Q: I would like to add 5 or 6 Canadian companies to my portfolio that pay a decent dividend (3%+) and distribute monthly. I'm hoping that you can suggest some companies that fit the bill and you respect for their high quality, leadership and ability to whether the noise created by events such as we are currently experiecing. Thanks in advance for you continued respected advice.
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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: hello 5i:
comparing these two companies, which do you like better and why?
thanks
Paul L
comparing these two companies, which do you like better and why?
thanks
Paul L
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Costco Wholesale Corporation (COST $930.01)
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AbbVie Inc. (ABBV $230.50)
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Home Depot Inc. (The) (HD $375.75)
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JPMorgan Chase & Co. (JPM $300.89)
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McDonald's Corporation (MCD $297.01)
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Realty Income Corporation (O $58.26)
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Prologis Inc. (PLD $111.23)
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Public Storage (PSA $294.42)
Q: Good morning. I am looking to add a new US dividend growth stock to my RRSP. My top contenders are Costco, Home Depot and McDonald's. What would be your top choice today? Do you have any better suggestions (stocks or REIT's)? Thank you.
Kim
Kim
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AbbVie Inc. (ABBV $230.50)
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Home Depot Inc. (The) (HD $375.75)
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JPMorgan Chase & Co. (JPM $300.89)
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3M Company (MMM $148.75)
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Realty Income Corporation (O $58.26)
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Verizon Communications Inc. (VZ $39.85)
Q: Good Morning. I am selling off some of my more volatile US tech stocks in my RRIF and am looking to redeploy the proceeds into US stable Dividend payors. Can you please suggest 5 or 6 US Dividend stocks ( other than US Tech) to look at? Thanks
Q: Would now be a good entry point to add this company to my portfolio for additional income? Plus could you give your analysis of this company for some appreciation and is the payout reasonable with it's juicy 7%? Many thanks.
Q: Could I have your opinion on C I Financial , CIX
Q: Hello, could you please provide your medium term (3 years) sentiment for Thomson Reuters and related thesis. How do you think it will fare?
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Suncor Energy Inc. (SU $55.28)
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Canadian Natural Resources Limited (CNQ $43.97)
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Cenovus Energy Inc. (CVE $24.25)
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MEG Energy Corp. (MEG $29.80)
Q: Which Canadian companies will benefit when the trans mountain pipeline starts up.
Thank You.
Thank You.
Q: Hi!
In The Globe recently:
"On March 4, chair of the board of directors Bill Holland bought 50,000 shares at a price per share of $20.20 for an account in which he has indirect ownership (WH Corp.), increasing this particular account’s position to 1,325,000 shares. The cost of this purchase exceeded $1-million.
Last month, we reported that Mr. Holland invested over $4.4-million in shares of CI with the purchase of 200,000 shares between Feb. 3 and Feb. 23.
Mr. Holland is CI’s former chief executive officer.
The company pays its shareholders a quarterly dividend of 18 cents per share or 72 cents per share yearly, equating to a current annualized yield of approximately 3.7 per cent."
What would you value CI right now on a per share basis?
Given the present investing environment would full position be a good idea?
Is management trustworthy and effective?
Is the insider buying significant enough to copycat?
Thank you as always!
In The Globe recently:
"On March 4, chair of the board of directors Bill Holland bought 50,000 shares at a price per share of $20.20 for an account in which he has indirect ownership (WH Corp.), increasing this particular account’s position to 1,325,000 shares. The cost of this purchase exceeded $1-million.
Last month, we reported that Mr. Holland invested over $4.4-million in shares of CI with the purchase of 200,000 shares between Feb. 3 and Feb. 23.
Mr. Holland is CI’s former chief executive officer.
The company pays its shareholders a quarterly dividend of 18 cents per share or 72 cents per share yearly, equating to a current annualized yield of approximately 3.7 per cent."
What would you value CI right now on a per share basis?
Given the present investing environment would full position be a good idea?
Is management trustworthy and effective?
Is the insider buying significant enough to copycat?
Thank you as always!
Q: Looking for income in a RIF account. And “ safer” companies in terms of stability.
These two stocks appear to meet the criteria. The dividends are in the 10-12% range
What do you think ?
Would you have a preference given the similarities in holdings?
Thanks.
These two stocks appear to meet the criteria. The dividends are in the 10-12% range
What do you think ?
Would you have a preference given the similarities in holdings?
Thanks.
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Fortis Inc. (FTS $71.46)
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Restaurant Brands International Inc. (QSR $93.62)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
Q: Hi Peter
re my income portfolio if i had to pick one in each category which would you favour for dividend and some growth
Atco vs fortis for utility exposure
Restaurant brands vs A and W . for consumer exposure
Thank you
Howard
re my income portfolio if i had to pick one in each category which would you favour for dividend and some growth
Atco vs fortis for utility exposure
Restaurant brands vs A and W . for consumer exposure
Thank you
Howard
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PRO Real Estate Investment Trust (PRV.UN $5.80)
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Intel Corporation (INTC $36.37)
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Microsoft Corporation (MSFT $510.96)
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QUALCOMM Incorporated (QCOM $153.59)
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Oracle Corporation (ORCL $292.96)
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CI Financial Corp. (CIX $31.99)
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Dream Office Real Estate Investment Trust (D.UN $19.22)
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Whitecap Resources Inc. (WCP $10.51)
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goeasy Ltd. (GSY $158.29)
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Harvest Healthcare Leaders Income ETF (HHL $7.34)
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MCAN Mortgage Corporation (MKP $20.43)
Q: Hi Peter
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
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Hamilton Enhanced Canadian Bank ETF (HCAL $31.61)
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Hamilton Enhanced Canadian Covered Call ETF (HDIV $19.85)
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Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.47)
Q: A while ago I asked 5I to run the numbers on HCAL as an example of one of Hamilton's new leveraged ETF's comparing both a covered call and similar market ETF and speculate on the return of their other ones ...... Below in quotations is the answer I got .....
" HCAL 1 month 1.7%, three months 0.85%, YTD 34.9%
ZWB 0.9%, 1.65%, 23.7%
ZEB 1.05%, 1.72%, 29.9%
The difference is likely very closely related to the leverage impact. We would not expect HDIV to be different. " .....
Clearly the Hamilton product out performed both the covered call and regular banking market ETF's
Please clarify the following answer given to Craig this morning ? .....
" For a long-term hold, we would side with either VUN or ZWH, as HYLD would cap long-term capital gains due ot the coverd call strategy. We would be fine with the prospects of both ZWH and VUN but side with VUN for a broader exposure to higher growth areas. "
" HCAL 1 month 1.7%, three months 0.85%, YTD 34.9%
ZWB 0.9%, 1.65%, 23.7%
ZEB 1.05%, 1.72%, 29.9%
The difference is likely very closely related to the leverage impact. We would not expect HDIV to be different. " .....
Clearly the Hamilton product out performed both the covered call and regular banking market ETF's
Please clarify the following answer given to Craig this morning ? .....
" For a long-term hold, we would side with either VUN or ZWH, as HYLD would cap long-term capital gains due ot the coverd call strategy. We would be fine with the prospects of both ZWH and VUN but side with VUN for a broader exposure to higher growth areas. "
Q: Followup to previous question. Could you provide more specifics on your comment "But it remains cheap on several metrics." Which metrics. How do you assess that.
Q: LIF has taken quite the hit the past two days. I'm thinking to sell my RUS and buy the dip. What do you think of the swap? If so, do you have any advice on timing? LIF shows ex dividend March 30. Would it be wise to wait until then and see how it settles?
Thanks
Thanks
Q: what caused the decline in the stock price on march 14 after the conference call. What I seen in the financials only the free cash flow was lower from 2020.
Q: Hello 5i
Please comment on the similarities and/or differences of these two companies. I know you like ENB but could EPD be investable also?
Thank you
Dave
Please comment on the similarities and/or differences of these two companies. I know you like ENB but could EPD be investable also?
Thank you
Dave
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Royal Bank of Canada (RY $201.20)
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Bank of Nova Scotia (The) (BNS $88.84)
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Canadian National Railway Company (CNR $132.24)
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BCE Inc. (BCE $33.46)
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Sun Life Financial Inc. (SLF $86.24)
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Power Corporation of Canada Subordinate Voting Shares (POW $62.29)
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Fortis Inc. (FTS $71.46)
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Restaurant Brands International Inc. (QSR $93.62)
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Algonquin Power & Utilities Corp. (AQN $8.11)
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Magna International Inc. (MG $60.97)
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Savaria Corporation (SIS $21.34)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $31.05)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.70)
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Invesco Canadian Dividend Index ETF (PDC $39.45)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $57.46)
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Nutrien Ltd. (NTR $83.84)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.67)
Q: I have a relatively small RESP portfolio that will have to change to an RRIF. I would like the RRIF to be able to generate enough dividends to cover the required withdrawals. If that is possible. Can you tell me your top ten highest dividend-paying Canadian companies or maybe even better ETFs or a combination that you would be comfortable owning?
Thank you.
David
Thank you.
David
Q: Peter, your opinion on wajax please. Looking for safe div and a bit of growth. Ken
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Canadian Utilities Limited Class A Non-Voting Shares (CU $39.04)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $51.15)
Q: Hi 5i,
Which one would you choose between ACO.X and CU for an RRSP?
Can you help explain your reasoning?
What would be a good price to pay for your choice today?
Which one would you choose between ACO.X and CU for an RRSP?
Can you help explain your reasoning?
What would be a good price to pay for your choice today?