Investment Q&A

Q: Hello 5i,
Portfolio Analytics indicates that I need to add about 1.35% to my Consumer Discretionary/Cyclical and further that I need to increase my U.S. exposure by about 3.05%, so I am looking for a U.S. name that pays a decent dividend above, say, 2.25% in this sector & geography.
Some names that came up from a link (U.S. Dividend Aristocrats) you had previously supplied, in response to another question, that I was considering are:
Genuine Parts - GPC
Leggatt & Platt - LEG
McDonald's - MCD
VF Corp - VFC
So, my questions are:
1. Out of my list are there any concerns over dividend safety?
2. Safety of business in general?
3. Given my need for dividend income in this sector, would you have any other suggestions you might prefer over these names in terms of safety of both business and dividend?
My current Cons. Discretionary/Cyclical holdings are LNF in Canada and MGA (Magna) on the U.S. side.
Retired, income-oriented investor otherwise well-balanced and diversified.
Thanks for any help you can provide - always very much appreciated!!!
Cheers,
Mike

Q: Have been disappointed with ABST.CA. Do you think there is something better or should I hold on for better results?
Earl

Q: PBH and NWC are my current consumer defensive holdings (~5% each, after recent reallocation) in my Canadian unregistered dividend-focused account. PBH in particular has had nice growth.
TD Waterhouse's research are "predicting" MFI's high $45, median $36 target, from a current level of ~$28.
What are your thoughts on the achievability of this, on MFI's metrics, management and prospects otherwise, and whether a switch from PBH to MFI is indicated or not.
Thanks for your continuing great service.

Q: Good Morning Peter & Team,

I know you don't endorse timing. And I don't want to move away from long term strategies holding good names. But there are trends that at time present themselves.

Industrials are experiencing some misses in the current reporting period because of the supply chain issues. A guest commentator on BNN mentioned they expect good quality industrials will be lowering their expectations moving forward. The supply chain challenges will get fixed and when this happens with these lowered expectations in place, this same commentator said the Industrial Sector could perform quite well.

Do you think this is going to happen? And if so, which names would stand out for you? Does Eaton Corp (ETN) make the list?

Thanks for all you do

gm

Q: How do you see this company managing in an inflationary environment? Do you see this as a good entry point? Are there other names in this sector you would prefer right now? Interested in dividends. Thank you!

Q: Do you have a preference for Firm Capital Mortgage (FC) or Firm Capital Property (FCD.UN)? Would you buy either, both or neither for stable income and any reason(s) would be appreciated. Thanks.

Q: Hello 5i:
I am thinking of replacing AQN in my TFSA as I feel the company has become stagnate lately and I have a 50% profit from owning it since 2014. I have been thinking AQN and buying either PPL or TRP.
Can you rate which pipeline you like best and why? Or, would you stay with AQN?

Q: Can you please clarify for me the following:

In terms of dividends, there is an "ex-dividend date", and a "pay date".
If one owns shares as of the ex dividend date and sells before the pay date, does one collect the dividend anyway?

Appreciate your help.

Q: I have been encouraged to invest in this dividend split corp paying about 5.45%. Still explain the risk/benefit. Thank you so much.

Q: Could you provide the names of some companies that have declared their first dividend over the past several months. Canadian or U.S., any size market cap. Thanks.

Q: With the current gong show at Rogers corporate board would you be inclined to hold on to a current position or sell? I currently hold Telus and BCE as well as Rogers.

Q: Good Morning
This morning Peter McKeough is recommending that T is a buy. He is forecasting a 7.7 Price /Earnings ratio for the 2021 earnings.
Is this the right time to average down on this stock?
I will appreciate your insight as always.
Thanks

Q: Hello Peter,

The ETF's above are in the income portfolio. All have different yields that are paid out monthly. My question is, do any of these "dividends" increase over time? Not the yield but the actual payout per share?

Thanks,

Kelly

Q: What caused Energy Transfer stock price to fall today? Whatever it was do you see it as a red flag?

Q: With all the speculation about major dividend increases once restrictions are lifted, would investment in banks be a good short term strategy (hoping for a boost upon announcements), or has the expectation already been cooked into current prices? Any guesses as to who will announce the largest increase?

Q: Hi. Are there any Canadian companies that meet the U.S. dividend aristocrats criterion of having increased dividends for at least 25 consecutive years?

Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi

Q: Thoughts on the quarter please?

Q: Hi, what is your outlook for Rogers - is it more of an opportunity than a laggard? The stock has lagged other telecoms and its below its 200 day moving average.

Q: I would like to have your view on renewables mainly BEPC, BLX .
Do they perform better in a low or high interest rate environment?

Also , your outlook on ETF TAN

Thank you