Investment Q&A

Q: just asked your favorite banks could u rate all 5 in order u like

Q: If the rate of inflation is moderately higher than expected of the next 3 to 5 years which of the 6 banks do you think will do the best and which the worst?

What are the positives and negatives for the banks from
higher than expected inflation?

Q: Are there any rumours or indications that TD is preparing to sell its position in Charles Schwab. Also can you tell if the Schwab shares are voting or non voting.
Are you aware of any banks or other financial companies that TD is looking to acquire?

Q: Banks had another big run in January. Are prices already reflecting all the good news for the banks, namely higher interest rates and a good economy?
Secondly if someone had new cash looking for a home in big cap blue chip dividend paying companies which of the financial, pipelines, telecom and real estate sectors give the best upside from here?
Thank-you.

Q: I have quite a lot of financials, mostly Canadian banks and insurers with about 20% US. Would like to sell down some and buy something with some more growth in the payment section but still relatively conservative.
Would you recommend one of MA, V, Pypl or other financial as currently looks like a buying opportunity?
Thank you.

Q: I am considering add more bank stocks and here's what I got based on their P/E:

TD:12.36x
RY:11.99x
BMO:11.69x
BNS:11.50x
CM:10.57x
NA: 10.79x

I have 150K cash available. Would you agree to add National Bank, CIBC and Bank of Novia Scotia equally since these 3 have the cheapest valuation?

Thanks,

Q: Hi Team,

I only own bank of Nova Scotia and look to add more weight on financial sector. Can you please make top two of your picks in the list of names?

Thank you,

Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

Q: My virtual 'conservative growth' portfolio has the above 10 stocks in equal wights. What two stocks would you add to round it out please? Please assume that I have 45% outside of this portfolio in fixed income. Are 12 stocks enough in your view? I know there are many factors but please answer the best that you can ... maybe assume it is you.

Q: Hi, is it a good time to add to CDN banks, with expectation of higher rates and trend for returning capital to shareholders. If so, which ones will you consider as winners, over next several years ? Could you rate them, in order of priority ? in the same token, do you have a particular view on CIBC as the dividend yield and P/E ratio seem to be most attractive in the group ? Thank You

Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young

Q: Please help me understand:
TD has announced a) share repurchase intention for 2022, and b) the Jan 31 2022 dividend DRIP shares will be issued from treasury.
These two would seem to be at odds with each other (despite the, presumably, much smaller quantum of the DRIP treasury shares relative to the repurchase plan)?

Q: Hello,

Could you recommend 5 of your favourite stocks (US or CDN) that provide a healthy mix of dividend yield and growth outlook?

This would be for a Smith Maneuvre with interest rate at 2.95%. Ideal scenario would be to get yield to be at 3% with some growth outlook on a 5 year time horizon.

Thanks very much.

Q: Looking for a Canadian stock or two that provides both a reasonable dividend and some growth. Please rate the above-noted stocks on a scale of 1-10 for both growth and risk over the next 12 months. Thank you.

Q: Hi, any news on TD that may have contributed to the recent upswing in price? Thanks.

Q: My wife and I are retired and rely on dividend income. In the event of a recession, including rising inflation and interest rates and a 20%+ decline in equity markets, how safe/sustainable does 5i view dividends from the named companies? With unrealized gains on all of these, are there any that 5i would suggest selling, accepting the taxable gain, and holding the cash for a rainy day? Thank you. Edward

Q: How would you rate the following Canadian
banks for investing new money at the moment?

TD, BNS, RY, BMO, NA

Thank you so much,
Rita

Q: What 4 dividend stocks or ETFs would you suggest for a long term hold to see the power of compounding

Q: Hello…do you think the Canadian banks and insurance companies will spike once the OSFI lifts the dividend/buyback restrictions? If so, which companies do you think have the most upside?

Thanks for your great service.