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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: Good morning. I am looking to invest ~ 2% weight into the Brookfield "space". I am a recently retired, relatively conservative, investor focused more on income than growth right now, and am targeting an annual minimum of 3-7% dividend growth rate.

Of all the Brookfield companies, if you had to choose one in the above context, which one would it be?

Thanks as always.

Trevor
Read Answer Asked by Trevor on March 07, 2024
Q: Hi Folks,
I am finally breaking even with BNS. I am thinking of selling it and with the proceeds I will top up RY. That will leave me with RY and TD as my bank holdings with a 15% weighing. With the remaining monies I am thinking of adding one of SLF, MFC or BAM. May I have your opinion as to which one you would recommend. This will be for my RRSP account which is fairly diversified.
Thanks
Read Answer Asked by JOHN on March 06, 2024
Q: Can i have your perspective on the relative merits ( payoff) of private wealth companies like Blackstone, Carlyle Group as opposed to banks in either Canada or the USA such as a BNS or JPM , for example. ie would you expect better performance from the private wealth management or banks.

Thanks


Read Answer Asked by Donald on February 16, 2024
Q: Good afternoon,

Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.

Thank you,
Brad
Read Answer Asked by Brad on February 14, 2024
Q: These 3 names get a lot of very positive comments from investment mangers, portfolio managers, etc. 5i included. But unless I am missing something I just do not get it. Take BN , for example.which is touted as a growth stock, yet is about the same price as it was about 4 years ago. Not much growth there. BIP..un is the same price as it was around 5 years ago. So many positive comments. Yet the moment stocks see a set back as we have just had, these stocks get hit hard even though most money mangers ‘love, the companies. There has to be rationale for this disconnect, but it escapes me.
Read Answer Asked by John on February 14, 2024
Q: I purchased BCE awhile back for its very good dividend and some modest growth, thinking it was more “bond” like.
Now with the recent news I am not so sure this is the case. I am overweight in it and wondering what to do with it, whether to keep it and collect the dividend, or if it would be better to sell it or at least some of it.
I could use the loss to offset some of my gains I guess, but I am unsure what is the best move. I don’t need the money, so would probably reinvest the money in another stock.
I am asking for your advice on this investment.
Thanks so much for your past service, it has always been most helpful.
Read Answer Asked by Shirley on February 12, 2024
Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks
Read Answer Asked by RUPINDER on February 07, 2024
Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian
Read Answer Asked by Brian on February 07, 2024
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.
Read Answer Asked by Dona on February 06, 2024
Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.
Read Answer Asked by Mike on February 02, 2024
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.
Read Answer Asked by Savalai on January 31, 2024
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
Read Answer Asked by Scott on January 30, 2024
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.
Read Answer Asked by Bob on January 29, 2024
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
Read Answer Asked by Craig on January 29, 2024
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. ;)
Read Answer Asked by James on January 24, 2024
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