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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: Good Morning
I woud appreciate it if you could provide me with Credit Ratings for the following companies as I have been unable to find the information. Maybe your Bloomberg will help me.
EIF, NWC, TPZ, FRU, PKI.
Do you consider the credit Rating to be a very important metric by which one can judge the safety of a company and of it's dividend?
Thank you............ Paul W. K.

Read Answer Asked by Paul on November 23, 2022

Q: I am making some end of year adjustments to my portfolio and am looking to add a new position with some cash in and RSP accounts. Looking at H, EIF or BNS. Which do you prefer at the momment. Income investor, long term hold, well balanced and diversified portfolio.

Read Answer Asked by Tom on November 21, 2022

Q: Looking for 5 names for my Cdn TFSA . Must pay a dividend. Currently hold GSY, ATD, BAM.A EFM, DOO, DFY.
Thank you
David

Read Answer Asked by David on November 07, 2022

Q: If you were to start a NEW Income Portfolio what 10 stocks would you choose. Thanks for your input!

Read Answer Asked by diane joan on October 31, 2022

Q: Can you please give me you opinion on these companies as well as their financial status.
Would you consider CHE.UN a buy at these levels or what entry point.
What are your thoughts about the EIF bought deal that was just announced and would you think that this dip is a good buying opportunity?

Thanks
Joe

Read Answer Asked by Joe on August 17, 2022

Q: Good morning everyone at 5i! You have always said that you canít time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara

Read Answer Asked by Tamara on July 25, 2022

Q: New retiree caught with pants down. Need to sell some stuff in RIF to cover current cash needs. Horrible position to be in with current market. Lesson learnt. Maybe (tough to be on the sidelines in a bull market)
Please help with sell sequence, which I guess should be based on which of these holdings is least likely to see near term growth from here OR which is most susceptible to further declines in near future??

Please list in order starting with the holdings you think should be sold first, ending with the holdings you think should be retained longest, and advise your rationale. All will need to be liquidated by mid 2023

Your crystal ball will be better than mine.

Thanks,

Jim

Read Answer Asked by Jim on July 21, 2022

Q: With the ongoing price swings and volatility, I am looking to add a couple good dividend stocks with a 3-5 year time frame. Can you suggest 5 Canadian stocks with decent dividends, and good upside price potential? Thank you.
Grant

Read Answer Asked by Grant on July 19, 2022