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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: Earlier today you replied to a question with: "We are not big fans of averaging down, but if we were to do it BAM.A would likely be near the top of the list. When 'the market' brings down all stocks we are more comfortable buying more as opposed to when a company in isolation declines. We are not worrried about BAM getting through this market and/or upcoming recession. "

Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.

Thx.

Read Answer Asked by Christopher on June 20, 2022

Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!

Read Answer Asked by Duane on June 20, 2022

Q: Can you please provide your top 10 canadian dividend stocks which can also provide some capital growth. Time frame is 5 years. Is now a good time to start buying or should I wait?
Thank you

Read Answer Asked by Vineet on June 15, 2022

Q: I noticed that ZEB..holds the six major banks. However, its dividend distribution is 3.33%. The lowest of the dividend from TD and RY are 3.8/ 3.9. and the others are 4%+ . Any reason for that? May be a good reason to switch over?

Read Answer Asked by DAVID on June 13, 2022

Q: I have 1400 BMO shares in Rrsp, I want to sell them and buy tech stocks, looks like tech stocks are hit bottom, this is the list that I want to buy Lspd, Nvei, Toi, shop, Cts, Eglx, At , Goog, Amzn, Upst and Apps, your thoughts please, thanks always.

Read Answer Asked by Hue on June 07, 2022

Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.

Read Answer Asked by Gurdeep on May 27, 2022

Q: Results in recent 1/4 looked good, what is your outlook for next 12 months. screaming buy at these levels? Please rank above list. Thankyou

Read Answer Asked by Albert on May 26, 2022

Q: Could you advise when each the above banks are expected to increase their dividends.

Thx

Read Answer Asked by Robert on May 13, 2022

Q: Seems like there is some indiscriminate selling of rate reset prefs
last few days. Not sure this makes sense.
What are your three top rate reset ideas at the moment, that are NOT in the energy/pipeline sector
Thanks

Read Answer Asked by john on May 10, 2022

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.

Read Answer Asked by Rob on April 27, 2022

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.

Read Answer Asked by Ross on April 25, 2022

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: 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: 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: When Canadian housing prices were much lower than today several years ago there was much talk about American investors being short our banks due to being overextended on mortgages, something I have not heard recently. How much is the short position on them now vs. then and which banks have the most exposure to defaults on mortgages presently?

Read Answer Asked by Jeff on April 01, 2022

Q: Hello 5i Team

I need to trim back my holdings of TD Bank and potentially purchase shares in Bank of Montreal.

If I sell TD Bank on Thursday April 07, please confirm that I will receive the dividend as April 07 is the ex-dividend date.

As the Federal Budget is scheduled for release after close of the markets on April 07, would it be reasonable to assume if an increase in the Capital Gains exclusion rate was implemented it would be effective April 08 or at a later date?

I tried to research the previous increases in the Capital Gains exclusion rates, however it last occurred in 1987 and most government press releases are not digitized from that era.

Thanks

Read Answer Asked by Stephen on April 01, 2022