Investment Q&A

Q: Happy New Year Peter and the 5i team! Thank you for another year of useful steady independent information flow to guide 5i members.

I am considering adding 5 large-cap or mid-cap Canadian sustainable dividend growth stocks that are currently under-valued in unloved sectors and now yielding at least 3%. MFC and SU stand out. What is your opinion about both as medium risk investments over the next 3-5 years?

In addition, please indicate your 3 best stock alternatives, and 3 best ETFs, in the medium risk large cap or mid-cap Canadian space with a solid record of dividend growth.

I realize this is a broad request so please deduct points as you deem appropriate.
Thank-you.

Q: For my financial sector I currently hold ZEB and while the monthly dividends are nice on a timely basis, the MER is relatively high. So I am looking at breaking in down into 3 or 4 individual stocks. Would please rank the financial companies listed above for performance. Please include others I may have missed.


Thank you


Steve

Q: hi guys why does there always seem to be a high volume of activity and the stock seems to have hit a ceiling in its current price range thanks as always

Q: I am an income investor who has held MFC for years. Just breaking even on price but reasonable return on dividend.

Thinking of switching to either GWO or SLF. GWO has a higher dividend but SLF may have more growth potential.

For safe sustainable retirement income what would be your preference or do you have other suggestions. I recognize that a combination of growth and income can be just as good.

Thanks,

Q: Good day,
I have built my daughter's RRSP with your wise direction. She is up 15 to 25% on BAM;EMA;FTS;L;OTEX;RY; BEP and RBF 1030.(My choice) Wonderful. Thank you. We are down in descending order on ENB;CSH;BCE and MFC.

Overweight in Utilities and Financials but okay with that.

Would you add to the latter group? Add any new ones.

Looking forward to Peter on BBN Tuesday.

Long term 25 years+. Many thanks!

Q: Any idea on how Manulife is going to do as an income? The dividend is north of 6% now and seems attractive -- any reasons to think they will cut the dividend if COVID gets worse or would have to cut due to problems around that?

Q: Hi, purely in terms of dividend sustainability could you please SLF, MFC and GWO and briefly why? Thanks.

Q: I have accumulated far to many Insurance stocks over the years and need to trim a couple. Which of the above companies do you think offer the best capital appreciation over the long term?
Thanks

Q: Why is the market not liking these two companies? Both established large cap companies, limited growth but why so unloved if interest rates will remain low for years to come? I have to admit I’m staying away from these two due to terrible price momentum. Both have lost money if held the past 5 years.

Q: Between these 2 companies, which one will i get more dividend from and more growth from in the next 3 to 4 years.

Q: I would like to buy these 3 companies and like to have your opinion

Q: Hi excellent people. Could you compare the recent earnings of these two . ie: which one came out ahead. Good day to everyone

Q: I have about a 1% weighting in each of the following names in my portfolio: MX, PLC, BYD, MTY, ALA, NFI, TFII, GIB.A, MFC, SIS.
I want to refocus by eliminating 3 or 4 of these. Sector allocation is not a factor. Please suggest 3-4 names to eliminate (list the most obvious to eliminate first) and 2-3 good candidates to boost today (best first).

Q: Dear 5i team:
Your software indicates our family’s investments are too Canadian-focused. However, I prefer our “home bias”, for three reasons:
(a) most of our assets are non-registered, and the dividend tax credit is especially favourable for Canadian source dividends in a province such as ours (Ontario);
(b) I like supporting the companies that I invest in (e.g., we buy Peller family wines, since we own their shares);
(c) but most important, many of the “Canadian” businesses we own are surprisingly international; among our top 20 equity holdings are:
Alimentation couche-tarde (Circle K is world-wide);
Brookfield Asset Management (globally focused company that invests wherever the opportunities are);
CGI Group (revenues are 84% outside Canada per 2019 annual report);
CP Rail (significant U.S. revenues);
Fortis (65% of earning are in U.S.);
Manulife (growing Asian revenues);
Restaurant Brands International (most of Burger King and Popeye’s restaurants are outside of Canada);
Shopify (not sure, but suspect international revenues are growing faster than Canadian revenues);
TC Energy (dropped “Canada” from its name to reflect its growing U.S. presence);
TD bank (substantial and growing U.S. presence);
Anyways, the above-listed 10 stocks represent about one-third of our overall equity holdings (in absolute $ terms), but I would not consider these companies as being “100% Canadian”. I wonder whether your software could be rejigged to reflect the relative percent earnings (or revenue) contributions, broken down per Canada, U.S., Europe, Asia, and so forth. I suspect our home “bias” is not nearly as substantial as it appears.
Ted

Q: What is your opinion of MFC as a longer term hold (5 yrs)? I'm looking for safety and a return that is better than today's interest rates. Given its past performance how likely do you think it could be to be top of its class over the medium term?

Q: Which of these insurance companies would you buy today? Five year hold.
Thanks

Q: Why has MFC not held up as well as SLF in the current circumstances/

Q: Hello Peter and Team,
I currently have 50K ready to be invested in the market. I am looking for capital gain in the next 24 months. Above stocks have been hammered and did not fully recover yet. Agree that they are in different sectors, my portfolio is otherwise diversified.
Could you give me your expert opinion and prioritize your choices if any from the above.
I always value your opinion
Raouf

Q: Hi Guys,
My mistake. Can you answer my question now that you have the proper info.
Thanks. Would you sell MFC for MFR to get a higher yield?

Q: Hi guys, I'm 76 yrs old and still looking long term !
MFC I'm down 22%. Is the div. safe ? Would you still hold or place the money elsewhere ?
CHR I'm down 63% was holding for the div. and it't now gone. Sell, hold or place money elsewhere ?
PAT down 60%. Any light at the end of the tunnel ?
NXR.UN Down 25% Purchased for div. Is it safe? If sell , what to buy ?