skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have a little to spend and am looking amongst the solid Canadian and US companies that you most recommend for long-term stability and growth.

Specifically though, I'm looking for these companies that seem underpriced and that have been doing well in their buyback policy.
Read Answer Asked by Kevin on July 21, 2022
Q: Hi 5i,

Thank you for the great work. My goal is to generate tax efficient USD income from Canadian co’s who pay USD dividends. Can I ask please ask for your top ideas?

Thank you in advance.
Read Answer Asked by Greg on July 21, 2022
Q: Hi Peter, Ryan and 5i team,

You answered Maureen's question about TOU and TPZ as follows:

"We like both, but would consider TOU more of a growth story and TPZ more for income. We would be comfortable with a swap if that matches an investors' objectives."

How would you answer if WCP was the stock I'm considering to sell (not TPZ) in order to buy more TOU? (I realize that WCP is more of a growth story, but it's quite a bit more volatile than TOU.)

Thanks for your insight.
Read Answer Asked by Jerry on July 20, 2022
Q: I hold a 2.4% position in TOU and a 1.2% position in TPZ in a non registered account. TOU has had greater upside (65% for me) and probably still has legs over the very long term. Capital gain on TPZ is 17.25% and the dividends are solid. TPZ seems to be more an income play than a growth play. I was thinking about selling TPZ and adding to TOU for greater potential growth (5 to 10 year horizon). Currently I hold about 10% energy in Exploration and Production companies combined, but would be swapping securities rather than adding new money. Capital gains from selling TPZ would be manageable with enough capital loss offsets. Is this a good idea or should I continue to hold TPZ?

I have divided my energy holdings into E & P companies (10%) and pipelines (15% -- largely for income -- and in many respects the pipelines are closer to utilities than to oil production companies)
Read Answer Asked by Maureen on July 20, 2022
Q: I like this space. which of these (if any) would you recommend, and why? AMT, CCI, SBAC
Read Answer Asked by Tim on July 19, 2022
Q: I've been sitting on my Q2 div revenues waiting for things to settle a bit. Looking to add to one off the 3 positions X, TD, SLF. Balanced/Income portfolio follower, moving towards income follower. 5+ yr hold. Conversely if there is a holding in the Income portfolio that is a screaming buy right now I would consider adding to that position or starting a new position if I don't already own it.
Read Answer Asked by Tom on July 19, 2022
Q: With the ongoing price swings and volatility, I am looking to add a couple good dividend stocks with a 3-5 year time frame. Can you suggest 5 Canadian stocks with decent dividends, and good upside price potential? Thank you.
Grant
Read Answer Asked by Grant on July 19, 2022
Q: Hi 5i, can I have your current view on the market with respect to inflation, interest rates (inverted yield curve) and recession chances. I realize markets are forward looking and I'm trying to guage future rate increases as I have a few quarters of dividends to spend on income stocks. Oh, and what would be your top three dividend stock picks now? Was looking at SLF, BNS and AQN, but based on your answer to first part, I may hold off.

Thx
Read Answer Asked by Christopher on July 19, 2022
Q: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you
Read Answer Asked by Richard on July 18, 2022
Q: I am a retired income investor who derives all his income from investments. For obvious reasons I am a fan of covered calls and own the various ZWs and HDIV. I also own the canadian banks and ENB. Most of these have held up fairly well in the turmoil. My question is do the covered call ETF administrators try to keep the return % approx level as the ETF value changes. I note that the RBC quoted return for HDIV is noeth of 10% but ZWC is approx 7% which is not much change from where it was in April. Other ZWs are similar. It would seem that BMO manage the return whereas Harvest do not.
Read Answer Asked by Don on July 18, 2022
Q: hello 5i:
Recently, I asked about selling AC and moving the money to EIF. You were positive on this. AC has been sold, and though good earnings growth for EIF is projected, I've found that they miss Analyst expectations on all metrics (Earnings/Share, Cash Flow, and Free Cash Flow) as often, or more, than they hit them.
With that in mind, how much faith can I put in an Earnings Growth projection? Is there a metric I'm missing and should be looking at?
Is there and Industrial space company similar to this, but with a better record of meeting expectations?
thanks
Paul L
Read Answer Asked by Paul on July 18, 2022
Q: Good morning 5i staff,
I am thinking about selling PLC for a tax loss and buying again in 30 days. I know the previous exdividend date was in June but I don't know how to find out when the next one is, as this might affect my decision. Do you see any catalysts that would affect this stock in the next thirty days, or do you think that it will not rise much in that time?
thanks for all your great advice
Read Answer Asked by joseph on July 18, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!