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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: Good day 5i Team, What's up with OSFI? The Canadian banks have been quite conservative during the pandemic but OSFI won't release them to give investors the dividend increase? They were heralded as the world's safest banks during the Great Financial Crisis, but somehow they will be last to increase dividends this time?. Even the banks in the EU and UK are released from holding additional funds. Do you have any good conspiracy theories? Keep up the great work and appreciate all you do for the little guys.
Read Answer Asked by Keith on October 26, 2021
Q: My question is more about safety and minimizing some risk. Hypothetically, if there was a market correction of say 20%, which of the above would be the safest in terms of net change (dividends and share price) say 6 months and 1 year later? I realize there are many issues with this question (they are all different, the need for crystal ball or time machine, etc) but I really value your thoughts. Thanks again!
Read Answer Asked by Danny-boy on October 26, 2021
Q: I saw back in april 2018 the share price was same as it is now at 66 wti oil. Since then share buybacks and dividends have occurred. In this environment shouldn't we be closer to 30. What does the company have to do differently to get there. Would an acquisition do it or make sense. Also when you talk to these companies do you ever give advice.
Read Answer Asked by Steve on October 26, 2021
Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul
Read Answer Asked by Paul on October 26, 2021
Q: Hi 5i,

In a non-registered U.S. dollar account I am looking for an ESG stock (no oil/gas, defence, tobacco, etc.) that has a yield between 4% to 6%. It should be a relatively stable company with some growth potential. It will be less than 1% of an overall balanced portfolio. I have come up with the following possibilities:
ABBV - +/-4.4% yield but patent for Humira coming off in 2023
MPW - +/- 5.4% yield healthcare reit (which seems stable)
WPC - +/- 5.4% yield reit (less stable than healthcare reit?)
CWEN - +/-4.4% yield green energy (not sure if it should be class A or C shares)
I would like your thoughts/opinion on these please for a long-term "little worry" 3 to 5 year hold.
And please, please please if you have other suggestions I would love to hear those!!

Thanks for your wonderful service.
Read Answer Asked by Brian on October 26, 2021
Q: Can you tell me whether you feel your model portfolios are appropriate to implement in a taxable account?

I have free trading on my taxable account and some cash to deploy, but I'm wondering if this is a wise move due to portfolio turnover and ACB tracking. For context, I have only ever invested in ETFs and low fee mutual funds previously - and only in tax deferred accounts.
Read Answer Asked by David on October 26, 2021
Q: I have held BCE & RCI.b for 15 years as my Telecom Holdings (5% each of my equity portfolio). I just sold my RCI.b shares due to poor performance over the years plus the current squabble just pushed me over the edge.

Do you think Telus would make a suitable replacement for RCI.b in the Telecom space given its diversification in 5G, health, international etc. even though it doesn't own the Toronto Blue Jays or any other sports teams.

Thanks
Read Answer Asked by John on October 26, 2021
Q: I am down on these stocks EGLX (-24%), AT (-28%), BRAG (-24%) and PINS (-23%).
These stocks are in a non-registered account.

I have two questions. First, are these stocks worth holding for a turnaround or just take the loss (and take advantage of the tax loss credit) and move on?

Second, if they are worth holding I might do a tax loss sell and buy after 30 days. I am not sure how to time that. Do it now or at the end of the year?

Thank you for your help and advice as always.

David
Read Answer Asked by David on October 26, 2021
Q: Following up on your recent comments on Intel.
With there plans to build 2 new plants in the USA and the Congress in the process of passing a bill that would provide partial funding for these plants, at the current price and PE in single digit, is there not potentially great value at this price over the next few years? Plus a yield at 3% while you wait! I understand they are not the greatest growth play, but they are Intel? What am I missing??
Read Answer Asked by PETER on October 26, 2021
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