Investment Q&A

Q: hi,
looking through the 5i model income portfolio, these entities are all down in share price. for an investor looking for income and growth (both capital appreciation and dividend growth to keep up with inflation over long term ), are all these a buy today? any a sell? any others in the income portfolio you are more interested in today?
cheers, chris

Q: Hi 5i,
I've just started following EQB with an eye to getting in.
In the past week all 5 major banks are nicely up (even CM!) as is NA.
Conversely, EQB has had a sharp drop followed by a bit of a bounce, but is down overall.
I realize a week is not long and typically not a period of time from which to draw conclusions. However, the opposite direction of WQB's trajectory to other banks has me confused.
Can you explain why its trajectory over the past week would be so markedly different from other, bigger, names in the sector. Is it a sign of some fundamental weakness that isn't well publicized, is it just one of those short term things that defy explanation, is it due to a difference in its business model that is seen as a weakness, is it size related and is it typical for it to go in the opposite direction than most other names in the sector?
I'd sure like to have better insight into EQB, given its behaviour over the past brief while.
Thanks 5i,
Peter

Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

Q: I am thinking of switching from TD to Royal Bank. Last quarter results were better. As well, I just read that Royal Banks has made a large acquisition that has been approved. Your thoughts. Thanks Steve

Q: hi,
I was reading questions/answers this am. I noticed "John" today asked what to do with 4 equities that are down right now (AQN,Alaris, cargo jet,goeasy). I agree these seem like holds or buys right now. however, I am guessing John was looking for dividend payers with some growth(opposed to high growth, perhaps more speculative stocks), to swap with his current 4 (3,2,1??) equities he has at loss. he is retired. I am in a similar position, and would like your thoughts on potential dividend payers with some growth ( ie capital gains keeping up with inflation, at least ). cheers, chris

Q: Hi 5i,
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.

Thank you!

Q: hypothetical question on loss provisions: should these provisions that are set aside (or at least a portion of them) ultimately not be necessary in the future, does that mean there is a potential for them to be reflected as revenue on future earnings and thus, result in a seemingly excellent quarter, year, or whenever this situation could happen? How is viewed from an accounting perspective?

Q: 5i team: a 10 years comparative chart of these 4 banks reveal a strong tendency of BNS to lag the rest and NA to grow faster. Is BNS having challenges in its management , or is Latin America investments pulling them down ? , Will they ever recover ? , would you recommend instead NA for a better growth ?, what is the downside of owning NA ?, thanks !!

Q: Retired investor looking to reduce bank holdings. Currently have ~1/2 positions in TD and BAC and full positions in NA and RY. I would appreciate your input. Could you rank, giving rationale, ATS, CLS, ABT, HST, LEN, for upside potential? Would you recommend starting 1/2 positions (or easing into) any of them at this time? Please take credits as you see fit. Thanks.

Q: Earnings not good for TD but fine for RY. Can you explain issues with TD and what you see going forward. It seems RY is cutting costs and this seems to be reflected in results. Is this something TD should be doing also. Would you add to TD at this point?

Q: I am considering increasing my Canadian Bank exposure. I know timing is never perfect, but given the recent pullback in Cdn Banks, and the headwinds going into a potential recession, is this a good time to buy RY, TD and BNS, or would you wait and see what plays out in next 3 to 6 months?

Thanks
Tim

Q: Morning.
Cdn dividend portfolio of 10 stocks
BCE, bns, cibc, eif, enb, ppl, Royal, tc td, and Telus
Which 2 would you get rid of..and why?
What would you replace them with, (dividend above 4%)
Thank you

Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you

Q: Do you prefer BNS or TD for total return potential from here?

In other answers you seem to prefer TD overall as a better company, but with BNS being close to its 52-week low once again and with a yield of over 6.5%, wondering if BNS is the better pick at current levels?

I'm a young investor so long time horizon and no need for dividend income, thus looking more a total return potential.

Q: What are some blue chip higher yielding stocks on the TSX that you recommend for a very long term hold?

Q: Hello,

Looking to add to my current positions in these companies (registered account, 10+ year time frame). If you could please rank them in order of potential upside that would be great (and if there is a company you would stay away from, please indicate).

Thanks!

Q: Looking for income from bond etfs and dividend paying stocks that will appreciate in value if interest rates have peaked and gradually fall towards 3% (i.e. those that have been hit unduly hard due to inflationary fears). Suggestions?

Q: Hi guys,

I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.

Which 3 would they be and why?

Thanks

Sheldon

Q: US stock market almost recovered after a stunning run lately. The Canadian market is apparently still recovering. Do you think there is a rotation that will be going on, e.g. Canadian stock market, or non-AI stocks? I am wondering whether there are some Canadian stocks that may be benefit from the rotations that we can invest now?

Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.