Investment Q&A

Q: Hello, it would seem that AXP has experienced a pullback and looks undervalued compared to its peers. Would you consider AXP a buy over MA and/or V ?

Q: The media occasionally references buying "Dogs of the Dow". Do you know if any comparative analysis has been done of the better Dow stocks which may be termed "Stars of the Dow"? If so, is there any guidance to be suggested? I think 5i favours buying "winners" rather than "losers". Thank you for your always well-reasoned comments.

Q: Hi Folks,
I would like to add either Apple or Visa to my RRSP account for a long term hold (buy and forget it). Which would be the better one to add at this time?
Thanks

Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,

Q: Please rank these equities in order of preference for a combination of income and capital growth in a taxable account. Thanks!

Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your top 3 recommendations at this time that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,

Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends, this time excluding IT companies? Thanks for your great service.

Q: For a TFSA if you could pick a few value stocks that have good balance sheets and maybe provide a “margin of safety” if we did have a recession, but also show some promising upside in the medium term if the stars align what would they be? (I’m agnostic on sector and cap size, US or Canada)
Thank you

Q: Good afternoon,

Could you please pass on your thesis for owning Visa-noting in past posts you mentioned a "duopoly "of payment systems.

Thank you

Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.

Q: Good afternoon - I’m overweight in big tech in my TFSA and am planning to do some rebalancing. I’m looking for some non-tech suggestions please. Either US or Canada are fine.

Thanks!
Janet

Q: What would be your top 5 or 6 large cap growth opportunities at this time? U.S. or Canada

Thx

Q: Hi Peter,

Hopefully it won't time out (if that's the problem)....I saved the question and I just did a copy and paste.

Hi Peter,
I asked if you got my question sent on May 11 and 5i responded saying you didn't get it an to re-send it....here it is:

Regarding Timour's question on CBDC's posted the 11th May, I get the impression the response seems "positive" on CBDC's. I was a bit surprised that their was no mention of how this would affect each and everyone of us with the retail CBDC's. The idea is to get rid of cash completely, which would give central banks absolute control of the money of each individual, not me saying that, here's a 57 sec. video from the top guy of the BIS (a must watch):

https://www.youtube.com/watch?v=a9IimgEyjy4&ab_channel=ForbesBreakingNews

If an individual can ONLY open an account at the central bank of his/her country, then we would be at the mercy of the rules and regulations of that central bank and no other bank to go to because there won't be any. Wouldn't that be a complete monopoly? This is a very serious matter that everyone should know about....nothing like this has ever been done.

Please check these links....they are opinions of very knowledgeable people:

https://www.cato.org/study/risks-of-cbdcs

https://off-guardian.org/2023/03/07/central-bank-digital-currency-is-the-endgame-part-1/

https://childrenshealthdefense.org/defender/central-bank-digital-currencies-what-they-are/

https://www.forbes.com/sites/norbertmichel/2023/03/06/cbdcs-not-just-a-different-form-of-money/?sh=241c275a21b6

In this link please listen to at least the 2nd. 2:50 min. video:

https://home.solari.com/blast-from-the-past-week-of-april-17-2023-prof-richard-werner-the-case-for-abundance/

https://childrenshealthdefense.org/defender/central-bank-digital-currencies-cbdcs-cola/

I know there's a lot of links, but please have a look at them....no rush :)

Would really appreciate your comments,

Thank you!

Q: Hello Folks:
We are interested in purchasing Mercedes Benz (New York Stock Exchange): perhaps a 5 %% weighting.
Merc stock appears having decent upside in addition to a 7% dividend.
We are considering selling perhaps some Visa, REMX, Johnson Controls, Manual Life, or reducing some energy companies etc. to raise funds for this purpose. We could also thin down big Tech however feel these Tech stocks will have some wind in their sales.
How would you compare outlook for Mercedes Benz with industrials such as John Deere, Cat, Cummins etc. We are Merc fans, however don't wish being over enthusiastic.
Thanks again for all you contribute!!!
brian

Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,

Q: I'm looking to sell some of my Lightspeed positions and looking for an alternative in the same space.

- I have a huge loss with LSPD, and looking for best proxy to recoup some losses going forward...

- Not interested in 5+ year investment, as too much can change...

- I'm looking for a recommendation of a candidate that has great prospects 1-2 years, 3 max

- I'm open to any suggestions & ideas other than the companies I listed in my question as well

Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara

Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason

Q: Where can I find a list of all the CDRs available in Canada?

For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?

Thank you in advance.

Q: I'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%

BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%

10 year investment horizon.

Your thoughts are appreciated

Don