Investment Q&A

Q: I started an RESP for my 2 grandsons about 3 years ago. Only 5 stocks in the account: 3 Cdn. banks, BAM and an energy company. It is doing much worse than my RESP or TFSA. I wanted safe, dividend paying stocks. Obviously the lack of diversification has hurt. I have some cash in account I would like to deploy. Please give me a few suggestions of companies I should add. Thx.

Q: My powder keg is dry waiting for the covid 2nd wave and in my opinion anticipated second market adjustment. The recent jitters made me realize I haven't made my buy plan for my cash...I am pleased with my portfolio and don't have any huge gaps, I am slowly switching from growth to income so am looking more toward your income portfolio for inspiration. In Canada ENB and H looked like good buy options and I already own Suncor so would top up on that as well to a full position. In the USA I am leaning towards P&G and Coke. These complement my current holdings and I feel these additions will do OK in a possible extended covid induced economic slowdown as well as be good long term income holdings.

Any names you wished you had added on the last drop or names you are watching with interest?

Q: Good morning, Portfolio Analytics suggests we (as elderly seniors) lower our Utility holdings by 6.32%. Currently, we have:
AQN 3.9 %, BEPC 3.5%, BIP.UN 4.6%, H 2.2%, SPB 1.8%. Firstly is there a holding I could eliminate? If not should I just lower the larger percentages? All are in RRIFs.
Second suggestion from Analytics is to lower telecom by 3.54%. Currently have BCE 4.2%, T 3.5% and GOOG 4.2%. T and BCE are in RRIFs. GOOG is in an unregistered account. I have always looked at GOOG as technology sector. Any comments. Thanks for your expertise.
Ted

Q: Inflation expectations - which sectors are expected to do well as inflation picks up? Please name your top picks in those sectors.
Thanks for all your advice.

Q: I bought shares in this company many years ago in my registered account primarily for income. Would you recommend that I continue to hold them? If not what would you replace it with assuming I want to have a company that provides a dividend yield of at least 3% ?

Q: Hi 5i, how significant is the court ruling regarding the tax benefits for Hydro One?
Do you see a continued bump upward on the stock price and will these benefits likely lead to increased dividends.
Thanks
Rob

Q: I know Chartwell is and will be under scrutiny under the current context. I fell in love with the drip and the monthly high dividends not so much the stock.

What would be your 2-3 suggestion to replace it with? Considering I want a high monthly div that a can drip without investing 100k in!

Thanks

Q: I gave up on this stock WPK after several years in Tfsa. I am in early 60’s so don’t wish to go too far up risk scale, however our portfolio is fortunately quite significant so can take some risk.Hold BYD and Kinaxis. Do you have one or two other suggestions? Thanks, Bill

Q: Asking for a retiree in their early 70s -- Need some Canadian Dividend stocks mainly for income. If you an provide 3 that is safe that'll be great!

Q: Could you suggest some names to add to these categories? I already have Capital Power CPX (could add some), Innergex INE, Brookfield Renewable BEP.UN, Algonquin AQN, Emera EMA, Fortis FTS and Brookfield Infrastructure BIP.UN.

Q: According to Reuters article, companies exercising ESG management are getting favourable attention from large investors. I expect some companies will attract a premium price for some time if they demonstrate ESG and advertise the fact. Could you list a half dozen of 5I favourites companies which are at least on the ESG narrow path to higher valuations.
Thank You for your service.

Q: Can you give me the perpetual preferred share symbols for these companies.

Q: What would be your favourite 5 Canadian and 5 us stocks for stagflation and best etf as well.Your favourite food commodity etf as well .thanks

Q: I plan to retire in 3 years and want to set up a portfolio of dividend paying stocks for my retirement in a non- registered account. Can you please give me your thoughts if I buy the following in 20% amounts at each S&P drop of 3-5% over the next 1-3 months. CM RY, NA, CWB, BCE, T, H, BIP, BEP, BAM.
Are there any others you would recommend today?

Q: Hi gang, looking in buying between H or aqn? Are both dividends safe? Any thoughts? Thanks
Alnoor.

Q: For someone looking for income, what dividend stocks, in any sector, would you find most appealing?

Q: is this a decent buy for income ? has pulled back alot ? just goes with market?
if I have some bonds in my RRSP; I can sell 10% of the bonds (in a bond fund)
and put it in Hydro ; for income purpose ?
thanks for your wise answers!
Michael

Q: I have a question, are there any socially responsible companies paying a dividend listed on the TSX that are good candidates to own in a portfolio?

Q: GC is a very big disappointment since purchase @ $55.96 some time ago($57 is 1 yr H) with problems like money laundry in B.C. & muted outlook despite some good Qs like today's.Today Canaccord upgraded to $59 from $58 with a Buy after It beat
estimated Rev & Eps. Estimated that casino Pickering will completed by end of Q1 & hotel & entertainment venue by Dec31 It hurts while waiting with no dividend despite buy back by GC with no meaningful appreciation in price.Is there a better stock to replace it,if desired.Txs for u usual great services & views

Q: Can you name 8 companies with good balance sheets that I can buy long term bonds in. I may go out up to 25years.