.

Q: While off their lows, financials have not recovered this year. I am having difficulty not seeing these as 'shouting', if not screaming buys for the long term investor. Companies like JPM and BNS seem to have sound businesses and pay a nice divvy. The conservative nature of banks in Canada seems particularly attractive under these circumstances. What am I missing? Can you add some granularity please. Thank-you.

Q: Hello 5i Team,
Seems that Square is recently facing much more competition. Just in the last two days, JP Morgan has launched "Quick Accept", Visa has announced "Tap to Phone" and Paypal is opening up their network to cryptocurrencies. Is the big run over for Square, and would you recommend possibly switching to Paypal within the payments space, given these announcements? Thanks. Brad

Q: I am looking to alter my financial holdings into November and currently hold. 1 % position in WFC, BMO, BNS, FSZ, and SLF. I am considering replacing BMO and BNS after/before month end respectively and taking up positions in IVZ and JPM on any pull back.
What would your advice be, and/or do you have any more preferred suggestions?

Thank you in advance

Peter

Q: i have noticed that 5i prefers JPMorgan as an American bank. I read recently that Warren Buffett has bought more of an already large component, of Bank of America., while selling other banks, like Wells Fargo. i imagine you can't go wrong on either of these two banks, but it would be interesting to know why you would prefer JPM over bac, and since you like to look at the other side of the trade, why Buffer would seem to prefer bac.
thanks as always for the great service

Q: My daughter is selling BNS for a tax loss. For a replacement would you favor a US bank like JPM at this time or another Canadian bank like TD or RY? Her other financials are BAM and GSY.

Q: I just retired with no pension and living off my portfolio. I’m sitting on a lot of cash right now with very little US investments. I would like to start buying slowly. What would you suggest. Preferably ETF’s listed on the TSX with the odd US stock. Thanks