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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: TD and BMO recently issued preferred shares. TD 5 Year Rate Reset Series 28 yielding 7.232%, reset 4.2%. BMO 5 Year Rate Reset Series 50 yielding 7.376%, reset 4.25.
Both press releases both include the line "will issue to certain institutional investors"
Can retail investors purchase these? The rate and reset seem fantastic based on the quality of the issuers.
Read Answer Asked by Stewart on August 09, 2022
Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara
Read Answer Asked by Tamara on July 25, 2022
Q: With the ongoing price swings and volatility, I am looking to add a couple good dividend stocks with a 3-5 year time frame. Can you suggest 5 Canadian stocks with decent dividends, and good upside price potential? Thank you.
Grant
Read Answer Asked by Grant on July 19, 2022
Q: I live in a city where every other car seems to be a Tesla. I noticed on teslas loan page that they only deal with the three banks mentioned above when it comes to financing.

Will this materially move the needle for any of these institutions in the long run?

Thanks
Read Answer Asked by dan on July 06, 2022
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: 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 .
Read Answer Asked by Alejandro (Alex) on May 03, 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