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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: I have recently came across $30k unexpectedly from a former employer and was pleasantly surprised. It is currently in an mutual and it would not through my weightings out of balance. I have a well diversified and weighted portfolio with your quality names such as TD, BNS, VET, ENB, TOI, BAM, LSPD, AEM, ATZ, TRUL etc... If I was to move it from the fund to an equity only to set and forget(again) for 15 years what would you chose. At least your top 3. thx.
Read Answer Asked by Chris on March 28, 2022
Q: I own a little ENB, I think I should add to the position of perhaps add PPl to bring the position up.
Also TD is my sole financial but want to add another bank or an insurer SLF or another insurer. currently non in my portfolio now.
Of the insurers what % of the insurers would you suggest and is Trisura a good way to increase the position in some way.
I dont own BAM but own BEP & BIF ... is adding to either of these positions the way to go or perhaps adding BAM at this time...
Which CdN bank stocks do you favor most-----
Thank you for your advice. Maureen
Read Answer Asked by Maureen on March 28, 2022
Q: Among banks, 5i seems to favour TD and BNS, though since 2019 patient investors have done well with just about any of the Big-Five-plus-NA.

But supposing interest rates are now set to rise, won't banks tend to find a trading range? In which case, wouldn't ZWB, with its covered call component, provide greater total return? Or do its MER and trading expenses claw back too much of its income?

Interestingly, since inception, ZWB's share price seems to have done as well as (for example) BNS, in spite of the potential for its positions to be called-away.
Read Answer Asked by John on March 25, 2022
Q: Good Morning,

For yield - I am considering adding to or acquiring many of the above noted stocks.

Please rate in terms yield, growth potential and safety.

Also add any others I might consider.

Thanks very much.

Read Answer Asked by Dave on March 22, 2022
Q: 8:57 AM 3/21/2022
Hello Peter:
We have to choose to add to two among these higher dividend stocks in my Cash account. These will be held for the next 20 years and want the best "sleep-at-Night" investments that hopefully never need to be sold.
I am looking for strong growing dividends plus decent compound 10 year share price growth of at least 6%.
BNS, RY, BCE, T, FTS, PPL, SLF, CNR.
I know CNR dividend is only 1.8% but it may be outweighed by growth?
Any other suggestions are welcome.
Could you please arrange them best first for safety and dividend growth
Thank you............. Paul W. K.
Read Answer Asked by Paul on March 22, 2022
Q: Can you list some of your favourite Canadian stocks that are eligible for the Canadian tax credit that yield over 4%? I am building a dividend portfolio and have the banks, ENB, PPB, SLF.

Thank you!
Read Answer Asked by TK on March 22, 2022
Q: In anticipation of a possible recession in the near future, I would like to slowly tweak a few of my holdings. Could you please list some of the best sectors to hold in a recession, and if possible, list a few excellent Canadian companies in each sector and perhaps some US stocks. What may be the worst sectors to hold in a recession? Sorry, this is a big question, but one that I think many members may be thinking about.
Thanks!
Read Answer Asked by Grant on March 18, 2022
Q: I have a relatively small RESP portfolio that will have to change to an RRIF. I would like the RRIF to be able to generate enough dividends to cover the required withdrawals. If that is possible. Can you tell me your top ten highest dividend-paying Canadian companies or maybe even better ETFs or a combination that you would be comfortable owning?

Thank you.
David
Read Answer Asked by David on March 15, 2022
Q: Hello Peter and team,
I was expecting with higher rates that insurance and banks will do well. Trisura is behaving like a tech stock and the banks and insurance are not doing well despite good numbers. Is this due to uncertainty geo-politically? Thanks very much.
Read Answer Asked by umedali on March 03, 2022
Q: What are your five favourite dividend stocks with growth possibilities at the moment? Please include one in the utility sector (perhaps a renewable). Thank you as always, Pete in Calgary.
Read Answer Asked by Peter on March 02, 2022
Q: With intrest rate rising,perhaps faster in USthan Canada Which stocks will benefit and which has more risk but perhaps benefit.
Does Energy stocks still have room to grow?
Read Answer Asked by Nizar on March 01, 2022
Q: Hi, Market drop in the morning, Today and complete reversal after President Biden's briefing about Russia invasion of Ukraine was simply Extraordinary. Nasdaq, of course was the huge winner. Banks, on the other hand, were really weak at the open and did not gain much traction, during the day. Could you try to explain the disconnect, please.

RBC results were quite impressive, but it did not help the stock, Today.

CNBC, Bob Pisani commented that US Financials have been under pressure, the whole week.

We added some CM,RY,TD and BNS in the morning, for dividends and additional exposure to financials, to take advantage of market drop and due to expectations of the sector benefitting from rising rates. Do you consider it a wise move?

Thank You
Read Answer Asked by rajeev on February 25, 2022
Q: Hi 5i Team - Could you provide two or three top picks in each of the following sectors: Real Estate, Consumer Staples, Financial, Industrial. Any market cap is fine but with a focus on mid cap. Also with a focus on Canadian Equities.
Thanks.
Read Answer Asked by Rob on February 23, 2022
Q: We know uncertainty helps the markets drop. With Russia saying they are drawing back troops and NATO and USA say they are building up, one could anticipate uncertainty ahead. With this in mind, is there any advice for which type of stock might be the best to buy on a future dip?
Read Answer Asked by James on February 18, 2022
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