Investment Q&A

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: I would like to start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks

Q: My wife has full positions of BMO, ENB, LIF, POW and RSI in her RRIF. She has some cash to deploy, looking for quality income stocks with decent dividend yields. Would you have any suggestions?

Thank you!

Q: Hi, I've sold IYW for a decent gain in a US rsp account. I would like to consider 2 US stocks with reasonable dividend. I currently hold ICLN and RBLX as US stocks. Can you suggest a few US dividend stocks or ETF to consider? Thanks.

Q: Hello 5i,
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?

Thank you for your great service,
Carlo

Q: Please comment on the planned increase in dividends and stock buy-backs for the U.S, banks.
What is your outlook for these Canadian banks?
At this time, would you prefer U.S. or Canadian banks.
Would you prefer another financial entity over both?

Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:

RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%

TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%

RESP:
LSPD 0.79%
BYD 0.76%

NON-REG:
SLF 0.51%
T 0.42%

thanks,

Q: Can you recommend 5 blue chip U.S. stocks that look attractive right now? I have capital that I'd like to put to work and I currently own AMZN, ABBV, BMY, NVDA and COST. Looking to add some other names. I'm looking at HD on the most recent pullback and JPM.

Thank you,
Jason

Q: Today the U.S. 10-year yield is ~1.4585%. If you believe this rate will be 2% by year end, what would be the most direct way to play it?

Q: Would you kindly suggest 5-7 of your favourite US dividend paying stocks in order of preference for a long term hold. Thx.

Q: I am looking for US financial names to add to my existing exposures in PYPL, and V, Would you prefer the investment dealers or money center banks? Which names do you recommend in these sectors?

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Q: Good morning. I hold some WFC as a value play. Your thoughts? Would you prefer another US financial. Could you rank MS, JPM, GS, BAC, C, WFC as a preferred holding.

Thanks, M

Q: Hi team,
Which are your favorites Cdn and U.S financials for growth at this time ?

What are your views on Cowen, in particular ?

Have a good day,

Jacques IDS

Q: MELI seems to have lost its mojo and I'm looking a stock to complement my tech strong portfolio.

Do you think finances are a good recovery play? Do you like BAC as a finance play?

What sectors companies do you like?

2020 was good to me as i was all in tech.
Time to broaden my selection.
Thanks for all your support.

Q: Hi 5i
Considering these two, which would you prefer for growth at this time? The aim is for growth with some income as a backup in case the intended growth doesn't materialize (fast enough :) ).
Thanks
Mike

Q: Credit Suisse got beat up real bad with the current events/news. Would you say it's a buy at its current level? long term hold. (If not of interest, what bank in the USA would you recommend the most and how does it compare to lets say a TD or BNS which i already own). Thank you

Q: I am retired and invest in primarily blue chip, dividend paying stock. In my regular investment account I hold the following Canadian bank stocks, RY,BNS,TD.
In my RRSP I hold all my US stock which includes JPM and C. I am considering selling my Citibank stock and using the proceeds to buy more JPM.
I am thinking JPM has better upside and is generally a better run company. Any thoughts?

Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.

As always, thanks for the insights and keeping us grounded in fact.

Don

Q: Hello, I've made 12% gains in delta airlines, 60% gains in JP Morgan and 41% gains in Wells Fargo. Do you think there is more upside in those position ? I wan't to get more cash in my margin account and look for more growth quality stocks. What do you recommend I do with those stocks ? Thanks !