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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: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.

Read Answer Asked by Sonny on June 21, 2022

Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom

Read Answer Asked by Tom on June 21, 2022

Q: Please recommend, especially during this uncertain economic times, two to three Consumer Staple stocks to hold, again for longer than 5 years. My aim is 5 % yield but I do understand that yields for good quality companies are usually low. I would be happy to invest in those with really strong growth down the road. This is what I have compiled with: NWC, PBH, ATD, EMP.a, L, MRU. By all means, please include ones that you feel would serve this purpose.
Thank you again for your insight. Roger

Read Answer Asked by Roger on May 17, 2022

Q: Happy Friday,

With the current dip and a further downside expected are there any income equities that you would classify as very attractive.

Looking for some new ideas. I have lots of banks, pipes, telcos, utilities, insurance cos, etc. but am not immune to buying more.

Anything in the US really strike you fancy?

Thanks very much and have a great weekend.

Read Answer Asked by Dave on May 10, 2022

Q: Can you name 5-6 Canadian dividend stocks that you think might be a good spot to ride out higher interest rates for a while? Thank you

Read Answer Asked by Martin on April 08, 2022

Q: Hello everyone at 5i!, I trimmed 30% from my nutrien holding since it has grown nicely . Now that I have my initial investment at hand, I was thinking I would like to add NWC to my portfolio. It seems to have a reasonable PE ratio and a decent dividend. What are your thoughts on NWC for a long term hold and is now a good time to pick it up ?Cheers, Tamara

Read Answer Asked by Tamara on March 11, 2022

Q: Hi 5i,

If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?

Read Answer Asked by Kelly on March 08, 2022

Q: In my RRIF account I hold NTR which has broke two of my sell/trim thresholds. It has grown by 100% and is now over 7% holding in this account, so I may trim back to a 5% holding. My short list to replace with a higher dividend income in mind are ACO.X, EIF, NWC, and PKI. Could I please get your ranking and if any should be removed from short list.

Read Answer Asked by Roy on March 02, 2022

Q: Hi 5i Team - Could you provide two or three top picks in each of the following sectors: Real Estate, Consumer Staples, Financial, Industrial. Any market cap is fine but with a focus on mid cap. Also with a focus on Canadian Equities.
Thanks.

Read Answer Asked by Rob on February 23, 2022

Q: what are your top three picks ,us and cdn, for consumer staples thanks

Read Answer Asked by andre on February 17, 2022

Q: Retired, dividend-income investor who usually has ALL of my cash at work. I am currrently sitting on roughly 2.5% cash and am considering topping up the above holdings to achieve my asset allocation targets.

Q#1 = Assuming a diversified portfolio, if I wanted to deploy my remaining minor amount of cash, in what order would you spend it and why?

My view is as follows:
First = PBH and WSP (good value right now = fundamentals and technicals look good, if you ignore the death crosses).
Second = ZRE (should do ok in a rising rate environment?).
Third = XIT (wait until at least the first interest rate increase has happened?).
Last = ADW.A (may need another quarter or two to get past the Covid impact).

Q#2 = or should I continue to sit on this cash if you think there are better opportunities coming in the future. It's not as if this minor amount of $ is going to make a huge impact on future performance.

Thanks...Steve

Read Answer Asked by Stephen on January 31, 2022

Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal

Read Answer Asked by cal on January 31, 2022

Q: Can I please have your top 5 US and Cdn consumer non cyclical stock choices ?

Read Answer Asked by adam on January 25, 2022

Q: I am currently looking to increase allocations in LIF (1.8%) ,NTR (2.1%), NWC (1.2%) and PBH (1.95%).

Two questions

1) Would you avoid increasing the allocations on any of these?

2) In what order would you purchase the remaining?

THANK YOU for your superb advice and service.

Read Answer Asked by Lynda on November 22, 2021

Q: Hi Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!

Read Answer Asked by Jerry on November 19, 2021

Q: If you had to pick a food staple long term hold which would you pick from the examples or other suggestions welcome.

Read Answer Asked by Kolbi on November 18, 2021

Q: Hi We are a retired couple using our rrifs for income. We have been waiting for the right time to put our 10% cash to work. Please advise in order which of these selections to top up is best now or wait or don't buy at all.

Read Answer Asked by Peter on October 20, 2021

Q: Top 10 CAD Dividend Growth picks for RESP? 15 year time horizon.

If you have a link to such a portfolio would be happy to see.

Read Answer Asked by Patrick on October 18, 2021

Q: Retired, dividend-income investor, who usually follows a fully invested, buy-and-hold strategy for the long term but trims-adds around core positions to achieve the targeted asset allocation. I currently have <4% cash in the combined family portfolio.

Question #1 = for new monies into my wife's account as they become available, please rank the order in which you would invest into BCE, LNF, NWC....and why? I'm looking at where is the most Total Return upside over the foreseeable future. Ignore asset allocation, I've got that covered.

Q#2 = ditto for my account, please rank for new money investment into LIFE, ZRE, BNS, WSP...and why?

2 questions...please deduct 2 credits.

Thanks for your help, much appreciated.....Steve

Read Answer Asked by Stephen on October 13, 2021