Investment Q&A

Q: Hi 5i,

Thanks as always for your incredible insight on all things investments. My questions revolve around Dividends.

I am new to the world of Dividends and to date I only own one Dividend paying stock (ATD); and would like to add several others as a means to diversify my investment portfolio. Hopefully I am not too late to the game. I am 50 and looking for long term investment.

I have taken a look at your Income Growth portfolio but if I am being honest, I don't know where to start. Knowing you cannot personalize recommendations - hoping you can at least offer solid guidance.

Can you please share you favorite 5-10 (CA or US) and rank starting with the best. Would appreciate dividend stocks which offer diversification across sectors if possible. Any best practices you could offer in this area (TFSA vs RRSP vs LIRA etc.); I would be most grateful for as well. Thank you in advance!

Q: Which stock would have the most growth going forward- HPS.A, STN,TIH,TVK? Please rank them.

Thanks for your service

Q: What would be your top 5 picks for Cdn dividend paying companies that have a safe and growing dividend? No financials please. Thank you.

Q: What’s your view on Toromont earnings today? Is the drop in share price an opportunity to buy?

Q: Have some cash available to add to one or 2 of the following: CLS, DOL, DOO, GIB.A, IFC, QSR, STN, TIH. For a purchase at the current price, please rank from 1 through 8, for total return over the next 3 - 5 years. I believe you are pretty positive about each of these companies. No concerns about sector allocation.

Q: How would you order these three if you were buying today?

Q: Hello Peter,
Given a 3-5 year buy and hold period, what would be good entry point for Toromont Industries and Dollarama?
Thanks very much.

Q: Given a 3-5 year period, please list the above stocks from best to least for growth.

Thank you.

Howard

Q: From reading your recent answers, you like these 4 companies (CNR, CP, TFII and TIH). Would you please rank these 4 companies for growth and rank them again for dividend growth. Which two companies would be your favorite for a combination of growth and dividends for a 5+ year hold? If you can give a brief explanation for the reason(s) over the other 2 companies? Thank you.

Q: Please provide me with your 5 of your best Industrial companies and Tech companies

Q: Hi Peter & 5i,
Q1 - CSU and VGT values have caused my TECH sector allocation to be overweight. Knowing you can't personalize weightings and keeping in mind the theory of letting your winners run. Would you see a trim of CSU and VGT and putting those proceeds into GSY as good switch for future growth? Or would I be just shuffling future growth from one sector to another?
Q2 - In showdown of TIH and EIF which one would you recommend for overall future returns? Do you have concerns about the debt levels of EIF versus the EBITDA? No such concerns with TIH.
Thanks always for your great insight and advice.

Q: Why the big jump in price Wednesday?

Thanks


Sheldon

Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!

Q: Good Morning,
Of the two stocks listed above, which do you see having the best total return in the next 3-5 year, and a brief explanation of your reasoning.
Thank you,

Q: As they are both Caterpillar dealers serving different geographical areas, do you ever see these companies merging into one? Would a merger not create cost savings via synergies, increased capital pool etc for expansion and growth etc ultimately benefiting the shareholders of the combined company. . Thanks for the great service you provide.

Q: What is your view on Wajax? As a smaller market cap with yield, is it a decent alternative to the bigger names like CAT, TIH or FTT? If not, which is your preferred name at these levels and why? Thanks and deduct the necessary credits...

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. ;)

Q: Hi Gang
Can you give a list of your top Industrial stocks for 2024

Thanks Mike B

Q: Looking to invest my TFSA contribution. Can you give me your top 5 Canadian dividend growth stocks at the moment.

Q: Could I please get you thoughts on Finning