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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: a sunlife life insurance policy was purchased for grandchildren as an investment for them on the advice of a financial planner- I am embarrassed to say so far $9000 in annual premiums has been paid, with 11 more remaining before the policy is paid in full. If I cancel this policy it will be a loss. However; the dollars which would have gone to sunlife could be used for a better investment. Your suggestions would be welcomed. Thank you- (P.S.- I submitted this ? a moment ago-but my screen went black so I don't no if the ? was sent the first time)
Read Answer Asked by jane on May 29, 2024
Q: I have some cash in my RRSP to invest for a long-term hold. My primary goal for these funds is to add income from a higher dividend-paying, large and stable company. I’d also like some upside on capital appreciation although not the primary focus. I’m looking at these companies and I’m open to other suggestions.

Could you please rank these by the potential to increase the dividend over time?

Could you separately rank by potential capital appreciation?

Finally rank by stock price volatility

Much appreciated
Read Answer Asked by Raymond on May 28, 2024
Q: It seems that the telco sector will faced with challenges for the foreseeable future with price pressures on fees (I see it on my own bills) and likely not being able to recover for quite sometime. It was easier to sell the position on the non registered account and take advantage of the tax loss. I have kept my positions in the registered accounts for the dividend but am now wondering if perhaps a sell would be make sense and what to replace them with. Any ideas with some dividend and a little bit of growth?
Much appreciated.
Read Answer Asked by Francisco on May 23, 2024
Q: I always like following the Form 13F SEC disclosures in the USA made by major investors. One of the guys I follow is Stanley Druckenmiller (Duquesne Family Office). I note that he has recently taken a new position in Kinder Morgan. Can I have your thoughts on this name for a new buy? Thank you,

Jason
Read Answer Asked by Jason on May 22, 2024
Q: What would be your top 5 picks for Cdn dividend paying companies that have a safe and growing dividend? No financials please. Thank you.
Read Answer Asked by John on May 21, 2024
Q: What are your 3 favorite choices in each of Canadian pipelines; electric utilities and telecom companies categories for a 5 year hold considering both income and growth?
Read Answer Asked by Terry on May 21, 2024
Q: 5i, As Im heading to retirement in the next 3 months, I'm searching for stocks/etf with good yields, of these stocks/etf in which order would you add, after reviewing "Questions" I get BCE is good to start accumulating now, any other suggestion/advice, please and thanks
Read Answer Asked by Fernando on May 14, 2024
Q: Hi team. I have ZWU as my main utilities holding @ 11% and I also have positions in BCE and ENB on their own. ZWU has both BCE and ENB in their top 10 holdings. In your opinion am I participating in "di-worsification" by holding BCE and ENB outside of ZWU. Would you sell both BCE and ENB and fold the funds back into ZWU? I'm ok letting ZWU go to +/- 15% of my portfolio. Appreciate your thoughts. Bill.
Read Answer Asked by William on May 14, 2024
Q: For a retired senior needing income, which would have more safety and growth NTR or ACO.X or would you suggest another stock?
Read Answer Asked by nick on May 07, 2024
Q: Good morning all;

I currently own 4 energy infrastructure firms in tax sheltered accounts; amounting to 7% weighting in my portfolio. As part of an overall portfolio review i've concluded I'd like to get that down to 2; for a combination dividends and growth. My question is - which would be your preferred 2 with these parameters.

Thanks as always.

Dave

Read Answer Asked by Dave on May 03, 2024
Q: Your comment on the tax issue regarding Ed’s question today regarding selling ENB to buy another pipeline is bang on. There are several considerations: for a stock to rise 25% to make the switch profitable is quite a challenge and may take years to accomplish ; the 2% differential in yield between ENB and PPL is a ( almost guaranteed) benefit received every quarter, not down the road when sold ; higher growth does not necessarily mean higher share price. Trades like this should only occur when something fundamentally and significantly has negatively happened to the company as many stocks in a sector correlate quite closely to one another. Please shot holes in my discussion. Thanks. Derek.
Read Answer Asked by Derek on April 30, 2024
Q: I am trying to track down a pipeline company someone recently mentioned, along with enbridge and others. It trades at less then $1, and has dropped in price considerably in one year (maybe 42%). I think the ticker starts with T, and has a sister company that deals with diesel fuel. If you know of it, do you have an investment opinion of it?
Sorry for so little info to work with.
Read Answer Asked by Phil on April 29, 2024
Q: Hi 5i,

I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
Read Answer Asked by Jim on April 29, 2024
Q: Could you please suggest 3-5 of the 'safest' products that provide a 7% yield. They could be stocks, preferred shares, corporate bonds, GICs... whatever. No specific time horizon. Could you please list them in order of safety. Thank you very much.
Read Answer Asked by Toge on April 29, 2024
Q: I currently hold Enbridge in a taxable account and I am thinking of selling it and purchasing a stock in the same sector that has more growth and likely a smaller yield. While I prefer Canadian companies US listed stocks would be considered if they are more attractive.
With appreciation,
Ed
Read Answer Asked by Ed on April 29, 2024
Q: The dividends alone on these companies are becoming quite alluring. What are the risks of a cut? Or a drop in the share price from where we are today looking out about 5-10 years? From the dividend alone, one could nearly double their investment in that time frame. I don't normally chase yields, but it's hard not to when both of these companies are trading around the same levels as they were in 2016 (or earlier).

What should happen to these companies share prices if/when interest rates get cut in June?

Please deduct as many credits as necessary.
Read Answer Asked by Scott on April 17, 2024
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