Investment Q&A

Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.

Q: Some time ago i asked a question regarding the merits of holding a handful of us stocks along with my US etf’s, in order to get a little extra boost. You were ok with the strategy but cautioned against the kind of stocks I held i.e. Google, nvidia, msft, Costco, abbivie. While they were good stocks you said that the problem is that they are well represented in the various etf’s and that if i wanted a “kicker” to provide boost that I should go smaller in size. I wonder if you could provide a handful of stocks that would fit that criterion and would be ones that one would want to own long term. If they were also good candidates for selling options on that would be an added bonus. Thanks for your expertise and advice.

Q: What are your thoughts on Iron Mountain REIT? Stock has held up relatively well but I wonder if the dividend is covered - are there alternatives you would suggest? Thanks

Q: I am moving toward retirement and looking for stocks with a Dividend of 4% plus. Could you suggest some Canadian and US companies that you feel are good value in todays market or ones to watch for this fall if things go down- separate lists please. All categories except financials as I'm overweight there. I'm interested in companies that can ride a recession with higher interest rates. Thank you!

Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara

Q: Can you recommend some US stocks with growth and yield?

I have ABBV already.

Thanks
Mark

Q: Given the never ending downwards trend of the market, I want to invest $10000 in US market and $10000 in Canadian market in dividend stocks, with at least 5% dividend.

Can you recommend 3 US stocks and 3 Canadian stocks. ETFs are also acceptable.

Thanks

Q: If you were going to have a USD Income Portfolio, what would your top 10 equities and how would you rank them. How important is annual dividend increases?

Q: I have some cash sitting in my RRSP and was thinking of adding to either Brookfield Infrastructure or Realty Income REIT. I had Costco on the list, but noted in answering another question, you recommended waiting. Of the two, which do you feel is the better choice today? Or should I continue to hold the cash a bit longer until the markets settle? Thank you.

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I am looking for your recommendations on good dividend paying stocks. Stocks which have come under pressure due to market conditions. Stocks that are low risk and do not have high debt. I am mostly interest in income stocks but would also like a stock that would give me some capital gains. I have listed these and would appreciate rating these. Please also provide me with any other tickers you feel would fit my needs here which I may not have thought about.

Thank you.

Donna

Q: Hi, I would appreciate if you can recommend some dividend paying companies with strong balance sheet, steady dividend increase and have not cut dividend in past. I am looking for names which have sold with general market and are at attractive valuations.
Thanks.

Q: Is Real Estate a good investment in an inflationary environment? I have Prologis, Public Storage and American Tower on my watchlist. Can you please rank them and provide any other suggestion you might have.

Q: Good morning. I am looking to add a new US dividend growth stock to my RRSP. My top contenders are Costco, Home Depot and McDonald's. What would be your top choice today? Do you have any better suggestions (stocks or REIT's)? Thank you.

Kim

Q: Good Morning. I am selling off some of my more volatile US tech stocks in my RRIF and am looking to redeploy the proceeds into US stable Dividend payors. Can you please suggest 5 or 6 US Dividend stocks ( other than US Tech) to look at? Thanks

Q: Hi, between these two: O (reality income co) and its spin-off company ONL, which one is a better investment today? I am a long-term holder. Thank you!

Q: Hi
I am looking for 5 US Income producing stocks to provide US funds to travel with. This will be long term investments, looking for low to moderate risk, good income stream and somewhat diversified although that's not a huge criterion.
Thank you, Len

Q: Would you rank these Reits as most likely to see distribution increases and share appreciation in the relatively near future. Are Reits attractive for income now?

Q: What are your recommendations for the best US and Canadian REITS for a 5-10 year hold?

Q: I have US funds available to purchase stocks . Can you recommend 6 U.S market traded stocks for an income style portfolio . They can be Canadian stocks with a U.S listing

Thank you

Howard

Q: Top USD stocks for dividend income please. Thanks.