Investment Q&A

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

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

Q: My question is about tax efficiencies on yields and distributions.
Has anyone created a table to demonstrate the tax implications for stocks? Can this be easily determined? Should REITs always be in TFSAs? What are the tax savings regular acct vs TFSA? How or what would the dividend tax calculation be for the stocks I mentioned?

Thanks for your support
Mark

Q: I have held BNS for some time and wonder if it is still worth holding onto. I was considering a switch to National Bank. What would be your rationale supporting this switch? And, on the other hand , why would you not make this move?

Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom

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!

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

Q: Hi Everyone at 5i! I am thinking of selling my BNS shares and buying CIX for better future growth. What are your thoughts on this?? Would this be a good move at these stock prices??
Cheers,

Tamara

Q: In our unregistered, income account I recently sold LIF and have decided not to return to that stock after 30 days. Instead, planning to buy more of one or two of the existing stocks.

Since this is an income account, yield is important and also quite happy to see total account balance steadily increasing whilst tapping off the cash.


I need some help deciding which ones to add to, and have 3 criteria:
1. Best yield
2. Current portfolio weighting
3. Best value over next 5 to 10 years

1. From highest to lowest yield:
TCL.A, BCE, AQN, EIF, BNS, CPD, T, SLF, QSR, ZRE, RY, LNF, FTS, BEPC, NTR

2. From lowest to highest weighting:
ZRE, LNF, TCL.A, QSR, AQN, NTR, BEPC, SLF, CPD, T, BNS, EIF, BCE, RY, FTS

3. Can you please help me to rank these stocks from highest to lowest value / growth prospects, or if that is to big a task. Please recommend overall best 3 selections given my criteria.


Thanks,


Jim

Q: I noticed that ZEB..holds the six major banks. However, its dividend distribution is 3.33%. The lowest of the dividend from TD and RY are 3.8/ 3.9. and the others are 4%+ . Any reason for that? May be a good reason to switch over?

Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.

Q: what is expected from BNS tmw?


Thx

Q: 5I team: Is this bank a good buy at the under 69$ range and does the split have a negative effect? Would you consider it a good buy or prefer an alternative? Tks. Larry

Q: Could you advise when each the above banks are expected to increase their dividends.

Thx

Q: 5iteam: Currently down about 9.5% . Would you consider GSY a decent replacement .If considering I do not currently need the better dividend and .it is looking like a tax loss would help this year , do you feel GSY at today 's price would give me more upside potential or would you suggest a better name to add to portfolio rather than add to GSY to lower my book value?Tks Larry

Q: Seems like there is some indiscriminate selling of rate reset prefs
last few days. Not sure this makes sense.
What are your three top rate reset ideas at the moment, that are NOT in the energy/pipeline sector
Thanks

Q: Based on your reply to Paul on May 9th...."We think buying over a year will end up looking pretty good in two or three years". Of the following Companies that make up my portfolio what would be your TOP 3 conviction names to ADD to over the next year based on long term growth potential, good valuation, well run, good management, no brainer this will be a good investment type choice. There is opportunity here so don't want to miss the boat. Yes everything is down. Yes people are panicking. But it will go back up and simply want to focus my energy on the ones with more conviction. I don't need the money for the next 15-20 yrs but don't want to be a moron either and be happy with a bit of dividend here and there when I could see larger returns by making a good decision today. Thanks again.

Q: I am overweight in BNS but not in banks and financials, would you suggest another financial stock with safety and decent/stable yield to replace some BNS .

Q: Is it a good idea to have these three companies the foundation for my income stock portfolio? It will be a long term buy and hold.
Thank you

Q: Good Day
When these companies like BNS announce share buybacks. What determines when they buy back shares and how many total buybacks they exercise. Would the buybacks by Google be done the same way or are the rules in the US different?