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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: Best Canadian small cap dividend growers that have delivered shareholder value to date and have the potential continue to do so in the future. Your current opinion?
Thanks.
Read Answer Asked by Lawrence on February 14, 2023
Q: Hi Folks,
I am looking to add one of EIF, BAM or AD.UN to my diversified RRSP portfolio. Looking for a safe yield with a little growth. Is there one that stands out for your suggestion?
Thanks
Read Answer Asked by JOHN on February 13, 2023
Q: The initial investment on these and others has doubled. I do not require the funds immediately. I know these are outstanding companies. Each makes up 2% to 3% of the portfolio that is up by 10.5%. In this environment do you still abide by the statement "let the winners run", even to this extent. Should they be trimmed back to the initial cost, or should they be replaced? There are sixty positions in the portfolio balanced through all 11 sectors. I am a 77 year old dividend value investor.
Thank you for all your great input
Stanley
Read Answer Asked by STANLEY on January 25, 2023
Q: I hold SIS in a cash account and am up 4.5%. Considering selling it to purchase either EIF or AW.UN. Given my quest for solid dividends along with some growth and moderate risk - balanced with my aversion to paying capital gains tax - which course of action would you suggest and why? (Mindful of one of your favourite quotes about the stock market being a device to transfer money from the impatient to the patient...) Thank you
Read Answer Asked by Maureen on January 20, 2023
Q: Hello All,

A strategy occasionally mentioned is to consider buying at 52 week highs because it suggests continuing upward momentum .

I am following a few names which keep rising however am loathed to buy at this time because of the possible threat of a market correction.

Would you be willing to suggest any companies that you would almost certainly be buying, into recent highs, despite the looming threat?

Thank you
Read Answer Asked by Arzoo on January 16, 2023
Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
Read Answer Asked by John on January 10, 2023
Q: Happy New Year - I am a retiree who depends on dividend income. I have half positions in EIF and TFII. I am considering taking my gains in TFII and buying more EIF which would not put it over 5% of my holdings. The increased dividend is attracting me and I'm wondering about the security of the EIF payout. My TFII gains can be offset with losses in other positions so taxes are not an issue. Trying to consolidate my holdings as the PA says I have too many small ones. Thanks

al
Read Answer Asked by alex on January 09, 2023
Q: These 4 stocks, held in my TFSA, in roughly equal proportions, total approximately 5 % of my registered and cash portfolios. All are down except for EIF. My TFSA is where I put my riskier growth stocks ( EIF slipping in there somehow). Each has their own theme and while I am in no hurry to sell, I am looking for your opinion on them while I conduct my semi annual review. Your comment on their strengths/weaknesses, growth potential, ,management , buy hold sell ,would be appreciated. Derek
Read Answer Asked by Derek on November 30, 2022
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
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