Investment Q&A

Q: Hi 5i,

What would be your reasonably valued top 5 US stocks today with a balance of growth and income in mind (with a focus on dividend growth), regardless of sector. Thanks.

Q: Have the recent declines in these resource companies mainly due to the US new leadership tariff threats or more related to the diminishing China demand.
Would you feel the dividends are safe or should we expect cuts from VALE and others?

Q: RBA stock is on a bit of a roll lately. Anything happened to change your view? Is it buyable at these levels, given a PE of 67? What would the forward PE be?

Q: One member, Auftar, mentioned that they plan to keep BCE and Telus in their soon-to-be-converted RRIF portfolio because the high dividend yields from these stocks will help manage the RRIF withdrawal rate. With BCE and Telus offering dividends of 10% and 7% respectively, assuming no cuts, these stocks can provide a solid return for annual RRIF withdrawals.

My question is: Is holding high dividend stocks in a RRIF a good strategy in both stable and volatile markets? Even if my portfolio value drops, I will still receive dividends for my RRIF withdrawals each year. Am I correct?

Q: Any idea when A&W is going to confirm new dividend amounts? Are they supposed to be the same or similar?

Q: I have decided to buy a large position in BCE
after x div date Dec 15th. Technically it shows no signs of recovery yet.
I belive its pays a higher divident and has as much upside potential as Aqn,Spb and Pgi.un which I will sell.
On the negative side, my fear is that companies like Att ,Vodaphone and Telephonica have been a loosing investment for 20 years.
What are your comments.
Thank you,
Joe

Q: FTT dropped over 11% during the last week.
Can you please comment on the results of the last quarter.
What is your perspective on this stock ? Is a hold or sell ?
Do you recommend averaging down ?
Thanks

Q: Could you comment on the latest Q please. The income drop seems rather significant. Do you think the income drop is short term? Thanks.

Q: Hello. What are some Cdn list companies that pay dividends in USD? Any with decent yields (above 5%) and/or with solid dividend growth? Thanks!

Q: You have beaten down on all the the pro's and cons about tel, and bce. My situation is the fact that I have to convert my rrsp to a riff. I am way down on bce and tel, I have no plan to sell, this is my reasoning. the value that I use for with with drawls is the current price and not what I paid. As such my return is 10% and 8 %. My goal is to make enough on dividends to be higher than 5% so I am not taking out for money than I make, since I don'd need the money, and hope a little capital gain thereby not depleting my rrif. Since bce has allready said that they will not increase the payout, I think that tel has a better chance of increasing the pay out, thinking of adding some more. I have some piple lines that have gone up a lot and I am getting a good return on them. Looking to buy a solid company that has a good dividend. What say you, is my plan make sense?
Thanks

Q: what is your take concerning the plan of arrangement proposed by BEPC

Q: I've noticed you do not have any covered call ETFs in your income portfolio. If not appropriate in your minds, are there any good situations for this type of investment, and if so, when? What are the PROs amd CONS? What are the better strategies or alternatives?

Q: If one were to compare CNR and CP.
1. in your opinion which one has better valuation?
2. in your opinion do you think they will be significantly negatively impacted with Trumps policies?
3. in your opinion which railway will be effected the least?

Q: My Consumer Cyclical sector is too low; I need to increase it. What are your Canadian recommendations in this sector at the moment? Thank you

Q: Should we worry about those recent earnings? Still hoping the real estate spinoff is worth the wait.

Q: I hold these stocks in a registered account. Both are down since the start of the year (2024). Is this a good opportunity to add. Long term hold. You thoughts Thanks David

Q: Please provide brief analysis on quarter and if this is still a stable LT hold with great capital allocators

Q: Thoughts on the quarter for Leon's. With a sluggish Canadian economy and curtailed immigration I am concerned about their ability to grow. That being said, management is excellent and they have the upcoming reit spinout. What should shareholders expect in the REIT spinout? Do you see some nice upside due to this or have most of the gains been made around the announcement.
Thanks Rob

Q: Good Morning,

SPB has bounced back somewhat since the recent dividend cut.

Do you expect any further appreciation or is now a good time to sell.

Thanks.

Q: Hello 5i,
It was mentioned that AW:CA is worth keeping for income. So far I am down $3,000. Is there a reason for this? I know we are not fortune tellers, but after an initial period of indecision would it be expected to go up? Would you suggest an adding to QSR in a U.S. account or another Canadian option? If so what should be considered? Time frame is five years for this 78 year old income investor.