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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: 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
Read Answer Asked by sam on April 09, 2022
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
Read Answer Asked by Martin on April 08, 2022
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
Read Answer Asked by Leonard on April 05, 2022
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.
Read Answer Asked by Barrie on April 05, 2022
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
Read Answer Asked by Mary on April 04, 2022
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
Read Answer Asked by Peter on April 04, 2022
Q: Hi, Banks have been decimated over past 3-4 days, perhaps, over the risk seen with an inverting yield curve. A guest on BNN explained that banks make money by borrowing through short term and lending for long term. Short and Long term interest rates spread, contracting to its lowest point, over past couple of weeks, it has caused some anxiety among investors, while, generally market has favored financials due to expectations of rising rates, resulting in higher profits. Do you subscribe to this thesis of inverting yield curve and like that Portfolio Manager, on BNN, is it time to consider reducing exposure to financials ? I would appreciate your comments on this theory and if any action is warranted. Thanks so much
Read Answer Asked by rajeev on April 04, 2022
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
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