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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: What would be your top five income and growth investments for an rrsp

Read Answer Asked by Bill on November 24, 2022

Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.

Read Answer Asked by Pat on November 18, 2022

Q: What would be your top picks for Canadian large cap dividend paying stocks that are currently trading at a good entry point?

Read Answer Asked by Tara on November 10, 2022

Q: Can you please rank the above financial holdings by value, safety and growth. What would you recommend as a top US financial stock that has a significant moat?
Thanks!

Read Answer Asked by Grant on November 08, 2022

Q: Looking for 5 names for my Cdn TFSA . Must pay a dividend. Currently hold GSY, ATD, BAM.A EFM, DOO, DFY.
Thank you
David

Read Answer Asked by David on November 07, 2022

Q: If you were to start a NEW Income Portfolio what 10 stocks would you choose. Thanks for your input!

Read Answer Asked by diane joan on October 31, 2022

Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.

Read Answer Asked by Cheryl on October 28, 2022

Q: Good Morning,

Thank you for the ongoing sage commentary.

Would you mind providing 3-4 dividend stocks with growth potential that are cheap at the moment?

Thank you

Read Answer Asked by Delbert on October 24, 2022

Q: Do you have any feel for commodities, specifically Oil and Copper, over the next six months to a year?
I would like to hide in some dividend-paying stocks.
Capital retention and some dividend gain is the goal right now.
With that in mind, I feel like this might be a good opportunity to buy Canadian banks, for the long haul and oil and commodities shorter term.
I would appreciate your opinion on my theory and these securities.
As well, any ideas you have would be great.

SLF
INTC
SCCO
UAN
SJT
CRT
CM
BCE
CHK
BNS

Thanks for the fabulous service and please use as many credits as necessary.

Read Answer Asked by Kyle on October 24, 2022

Q: Hi 5i
I am a little overweight in financials, about 2% each in above Canadian names and about 1% each in US names.

I am underweight real estate / property.

I would like to sell a financial. Probably MFC which essentially has paid me a nice dividend for a few years but hasn't really had a significant gain. Selling would provide a small capital loss that I could use. Certainly recent market downdraft has been a factor.

Would you agree that MFC is the one to sell?

2nd question is which real estate stock(s) or REITS to replace up to 2% of portfolio or simply go to ETF ZRE which is in the income portfolio.
I prefer individual - your favoured 2 or 3 but would definitely consider this ETF w good yield.

Criteria for buy(s) are (for retiree.)
(a) high yield i.e. 4% or more, mainly to replace income from MFC.
(b) low overall long term risk as compared to other REITs and
(c) low to modest growth.

re Reits buy all now or average in over 3 to 6 months?

Please subtract as many credits as you see fit.
Thank you for always helpful advice.

Read Answer Asked by Tulio on October 13, 2022

Q: I am sitting on significant cash holding. I understand that predicting the bottom is not a strategy, but I am looking at taking advantage of the recent pullback.

Given that most predict we are heading into a recession, is deploying 1/3 of the cash at this point a good strategy and deploying the remainder over the next 6 months.

I am looking for Income and growth over the next 3 to 5 years. I was looking at FTS, BIP, SLF, ENB, AQN, RY, TD, BCE. Is there any of these names you would not buy now?

Thanks
Tim

Read Answer Asked by Timothy on October 12, 2022

Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan

Read Answer Asked by Jan on October 07, 2022

Q: Hi team,
I have been a long term holder of ADW and overall with dividend and trimming at prior highs will come out just above par with this holding, which is not desired for multi year, but a nice learning experience for me.
I am thinking of selling and splitting between tc energy, sun life and alphabet. The first two for greater yield play, and all three on the belief that on positive macro news all will perform better relative to ADW (small cap, debt level, your B rating, consumer lag on discretionary).

Thanks for your thoughts.

Read Answer Asked by Allan on October 03, 2022

Q: Please advise of 10 companies (Canadian) I can buy in my new TFSA and add to and DIP for next 30 years , This will be my retirement.
Thank you
Cec

Read Answer Asked by Cecil on October 03, 2022

Q: Good Morning,

As the market gets beaten down yields on some very good companies are becoming difficult to ignore.

With a recession in sight yields could possibly get even better.

I am retired and an income investor sitting on substantial cash.

What would be your preferred course of action at this time?

What companies would be most attractive to you?

Thanks

Read Answer Asked by Dave on September 26, 2022