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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: Seasons Greetings 5i!!
About a year ago a member asked you for a sample "growthy" USA portfolio.
You responded with the above listed stocks which have returned about 35% YTD.
Would you make any changes today twelve months after you first recommended it?
Thanks for all you do for all your help! It is has honestly been life changing for us and truly appreciated!!
Regards
Dave
Read Answer Asked by Dave on January 06, 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: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!
Read Answer Asked by RANDALL on December 17, 2019
Q: I would appreciate your thoughts on the prospects for each of the above. They have fallen below my 2.5% goal - should I consolidate? Hang in? Sell one and add to the other 2? Or ???
Thanks again
RAM
Read Answer Asked by Ray on December 03, 2019
Q: Hello, I currently own RCI.b. As part of portfolio renovations suggested by your service, I am underweight US. A switch from RCI to VZ would help , would you support this move? Any other US based companies or etf's in communication that would be better?
Thanks
Read Answer Asked by Lavern on October 15, 2019
Q: You have been quite negative in your commentary about Kraft Heinz. Unfortunately I hold it in my RRIF and hang onto it for the yield of about 6% at the current price. Since I need the income to live on, and can't claim the capital loss, should I hang onto it for income or switch into something else? If the latter, what alternative investment(s) could you suggest with comparable safety of yield and long term buy-and-hold potential?
Read Answer Asked by David on October 10, 2019
Q: Hi,
The portfolio Analytics suggests that I hold 8% in communication. Currently I only have 2%, all in Telus. Could you please suggest 2-3 names in the sector, both in U.S. and international? thanks.
Read Answer Asked by Martin on July 19, 2019
Q: I am devoid of any coms, utilities and real estate. I have the cash to add a full positon. Is this a good time to add to any of these sectors. What of your recommended portfolio holding would be a good add. Mainly a balanced follower but open all portfolios.
Read Answer Asked by Tom on June 07, 2019
Q: I would like to buy two of these. How would you rank them in terms of growth and volatility?
If one is going in a TFSA and the other in a RIFF which is the best RIFF choice?
Thanks for your valuable advice.
Read Answer Asked by Ron on May 29, 2019
Q: Good morning,
Can you please comment on the effects if any of the Huawei ban and its effect on Verizon, and would you purchase here? Also, see MDT is up today on no apparent news - would you still purchase at these levels?
Please feel free to deduct 2 credits for 2 questions,
Thank you.
Read Answer Asked by Brad on May 24, 2019
Q: According to analytics I am underweight in communication services. I currently own TELUS. Please suggest a few names to look at here.

I am overweight in Financial Services. I currently own: BNS,ZEB,GSY,GWO,HSBC,SLF. Please suggest some names to take away here.

Thank you
Read Answer Asked by Darrin on May 13, 2019
Q: Hi. Im currently overweight in consumer cyclicals and looking to diversify by adding some utilities and tele comm. Recommendations in those sectors? Some growth would be great but ultimately want good companies with strong fundamentals. Buying to hold long term.
Read Answer Asked by Ryan on May 13, 2019
Q: I'm thinking of selling my postion in BAC. What would you suggest as a replacement, not just banking, decent dividend yield?
Read Answer Asked by Dennis on April 24, 2019
Q: Hi There,
I am currently looking at adding one US stock to my RRSP account. I currently have JPM, VTI and IWO in the account. Of the above listed stocks or any others you feel would be a better fit, which would you recommend? Timeframe is 10 plus years.
Thank You,
Read Answer Asked by Kevin on April 18, 2019
Q: I don't have any communication stocks and It was suggested to increase by 8.3% by Portfolio analysis. These will have to be held in a RRSP. Would you be able to give me your top picks? Thank you so much. Love your new service.
Read Answer Asked by Louise on April 10, 2019
Q: I realize these companies market caps are quite far apart,but I consider them both utilities which one would you buy for a 2-4 year hold and why ,could you me tell about both as far as management,cash flow and growth thank you
Read Answer Asked by Greg on March 27, 2019
Q: I am very fortunate to be a member of 5I,Thanks
I wish you were actively advising on US stocks meanwhile however
for me to start please suggest some US stocks or etf for not very aggressive
stocks with high volatility but something like BNS,SLF,td in Canada Income is not my priority but steady growth is in my mind not stocks like canabis?
I appreciate your sugestion and has always benefited from them
Nizar
Read Answer Asked by Nizar on March 19, 2019
Q: Hi Peter and team, I'm just starting to look into setting up my RRIF and wanted to ask if 5i could recommend any good reading materials, with respect to what sort of assumptions I should make? Currently my portfolios are producing income which would equate to about the minimum I would consider withdrawing on an annual basis. This will be my only income other than CPP and OAS. Is there any benefit to equalizing my US/CAD exposures when I'm not really planning much travel to US? For example, I could replace my Telus with VZ or my RY with JPM. Thanks again for your great service.
Read Answer Asked by Keith on February 14, 2019
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