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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: I feel I am over exposed in the Canadian Financial sector with TD and BNS making up 9% and 11% of my portfolio respectively. I also hold 20% VRGO. I wish to sell one bank and increase some of my US equity positions such as MA, V, CRM, MSFT, AMZN for more growth and capital gains. Long term outlook is 5+ years. Does this plan sound reasonable in regards to timing and outlook, and which bank would you prefer to hold?
Read Answer Asked by Shawn on February 04, 2020
Q: Mid 70s couple with div and some growth focus need to put some US CASH to work. We own vz, qcom, vgt, dis. In what order should we top up and what better recommendations could you provide for div growth. Thanks for your input.
Read Answer Asked by Peter on February 04, 2020
Q: I feel I am over exposed to the Canadian Financial sector with TD and BNS making up 9% & 11% respectively of my portfolio. As well, I'm looking for more growth. I wish to sell one position and increase my US equities such as MA, V, MSFT, CRM. Would you consider this a reasonable plan and what bank would you recommend selling? Thank you.
Read Answer Asked by Shawn on February 04, 2020
Q: Can you explain how GPN was better than the newer fintech plays like SQ + PYPL last year?

Is this a trend that will continue?

What's going on in this space?

Thanks as always.
Read Answer Asked by Mark on January 22, 2020
Q: I want to get a position in the cc area on the cashless system as we use very little cash and feel the future for Visa ,amex ,PayPal etc.is very bright. Please advise which you consider the best company for capital preservation as well as appreciation.
Cheers,Doug
Read Answer Asked by Doug on January 15, 2020
Q: I have some US funds to invest. Growth and some protection in a downturn. What stocks? I am thinking IHI,VZ, V or IWO ?? other suggestions?
Read Answer Asked by Helen on December 23, 2019
Q: Recently, guests on BNN have suggested that these stocks are getting very rich and value could be found in other stocks. Do you agree and also could you recommend 2-3 US stocks that show growth going forward and would be a long term hold.

Thanks

Dave.
Read Answer Asked by David on December 12, 2019
Q: While I know your focus is not US companies, I have US funds to deploy for a longer-term, relatively conservative position. The outlooks for Moody's, Hyatt Hotels and VISA all seem to be positive stories to me. Considering their current prices along with other factors, which of the three would you consider the best prospect and why. If you could name your '2nd place finisher', that would also be appreciated.
Read Answer Asked by James on November 22, 2019
Q: Hi Folks,
Do you think this is a good time to start a position in US financials? If so, can you give me 2 or 3 names that you like. Or is there an ETF that you prefer?
Dennis
Read Answer Asked by Dennis on November 11, 2019
Q: Dear 5I Team:
I hold Visa for wonderful gains of 80%. Lately it's seems to be going sideways a for a bit. I've tried to follow your advice about not selling on momentum and holding for 5 years at least. Does this apply to Visa at them moment. Been fascinated to see how many of my Asian colleagues now using Visa in Thailand, Japan etc whereas 5 years ago, it was only cash when they made purchases. Thx for your advice. Lorraine
Read Answer Asked by Dr Lorraine on October 24, 2019
Q: Hello Peter
I have currently investment in Master Card and I am very happy with.
I want to invest in similar companies Like MA or V in Canada.
Please give mi some names of individual stocks or ETFs available to invest on Canadian market in CAD.

Thanks Andrew
Read Answer Asked by Andrzej on August 26, 2019
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