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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: These companies are in my husbandís TFSA.
They were chosen from your Balanced and Income Model Portfolios.
Would you suggest adding any other companies to this portfolio?
Thank you,

Read Answer Asked by Donna on January 17, 2022

Q: Hi Peter and 5i Team
I have held QSR in a RIF and am considering replacing it with KEG or AW. Both have more attractive dividends and seem to be performing better in the present environment. Could you rank in order of preference based on present valuation and future returns. Thanks for all you do.

Read Answer Asked by Gary on January 12, 2022

Q: I am putting together a list of stocks to purchase in my TFSA for a 10 year hold. I am a very conservative investor and want income and some growth from my TFSA.
What companies would you add or delete from this list? Should I include a few US names?

Thank you.

Read Answer Asked by Donna on December 21, 2021

Q: Please rank re: distribution increases and share appreciation. Any other suggestions for income/safety would be welcome.

Read Answer Asked by Steven on November 18, 2021

Q: I appreciate your in-depth reviews of many Canadian Dividend companies. Is it possible to include in your reports what form those dividends are distributed in? For instance the dividend from AW is considered non-eligible and the dividend for BCE is considered eligible. What are the advantages of each type. It would be helpful for me when deciding which account to purchase the equity in. Do you have a recommended site or source for more information.Thanks for you service.
Jim

Read Answer Asked by Fredrick on November 16, 2021

Q: Hi 5i,
I am overweight utilities and underweight consumer defensive. I am thinking of selling AQN and buying AW.UN. The two stocks pay a similar dividend which is important to me. Do you feel the growth opportunities are stronger with AW.UN than AQN over the next several years? Thanks.

Read Answer Asked by Martha on November 15, 2021

Q: I am looking for monthly income. So far I am considering ZEB, KEY, PPL, and either HHL-B or HHL-T. Your opinion on those, and any suggestions you have, please.

Read Answer Asked by James on October 29, 2021

Q: When do these companies next report and what are expectations? Can you list which companies you would dispose of first, second ... etc

Read Answer Asked by john on October 18, 2021

Q: Hello 5i,
I am fractionally underweight Communications (BCE, T) and fractionally overweight Consumer Cyclical (AW.UN, LNF, MGA). I am also significantly overweight Canada, underweight United States.
My thought was to sell AW.UN and use the proceeds to purchase VZ in my RRSP. The yields are very close which is a major consideration. Obviously, no tax considerations.
Would you see any concerns with such a move?
Many thanks as always!!
Cheers,
MIke

Read Answer Asked by Mike on September 23, 2021

Q: Hi team, Is there any hope of a price increase on CJR ? I own these shares at a loss in my TFSA, some of them when Shaw dumped theirs to the public 2 years ago. Dividend is good. I do not really need the money but is it dead money? Iím over 70 and am a bit worried about the market right now, so CJR might be safer than new or riskier purchases in the coming months? Thanks.

Read Answer Asked by Denise on September 20, 2021

Q: I have a non-registered account which is invested in roughly equal weights of 13 Canadian blue chip dividend payers (NTR, RY, BNS, TCL.A, T, BCE, SLF, QSR, ENB, FTS, LNF, BEPC, AQN) and CPD. I am in the process of re-organizing it a bit and have some additional cash to invest.

I have tinkered with SYZ, FSZ and LIF in this account and none of these quite fit the profile I'm going for (steady eddies thru next economic cycle, decent and reliable dividend).

Over the last year or so, I have been tweaking this account to get it to the point where it will be very low (or no) maintenance. Game plan is to drip for another few years, then start to take the dividend in cash to live off. Capital preservation and dividend reliability are obviously key.

Looking for some guidance on choosing 2 or 3 additional holdings from the following list:
EIF (nice div, needed industrial exposure)
AW.UN or ZRE (are these OK in an open account?)
CVD or XHY (some fixed income to smooth out any upcoming lumps) or other fixed income idea.

Do CPD, CVD, XHY make sense now with tapering about to begin in the US?
All comments about this strategy and my stock selections are most welcome.

Several questions here - please take several credits


Thanks in advance,

Jim



Read Answer Asked by Jim on September 15, 2021

Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.

Read Answer Asked by Miroslaw on August 31, 2021