Investment Q&A

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

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

Q: Any take on why bank of nova Scotia seams to be sliding backwards compared to the others? Would it be the share buybacks? Can you see it being a 100$ stock? Tks. Larry

Q: BNS ex-dividend date is April 4, if I buy today April 4, do I receive dividend? Thanks

Q: BNS is continuing to buy back shares. ( 3 % of float). Thoughts please and does this bode well for the company mving forward?

Thx

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.

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

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.

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.