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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 like to add one a{blue chip )income stock sector not material if any of the three which one ?
if not feel fre to name a couple
Read Answer Asked by thambirajah on January 08, 2020
Q: I am a conservative, retired, dividend-income investor. I normally save up to 5% "full positions" for typical blue chip stocks, like the telecoms, pipelines, banks, etc.

I have partial positions in Leon's (2% position), Magna (2%) and Nutrien (1.5%). Would you add to any or all of these? At this stage in the market cycle, would you favour one over the rest...please rank.

Thanks...your guidance throughout 2019 was much appreciated...love the service.
Steve
Read Answer Asked by Stephen on January 07, 2020
Q: I am a huge believer in asset allocation. I even subdivide the mutual funds and ETFs into their sectors, then add in my stocks to end up with a better total portfolio asset allocation. However now and then I end up with a stock that, depending on the source, is quoted as being in different sectors.

Example #1 = CSH is both a REIT and in Health Care, so I treat it as a hybrid and allocate 50% to REITs and 50% to HC.

Example #2 = TRP is said to be in both the Utilities and Energy sectors. Even though I believe it is truly a Utility, it seems to trade closer to stocks in the Energy sector. So, I allocate 50% to each sector.

So...what to do with my potential purchase of NTR. Depending on the source, It could either be Consumer Non-Cyclical or Materials. OR, to be consistent with my above methodology, is it a hybrid and therefore allocate 50% to each sector?

Thanks for your help...Steve
Read Answer Asked by Stephen on December 17, 2019
Q: Your thoughts for long term hold, 5 years
Read Answer Asked by Nhung on December 16, 2019
Q: I am building small trust accounts for each grandchild that hopefully will get them interested and informed in the market.
Can you comment on current holdings and suggest 2 or 3 additional stocks?
Criteria: Canadian, dividend-paying, relatively stable but with growth potential?
Many thanks for your great service.
Read Answer Asked by David on December 11, 2019
Q: I see that for NTR and HR.UN the RSI is entering oversold territory. What importance do you place in the RSI for a company when considering a buy or sell? I am considering buying these two companies at these levels, would you recommend a purchase now? I am surprised at the sinking stock price of HR.UN compared to other REITs, do you see a particular reason for this? Thank you for your great work.
Read Answer Asked by Dennis on November 27, 2019
Q: Greetings 5i Team,
I have room for two of the three names listed above (materials). How would you rank them in order of growth potential 3-5 yr (minimum) hold? Would you offer another Cdn name to throw into the mix?
Thanks as always
SP
Read Answer Asked by Steve on November 25, 2019
Q: Hello Peter and Team. I am looking at selling MX to decrease my number of positions in the materials sector and looking to increase my current Nutrien exposure. Do you think that this is the best way to go, or should it be the reverse and what would be your reasoning?
Thank you.
Read Answer Asked by Josette on November 21, 2019
Q: Hi
I hold all these stocks in a non registered account, to take advantage of their dripping and tax advantages. I have the $ to buy another holding. What top 3 companies do you suggest to add to this mix for a long term hold, my goal is the highest dividend possible, with as little risk as possible. Also, do you have any issues with the compaies already held? I also have other growthier holdings in my tfsa as well as etfs for US and International exposure in my RRSP.
thank you
Michele
Read Answer Asked by Michele on November 05, 2019
Q: I need to increase my materials sector. I am a 73 year old value investor with a balanced, diversified 60 /40 portfolio with cash, laddered gic's and fixed ETF's. I am looking at either Nutrien, Methanex, or any other dividend payer that you may suggest as a good fit.
Thank you
Stanley.
Read Answer Asked by STANLEY on October 31, 2019
Q: I hold the above stocks in my TFSA. Since they pay dividends in USD I plan to journal these holdings to the USD side of my TFSA. Is there any risk that it could be deemed an over contribution by the CRA? I hear of cases where transferring TFSA assets from one account to another causes this over-contribution.
Read Answer Asked by Robert on October 16, 2019
Q: What are your thoughts on Nutrien? I have seen it recently recommended by a few as an entry point for a recovery with a dividend. I have never invested in this company but have thought about it and have always been happy I did not invest in it as it has dissapointed.
Read Answer Asked by Richard on October 15, 2019
Q: With the recent run up in EIF's share price, I've made a solid profit.
I'm now considering selling either half or all of my EIF shares and purchasing partial positions in both MX and NTR. I feel the latter two companies currently represent good value and could be considered "safer" than EIF. I have a 3-5 year time horizon.
Kindly provide your opinion
Read Answer Asked by Richard on September 27, 2019
Q: It looks like the dividend growth % figures are incorrect for NTR on https://www.5iresearch.ca/company/tsx/NTR

The dividend has gone up, but the stats show a sharp 3 year and 5 year decline when there is only 1 year of history. Perhaps pre-NTR history is being included by the provider of this data.

Thanks
Read Answer Asked by Robert on September 16, 2019
Q: based on your comments, it looks like I should sell this investment. do you still recommend selling it even though the share price has been going up recently and it still pays a hefty dividend? If I sell should I wait until just after Sept 30, the next dividend payment date? if not why? what do you currently recommend replacing it with?
thanx
Read Answer Asked by Stuart on September 13, 2019
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