Investment Q&A

Q: Hi 5i, I currently hold JPM in a registered account and I'm looking for more growth in the next 5 to 10 years. Which of the three listed has the best growth profile and is shareholder friendly. I want to stay in the financial sector and if you have a better idea, an idea listed as a CDR, please suggest. Thx.

Q: I own these stocks in my open account and would like to add to my investment in these stocks. How would you rate these stocks on a 5 year hold with a rating of 10 being highly recommended and purchase not recommended rated as 1. Thank you

Q: Hi Folks,
In my RRSP account, I am looking to add to MSFT, which I currently hold or start a new position in VISA. May I have your opinion as to which one would be best at this time.
Thanks

Q: Thoughts on earnings and guidance ? Thank you.

Q: This is a question regarding portfolio composition, which I would describe as alpha-balanced. I have chosen not to invest in real estate (as I own a home) or materials (too volatile). I am overweight in Tech (17.5%), Industrials (19.25%) and Finance (22.3%). The other sectors are all at appropriate weights. I am somewhat concerned about having too much allocated to financials and seeking advice. The stocks I hold in relatively equal amounts are: BAM, BN, X, V and HMAX. (I hold HMAX strictly for the out-sized dividend with the expectation of little growth; with a solid dividend here, it frees up other funds to invest in more aggressive companies that don't pay dividends such as HPS.A and LMN.). Long story short: do I have too many eggs in one basket, or do my financials have sufficiently different drivers that you would be comfortable with this imbalance? Any other comments with regard to the strategy behind my chosen portfolio composition would be most welcome. Many thanks.

Q: I am overweight in financials with BNS, TD, SLF, POW, Visa and underweight in Utilities. I was thinking of letting POW go. Thoughts on this?

For Utilities, I looked at TA with its very low P/E but it is still stuck in non-renewables at the moment. Thoughts on this? What utility (ies) would you suggest?

I am just asking for thoughts/suggestions.
Your advice is greatly appreciated.

Q: I have some cash in my RRSP account that I will be investing in the next couple of weeks. I understand that Dividend US Equity investments are preferred for RRSP accounts. I am considering the above stocks for my RRSP. Please advise if these stocks are considered Dividend US Equity investments and rank the stocks in order of preference for a 5 year hold.
In my RRSP Direct Investing account, I have the option of converting CDN funds to US funds before purchasing US stocks. Would you recommend converting CDN funds to US funds before purchasing US stocks?

Q: Hi 5i; I would like your assessment of Fiserv Inc. (FI). It has started to trend up off the lows of 2022 and I am back into positive territory but not certain this is still one to hold. I am interested in the outlook for this stock individually and whether you see it in the top quartile performer in a crowded and competitive space – electronic payments.

I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?

Thanks very much.

Q: Hi,

I hold VIG and have decided I'd like to instead concentrate my holdings on two stocks: UNH and V. Are there any obvious red flags with these two companies. I know there is no comparison between and ETF and individual stocks. Sector is not a concern.

Thank you. Michael

Q: Hello, can you tell me how close the NEO listed CDRs are tracking the US listed companies? Also, is there a no fee site where I can compare the performance of the CDRs against their US equivalents? I don’t see tHis functionality on 5i and it would be nice to have. Thanks.

Q: What is your top 6 picks regardless if Cad / US based / sectors. Also supply entry price and brief explanation on why you like your picks...Thanks for your help with this.

Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision

Q: Gentlemen;

What 5 core stocks, Canadian or US, would you want to add to today?

Q: My son is starting an FHSA account at Wealthsimple. With the goal of contributing monthly and maximizing the limit over 5 to 7 years before needing funds. What combination of ETF's and blue chip stocks would you recommend that combines steady/increasing dividends, capital appreciation and minimal downside risk. Looking for a manageable # and combination of stock/Etf

Thank you

Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.

Q: Hello 5i Team,

I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.

Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.

Would you recommend adding a global ETF for geographical diversity? If so, what?

Feel free to subtract as many credits as you see fit.

Thanks, as always, for your helpful advice.

Q: Hi Folks,
In my TFSA I can only top up ATD or VISA to a full position at this time. Both are up considerably, all things being equal, may I have your opinion as to which one would be best topped up today.
Thanks,

Q: Master or Visa ?

Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks

Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you