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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: The yield on CDZ is 3.0%, if I buy equal amounts of the top ten stocks, the average yield is 5.48%. What accounts for the 1.48% difference in yield and is the risk proportionally higher buying the individual stocks than buying the EFT

Read Answer Asked by Ron 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: I own full positions in TD ( instead of BNS), SLF and BAM.A as my CAD financial holdings. I am thinks of adding a new name. Which is the better buy right now between X and FSZ. Balanced follower shifting to income follower. 5+ year hold.

Read Answer Asked by Tom on October 07, 2021

Q: I would like to add a few (2-4) financial companies to my non-registered investment portfolio. Would appreciate 5i's help in ranking the above names based on total return potential for a 3-5 year hold. Please add any names you feel belong to the lineup, ranked appropriately, Thank you.

Read Answer Asked by Pradeep on August 18, 2021

Q: I am overweight in the financial sector and own FSZ(under water) TD and SLF. I also own some ETFs that bring this to an overweight position. If I were to sell FSZ this would bring my weight to what it should be. My question is should I sell all FSZ since it is underwater and cut the loss or take some profit off TD and SLF and keep FSZ? These stocks are in a RRSP account.

Read Answer Asked by on July 06, 2021

Q: Hi there , how safe is FSZ for its dividend and the stability of its share price ? (inverse of volatility) , when compared with a "utility" like BCE. if BCE is 10, in a scale of 1 to 10 , FSZ would be ?
it appears that FSZ has serious prospects of increasing its earnings in the future , why is so ?

Read Answer Asked by Alejandro on June 15, 2021

Q: If I were to buy a stock today for income and growth , would it be Fiera ?( NO ! ).
The Schmo of the 5i Income Fund @ 26% down, and stuck in a sideways purgatory. I realize it pays 8% , but we bought high ( you usually warn us against high dividends ) . Are we just parking money here, or do you think we should take a loss and move on ? Thanks .

Read Answer Asked by Thomas on June 15, 2021

Q: i took a loss on FSZ last year but with recent results and my transition into retirement i wanted to get your views on the Dividend. As other members have commented it has not increased its dividend since 2019 but is the current dividend sustainable? The results seemed good and for a retiree it is very difficult to find this kind of yield?


Read Answer Asked by kelly on April 29, 2021

Q: I hold the above in my income portfolio. With the exception of psi they are half positions. psi has diminished to well under a half position. I have enough new money to top 4 or 5 up to full positions. Which of the above (if any) would you suggest deserve a full 5% weighting? I am of course willing to move in a new direction if that were your advice. I currently hold 24 positions in this account.

Read Answer Asked by Rod on April 22, 2021

Q: Hi. I have held Fiera Capital for a number of years now. I note that you have considered this to be a dividend growth company in a response to Herbert on 06 Apr. My records show there has not been a dividend increase (.21 a share quarterly) since 19 June 2019. Am I missing something? Are you anticipating company growth and therefore dividend growth?
Thanks always

Read Answer Asked by Stephen on April 08, 2021