Investment Q&A

Q: Hi 5i, can I please have your opinion on their latest quarter and year end results? If you had a chance to listen in on this mornings CC, and comments of forward guidance would be welcome also.

Thx.

Q: Thoughts on the Q1 forecast(quite low in comparison) - must be the reason for the drop?

Cheers, Chris

Q: What do you think of the deal with Brookfield in BCC?

Cheers, Chris

Q: Hi Folks,
I am looking to add one of EIF, BAM or AD.UN to my diversified RRSP portfolio. Looking for a safe yield with a little growth. Is there one that stands out for your suggestion?
Thanks

Q: Hi

In my RRSP account I am down 10% on ZWU.

Based on interest rates and other factors would AD.UN be the better of the two to own?

If you have any other suggestions please feel free to mention.

Thank you

Mike

Q: My margin account interest rate is currently at 7.90%. With recent increase of interest rate by BOC, the rate may go up by another 0.25%. Out of the 5 stocks I am holding in this account, only two (MPCT.UN and PEY) have dividend higher than the interest rates. Would you recommend any other Canadian stocks with high dividend/ yeild for margin account.

Q: I am looking at selling HR,PMZ , AD , ( 10% total weighting) keeping CRR and buying KMP(2.5%); all held in my RRIF.
Halifax ( where I live ) is booming ,has a strong rental housing market and KMP has a significant presence there. With continued high immigration and constrained construction the metrics look good for this sector. Some markets have rent control. While concentrated in Atlantic Canada, they are also growing in ON, AB ,and BC.

Your thoughts on KMP and on this portfolio change would be appreciated. Better rental reit suggested ?
Thanks
Derek

Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.

Q: Thoughts on the latest quarter? Conference call was quite positive. Thanks...Steve

Q: I am a 60+ retired income investor,

I consider the above noted equities to be my riskiest holdings.

About 1,000 each - mostly in my cash account.

I understand SYZ reduced its dividend today and of course the issues with AQN.

Still up on AQN. Underwater on all the rest.

Looking for some advice - sell or hold by holding?

And of course any general comments would be appreciated.

Thanks very much.

Q: Its been a busy earnins seasons.
A few dividend increases you missed on your wonderful dividend change site
GRT.UN Nov 9th 3.20% increase
AD.UN Nov 9th 3.00% increase
CTC,A Nov 10th .6.25% increase
DIV Nov 14th 2.10% increase
Thanks a bunch

Q: My Cash account. My plan is to top up existing positions in the following equities:
LIFE, AD.UN, BNS, WSP.

My thoughts were to buy in this order = LIFE (up overall, small capital loss on paper), AD (up lots, ETF-like stock), BNS (small paper loss), WSP (sensitive to economy-related projects?).

Could you please provide the sequence that you would buy these and why. The funds are available now, but I plan to spread out my purchases over time.

Thanks for your help....Steve

Q: Alaris on of the biggest losers today and now paying a 8.5% dividend. Any specific reason other that market weakness for the big drop? Is the dividend safe and would you support adding to my position?

Q: Your thoughts on their 1/4 after they report.

Thanks

Q: Please rank these stocks and would you be comfortable buying them now for their generous yields with at least a three year hold?
Any individual company comments are welcome. Thanks.

Q: Please rank the above 7 stocks in terms of the negative impact a recession-based bear market would have on their price, and also on their ability to maintain their dividend.

Thank you!

Q: I am looking at expanding my holdings of small

cap higher paying dividend stocks which currently

consist of EIF, AD.UN,and SPB.

Please provide 3 additional names ( 5% plus

yield ) which would

be of interest. A comment on each company’s

strengths/weaknesses would be appreciated.

Thanks. Derek

Q: Could you give us your thoughts on Alaris's 1/4
Thanks You

Q: I need to sell one stock from my income portfolio which is overweight financials. I am looking for steady reliable income. Growth is a bonus. Risk should be low. Between EIF, AD.UN and DIV, which one would you sell and why? Thanks.

Q: are either of these worth holding ?