Investment Q&A

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

Q: Hello. I hold this US REIT in my margin account. Could you explain the tax consequences of the payout distribution? Would you prefer this type of holding in a register account? Thank you.

Q: NEO Exchange CDR product. I cannot determine how the hedging works by adjusting the CRR exchange ratio, being the actual shares held. Do you follow it.
It appears that both the exchange gain and loss are eliminated by adjusting the number of shares held.
What is the cost of having this hedge. Where is that disclosed.

Q: Is it better for me to hold these companies in a registered account?

Also, in terms of their portfolio diversification, do I need to own all four?

Q: Thoughts on the new ETF NFTZ or other means of exposure to NFTs?

Q: In the current economic conditions, do you feel Finning provides a good exposure to the industrial sector? Thanks for your valuable opinion.

Q: Peter and His Wonder Team
MND is up 18% as we speak. Any idea why or news releases? I know gold has not done well lately. Thanks again!

Q: Hi,
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?

Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!

Q: I need to shore up my accounts with some fixed income (low risk) positions. All indications are that interest rates are likely to rise, which makes me nervous to hold bonds or bond funds. I am not sure where to turn - maybe Bond ETF's? I don't want to micromanage a specific bond portfolio either. Do you have any advice on the best approach? I am still 10-15 years from "retirement" (whatever that means), so my investment horizon is still pretty long term.

Thanks in advance

Q: BEP is down 22% YTD what is going on with this stock...Buy Sell or Hold? i am thinking of selling it and buying more of the parent company BAM or do you have any other suggestions

Q: I have shares in these stocks /ETFs which have not done well for me. can you tell me your opinion on their turnaround prospects? are these sells or should I add to them?
thanks

Q: Good evening to 5i team,

I unloaded some Canadian banks making rooms for US banks in my portfolio. Your thoughts on Western Union vs Huntington Bancshares (pending the merger with Truist Bank), I have JP Morgan, Bank of America and small portion of Bank of New York. Your input is always valuable to our family. Thank you!

Q: Can I get a list of top 5 oversold stocks in both Canada and the US?

Q: All things being equal If you could only buy one etf , what industry would it be in?
What is your favourite etf in that field?
Philip

Q: Hi guys,

I have been a holder of AAPL for years with some excellent returns. Increasingly however I wonder whether this is a sustainable growth pace for the world’s richest company, and whether they are able to hold their multiple. The phones are expensive and their watch, AirPods and other accessories are successful, but again can they sustain replacement of these expensive products and actually grow their markets for such a huge company.
Their recent rally has been shocking to me, as the only recent news provided was of supply disruptions and an insider statement to suppliers that demand for the 13 is less than expected.

Do you see AAPL as worthy of holding for years to come with its now elevated multiples or is this possibly a good time to jump to another peer that has more left in the tank, like MSFT or AMZN?

Thanks as always.

Q: Hi 5i Team,

Would you be able recommend any good books on general investing in the stock market? Looking for something to read this holiday break.

Thank you in advance.

Q: In recent responses to questions regarding recommended health care posotions you like: ISRG,SYK,MDT,ABBV. I have a full position in UNH. Would you suggest a change (no tax implications) i.e., is there anything wrong with UNH is your opinion? Thanks again.

Q: Hi All at 5i!!! Is there a significant difference between CPD and ZPR??? Would one be better than the other for income and security??
Cheers, Tamara

Q: Hello,

We are light on consumer cyclical and basic material
Would you be comfortable buying CCL.A and NTR for long term hold and income? Or is there a better combo that you would suggest?
Thank you

Q: What would you recommend as additions to a retired person's portfolio that presently contains:
22% BCE
13% BAM
18% Fortis
10% TRP
16% TD

Dividends and stability are important while understanding that there are no guarantees.
Many thanks,
V