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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 small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.

Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.
Read Answer Asked by Valerie on October 25, 2024
Q: Hi,
Need to rebalance and am seeking etf and stock ideas.
Looking to:
1)Decrease canadian financials (currently hold BNS, BN, GSY, IFC, MFC, PRL, RY, TD)
2)Increase US consumer discretionary
3)Increase US real estate
4)Increase US utilities

Questions:
1)What order might YOU sell the stocks in #1 above?
2)Please provide 2 stock and 1 ETF pick you believe have decent long-term prospects for each of:
a)US consumer discretionary
b)US real estate
c)US utilities

Thank you.
Read Answer Asked by Trevor on October 18, 2024
Q: Portfolio Analytics has suggested I reduce of my exposure in the Financial Services sector. My holdings consist of ACGL and BN at a full position plus AD.UN, BNS, and TD at a 1/2 position each.

My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold

Is a full position of ACGL too high?

Is there a suggested balance amongst the subsectors?

Any other comments would be appreciated.

Thank you
Read Answer Asked by J Stephen on October 17, 2024
Q: good morning. just read your report on bns and was hoping to hear what you thought of the dividend in the future. To be short it has been very disapointing in growth over many years and just wondering what were your thoughts going into the future.
I realize it has a good dividend now but as a dividend growth investor i also want some growth. Do you see any in the future?
Read Answer Asked by hans on October 16, 2024
Q: I am setting up a TFSA for my wife. I have been managing my own TFSA for 7 years but my wife has maintained her account with a BMO investment advisor. We also both have RIFs managed by the same advisor. My TFSA has far outperformed the accounnts managed by the professional (thanks to your advice) but my wife is very risk adverse. She has about $100 K to invest. We are both in our 70s and don't have pressing needs for the cash. Could you. suggest a basket of Canadian/US stocks/etfs that would provide some low risk growth with a 10 year horizon.
Read Answer Asked by Ron on October 16, 2024
Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?
Read Answer Asked by Valerie on October 11, 2024
Q: We are planning to set up a separate investment account for our grandkids. Assume a 10 year hold. There are a few sectors we would want to overweight - 3 stocks, CAD or US, in Financials, Industrials, Technology and 1-2 stocks in the others. What would you look for and how would that translate into individual stock selections.
Read Answer Asked by sam on October 10, 2024
Q: Since the Canadian banks eventually trade in line with each other,would it make sense to sell Royal and buy BNS,TD,etc.?
Read Answer Asked by Allen on October 10, 2024
Q: Hi All at 5i! I have 44K in CPD in a non registered account which provides me monthly income via dividends. I prefer a stock which pays a decent dividend but also offers some growth. I would like to sell my CPD which has given me no growth and reinvest in better growth/ dividend paying stocks. Could you offer me the names of 5 such stocks?.
Cheers,
Tamara
Read Answer Asked by Tamara on September 27, 2024
Q: Hi 5i,

What would be your current top 5 Canadian value stocks with a safe dividend and why?

Thanks!
Read Answer Asked by Tara on September 24, 2024
Q: Between the 3 which would be your preference for someone who's looking for a long-term income holding.

TY
Read Answer Asked by Gerald on September 12, 2024
Q: Hello,
What are your thoughts on slate grocery? I'm looking for a dividend stock and this crossed my path.
If not this one, what would you recommend?
Thank you very much
Read Answer Asked by Curtis on August 28, 2024
Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you
Read Answer Asked by STANLEY on August 27, 2024
Q: Please recommend several Canadian stocks for an elderly investor with a focus on preservation of capital and a return of 5%+. Thank you in advance.
Read Answer Asked by Helen on August 20, 2024
Q: I want to buy one of the big banks for a 10 year hold and I'm leaning toward BNS. I'm dependent upon some fixed income so need either the yield, or combo of yield/growth. Which bank would you suggest. Thanks.
Read Answer Asked by Kim on August 14, 2024
Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.
Read Answer Asked by Danny on August 13, 2024
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