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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: 3 questions

What is the annual return for ENB since it went public when you include dividends & largest drawdown?

Would a 20% position in ENB for a retired person looking for income make sense?

What are the 5 safest Canadian & US stocks that would provide the best protection against drawdowns?
Read Answer Asked by Nick on September 09, 2022
Q: When looking at historical Canadian bank returns, BNS has lagged significantly. I didn't isolate too many periods, but the longer term you go, the more consistent the underperforming becomes. I understand the past isn't an indication of the future, but perhaps their approach to international exposure just isn't the way to go? There appears to be a lot of conviction for BNS relative to others, does it's poor stock growth relatively not concern 5i? What keeps you the most confident on BNS? If you jumped ship on BNS, which would be the next on that would be in your model portfolios?
Read Answer Asked by Jordan on September 02, 2022
Q: Good morning,
Just saw in my news feed that RY missed expectations. Means another blood bath for the banks? Should one wait before backing up the truck and loading up? How long should one wait for the dust to settle? I know RY,TD &BNS are your favorite picks.

If you can add a few sentences in the US banking sector,not would be appreciated.
Many thanks.
Mano.
Read Answer Asked by Savalai on August 24, 2022
Q: B of M is trading at a PE of below 8 with a decent yield. Why is trading at a relatively low PE ? Is it more financially exposed to the a recession? Were you you rank it amongst the Cdn banks ?

Thank you
Read Answer Asked by Mario on August 18, 2022
Q: What 4-5 Cdn Companies would go good with this group if looking to balance things out a bit (more growth focus vs income). A couple of stocks I had in mine include: BAM.A, DOO, MG, DOL. Do any of these stocks seem like they w/b a good fit/mix or our there others that you think would be better choices?
Read Answer Asked by Stephen on August 16, 2022
Q: TD and BMO recently issued preferred shares. TD 5 Year Rate Reset Series 28 yielding 7.232%, reset 4.2%. BMO 5 Year Rate Reset Series 50 yielding 7.376%, reset 4.25.
Both press releases both include the line "will issue to certain institutional investors"
Can retail investors purchase these? The rate and reset seem fantastic based on the quality of the issuers.
Read Answer Asked by Stewart on August 09, 2022
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
Read Answer Asked by Tamara on July 25, 2022
Q: I have a little to spend and am looking amongst the solid Canadian and US companies that you most recommend for long-term stability and growth.

Specifically though, I'm looking for these companies that seem underpriced and that have been doing well in their buyback policy.
Read Answer Asked by Kevin on July 21, 2022
Q: I've been sitting on my Q2 div revenues waiting for things to settle a bit. Looking to add to one off the 3 positions X, TD, SLF. Balanced/Income portfolio follower, moving towards income follower. 5+ yr hold. Conversely if there is a holding in the Income portfolio that is a screaming buy right now I would consider adding to that position or starting a new position if I don't already own it.
Read Answer Asked by Tom on July 19, 2022
Q: With the ongoing price swings and volatility, I am looking to add a couple good dividend stocks with a 3-5 year time frame. Can you suggest 5 Canadian stocks with decent dividends, and good upside price potential? Thank you.
Grant
Read Answer Asked by Grant on July 19, 2022
Q: With the increase in interest rates, is this a good time to purchase bank stocks and what would be the preferred bank?
Read Answer Asked by Susan on July 13, 2022
Q: Hello, CDN Banks are trading at or near their 52 week lows. BNS and CM have a dividend yield of over 5% now. Do you believe, their valuations have reached close to or near their bottom and it makes sense to add, for income and growth, with a time horizon of 5-10 years. If so, what will be your preferred order for these names ? Thanks
Read Answer Asked by rajeev on July 04, 2022
Q: I can get 5% + annual return to maturity on many triple B+ rated corporate bonds in the 6-8 year time frame. Do you see much risk of default or other issues with corporate bonds with companies like Enbridge, TD, Loblaws, and BCE? (I realize their face value will fluctuate as interest rates go up or down)
Read Answer Asked by Maria on June 29, 2022
Q: In my non registered account for financials I own BNS, TD, and GSY. With them all down would you top them up or buy CM instead as an additional holding? The focus of the accounts is high quality dividends as I plan to only use the dividends in retirement. I have growth stocks in my TFSA.
Read Answer Asked by Carla on June 27, 2022
Q: Why were CDN banks down 3%, today, Stress Test results for US banks also came strong. One damper, as I learned was Deutsche Bank down 11% in Europe Trading. Is there a contagion effect ? CDN Banks are now down 20% YTD. Should we worry ? Thanks
Read Answer Asked by rajeev on June 24, 2022
Q: Earlier today you replied to a question with: "We are not big fans of averaging down, but if we were to do it BAM.A would likely be near the top of the list. When 'the market' brings down all stocks we are more comfortable buying more as opposed to when a company in isolation declines. We are not worrried about BAM getting through this market and/or upcoming recession. "

Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.

Thx.
Read Answer Asked by Christopher on June 20, 2022
Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!
Read Answer Asked by Duane on June 20, 2022
Q: Can you please provide your top 10 canadian dividend stocks which can also provide some capital growth. Time frame is 5 years. Is now a good time to start buying or should I wait?
Thank you
Read Answer Asked by Vineet on June 15, 2022
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