Investment Q&A

Q: I currently hold the above investments in my non-registered account and will invest some additional funds before the end of the year. My plan is to top up my investments in approximately 8 stocks and 1 ETF. The investments will be a 5 to 10 year hold. Please provide a ranking for the top 10 stocks in my non-registered account. Which ETF fund do you suggest topping up for a 5 to 10 year hold? Thank you 5i

Q: I would like your thought if it make sense to replace BCE with Rogers or Telus at all, or there are better alternatives , even in other sectors. Please suggest a few alternatives if outside of the above. Thank you as always

Q: Good afternoon!
I have some substantial cash to deploy, ideally into Canadian dividend payers at 4% or more. I already have many of the usual suspects, including the following: ENB, BCE, PPL, BNS, CM, LIF, SIA, T, LIF, BEP.UN, DIR.UN, FSZ
I have been waiting until the December sell-off (i.e. Benj Gallander’s suggestion that it is the best time to buy), hoping to find some that have made the sell list that are good candidates for bounce backs in the future. After observing the market in the early stages of tax-loss selling, would you have some names that might fit that bill? Ideally maybe 5 or 6, although I realize that is a tall order, perhaps! Again, I am seeking dividend paying Canadian equities paying 4% or more.
Thanks! Paul

Q: I have these stocks in my TFSA. How would you rate them for growth and dividend.

Q: Hello
My GIC has just matured in my RRSP. The rates are low now and was thinking of putting the money in either of the above two ETFs which have a higher yield.
MNY has a higher interest but higher MER but better return overall however seems riskier then CASH. What would your suggestion be, would you have another favorite or would you invest in some other "safe" income instrument in the RRSP, ie ENB?

Thanks
Jeff

Q: Hi 5i.

Which Canadian companies would meet the criteria to be considered dividend aristocrats, if they were listed in the US? I know one of the criteria is that the company must be a member of the S&P 500 Index, so obviously an equivalent index membership will have to be used; perhaps the S&P/TSX? Or, would you apply a minimum market cap threshold? It would be interesting to know what Canadian companies would meet the test. Thanks.

Q: telecoms have had a rough year and have not reacted positively to the lowering of interest rates with the heavy debt levels they have I would have expected a positive reaction by now. That being said if you had to choose between Rogers, Telus or BCE what one would you choose and why ?

Q: I hold both BN and BAM...
- I have a higher holding in BN in multiple accounts...
- I have done well on both...

- If You were to add to a position, Which one or Both?

Q: Yesterday I asked you about a group of stocks with respect to trimming our positions to reduce our overall stock exposure.

Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD

Q: What are your best ideas for income/dividend stocks/etfs in a non-registered account? Main goal is regular income.
Thank you.

Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe

Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris

Q: My wife and I are mainly dividend investors. We tend to hold our stocks for many years. Due to the significant increase in the value of our stocks this year, we are considering reducing the percentage of some stocks in our portfolio by about 10%.

Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD

Q: Could you please rank these according to your expectation of best mid-to-long-term return?

Q: Any concerns about holding BN or BAM in a non registered portfolio including after the BAM move to US?

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: What is the relationship between BN and BAM? I read that BAM just sold several different major assets at attractive prices, bur did not hear anything about whether BN would benefit from these sales. Does BN own a piece of BAM, or vice versa? Which is a better buy if i already own BIPC and BEPC?

Q: I have a small amount of BAM from the previous spinoff. I like the Brookfield companies and am looking for a good growth dividend stock. Do you think it is too late to add more BAM?

Appreciate your insight.

Paul F.

Q: Hello Peter,
With Brookfield moving its HQ to US, does this mean we will pay with withholding tax in our TFSA account for any dividends declared? Also, should one wait before adding to BN? Given Topicus's results, would it make sense to increase one's weight to from 2 percent to 3 percent .. Lastly, if one wants to stay conservative, would it make sense to sell TOI, and LMN and just focus on CSU? Much appreciate it

Q: Two questions (please take as many credits as needed):

Question 1:
BN has a 73% ownership interest in Brookfield Asset Management. BAM has a market cap of about $29B. How could one calculate the value of this 73% ownership of BAM based on market cap? I wasn't sure if the 73% was a figure of the total shares outstanding (and therefore value may be calculated as 0.73 x $29B) or whether the 73% interest was outside of the publicly listed shares (and therefore value would be calculated as much higher).

Question 2:
Based on the corporate restructuring announced, it says that "If approved, BAM will own 100 per cent of the asset management business, with Brookfield Corp.’s current 73 per cent interest held directly by owning approximately the same percentage of the publicly traded shares of BAM." Can you clarify what is changing here?