Investment Q&A

Q: As a dividend growth investor, with plan of living off of dividends well into retirement over the next 5 to 25 years (based on start of retirement and life expectancy assuming average Canadian life span), REGARDLESS OF SECTOR, what are your SAFEST and STRONGEST dividend paying stocks (with an equal emphasis on safety of dividend and strongest being quality of company).

thanks

Ernie

Q: Looking for income from bond etfs and dividend paying stocks that will appreciate in value if interest rates have peaked and gradually fall towards 3% (i.e. those that have been hit unduly hard due to inflationary fears). Suggestions?

Q: I have a small position in each of BAM and SIS in a RIF and would like to consolidate into one position. Would you prefer BAM or SIS.

Thank you as always for your sage advice.

Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.

Q: Hi Peter and Team
I still hold AQN in a LIF account and would like to replace it with something that pays a decent dividend and will in time recover the more than 40% loss. What do you think of GEI, BEP.un, BIR, TD, or BAM as a replacement? Please rank order. Any other suggestions would be appreciated. Obviously no regard to sector.
Thanks for your guidance, Gary

Q: I would appreciate getting your five recommendation each for US and CAD markets of companies with growing dividends for at least for the last five years with current dividend above 3% that also have growth.

Q: Hi 5i
Please can you recommend a stock for a 2/3 years hold, any sector, looking for dividends and a little growth , for my RRSP
thanks
Fernando

Q: I liked the answer you gave to one of the members today on how to deal with volatility. Buy good companies run by good people at attractive valuations and hold for the long term. My question is:
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.

Q: Hello;

Thanks for what you do. As of today, what would be your top 8 favorite Canadian dividend stocks to hold for the next 2-5 years? Consider income and stability first but growth appreciated.

Flo

Q: Buy BN or BAM? why?

Q: Good morning team,
Could you please give your take on these holdings .. keepers or let go? With the exception of TECK, I am down with the rest. Although they are good companies, they don't seem to have +ve momentum ..
I appreciate your thoughts ?
Thanks
CR

Q: Paul today asked about exchanging Brookfield reinsurance shares for BN. Are all of the Brookfield shares interchangeable? I have some BAM that I have been planning to sell. But, if they are interchangeable that may be a better option.
Thanks as always

Q: Good evening 5i.

The Marketbeat site indicates dividend increases for these companies (amongst others) during the month of May. I do not see the same increases on the 5i Dividend Updates page. Is Marketbeat correct?

Thanks

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while

Q: Hi 5i,
what Brookfield entity has the largest exposure to Oaktree?
Is it BAM or BN or something else?
With credit markets tightening would you consider Mr. Marks skills as an incredible advantage for Brookfield?
thanks

Q: Please comment on latest results.Think Bn reports morning ,May 11. Txs for U usual great services & views

Q: Hi Gang

What are your top ten Canadian dividend stocks at this time
With a 5 yr investment time line

Thanks Mike B

Q: I noticed that Brookfield DTLA, a BAM subsidiary, has defaulted on a series of office building morgages with their preferred dropping from $30 to $0.50. Also I have read frequently that Brookfield's financial structure is highly integrated and complex.
Do you see see any risk here or should I maintain my position. Thanks

Q: Hi Peter and Team,

My understanding from the news is that Brookfield defaulted on some buildings recently. Given the significant tightening of interest rates, the collapse of a 6th bank, and the increased reluctance for institutions to lend and drop in liquidity, how do you feel about the safety of levered companies involved in realestate and commercial realestate?

Have you looked at what obligations Brookfield has that might face mark-to-market losses? Are people confident that the assets and therefore the equity are properly valued?

The building defaults seem like a "canary in the coal mine," don't they? Developers walk away from the building because it costs more to finish it than the building is worth, right?

Thanks!