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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: Any reasons that 5i can see that would account for the large difference in 10 year and 5 year in the performance of these companies that operate in similar industry. Companies outside of Canada have dramtically outperformed

10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235

AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120

Read Answer Asked by blake on August 03, 2021

Q: Hi 5i
I bought POW at $24 about a year ago so have made over 70% with divs. I am tempted to sell it near all time high to buy MFC about 15% off 52 week high. Yields are the same, MFC has lower PE (9 vs 11) and lower PEGY. (Also own SLF which I will continue to hold long term). Thoughts?

Read Answer Asked by Greg on July 19, 2021

Q: Hi Folks,
I currently own the following in my RRSP account (weightings in brackets ) - PG (4%), TD (13.5%), BNS (10%), MFC (3%), ABBV (6.5%), PFE (12%), BCE (14%), T (14.5%), AQN (6.5%), BIP.UN (6%), and ENB (6.5%).
I want to reduce my exposure to TD, BNS, BCE, T and PFE to bring them in line with the others - can you suggest some names that will complement the portfolio, keeping in mind I am looking for Income with some growth - long term hold.

Read Answer Asked by JOHN on July 14, 2021

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.


Read Answer Asked by JOHN on June 09, 2021

Q: For investment into one of these companies from none to full position would you say that MFC has a reasonable potential for growth and share price appreciation? I am aware that your preference is for SLF ,based on your comments. However the lower share price and higher dividend associated with MFC have me leaning for the MFC. Are the other metrics of the SLF versus MFC make the SLF far superior over the MFC? Some recent portfolio managers featured on BNN market call recommended MFC rather then SLF. Thank you.

Read Answer Asked by Miroslaw on June 04, 2021

Q: In your response to a reader's question about MFC's earnings you said "The stock remains very cheap at 8X earnings, and can benefit if interest rates rise."

While I agree with you, I have now held MFC for 15 years and am beginning to lose patience on the turnaround. MFC pays a nice dividend, for income in my RRIF, but on MarketCall today, Norm Levine is still negative on MFC. He says they may not benefit as much as you might think if interest rates rise.

I have done well on SLF, which is 1.8% of a diversified portfolio,. Should I just throw in the towel on MFC and double my position in SLF?

If not SLF, what would you recommend? Or should I be patient with MFC for a few more years?

Read Answer Asked by David on May 10, 2021