Investment Q&A

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?

Q: What is your opinion of the Canadian banks at this time . I currently own XEB in the open, RRIF and TFSA- approximately 20% of my entire holdings.
I'm considering buying one the banks in my open account for income and average growth, but not sure which one. I would appreciate your recommendation.
thanks


Doug

Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.

Q: 5iteam: I am overweight with BNs and down today 10%.Thought the banks would gain some tracktion with interest rates on the rise Not so apparently.Would you consider it a hold or sell for something else with more upside potential? Tks Larry

Q: How much business exposure does RY have to China? How does this compare to BNS and CM when viewed as a percentage of company overall operations?

Q: I have no experience in purchasing stocks during a war & high inflation.

Could you suggest 5 Canadian company's you would buy in todays world situations?

Or would you recommend doing nothing right now?

Thank you.

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: has bns been buying back shares and if so at what price?

Thx

Q: Does VDY ,BNS, AQN, dividend paying stocks have enough growth to support the price, in view of rising rates.
Would you move away (sell) dividend paying stocks as per above.

Q: Good Day to 5I team: With banks trending down I am down about 7% but still with a 4% dividend.With VRIF my core retirement income holding also in a downward trend am down about 5% with a 4% dividend. Would you consider one or the other a sell for tax loss and. Investing proceeds in a 1 year gic at 2.45% to take shelter from what may or may not transpire into a resession and redeploy funds when markets look better? Which do you feel has a better chance of revovery?

Q: BNS and other banks has been declining , what is the cause ?

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks

Q: Can you name 5-6 Canadian dividend stocks that you think might be a good spot to ride out higher interest rates for a while? Thank you

Q: Hi
I owned BIP.PR.D for a couple of years and liked the steady dividends. I am looking at a) another Brookfield preferred that is similar or
b) an ETF that has mostly rate reset bons with a decent dividend or
c) another preferred share from a stable company, like fortis, bce, telus, enb, trp, etc
I would like something that provides 5%, has at least 2 years shelf life. Is it possible to provide maybe 5 choices, ranked that meet the above criterion?
As always great, Len

Q: In which order would you rate these stocks as the best buy right now in each sector or is there something else in each of these sectors Energy, financial, utilities that you would consider a better buy.

Q: in your response to Dano on Feb 22nd/22, you recommended a 15% financial weighting which is lower than the TSX weighting. Could you explain why you recommend not going over 15%? also, do you think there is more upside to BNS and other financials in a rising rate environment. I have been reading conflicting views.
thanks

Q: Hi 5i
Due to unfortunate domestic circumstances my son has just had to sell his house. His net share after the dust clears is $80,000. He has signed a lease on a rental for one year, but plans to buy a new place of his own after the year is up. He has a good job, and all his expenses for the year ahead will be taken care of by salary. His intent is to use the 80k and whatever growth / income it can generate over the coming year to put down on a new home.
My thought is he should put half into BNS and half into ENB and then forget about it for the year and let the money do some work.
But I'd really like to know, based on the facts above, what you would do if you were in his shoes?
Thanks 5i - I will value your response. $75,500 of the $80k could go into a TFSA - he has that room.
Peter