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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: Hi Peter,
With reported earnings and the potential for dividend hikes later this year, what looks better to you now; Cdn Banks or Cdn Insurance Co's ?
Is there any noticable advantage or disadvantage to holding a covered call on a Company etc if/when they raise their dividend ?
Thank you.

Read Answer Asked by Paul on August 28, 2021

Q: Greetings 5i,

The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.

SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.

Take as many credits as required.

Thank you for the excellent service.

Read Answer Asked by Ed on August 26, 2021

Q: I hold the Canadian banks in my dividend portfolio and they have served me well over the years as a core hold.
Should I reconsider these holdings in light of new taxation rules being suggested?

Read Answer Asked by Denis on August 26, 2021

Q: Hi Folks,
I currently own the following in my RRSP account (weightings in brackets ) - PG (4%), TD (13.5%), BNS (10%), MFC (3%), ABBV (6.5%), PFE (12%), BCE (14%), T (14.5%), AQN (6.5%), BIP.UN (6%), and ENB (6.5%).
I want to reduce my exposure to TD, BNS, BCE, T and PFE to bring them in line with the others - can you suggest some names that will complement the portfolio, keeping in mind I am looking for Income with some growth - long term hold.
Thanks

Read Answer Asked by JOHN on July 14, 2021

Q: What are the 5 top Canadian value stock to buy for the next 5 years.
Thanks Larry

Read Answer Asked by Larry on May 19, 2021

Q: Taking these 7 income oriented equities and looking to rank them for risk in a correction situation moving forward it seems that if we use the March 2020 correction as a guide FTS and BCE dropped the least (28%) followed by RY (33%) then TD,BNS, AQN (35-37%) with SLF trailing the pack at 46%. The reason behind any future correction could of course be different than a virus-induced shutdown of the economy. But still your ranking of safest to least safe is appreciated and if your answer would be different depending on the cause of the correction then your comment on that would be nice to have as well. Thank you for assisting me in trying to build the most secure portion of my income strategy. Any additional equities that fit in the lowest downside category that you might suggest would also be most welcome.

Read Answer Asked by Ken on May 03, 2021

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Read Answer Asked by Stefan on April 29, 2021

Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Read Answer Asked by Robert on April 26, 2021

Q: I get why rising rates would help good 'ol fashion bank stocks. While fintech names seem to be considered more growth oriented, wouldn't higher rates ultimately help those stocks as well?

I own the names above. Any issues with any of them?

Thanks

Dave

Read Answer Asked by David on March 22, 2021

Q: I am trying to maximize income In my LIRA before I convert it to a LIF. I hold a good weighting of ZEB from several years back when I was a novice investor. Now I am looking to shed the MER by going with the individual financial stocks. Would you please rank the above financials and others you think are worthy for a hold and forget steady income stream?


Thank you


Steve

Read Answer Asked by Stephen on March 15, 2021

Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks

Read Answer Asked by JOHN on March 12, 2021

Q: Hi 5i: I am presently underweight financials ( TD - 6% ). Which of these would you add BNS, SLF or GSY? Would you add a combination of all? What is the market weight for financials and would now be a suitable time to add?

Thank you for my success!

Tom

Read Answer Asked by Tom on January 22, 2021

Q: Today ,when I turned on my computer the above stocks each had matching bid ask for millions of shares at much lower than their closing price yesterday. Any idea what is happening?

Read Answer Asked by Dave on December 18, 2020

Q: good morning,

I have been reading that RY and TD are more full valued at present than are BNS, CM and BMO. I own all five banks and am wondering if its a good idea to sell RY and TD and buy one or more of the other three banks. If this makes sense to you, which bank(s) would I buy, in order of preference.

as always, your advice is appreciated.

Read Answer Asked by alex on September 03, 2020

Q: Hi
If you had to put together a shopping list of solid long term dividend payers that you could pick-up if things went on sale again in the coming quarters, what would you buy? I'd want yields north of 7% so it would have to be a good sale. :)
And if you wanted to do it in one swoop with an ETF, would one of these be suitable: XEI or XDIV?
Thank you.

Read Answer Asked by Carlo on September 01, 2020

Q: top 3 american, top 3 canadian, banks to invest in ?, and a reasonable projection and why, or do you not recommend banks at this time?

thanks

Read Answer Asked by eddie on July 21, 2020