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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: Hi, I have a 2.5% position in SCHW (down 25%) and am looking to sell while keeping exposure to the financial sector.

MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.

This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
Read Answer Asked by Cameron on April 19, 2023
Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara
Read Answer Asked by Tamara on April 03, 2023
Q: I have been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasn’t going up during the Obama presidency at least early on as investors were looking at the impact of public insurance.
Could you please comment on its significant success since and the business model of American health insurers now and in the future?
Read Answer Asked by Peter on March 29, 2023
Q: I'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%

BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%

10 year investment horizon.

Your thoughts are appreciated

Don
Read Answer Asked by Don on March 22, 2023
Q: Good afternoon.

Please provide me with a list of your top - rock solid - US Banks.

Are there any with a yield of 4% or greater that will have dividend and price growth.

Thanks.
Read Answer Asked by Dave on March 02, 2023
Q: Can you rank these banks, best to worst. With a buy sell or hold and an entry price.
How much downside risk is there to the stock price if there is a worse recession than expected? Buy now or wait and see how economy plays out in the next couple of months?

Thanks
Brian
Read Answer Asked by Brian on February 23, 2023
Q: I am a value dividend investor of 77 years, Portfolio analysis says I am over 20% in Financial industry. I hold BAC, BNS, FSZ, JPM, MFC, SLF, TD, X. I am up in all except one and the dividends keep rolling in. I am loath to let any go. If it is needed, please suggest a substitution.
Read Answer Asked by STANLEY on February 13, 2023
Q: The initial investment on these and others has doubled. I do not require the funds immediately. I know these are outstanding companies. Each makes up 2% to 3% of the portfolio that is up by 10.5%. In this environment do you still abide by the statement "let the winners run", even to this extent. Should they be trimmed back to the initial cost, or should they be replaced? There are sixty positions in the portfolio balanced through all 11 sectors. I am a 77 year old dividend value investor.
Thank you for all your great input
Stanley
Read Answer Asked by STANLEY on January 25, 2023
Q: Hello, Thank you for your answer to my question on adding to my rrsp stocks. Can I ask the same of my husband’s rrsp - in what order would you add new money to the listed 6 stocks?

Thank you, Doris
Read Answer Asked by Doris on January 20, 2023
Q: Hi 5i,
Sorry for all the preferred share questions but I'm having problems finding US based fixed rate perpetual and if possible cumulative preferred shares. The ones above are on my buy list can you name three more preferably in other sectors that have high to highest ratings or are unlikely to default. I still have memories of 2008 with the CDOs fiasco so like diversification if possible. Thanks for your service.
Read Answer Asked by Mark on January 17, 2023
Q: Hi 5i happy new year! I believe its time to step into US perpetual preferred shares due to interest rates. I'm having problems finding these and I'm hoping you can help. Quality needs to be high to the highest as this is for my retirement. I am an advocate of diversification so please if you can have a few stable sectors listed, thanks!
Read Answer Asked by Mark on January 09, 2023
Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal
Read Answer Asked by cal on January 05, 2023
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