Investment Q&A

Q: Within the 3 5iR portfolios, what are the stocks that would be considered "dividend growers"?...Thanks.... Tom

Q: Can you comment on your current top 5 Canadian dividend stocks?

Q: In a Rif account, looking for steady and increasing dividends over time. Of the two, which has better metrics for long term sustainability. Brief recap of metrics also on the chosen one also

Thank you

Q: Hi 5i,

My current communications holding (VZ:US/Verizon) only amount to 3.5% of portfolio and should be at about 8% according to Portfolio Analysis.
1. Would you continue to hold VZ?
2. Either way, could you recommend some additional/better opportunities?

Many thanks

Q: hi,
looking through the 5i model income portfolio, these entities are all down in share price. for an investor looking for income and growth (both capital appreciation and dividend growth to keep up with inflation over long term ), are all these a buy today? any a sell? any others in the income portfolio you are more interested in today?
cheers, chris

Q: Hi 5i
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry

Q: Hi Folks,
I am finally breaking even with MFC. I am thinking of selling MFC and going to SLF or AW.UN - may I ask your opinion as to the best stock to buy as a replacement today, regardless of sector.
Thanks,

Q: Hi 5i,
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.

Thank you!

Q: P/P $43.63 many years ago.Now that it is close to its 1 year low,is it timely to add.What is a good entry point? Or there are better stocks to buy? Txs for U usual great services & views.

Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?

Q: Morning.
Cdn dividend portfolio of 10 stocks
BCE, bns, cibc, eif, enb, ppl, Royal, tc td, and Telus
Which 2 would you get rid of..and why?
What would you replace them with, (dividend above 4%)
Thank you

Q: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!

Q: As a follow-up to Paul’s question, A&W’s stock is back to where it was about 5+ years ago (way pre-pandemic) - why do you think this is and do you see a reason for this to change? I like the yield but opportunity or value trap? Thanks!

Q: Could you comment on their most recent quarter? They seemed to have significant momentum going into Covid and I was wondering if you feel they have, or will, recover that growth? Are they comparing well to others in the industry? Finally, do you expect them to continue regular dividend increases?

Appreciate your insight.

Paul F.

Q: Wondering if it is time to trade T. Been reading about NWC and wondering if this is a good dividend stock to replace T. Are there other dividend stocks you would recommend.

Q: I sold TRP today at basically a break even price because I do not want to wait out the final outcome of their recent split up plan and to see how their debt is allocated etc. I was in the stock for long term income given I am recently retired. It will be hard to find an equivalent yield, given capital preservation is a prime objective along with the income. TRP was held in a non registered account for tax advantaged dividend income.

With long term capital preservation a goal along with income generation, and that I hold all of the above listed companies already in appropriate proportions and don't wish to add to them or their sectors (no more utilities, financials or telecoms) what other Canadian blue chip dividend companies would you consider for long term hold with decent dividends for income? I also already have enough allocated to bonds, GIC's and cash accounts so I'm not considering these assets either.

Manageable debt levels and ability to maintain dividend growth, hopefully at the rate of inflation or higher is the main criteria I would hope to have in replacing TRP for the long haul. Thank you for your valued insight in giving me suggestions to look at.

Q: I need to increase my weight in the consumer cyclical so I am looking at QSR and AW.UN. Would you buy both or only one? If only one is to be bought which one would you prefer?

Thanks

Q: BAM, BEP and EIF are each at about 2.7% of my total holdings. I can top up one to 5%. Which would you choose and why? And if the answer is 'none of the above', please suggest two Canadian companies with dividends >4% with some growth you would recommend, irrespective of sector. (T, NPI and SU already held and not wishing to increase my investment here at this time.) Thank you.

Q: What are you top ten dividend/income stocks in Canada to buy now?

Q: i know you prefer in a tax shelterd account but how would the distrbution be taxed in a cash account