Q: Have been waiting on TD .now contemplating buying BAM.A please have your taught.Thanks
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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.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Agnico Eagle Mines Limited (AEM)
- Tamarack Valley Energy Ltd. (TVE)
- Nutrien Ltd. (NTR)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi. I have an RESP for three grandkids, ages 5, 7 and 9. Current holdings that I'm underwater on are: AEM, BCE, BN, NTR and TVE along with these: ARX, BAM, CSU, ENB, RY, TD and TOU. I'd appreciate your overall comments on account re sector allocation and any obvious sells. As well, I'd like suggestions on how to deploy $7000 cash. Thx.
- Welltower Inc. (WELL)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Fortis Inc. (FTS)
- Tourmaline Oil Corp. (TOU)
- Agnico Eagle Mines Limited (AEM)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.
- BCE Inc. (BCE)
- Fortis Inc. (FTS)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Which 3-4 tsx stocks would you consider have the safest dividend?
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Business Partners L.P. (BBU.UN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Reinsurance Ltd. Class A Exchangeable Limited Voting Shares (BNRE)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi,
Thank you for answering Scott's question today (Jan 30, 2024) and choosing BIPC. His question didn't include all the components of BN behemoth. I know your favorite is BN for growth and BAM for dividends. Can you rank order others, especially BEPC/BIP? To one of earlier questions about energy stocks you chose BEPC. I understand the rationale there. If you were to ignore the energy sector where would BEPC stand?
Many thanks.
Thank you for answering Scott's question today (Jan 30, 2024) and choosing BIPC. His question didn't include all the components of BN behemoth. I know your favorite is BN for growth and BAM for dividends. Can you rank order others, especially BEPC/BIP? To one of earlier questions about energy stocks you chose BEPC. I understand the rationale there. If you were to ignore the energy sector where would BEPC stand?
Many thanks.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Which of the BN subsidiaries do you think offers the best overall return profile over the next 5-10 years and why.
Many Thanks
Scott
Many Thanks
Scott
- Park Lawn Corporation (PLC)
- Bank of Nova Scotia (The) (BNS)
- Celestica Inc. Subordinate Voting Shares (CLS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: Hello Peter and 5i team,
My TFSA contains the aforementioned stocks in roughly even percentages except for nominal investments in Park Lawn and DRX. I would like to make my annual contribution to one or some of these companies and would like to know what your order of preference would be for buys/adds at this time. Please also include Celestica in your considerations.
Also, are there any companies in this list that you would consider undervalued at this time?
Thank you.
My TFSA contains the aforementioned stocks in roughly even percentages except for nominal investments in Park Lawn and DRX. I would like to make my annual contribution to one or some of these companies and would like to know what your order of preference would be for buys/adds at this time. Please also include Celestica in your considerations.
Also, are there any companies in this list that you would consider undervalued at this time?
Thank you.
Q: Hi this is a question about David’s reply to George’s question about how to achieve an effective withdrawal plan for your retirement portfolio. Would you list 6 or 7 high quality dividend paying stocks to include in your RRIF portfolio. And David if you want to consider taking your expertise on this subject to the forum, myself and others would appreciate it
Thanks
Thanks
- Enbridge Inc. (ENB)
- Intact Financial Corporation (IFC)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- TMX Group Limited (X)
- Toromont Industries Ltd. (TIH)
- North West Company Inc. (The) (NWC)
- Thomson Reuters Corporation (TRI)
- Premium Brands Holdings Corporation (PBH)
- iShares S&P/TSX 60 Index ETF (XIU)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I recently transferred my employer TFSA account to my trading account, so I now manage my entire TFSA. I have many solid growth names, and have XIU and BNS as a dividend/diversification play.
I am looking for a solid set it and forget it Dividend play to DRIP, and have some share price appreciation for long term.
Would BAM or FTS be your top pick for this type of thing? Can you provide say 7 or 8 of your top picks for dividend growth, business development runway, and a higher dividend? I had considered growing XIU significantly to drip more, since its diversification almost guarantees the set it and forget side of things.
Thanks for all your recent help! I'm definitely ripping through some credits this month. ;)
I am looking for a solid set it and forget it Dividend play to DRIP, and have some share price appreciation for long term.
Would BAM or FTS be your top pick for this type of thing? Can you provide say 7 or 8 of your top picks for dividend growth, business development runway, and a higher dividend? I had considered growing XIU significantly to drip more, since its diversification almost guarantees the set it and forget side of things.
Thanks for all your recent help! I'm definitely ripping through some credits this month. ;)
- Fortis Inc. (FTS)
- Polaris Renewable Energy Inc. (PIF)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi 5i,
I would like to sell BEPC to benefit from tax loss and buy back in 31 days.
Portfolio includes:
2.5% Fortis
2.5% BEPC
1% PIF
Also have :
2.5% BIP.UN
1% BAM
2% BN
I am retired, like dividends and some growth.
1. Looking for a proxy for BEPC for one month
2. Your suggested mix of Utilities.
( Will probably increase BAM some more.)
3. PIF - I like the dividend but volatile for a utility and hasn't gained SP for many years. I have a small loss. Is the dividend secure? Any reasonable gain anticipated over next year or two for PIF?
Might gains be a little more outsized due to interest rate reductions in next year or so?
Do you think it could be a takeover candidate?
Should I hold this or sell?
Thank you for your usual great advice.
I prefer more rather than less detail. (Subtract as many credits as needed.)
I would like to sell BEPC to benefit from tax loss and buy back in 31 days.
Portfolio includes:
2.5% Fortis
2.5% BEPC
1% PIF
Also have :
2.5% BIP.UN
1% BAM
2% BN
I am retired, like dividends and some growth.
1. Looking for a proxy for BEPC for one month
2. Your suggested mix of Utilities.
( Will probably increase BAM some more.)
3. PIF - I like the dividend but volatile for a utility and hasn't gained SP for many years. I have a small loss. Is the dividend secure? Any reasonable gain anticipated over next year or two for PIF?
Might gains be a little more outsized due to interest rate reductions in next year or so?
Do you think it could be a takeover candidate?
Should I hold this or sell?
Thank you for your usual great advice.
I prefer more rather than less detail. (Subtract as many credits as needed.)
- Visa Inc. (V)
- TMX Group Limited (X)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: This is a question regarding portfolio composition, which I would describe as alpha-balanced. I have chosen not to invest in real estate (as I own a home) or materials (too volatile). I am overweight in Tech (17.5%), Industrials (19.25%) and Finance (22.3%). The other sectors are all at appropriate weights. I am somewhat concerned about having too much allocated to financials and seeking advice. The stocks I hold in relatively equal amounts are: BAM, BN, X, V and HMAX. (I hold HMAX strictly for the out-sized dividend with the expectation of little growth; with a solid dividend here, it frees up other funds to invest in more aggressive companies that don't pay dividends such as HPS.A and LMN.). Long story short: do I have too many eggs in one basket, or do my financials have sufficiently different drivers that you would be comfortable with this imbalance? Any other comments with regard to the strategy behind my chosen portfolio composition would be most welcome. Many thanks.
- North West Company Inc. (The) (NWC)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Greetings 5i,
I am looking to lower my exposure to financials and raise that of consumer staples. This does not have to be done but should result in better diversification.
Would a switch from BAM to NWC, purely for better diversification, be advisable? I note the slightly better yield on NWC.
Thanks as always
I am looking to lower my exposure to financials and raise that of consumer staples. This does not have to be done but should result in better diversification.
Would a switch from BAM to NWC, purely for better diversification, be advisable? I note the slightly better yield on NWC.
Thanks as always
- Trisura Group Ltd. (TSU)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Which do you prefer BAM or TSU for growth? Or another, in the same sector?
Thanks for your service!
Thanks for your service!
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: For a long term investment (5+ years)which one of these Brookfield entities would you prefer if the objective is to maximum total return? Thanks.
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- Docebo Inc. (DCBO)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Team,
Once again the hopeful small cap Jan bounce has done the opposite so far with essentially all growth being sold off. It’s amazing how a new year is here and it’s like a light switch where the narrative turns to everyone selling to lock in profits. This confuses me some as I thought year end Dec would be the time to lock in gains? What’s your take on the selloff and when’s your best estimate of when would be a good time to buy the dip? Is there a history of how long a Jan selloff typically lasts? Also; is there any standout buys in the market you see today now as a result of the recent selloff ? Thanks ,
Shane
Once again the hopeful small cap Jan bounce has done the opposite so far with essentially all growth being sold off. It’s amazing how a new year is here and it’s like a light switch where the narrative turns to everyone selling to lock in profits. This confuses me some as I thought year end Dec would be the time to lock in gains? What’s your take on the selloff and when’s your best estimate of when would be a good time to buy the dip? Is there a history of how long a Jan selloff typically lasts? Also; is there any standout buys in the market you see today now as a result of the recent selloff ? Thanks ,
Shane
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Brookfield Renewable Partners L.P. (BEP.UN)
- North West Company Inc. (The) (NWC)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Thinkinf of swaping out Sunlife now in a hopefully falling rate environment for a stock with more overall growth potential, but still a dividend over 4%. Please provide a few names for a dividend focused retirement portfolio that also bring strong overall return potential. Or, thoughts on whether Sun Life is still a stock to own in this situation.
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hello, As a result of the spinoff I own BAM and BN.. As I understand it: BN remains BAM’s largest shareholder with a 75% ownership stake. And since BN has exposure to several business sectors, I am thinking of keeping my 1100 shares of BN and sell the 275 shares of BAM?
Your thoughts?
Thanks
Carlo
Your thoughts?
Thanks
Carlo
- Restaurant Brands International Inc. (QSR)
- North West Company Inc. (The) (NWC)
- A&W Revenue Royalties Income Fund (AW.UN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I am planning towards retirement within 5- 10 years and would like to transition my TFSA from growth oriented to dividend paying stocks to supplement my income upon retirement.
Can you suggest dividend paying stocks with min 3% yield with history of dividend growth. Thank you
Can you suggest dividend paying stocks with min 3% yield with history of dividend growth. Thank you
- BCE Inc. (BCE)
- TELUS Corporation (T)
- TMX Group Limited (X)
- Toromont Industries Ltd. (TIH)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What is your dividend and share price growth opinion on these 2 over the next 12 months? It seems that their primary revenue source is selling data which provides limited growth. They seem to have lost out on the content distribution sector and I don't see new growth areas for them. Where do you think their growth will come from? I currently hold both (which is not good) and am considering selling both. I had originally invested for share price growth and dividends.
- Tourmaline Oil Corp. (TOU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: For a growthy TFSA contribution for 2024, I’m considering one of these companies. Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk (like SHOP) is fine with me.
Also, are there any other companies you’d recommend I consider and why.
Thanks for such a great service.
Also, are there any other companies you’d recommend I consider and why.
Thanks for such a great service.