skip to content
MENU
  1. Home
  2. >
  3. Investment Q&A
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.

Q: Good Morning,

As the market gets beaten down yields on some very good companies are becoming difficult to ignore.

With a recession in sight yields could possibly get even better.

I am retired and an income investor sitting on substantial cash.

What would be your preferred course of action at this time?

What companies would be most attractive to you?

Thanks
Read Answer Asked by Dave on September 26, 2022
Q: I am in my 80's and am changing my investment philosophy.
Can you suggest 6-8 stocks US or Can that would be in a solid l-o-n-g term growth and income portfolio. I would particularly like stocks that have recently been a little soft.
Thanks
PB
Read Answer Asked by Peter on September 26, 2022
Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?
Read Answer Asked by Chris on September 26, 2022
Q: i would like to buy an etf (vanguard) with safety or stock with a high yield during these unsettled times
What would you advise ?.Can you please give me a few choices
GHB
Read Answer Asked by gabriel on September 21, 2022
Q: Hello 5i,

I have a tax loss to harvest in a non-register account with JPM after ex-div; hard to believe considering rates are rising and JPM is what I thought was the blue chip of blue chips. Financials sure are not well liked in the current environment. What would be a good substitute to buy? WFC or BAC or another US bank you might recommend?
Read Answer Asked by Dean on September 13, 2022
Q: I have a stake in one of these companies. Is it prudent to ad at this time and to what one and why. Also, I am starting to think that market timing is everything. You must time your investments and get out at times and maybe get back in at certain times. I think that not just buy and hold until you get Killed any more. I would appreciate tour thoughts and opinions. Thanks James
Read Answer Asked by JAMES on August 29, 2022
Q: Good morning,
Just saw in my news feed that RY missed expectations. Means another blood bath for the banks? Should one wait before backing up the truck and loading up? How long should one wait for the dust to settle? I know RY,TD &BNS are your favorite picks.

If you can add a few sentences in the US banking sector,not would be appreciated.
Many thanks.
Mano.
Read Answer Asked by Savalai on August 24, 2022
Q: Some time ago i asked a question regarding the merits of holding a handful of us stocks along with my US etf’s, in order to get a little extra boost. You were ok with the strategy but cautioned against the kind of stocks I held i.e. Google, nvidia, msft, Costco, abbivie. While they were good stocks you said that the problem is that they are well represented in the various etf’s and that if i wanted a “kicker” to provide boost that I should go smaller in size. I wonder if you could provide a handful of stocks that would fit that criterion and would be ones that one would want to own long term. If they were also good candidates for selling options on that would be an added bonus. Thanks for your expertise and advice.
Read Answer Asked by joseph on August 12, 2022
Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara
Read Answer Asked by Tamara on July 25, 2022
Q: Can you recommend some US stocks with growth and yield?

I have ABBV already.

Thanks
Mark
Read Answer Asked by Mark on July 25, 2022
Q: Please provide me with 5 US large cap stocks you feel will have the best upside. Is it to early to get back into the market or would you wait until early October.
Read Answer Asked by Donna on June 27, 2022
Q: Earlier today you replied to a question with: "We are not big fans of averaging down, but if we were to do it BAM.A would likely be near the top of the list. When 'the market' brings down all stocks we are more comfortable buying more as opposed to when a company in isolation declines. We are not worrried about BAM getting through this market and/or upcoming recession. "

Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.

Thx.
Read Answer Asked by Christopher on June 20, 2022
Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.
Read Answer Asked by Gurdeep on May 27, 2022
Q: Which stocks -Canada or US -would you recommend for a 5% portfolio weight, with suggested entry price and rationale.
Read Answer Asked by sam on May 25, 2022
Q: I'm more a scavenger than a predator, as much interested in dividends as capital gains. Right now, however, I see opportunity in the growth sector as it collapses after years of ridiculous rises. My intention is to sell off bond funds to pick off the debris of this collapse.

First question: Now or wait?

Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.

You get it. I also don't expect perfection from you. No one ever got it from me.
Read Answer Asked by Larry on May 25, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!