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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: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.

Read Answer Asked by Michael on April 27, 2022

Q: Hello, which 3 stocks do you like in the utilities sector that offer international exposure; I have a 10-15 year timeline. My reason for asking is to rebalance my portfolio. Thanks for your guidance.

Read Answer Asked by Brenda on April 11, 2022

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks

Read Answer Asked by sam on April 09, 2022

Q: Hello 5i,

In our registered accounts we have BEP.UN, BEPC, FTS, AQN, BAM.A, BIPC, WSP. All of these stocks performed very well for 2+ years thanks to 5i. We trimmed each of the stocks to 1%-2% positions between August and October when prices were elevated with the intention of repurchasing if they dropped. With rising interest rates and inflation now it may not make sense to repurchase. Would it be viable to:
Retain one of FTS (2% position) or BEP.UN (2%) or sell both?
Sell AQN, BIPC,
Retain BAM.A and WSP, and increase each to 3% or 4% with the proceeds from the sale of the other stocks?
or Any other suggestions?

Thank you

Debbie and Jerry

Read Answer Asked by Jerry on March 17, 2022

Q: Have been looking at FTS to compliment a retirement portfolio (have BEP). I hesitate as I am not sure if Fortis is moving or moving quickly in the right direction into renewables...is it? I know some Municipalities are restricting gas installations in new builds. I know 5i recommends Fortis, what about it for the long haul?

Read Answer Asked by Harry on March 07, 2022

Q: Peter,

Please provide your list of favorite utility stocks. Focus should be on debt levels able handle higher interest rates, a competitive yield and a history of regularly raising dividend payments.

Thank you

Paul

Read Answer Asked by paul on February 28, 2022

Q: Hello,

I would be interested in hearing your top 6 choices for Canadian stocks (or possibly ETFs) with reasonable yields (2% or more) where you would consider the stock/ETF price to be relatively safe in the current and near-future environment, e.g. rising interest rates and inflation.

Please exclude SLF as I already own it, and include no more than one bank stock (or ETF) in the list for diversification.

Thanks!

Read Answer Asked by Shani on February 08, 2022

Q: I would like to add one of the above now, to my TFSA for a long-term foundational hold.
In your view which one or two would you pick for the best long-term upside potential.

Would a concentration of the above name or names in an ETF be a better option?

thanks

Asset allocation not an issue

Read Answer Asked by Henry on January 18, 2022

Q: I am looking to add to the utilities sector. I currently have FTS BIP.UN and AQN. Not really excited about AQN for the last year. I would like to add to my utility stock basket and looking for recs. Also might drop AQN. My horizon is 7-10 yrs.

Read Answer Asked by Sandy on January 14, 2022

Q: Follow your balanced portfolio. Please rank the top 8 stocks from that portfolio to add to in my TFSA.
Also what are your 3 best ideas for income dividend.
My time frame is 3 to 5 years.
T Steve

Read Answer Asked by Stephen on January 13, 2022

Q: As with many of your members, im considering some portfolio adjustments and deployment of TFSA contributions to start the year.

What names in Canada and the US are you most excited about in 2022/2023 that you view as meriting consideration?

Read Answer Asked by Patrick on January 11, 2022

Q: What are your current top 5 Canadian dividend stock picks? Looking to add to my TFSA holdings.

Thanks,,

Joe

Read Answer Asked by Joe on January 07, 2022

Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young

Read Answer Asked by Eric on December 06, 2021

Q: Hi 5i,
I am overweight utilities and underweight consumer defensive. I am thinking of selling AQN and buying AW.UN. The two stocks pay a similar dividend which is important to me. Do you feel the growth opportunities are stronger with AW.UN than AQN over the next several years? Thanks.

Read Answer Asked by Martha on November 15, 2021

Q: What are your top 5 Canadian choices in each of Utility and Consumer Cyclical sector going into 2022, I am looking for a combination of growth and income, plan to hold long-term in registered accounts. Thanks!

Read Answer Asked by Best on November 10, 2021

Q: Please suggest investment portfolio for a conservative 55 year old who opened a TFSA account with $50,000. Will not need to touch this money for the next 5 years.

Thanks for your valued service since 2014.

Read Answer Asked by Steve on November 03, 2021

Q: I am mainly an income investor, looking for a dividend stock with preservation of capital being reasonably secure. Please a few suggestions would be appreciated.

Read Answer Asked by Scott on November 02, 2021