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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: Hi, Is there any holdings in your Income Model Portfolio that you would not take a position in at this time?
Thank you
H
Read Answer Asked by Heather on May 27, 2024
Q: Which 3 Canada Energy stocks (besides SU and ENB) do you currently favour for a 5-10+ year hold?

Please feel free to suggest a company not present in the stock list.
Read Answer Asked by David on May 01, 2024
Q: Hi,
We own both Atd (3% position)and PKI (1% position). Which is the better company going forward? I am thinking about selling PKI and buying more Atd and maybe also adding to ENB(2% position) All these companies have had sizeable pull backs. Just trying to figure out what has the best potential going forward. No tax implications.
Thanks,
Kerri
Read Answer Asked by KERRI on April 30, 2024
Q: Hi Peter, I have about 15000.00 for an RRSP account. I know you can't personalize the account but could you suggest 5 - 10 good Canadian stocks for such an account if looking for income for a 66 year old investor. Thanks
Read Answer Asked by Nick on April 05, 2024
Q: Peter; Not sure if you’re aware that PKI is running an ad here (BC) asking for bids on 157 of their convenience/gas stores across Canada. Maybe ATD is weak because they’re planning a bid and might need to raise money.
Rod
Read Answer Asked by Rodney on March 18, 2024
Q: Christmas Greetings 5i Team!
I've owned Parkland Fuel for about 10 years now, and lately the stock's done very well. With the new EV sales mandates announced by the Federal gov't, would you continue to own a company whose main business is gas stations and fuel distribution? I'm thinking most people who can afford EV's are also likely to own a single-family homes and will charge at home. Of course, there is also the possibility that these sales mandates will be scrapped with a change in gov't in two years' time. Is it best to sell now, wait to see what happens in the next election, or continue to hold long term?
Many thanks,
Brian
Read Answer Asked by Brian on December 27, 2023
Q: Hi 5i,
I’m sitting on a large cash position and want to take advantage of today’s opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?

Thank you!
Read Answer Asked by Greg on October 30, 2023
Q: In reference to your answer today regarding selling the 4 stocks to replace with UMAX, you state that UMAX is “ fully invested in utilities “. I do not believe this to be true as it holds industrials such as WCN, CP, CN , and pipelines and phone companies, which may have a deep moat but I do not class as utilities. I bought this etf for its selection of solid large cap companies across several sectors. True utilities in this ETF are FTS, EMA, NPI, H, ( 30 % of total etf ). The name of the etf is a bit of a misnomer.
Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: In my RRIF, where income with some growth is the aim, I am considering replacing one or all of EIF, SPB, PKI, CRR.UN with UMAX ETF. In what order would you sell ( I believe it’s best to spread this out over the next 6 months) ? Is there any stock you would keep or is a definite sell ? This will double the portfolio’s income and offset the rising mandatory withdrawal . This will also increase my portfolio’s composition of large cap industrial and utility companies. Your opinion on this approach is appreciated. Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
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