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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 do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?
Read Answer Asked by Stefan on April 29, 2021
Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
Read Answer Asked by grace on April 27, 2021
Q: Further to my question of March 19, I have received the funds which represent 15% of my non registered account ( and 7.5 % of total portfolios).
I have added the hedged ZQQ to the list as I have no tech exposure in any portfolio and have a US property being 20% of my total assets, thus providing adequate currency diversification.
I used one third of the new funds to purchase BAM and am now looking for the next 2. Your suggestion and reasons are appreciated. Derek
Read Answer Asked by Derek on April 20, 2021
Q: I will be converting my RSP to a RIF next year resulting in my income increasing some 50 % and with money I do not not need for my present lifestyle. The account is full of banks, reits, pipelines, infrastructure , utilities etc., as is my non registered account which is the same size as the RSP. Does it make sense to adjust the non registered account to more growth stocks , and hence less income ? I I have listed some prospective stocks. A crazy idea to reduce income and perhaps this is outside your.venue but any thoughts are appreciated. Derek
Read Answer Asked by Derek on March 19, 2021
Q: Hi Peter and Team
We still hope that markets are looking strong for this year and next so are asking if we should use a cash position in our RRIF and TSA to pick up new 2.5 positions in your latest portfolio adjustment suggestions (DND, TRI). We are also hoping to have more US market exposure in these accounts and are wondering if we should wait for the launch date of the new US ETF that Peter has introduced. Is there a ticker or start date on this ?
Thanks for your continued guidance.
Peter
Read Answer Asked by Linda on March 08, 2021
Q: Hi Peter & 5i,
I've been watching TRI for some time. It is currently classed as Industrial sector in the PA database. I'm pretty sure it would be more appropriately classified as Technology or something else?
After Tuesday's price increase would you still initiate a position at this time for a 5+ year investment.
Thanks so much.
Read Answer Asked by Dennis on February 24, 2021
Q: Hi Peter, Ryan and team,

When Topicus starts trading next week, and with an eye toward a long term hold within a TFSA, how would you rank Topicus when compared to TRI, WSP and WELL?

Thanks.
Read Answer Asked by Marvin on January 29, 2021
Q: On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): GSY, SIS, BAM, TRI, SLF, TFII. If only one could be owned, which would you choose today? Thank you.
Read Answer Asked by Maureen on January 26, 2021
Q: At 27%, I am significantly overweight in utilities (BEP, BIPC, AQN, NPI, FTS). FTS, at a full position in a non-registered account, has been the weakest performer of late. Considering replacing it with one or two of the following: TRI, GSY, TFII or BAM. Looking for growth, a bit of a dividend and don't mind moderate risk.
1. Is now the time to sell FTS?
2. If sold, which stock (or stocks) noted above would you replace it with?
Thank you.
Read Answer Asked by Maureen on January 15, 2021
Q: You mentioned several month's ago that Magna was a cheap stock to buy these days, would you say the same now after it's recent good run? Also, di u think Thompson Rueters is still trading at a good price and still buyable also, thanks?
Read Answer Asked by Pat on December 31, 2020
Q: I have done well with BEP/BEPC - in a non-registered account - and am now overweight (combined 8.4%). Love the growth and solid dividend. My choices now are: 1) Hold the course 2) Reduce to 5%, take the tax hit, and purchase a stock with similar attributes to BEP/BEPC i.e. stable dividend >1.5% and strong growth prospects.

Would you choose option 1 or 2? And if 2, would TRI be a good candidate? Other candidates you might suggest? (Already own WSP, AQN, BAM, FTS, MSI, NPI, PBH, SIS, T and X.) Thank you.
Read Answer Asked by Maureen on December 03, 2020
Q: All things being equal, could you please rank the above-noted companies in terms of both future returns and risk? Thank you.
Read Answer Asked by Maureen on November 26, 2020
Q: Hi!
Stocks have increased a lot recently and most of the above are well off their lows with stocks like BEP and BIP almost reaching their high of the year. Would you feel comfortable entering new money into the above names for income/growth or wait for a pullback? I know timing the market is next to impossible but do you see this rising market as sustainable and if one waits will the opportunity to enter still at reasonable prices be missed? Also, what are your thoughts on RDVY. It was not listed as a choice on the drop down list.
Thank you!
Read Answer Asked by Neil on November 24, 2020
Q: My parents (late 70's) will be receiving proceeds from the sale of a US asset and are looking to add to their existing investment portfolio (an additional 25%) . They are financially stable with a long term balanced portfolio and are interested in allocating the new cash into quality, long term positions with growth potential. US, Canada and industry non specific. What would you recommend as your top 5 US and Canadian positions and why?
Read Answer Asked by Robert on November 23, 2020
Q: Greetings 5i,
I am looking to reduce my Industrials and hold each of these stocks In various accounts. I would prefer to trim an entire position rather than a portion of each. In what order would you reduce these holdings today? Tax-loss selling is not a factor.
Thank you
SP
Read Answer Asked by Steve on November 23, 2020
Q: With your help from May2017 to now I am up 132%. Love your advice but tend to think it's aimed at young and middle aged people, which is probably most of your readers.
I am 71 and have Shopify which has done well for as have KL, Real and Brookfields to name a few. Have some cash and was wondering if you could give me some growth , yes I know the risk, that won't take 10 years to see action on.
Read Answer Asked by Bonnie on November 16, 2020
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