Investment Q&A

Q: I did reorganize all my portfolio for a dividend focused portfolio , and already did sell most of the stocks for selected ETFs ,except the 12 stocks mentionned.I wish to only keep 12 "financially safe stocks" on long term + at low risk of dividend cut.If those 12 stocks do not all match this objective,wich ones could be sold and then replaced by what individual stock suggested ? regards,JY

Q: GWO is approaching a new all time high. Is this a good thing or is the valuation getting stretched and is it a time to sell?

Q: Could you please rate the following companies with respect to risk for inclusion in my TFSA. They are listed as to yield from highest to lowest. KEY/GWO/CU/EMA/BIP.

Q: Looking for income from bond etfs and dividend paying stocks that will appreciate in value if interest rates have peaked and gradually fall towards 3% (i.e. those that have been hit unduly hard due to inflationary fears). Suggestions?

Q: For a TFSA if you could pick a few value stocks that have good balance sheets and maybe provide a “margin of safety” if we did have a recession, but also show some promising upside in the medium term if the stars align what would they be? (I’m agnostic on sector and cap size, US or Canada)
Thank you

Q: Good Afternoon
Recently I noted insider sales by both the CFO and CEO.
Can you please comment whether this is significant.
Thanks

Q: Looking mainly for income and some growth in my retirement portfolio. Already have a full position of SLF.
I love the dividend that MFC provides but have little confidence in their growth. Do you feel that GWO:CA looks more promising?

Thanks as always.

GM

Q: Which ONE of the 4 stocks above would you suggest purchasing for a combination of dividend and capital appreciation over the next 12 months?

Q: What headwinds could these companies face given a higher interest rate scenario and maybe some mismatch L/A..or possible loan loss provisions?

Q: Of these three, why do you prefer SLF? Is MFC a close second? Thanks as usual.

Q: hi
I own MFC. Would it be pointless to add another for diversification? Is SLF still your favourite? Or would you just add to MFC?
thanks

Q: Hi 5i,

Any reason for the LifeCo's selling off? Is it just all financials being caught in this sell-off? I'd have thought rising rates would be good for them. Thx.

Q: How big an account is the public service healthcare plan to Sun Life? I understand it's moving to Canada Life (owned by GWO). Is this particularly important to either company?

Q: Your thoughts on the latest Q results, please.

Q: Hello 5i Team,
I'm looking to add another dividend name to my son's portfolio (10+ years timeframe) and am trying to decide between GWO and POW. Both have similar yields. I always thought GWO was the "jewel in the crown" of the POW empire, yet some money managers tend to believe it's best to own the parent company than the subsidiaries. I'm not particularly interested in exposure to IG financial, which would be included in POW. How would you compare these two companies in terms of balance sheet strength, growth, dividend growth and overall safety? Which one would you buy?
Much appreciated,
Brian

Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.

Q: Merry Christmas everyone and thank you for a wonderful service! I'm looking to purchase six different companies that have preferred shares and would like you to help me pick them. Security of dividend and safety of the companies (staying power) is the top priority here. Therefore if two preferred picks are in the same sector I don't mind as I'm not sure how much diversity matters here.

I currently own TRI and CSU preferred shares and would also like your opinion on them, thanks.

Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..

Wich stocks can be "relatively safely" kept at long term for this purpose ?

Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria

Q: Hello Peter & Ryan,
Last query was in September, and they've recently announced latest quarter, and their earnings, from what I can see, are down YoY over 3 business segments. Very, very juicy yield, but is this one possibly a dog? I'm not necessarily looking for growth, it is its yield that is attractive to me, though I don't want a capital loss either.

Thank you as always...