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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,
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities

Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities

Thank you.
Read Answer Asked by Trevor on October 18, 2024
Q: Could you please offer a few of your best ideas for how to profit from the increased energy demands from AI, Cloud, Crypto etc. ETFs and individual stock ideas would be appreciated (in USD or CAD). Thank you very much.
Read Answer Asked by Toge on October 10, 2024
Q: So much news these days about the ramp up to electric vehicles and the eventual elimination of internal combustion engines.

Governments have committed to installing charging stations to accommodate future demand.

What is the current status of power generating facilities. How easily can they ramp up supply to satisfy the future demand or is there already enough capacity.

What are your favourite Canadian and US power generators to satisfy this demand. Thank you
Read Answer Asked by JACK on October 07, 2024
Q: I missed the recent pop in CEG although I've done quite well in Vistra which I still hold. Other than Vistra, what USA stocks would you recommend for an AI-related energy play? I'm thinking GEV? Thank you,

Jason
Read Answer Asked by Jason on September 23, 2024
Q: With the opening of three mile island for Microsoft. AI will require huge amounts of electric power, Is this a potential area of investment?
Which companies will benefit?
Read Answer Asked by Anthony on September 23, 2024
Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Read Answer Asked by Peter on September 05, 2024
Q: I tend to believe that utilities are a good place to invest actually ? considering : 1) dividends 2) still "reasonable" stock prices 3) always needed with all economic situations.Could you comment this point of vue and suggest 2 canadian+2 US utility stocks for long term safety.. Many thanks
Read Answer Asked by Jean-Yves on August 21, 2024
Q: what are you top 5 dividend paying stocks? (US/Canada)
Read Answer Asked by Judith on August 07, 2024
Q: Just wondering about these pipeline companies and longevity. Are these companies to own and forget or they tied to oil and gas as a commodity so hence has a limited run? What is your outlook on them? I have done very well with WMB over 4 years, and wondering if I should leave it be say for another year or two, add, or sell. Bought ENB. this year for the Div and wondering how you see this stock as well. Thank you.
Read Answer Asked by Pat on July 26, 2024
Q: Hi Peter,
Is US dividend stocks suitable for RRIF with no withholding tax? My thinking is that US dividend does not receive any tax benefits in non registered account and is taxed like interest income. With on-shoring and tariffs, US inflation will not eased too much, and may go up again in the next few years. Hence, interest rate will not be much lower and consumers spending will be weaker for longer. Giving this scenario, and for my RRIF account, what will be your top picks for US dividend paying stocks with solid balance sheets, that will able to maintain their share price and dividend payments through a mild recession? Thanks.
Read Answer Asked by Willie on July 10, 2024
Q: Hello 5i,
I am considering purchasing BEP:US to meet my P.A. targets for both Sector (Utilities) and Geography (U.S. & International).
In researching BEP, all I could find was one pie chart that indicated its geographical footprint as being 50% U.S., 35% Canada, and 15% Brazil.
While this will work for me, my question is "how accurate is that as a geographical breakdown?" It seems to be all I could find.
Can you offer any other suggestions for Utilities with a greater U.S./International bent? U.S.-denominated is preferred - as is a comparable dividend...
Many thanks for any insights you may have.
Cheers,
Mike
Read Answer Asked by Mike on March 07, 2024
Q: Good Morning
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel

Read Answer Asked by Marcel on February 21, 2024
Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?
Read Answer Asked by Kel on January 30, 2024
Q: Hi,

I would like to purchase a large, dividend paying US stock that has some potential for future growth (or is currently undervalued) in my RRSP. Could you provide some suggestions?

Thank you,
Evan
Read Answer Asked by Evan on January 16, 2024
Q: Good morning 5i team. I am interested in your opinion of KRP being held in a US rrsp. In reading your last response the withholding tax seemed to override your recommendation. Second question is under the present market conditions with 1 year to a lif conversion I have been bolstering interest yielding investment with a potential for capital gain. Could you recommend 3 Cdn and 3 US stocks or etf's with high dividends that have good earnings outlooks, valuation and perhaps some growth.
Read Answer Asked by Robert on January 08, 2024
Q: Hello 5i Team

Could you please review the three listed US Oil & Gas midstream companies which are not MLPs?

Please rank in order which would be the best company(s) for allocation of capital.

Are there any other US C-Corporation midstream companies which I should be reviewing?

These would be held in a US dollar denominated RRSP account for long term growth and income.

Thank you
Read Answer Asked by Stephen on January 03, 2024
Q: Could you list some Canadian + US stocks that you would consider "among the safest" , including in case of an economic slow down .thanks for your always excellent reports.
Read Answer Asked by Jean-Yves on December 20, 2023
Q: Getting closer to retirement looking for solid dividend stocks. Looking for 5 Canadian and 5 US
Read Answer Asked by Mike on November 30, 2023
Q: This excellent question was answered by your team on oct 30 th.
"I'm wondering if you could suggest 20 Canadian stocks, with a minimum yield of 3.5%, that you would purchase NOW. This list could include ETFs."
I shall ask a similar question but for only 12 US stocks or ETFs in my TFSA ,the goal being safety+ dividends + some growth ,many thanks
Read Answer Asked by Jean-Yves on October 31, 2023
Q: Can you please comment on AES and or any other ex Canadian utilities that you would recommend for diversification?

Thanks.
Read Answer Asked by Peter on August 29, 2023
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