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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: I did increase lately the % of utilities ( stocks+ETF) in my portfolios ( up to 38%) , since 1) the entry price seems ok ,2) utilities should maintain long term dividends for revenue ,3) they should resist more than other sectors in case of bear or volatile markets,4) still have some capital appréciation potential.What is your point of vue ? many thanks..
Read Answer Asked by Jean-Yves on April 30, 2024
Q: I am looking for quality "dividend growth" focused ETF (not "high dividend" ETF) in CDA and US , with an optimal balance of sectors ( some of those ETF showing, in my vue,a disproportion of sectors, like an excess of financials (ex. 40-50%) etc..). Could you suggest your 2-3 choices in CDA and US ?
Read Answer Asked by Jean-Yves on April 29, 2024
Q: Hello 5i team,
I currently hold Telus and was thinking of switching to BCE since the dividend is larger. It seems telcos are not doing well over the past few years and was wondering what you think may be the cause of this? Also I was thinking that BCE is at a 10 year low and may be hitting a bottom, so there would be a better chance at appreciation as well as the dividend.

This is also to simply having a telco in my portfolio for exposure and it looks like BCE has a better chance of improving than Telus (TIXT is probably dragging it down).

Thank You,
Andrew
Read Answer Asked by Andrew on April 29, 2024
Q: Hi 5i,

I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
Read Answer Asked by Jim on April 29, 2024
Q: Could you please suggest 3-5 of the 'safest' products that provide a 7% yield. They could be stocks, preferred shares, corporate bonds, GICs... whatever. No specific time horizon. Could you please list them in order of safety. Thank you very much.
Read Answer Asked by Toge on April 29, 2024
Q: I currently hold Enbridge in a taxable account and I am thinking of selling it and purchasing a stock in the same sector that has more growth and likely a smaller yield. While I prefer Canadian companies US listed stocks would be considered if they are more attractive.
With appreciation,
Ed
Read Answer Asked by Ed on April 29, 2024
Q: I own shares of Enerplus (ERF), which is being bought by Chord (CHRD). My questions are: (a) do I need to do something active (i.e., tender the shares) and if so, by what date? (b) since I will receive some CHRD shares as well as cash, does it make sense to have my ERF shares reside in the U.S. side of my brokerage account (while waiting for this transaction to close)?

Ted
Read Answer Asked by Ted on April 26, 2024
Q: Appears interest rates have topped and will likely go down in Canada going forward, historically what sectors outperform in this enviroment? I'd assume the higher dividend payers would benefit,and am considering an out of utility etf in a cash account using debt to fund, for instance ZUW paying a montlhy dividend close to 1% higher than my Home LOC interest cost. I've used my LOC for many years funding this account and am well aware of the pro's and cons. Part of my strategy is the added tax benefit of the interest expense deduction, and would think long term should get a modest capital gain on the beaten up utilitites. Would you have a better idea than utilities, I need roughly an 8% dividend to cover interest? Thoughts?
Read Answer Asked by Charles on April 25, 2024
Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.

I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).

I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.

If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.

Thanks,

Terry
Read Answer Asked by Terry on April 25, 2024
Q: I am a fan of buying companies that perform the boring, tedious and "un-sexy" jobs. Star would seem to qualify and would also seem to have good cash flow, etc. Despite it's very poor momentum, it seems, otherwise, o.k. What are your thoughts regarding this stock for an income investor?
Read Answer Asked by David on April 23, 2024
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