Investment Q&A

Q: Hi 5i,
I want to add an insurer to my RRIF for long term capital appreciation and income and have done something of a side-by-side comparing of MFC and SLF.
My findings (any one of which could be incorrect or overstated) are:
- Estimates of future growth and earnings favour MFC;
- Current dividend yield favours SLF by 0.30%;
- Past 1 yr, 3 yr and 5 yr shareholder return (whether dividends included or not)
significantly higher at MFC;
- MFC slightly less expensive based on P/E and more so based on P/B;
- SLF management is more experienced and pays itself less than does MFC
management.
Based on the foregoing MFC looks like the best choice over the long haul for the goals I've stated but I think historically you've favoured SLF, which leads me to ask: If you were to invest in one or the other for a RRIF at this time, which would you choose and why? Or would you go in 50/50 on each or in some other proportion?
Thanks 5i,
Peter

Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David

Q: What are some good Canadian companies to invest in with attractive dividend yields but where the stock has historically had a lower stock price volatility

Q: Hello. Would you add to an existing position in SLF after today’s move lower?

Q: What are 5 or 6 Canadian stocks that are currently undervalued (not including CSU and related companies) that have good long-term potential and which are less volatile.

Q: In my TFSA I've been hit by the drop in CSU, DSG, TOI, LMN, and SHOP. Offset a bit by gains in TD, ENB, and SIS.

I have 12% in cash and am looking to rebalance and make some changes. I maintain 20% to 25% of the account in WXM. I like to follow stocks in the portfolios, mostly balanced, and those that you have reports on. I let things get a bit heavy on the software stocks, so looking for 5 or 6 idea's outside of that sector.

Can you make some suggestions? Thanks very much.

Q: I currently hold Sunlife. At what price would you add to a position?
Dan

Q: Can I please get your thoughts on Robinhood's latest quarter? Would you buy, hold, sell here? Couple of other suggestions for Financials if not a buy?
Thank you

Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!

Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you

Q: Hello,
I wish to reduce my number of holdings in my financial sector.  Feeling what I have has some overlapping.  Which 2 or more of my lists would you recommend to trim?  I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger

Q: Hello,

Losing patience with Telus. Div nice but down 37% in the 4yrs owned. Position sits at 1%.
Cut bait and re-deploy looks very attractive. Willing to skip Canadian telecoms for now in favour of better growth and stability going forward.

Thoughts? Hate taking a loss in a non-taxable account but Telus has been very disappointing and doesn’t look like anything is changing.

Q: What are your three best midcaps and large caps with reasonable dividends? Am i too late to the parade?

Q: Any thoughts on this ETF for income? Nice yield and low fees.

Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J

Q: How would you rank from best to average, BN:CA, BMO:CA, BAM:CA, TRI:CA and SLF:CA for my grandchildren's TFSA. The TFSA contents would be given to them in about 10 to15 years.
Thank you,
Frank

Q: both at near highs and are in different sectors but which one do you like better long term. just worried a bit if cnq is moving on oil price and possibly of iran conflict

Q: Of these three, can you rank them in order of your preferred investment (ignoring other broader portfolio aspects). Feel free to say "none"...or "I'd wait if I were you" if that's your assessment.

Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.

Q: Your thoughts please on the quarter? Markets seem to like it.