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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: I read an article in the paper today about something called the "Stable Dividend Portfolio". Basically it proposed that an investor select and hold the best dividend paying companies in Canada throughout the entire year. (Not buy in May and Go Away". Nor move back and forth from an emphasis on bonds to one on stocks. My questions are:
1. Have you heard of such a strategy and if so, do you agree with it?
2. What 12 Canadian companies would you select for such a portfolio?
Read Answer Asked by Les on July 04, 2024
Q: Would you please suggest your 3 top Income dividend stocks, high yield , some growth but not required, capital preservation a must.
Already have ENB, VDY, XDIV , any other suggestion ?
Please and thanks 5i
Read Answer Asked by Fernando on June 18, 2024
Q: Hi team. I'm ok with some risk and am 100% equities with an average 13% return per year over 10 years thanks to your team!!

Now my question. We sold an investment property with the plan to use the money to fund a new investment property which will be built in 3 years...so this is my time frame. The money will be split between a TFSA & a taxable account, with the taxable account having about 75%.

What do you think if these for the TFSA - CSU, BN, SHOP and DOL?

These for the taxable - WSP, ENB, TFII, DSG, BNS, SU, ATD, BEPC, H, and a little more DOL?

Would you reorganize these between the 2 accounts? Alternatively, would you choose something else due to the timeframe?

Thanks a lot!
Read Answer Asked by Ian on June 07, 2024
Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.
Read Answer Asked by Terence on May 28, 2024
Q: What are your 3 favorite choices in each of Canadian pipelines; electric utilities and telecom companies categories for a 5 year hold considering both income and growth?
Read Answer Asked by Terry on May 21, 2024
Q: Hi 5i,

I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
Read Answer Asked by Jim on April 29, 2024
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
Read Answer Asked by Ben on April 22, 2024
Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you
Read Answer Asked by Delbert on April 12, 2024
Q: I am retired and looking to deploy some cash. Could you provide your top 5 dividend companies in Canada and US with some growth potential as well?

Thanks
Tim
Read Answer Asked by Timothy on April 08, 2024
Q: Hi Peter, I have about 15000.00 for an RRSP account. I know you can't personalize the account but could you suggest 5 - 10 good Canadian stocks for such an account if looking for income for a 66 year old investor. Thanks
Read Answer Asked by Nick on April 05, 2024
Q: Hi,
Today (April 04) you answered Jacques' question by suggesting a switch from EMA to FTS. Would you suggest the same for BEPC/and H? I am trying to "replicate" the performance of an ETF by holding some of the utility companies. Hence this question.
Read Answer Asked by Savalai on April 04, 2024
Q: I'd like to invest a substantial inheritance in solid, relatively safe dividend stocks in a non-registered account for a stream of tax-efficient income. Can you suggest 7-8 stocks for me to consider and do you consider that number enough for diversification? Would you buy in gradually over the year or invest all at once? Is it unwise to invest in Canadian stocks only ( have geographic diversification in my registered accounts)? I won't need the income for 2-3 years and will probably hang on to them for life, whatever that may be (I'm in my late 50s). Thanks. I have tons of credits - use as many as needed.
Read Answer Asked by Dawn on March 27, 2024
Q: Thank you for your answer to my earlier question. I just want to clarify. I had asked for current dividend growth ideas for a long term hold. In your answer you mentioned “high dividend”…same suggestions or a little different? Thanks again!
Read Answer Asked by Janet on March 26, 2024
Q: Can you please share your favourite Cdn dividend growth stocks for long term hold in a non-registered account.

Thanks,
Janet
Read Answer Asked by Janet on March 26, 2024
Q: You responded to a March 21st question by Esther confirming that, in your view, Canadian rates are fully expected to drop faster, sooner than US interest rates - leaving a positive outlook for the US$ and stocks.

My question is in 2 parts;

- What are 3 interest sensitive Canadian investments would you recommend that take advantage of a faster/sooner drop in Canadian rates (and why they may be good investments), and

- Should one hold off on investing in US investments such as TLT short term, or not try too hard to time the buy and invest now?

Thanks as always.

Read Answer Asked by Dave on March 22, 2024
Q: Hi
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.

Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.
Read Answer Asked by Savalai on March 12, 2024
Q: Recently retired and looking for growth and income and looking for suggestions with FTS. Have owned for 5 years and currently up 10.48 % over that time. One of my weakest performers in my rrsp. What would you do with this? Sell outright and replace with? I’m considering H as I own both and H has outperformed with 69.86% over the same time period. Which would you prefer for the next 5 years? H? FTS? ( is there hope for FTS) or something else and which would be buyable today?
Thanks for all your guidance
Read Answer Asked by Craig on February 28, 2024