Investment Q&A

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!

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

Q: Hi!
I am wondering what your thoughts are on BNS right now and whether there is more risk to this bank with operations in Latin America. I remember it was once your favorite bank and am wondering how you would rank the big five banks based on current geopolitical situation.
Thank you for your expertise!

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.

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.

Q: thoughts on the quarterplease?

Thx

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?

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

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.

Q: Canadian banks in general……
Is it time to take some profits? Or are they such a core holding that you would hold?
Perhaps only trim to a comfortable %?

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?

Q: Would you please rank your top 4 Banks for 3 year hold

Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

Q: Recently Veritas’ D.Souza cut most of the big canadian banks to sell. Could I have forward P/E for each of them? I doubt it, but do you agree with M. D’Souza that the banks are a bit overpriced looking at 2023?
Thanks

Q: Looking to invest the new year’s TFSA $6000 for my 25-year-old son. He already has the following holdings. What would be your recommendation for a long term growth profile?
ZWC
BEPC
BNS
WXM
CSU
XIC
SIS
TOI (small position, from CSU)
SHOP
WELL
XBC

Q: would you share with us the best value and best growth stocks in Canada

thank you for all your time and attention

Q: I have significant holdings in RY, BNS, TD and MFC. These names have done very well in the past two years. They will continue to earn Dividend Income but growth will definitely slow... Is this a time to sell these names and put the money to better use as the market pulls back?

Q: I have these holdings in a TFSA shown in descending %. First four at 15% each. Next three at 10% each. Adding $7000. Any additions to what I have? Any new ones? I appreciate the %'s are personal choices ( Part of let the winners run camp). Would you advise trimming?
Have good day. Thanks.
Paul

Q: This is a follow-up to our question from last week (see: https://www.5iresearch.ca/questions/140708).

Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.

Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.

Q: About 1 year ago we created an equal-weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases are made with the intent to be long-term holds (10+ years). As well, we intend to increase our investments over the next 2-3 years, and then adjust over time as needed. Currently the amount invested represents ~40% of the eventual total.

Although a goal is to keep the portfolio roughly equal weighted, of the 30 companies, the following 14 were acquired in 3 purchases (full position) and currently have weights in the 2.31% (SHOP) to 5.00% (ATA) range for an average of 3.71%: CSU, MG, GSY, WSP, LNF, ATD, ATA, SLF, BAM.A, BIPC, FTS, DOO, SHOP and TFII. The remainder were acquired in 2 purchases (2/3 position) and currently have weights in the 1.98% (BEPC) to 3.17% (TCN) range for an average of 2.56%. So, overall, the weightings currently range from ~2% to ~5%.

Over the next 6 months we will invest another ~25% of the eventual total. As we make additional purchases, we need to strike a balance between keeping the weights roughly equal while taking advantage of market opportunities. Please provide some broad guidance/wisdom.

Of the 30 companies in the portfolio, which 10 would you have the highest conviction in today? Please rank them.

Are there any of the 30 that you might consider as candidates to be replaced because there are better options, and if so, what replacements would you suggest and why (disregard tax considerations)?

What additional 3 Canadian companies might you consider adding to the portfolio and why?

As always, thanks for the great service!