Investment Q&A

Q: Good morning,

I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?

Q: Thinking of buying BCE at these levels to go along with Telus holdings for a long term hold, thoughts. Is the payout ratio or ongoing business a concern ?

Q: What is your current view of Canadian Banks in general...seems like a decent time to add, or are you still overly concerned about rising rates and the threat of recession?

Q: What is the latest update on ILLM last few days it has come down from 2.55 to 2.20 range, can I please have your 1 to 2 years company performance going forward.

Q: What does the relationship with Orion Health do for WELL Health?

Q: Hi,

Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?

Thank you,

Q: Hi 5i, I'm looking to buy fixed rate perpetual preferred shares. I believe the attached shares are that and please correct me if I'm wrong. Can you please rank these shares and is there anything I should be concerned about. Basically I'm looking to buy preferred shares that wont get called away and are on solid ground as I enter into retirement.

Q: What is your opinion on Volt lithium corporation?

Q: Hi 5i
Could you provide the current insider holdings for this REIT.
Thanks
John

Q: Hi 5i,
I've owned BCE in my RSP for a little over 2 years. In that time the dividend return has been roughly twice the capital loss, meaning that my return is about 1/2 of what it would have been if the share price had merely held its own.
Although I'm not down, the return from this 'blue chip' name is not what I had hoped for after 2+ years of ownership, and based on what I've been reading about it I don't feel optimistic that the next 2 years will be much if any better.
Do you agree that BCE is unlikely to provide a better overall return in the next couple of years than it has for the past couple?
If so, could you please provide me with a few names that I could replace BCE with that will have similar dividend returns but likely more in the way of capital appreciation - but not in O&G, pipelines, financial or tech as I'm well stocked in those sectors.
I realize this might be a tough order, and I look forward to your thoughts.
Thanks,
Peter

Q: Hello 5i Team,

Historically, FN has been a solid choice for income with modest growth.

However, I'm uncertain about the effect (i.e. headwind? tailwind?) of the current and near-future situation where people will have to renew their mortgages at higher rates, potentially leading to an increased number of defaults.

Is it a Buy, Hold or Sell?

Or is a Canadian bank stock (e.g. RY or TD) a better choice at this time for overall return?

Thanks in advance for your always helpful advice.

Q: Why it is dropping this much today?

Thanks,
Milan

Q: Notwithstanding it's strong year overall, do you have any sense as to why it's been weak of late (since Mid Aug)? Anything specific to the company, and if not, the sector? Many thanks!

Q: QSR has been a disappointing name. I understand you like the new leadership.What upcoming catalyst’s do you envision for this position …..or should we just sell and move on.?

Q: I'm up over 200% on CELH (thanks!) and although I don't see any red flags, I think it's time to trim back from an 11% holding. I've had LMN on my watch list for some time, do you think trimming CELH and buying LMN would give me a similar growth profile stock? Does LMN also trade on the US markets so I could keep my currency in USD?

Q: One year ago I decided to choose 6 reits ( avoiding shopping centers and offices),+ one professionaly managed reit etf (mentionned above) .The final result is that the managed ETF did loose 15% +,and the 6 "amateur chosen" ETF gained more than 15% ,the choice was based on the "basic observation"of a slowing economy and specific individual REIT performances,I did then favour industrial, data centers and some real estate REITs.Is it normal that a professionaly managed ETF could underperform so much versus personal choices and why? I wonder if I should trust actively managed products on the future,considering the fees etc..,instead of just choosing stocks or ETFs in safe sectors according to observable macro-economic tendancies.

Q: If you had to choose between CRM and NVDA, which one would it be?

Q: Hello,
I made a silly mistake this morning: I intended to sell all of my 200 shares of CAE in my non-registered account for a tax loss. However, I didn't double-check before submitting my order and ended up buying 200 more shares. Within minutes, I noticed my error and sold all 400 shares.
Do you have any insight into how this will impact my income tax return? Will I still be able to claim the tax loss on the initial 200 shares?
Thanks,
Rory

Q: hi, can I get your thoughts on Canadian tire as a long term hold. in particular I am interested in growth prospects, dividend sustainability and dividend growth. do you expect more downside in price over short term? what price would be a comfortable entry point?
cheers, Chris

Q: Hello i would like to add some Zwu to my TSFA account strictly as income,hovewer i noticed that Zwu isn't part of your income portfolio any reasons? i'm 80.

Thanks.
Dan