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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: Can you recommend a few other Canadian value stocks like SLF, with a low P/E, good dividend and little or no debt - it would appear that SLF has a net of about $74B in cash.
Thanks!
Read Answer Asked by Grant on December 08, 2023
Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?
Read Answer Asked by Matthew on December 08, 2023
Q: Please identify your 5 top equity CDN bond proxies that pay north of a 5% dividend where you believe the dividend is safe plus there is room for growth in the stock price.
Read Answer Asked by LEN on November 30, 2023
Q: Given your "We feel that we are currently coming out of the trough, recovering into an expansion" would you endorse SLF to BNS switch for 7% div and eventual BNS stock recovery (how likely)?
This is my way of setting up my portfolio for (eventual) retirement.

Regards,
JR
Read Answer Asked by JR on November 28, 2023
Q: Hi I am thinking it's time to sell BNS, would it be better to choose another bank or deploy funds to another sector to gain some growth & dividends for a long term holding? Suggestions on other stocks please.
Read Answer Asked by Kim on November 23, 2023
Q: I own the above high dividend yield Canadian stocks, just under 4% yield and up. I am looking to add maybe 10 to 20 % to 4 or 5 positions. The yield on these is enough for us now so no hurry to sell anything.
Retired, but still looking at safety of capital. I have left out O&G plays and other potentially riskier plays. (except Enbridge)

Which of these, or other stocks do you believe have the greatest potential for price appreciation over the next couple of years if/when interest rates drop.

I am looking for your top 5, here but feel free to add other picks.

Thank you. Take as many credits as needed.
Read Answer Asked by Tulio on November 23, 2023
Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!
Read Answer Asked by Janet on November 06, 2023
Q: What would consider as a good entry point for each of these and also a price target please.
Read Answer Asked by Gerry on November 02, 2023
Q: Dear 5i
I currently own TD and RY for my financial positions . I was considering buying SLF as an alternative to banks but still considered within the financial sector . Is it worth the diversification or should i just add to my existing bank stocks that i own ?
Also i've recently added HISA and PSA to my portfolio which would probably not be for a long term hold but until interest rates decline considerably from where they are today . My question is, is it possible to have too much cash parked in these type of accounts that should interest rates decline noticeably and quickly , that there would be a liquidity problem ie getting my cash out , should a lot of investors decide at the same time to liquidate their holdings in these type of accounts ?
Thanks
Bill C
Read Answer Asked by Bill on November 02, 2023
Q: Hello 5i,
Now that interest rates have increased wouldn't you expect the likes of SLF and MFC etc to benefit sufficiently to tilt them towards improved momentum? Lots to worry about out there - is it just tunnel vision - the "fear" and worry being more prominent than fundamentals at the moment ?
Thank you
Read Answer Asked by mike on October 31, 2023
Q: Hi 5i,
Iím sitting on a large cash position and want to take advantage of todayís opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?

Thank you!
Read Answer Asked by Greg on October 30, 2023
Q: My 2 adult children have put in the $8000 in the first time home buyers account with the intention of adding the max in the next 3 years. This would be a 3-5 year potential hold until they can buy their first home. What 3-5 stocks would be a good fit for this plan?

Thanks
Doug
Read Answer Asked by Doug on October 22, 2023
Q: it seems that some US insurance stocks are picking up some momentum now. i used to own AFL but switched it to AJG, but now own both again. what do you think of CRBG ? in the past i also used to own IFC and SLF but sold them for lack of growth. can you recommend any other CAN or US insurance stocks that have some capital gain in the last year or so ? thank you very much - nick
Read Answer Asked by Nick on October 20, 2023
Q: Hi,

Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Read Answer Asked by Larry on October 12, 2023
Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?
Read Answer Asked by Kim on October 10, 2023
Q: Hi Peter and 5i,
Would you please rank the companies for the sustainability of their dividend going forward?
Would you also rank them in the order that you would purchase for yield and dividend?
Thanks so much for your input.
Read Answer Asked by Dennis on September 28, 2023
Q: Can you comment on your current top 5 Canadian dividend stocks?
Read Answer Asked by Joe on September 26, 2023