skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have some American $$ and I own no oil/gas. Do you like gas or oil at this point? Do you have some US dividends and growth for a recommendation? Preferably separate companies.
Read Answer Asked by Gerald on July 19, 2022
Q: These rate reset preferred are 70% of bank prime rate. I am confused on their fact sheet as to when the reset occur. now that all the major banks have increased to 4.7. when is the reset going into effect. The next dividend coming at the end of July is declared at the old rate, Will the rate adjust for the next dividend after this one?
Thank you.
Read Answer Asked by francois on July 19, 2022
Q: Hi 5i, can I have your current view on the market with respect to inflation, interest rates (inverted yield curve) and recession chances. I realize markets are forward looking and I'm trying to guage future rate increases as I have a few quarters of dividends to spend on income stocks. Oh, and what would be your top three dividend stock picks now? Was looking at SLF, BNS and AQN, but based on your answer to first part, I may hold off.

Thx
Read Answer Asked by Christopher on July 19, 2022
Q: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you
Read Answer Asked by Richard on July 18, 2022
Q: Emerging market indices have been underperforming for some time now and are ostensibly quite undervalued relative to peers in aggregate. I happen to hold a fairly sizeable portion of my portfolio (~15%) in XEC. As such, I am curious as to your opinion on whether or not holding emerging market exposure is a valuable form of diversification in today's landscape. Finally, acknowledging you lack a crystal ball, do you anticipate emerging markets reverting to the mean in the foreseeable future?
Read Answer Asked by Andrew on July 18, 2022
Q: Crystal Ball question here, but IF CWL keeps executing and growing, where would you predict the stock could be in 5-10 years? A possible take-over target? A major international headhunting/staffing company? Any comparables out there?
Read Answer Asked by Jeff on July 18, 2022
Q: I have some money to invest and looking for growth over the next 5 to 7 years. Between the 3, which one would you side with at the moment. If you have a better suggestion, feel free to give your insight. Thanks !
Read Answer Asked by jean on July 18, 2022
Q: Greetings, I already own PBH, ATB and COST but would like to add a consumer non-cyc. In order, I would like to protect against loss of capital, receive a greater than 2% dividend, and enjoy some reasonable growth. Which of the two above would you choose for a long term hold? If you could choose a U.S. name, is there one you prefer over both? Thank-you!
Read Answer Asked by Stephen R. on July 18, 2022
Q: I am a retired income investor who derives all his income from investments. For obvious reasons I am a fan of covered calls and own the various ZWs and HDIV. I also own the canadian banks and ENB. Most of these have held up fairly well in the turmoil. My question is do the covered call ETF administrators try to keep the return % approx level as the ETF value changes. I note that the RBC quoted return for HDIV is noeth of 10% but ZWC is approx 7% which is not much change from where it was in April. Other ZWs are similar. It would seem that BMO manage the return whereas Harvest do not.
Read Answer Asked by Don on July 18, 2022