Investment Q&A

Q: Hello, I am looking to buy one of these stocks for a 5+ year term. Which order would you buy (most conviction to least) and at what entry point ?
I have funds in both US and CA TFSA accounts, so, it is not a big consideration.

Q: Hello ,I became familiar with various US ETF in different styles ,they represent now 70% of my RRSP US portfolio .I know that the risk is "supposingly" higher with stocks .I own 7 high quality US large Cies stocks that perform well.I wish to invest in some more US individual dividend stocks that you would consider at low risk , enough to hopefully avoid considering selling them in the future.Could you name and rank,if possible 7 US stocks that would meet those criterias..thanks to your excellent team J-Y

Q: What would be a fair entry point for these two stocks ?

Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you

Q: Is this one AXP a better buy over Visa and MA, right now?
Thanks Again

Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent

Q: How were the recent earnings? Do you see these 2 becoming trillion dollar market caps over the next 8-10 years? No matter the time period you look at 1 month, 1 year, 5 year or longer its always up and to the right.

Q: Hello 5i team, I am a young professional early in my career. I am looking for your top 5 stocks for 20+ year hold. No preference on risk or industry.

thank you

Q: Why is Visa trading a discount to its peers?
Mastercard commands much higher multiples, with similar metrics.

Q: What are your top three non-tech CDR Stocks to invest for the long-term?

Q: Hi folks,
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks

Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?

Q: Visa fell yesterday (because of DOJ's accusation?). How significant do you think this is?

Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.

Q: My holding of Paypal is at about -40%. I’ve had it since 2020. At this point, would you recommend disposing it and add to other Fintech names ex: Google, MA, Meli?

Looking at the charts of PayPal vs MA vs Google vs Meli, I cannot help but regretting buying into PayPal. And it looks like PayPal is currently having nothing going for it.

Q: I'm considering buying CDRs - such as MSFT and LLY - in a Tax Free Savings Account . Are there any disadvantages to this?

Please rate LLY and MSFT - or suggest alternatives.

Q: I am a very seasoned investor that has been lucky enough to come into some extra cash.

Regardless of sector. What are your top 5 US absolute must haves. For longterm and entry price guide.


Thank you, Jay.

Q: Given the US gov action today regarding V and MC ….do you see any likelihood of some kind of contagion affecting GSY? Or is all the talk on the US side not likely to be a big deal.

As usual think you for your opinion.

Q: Do you think now is a good time to buy Visa? Or do you think there is more downside given the recent Supreme Court ruling on the antitrust litigation?

Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.