Investment Q&A

Q: Hello everyone.

If your goal was to pick 3 companies that had the highest percentage chance of growing their eps by close to 10% and their dividend by 5% for the next 2 to 3 years, which companies would you select, today?

Thanks.

John

Q: I had thought rising rates would be good for insurance companies, but they're certainly not reflecting that. SLF only has a P/E of 8.85 but it's still going down quickly. Great West has done no better. How do insurance companies perform in a rising rate/inflationary cycle?

Q: 7:19 AM 7/8/2022
Our retirement income portfolios are heavily weighted to higher dividend companies : banks, utilities, pipelines, telecoms, BIP and BEP, and CNR.
We are considering adding one or more of the following companies: PKI, EIF, NWC, SLF, TRP.
We would expect them to provide reliable increasing dividends plus some ongoing share price growth over the years.
Could you please indicate what order you would purchase them and maybe a comment or two on each for a very long term hold.
Thanking you.......... Paul W K.

Q: Hi Everyone at 5i!!!

My son is building his RRSP holdings. What 5-10 stocks or ETFs would you consider to add for long term, sleep at night positions in the RRSP.
Cheers, Tamara

Q: In each of the following 2 groups, please rank the best holdings in order today:

SLF, TSU, BAM, GSY, TRI


WSP, TFII, MG, ATA


Thank you.

Q: Without naming every company - I have full positions in most banks, insurance cos., utilities, pipes, telcos and renewables,

This is where I see some relative safety and the best yields.

With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?

Q: Hello, happy Canada to all. Currently building a moderate portfolio with the stocks above, all full positions except WSP, open to also taking on some more risk and buying into the negativity. Long runway of 5-10+ years. Am looking for 3 new options that would help achieve an overall 2.5-3% dividend yield (2 CAN and 1 US). And 3 growth options (2 CAN and 1 US). Please omit GSY, ENB, MG, TOI, and GOOG (I know, sorry) as these are also held in a separate account. Thank you for all that you do!

Q: Can I get your take on canadian insurance companies in this market. Which one would you prefer and why? Would you start buying now or wait a bit till after the next rate hike? Thanks

Q: Since the announcement of accounting changes this year for insurance contracts, it seems to have accelerated the downward movement of this stock's price. I'm trying to understand if this is a short term impact, or ongoing.

Will there be a point where the (theoretical) positive impact of rising interest rates put the brakes on the decline?

In the past I've heard the narrative on insurance companies that they can simply keep raising their premiums when business is negatively impacted. Not sure if you agree with that. I am a long term holder and am trying to decide whether or not to bring my weighting of this company back to 5% after its recent decline.

Q: In a rising interest rate environment - I always understood that insurance companies would do well since their liabilities would be discounted at a higher rate. However - I see that SLF is down 16% this year and MFC is down over 8%. Huh???

Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?

Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom

Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!

Q: In our unregistered, income account I recently sold LIF and have decided not to return to that stock after 30 days. Instead, planning to buy more of one or two of the existing stocks.

Since this is an income account, yield is important and also quite happy to see total account balance steadily increasing whilst tapping off the cash.


I need some help deciding which ones to add to, and have 3 criteria:
1. Best yield
2. Current portfolio weighting
3. Best value over next 5 to 10 years

1. From highest to lowest yield:
TCL.A, BCE, AQN, EIF, BNS, CPD, T, SLF, QSR, ZRE, RY, LNF, FTS, BEPC, NTR

2. From lowest to highest weighting:
ZRE, LNF, TCL.A, QSR, AQN, NTR, BEPC, SLF, CPD, T, BNS, EIF, BCE, RY, FTS

3. Can you please help me to rank these stocks from highest to lowest value / growth prospects, or if that is to big a task. Please recommend overall best 3 selections given my criteria.


Thanks,


Jim

Q: I was wondering what the difference is between these two companies. I own a small amount of SLF and am thinking of buying more or adding MFC.
I value your opinion.

Thank you.

Q: Can you please provide a few US and Canadian companies that are not traditional growth or tech companies, but represent deep value at this time. Bonus if they pay a dividend as well.

Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.

Q: I believe that life insurance companies benefit from higher interest rates . When I was much younger a-lot of people and families seemed to carry life insurance policies . But from what I can tell ,young people today could not care less about life insurance . Could I get your out look for these insurance companies in Canada and what could have the best upside , if any due to interest rates continuing to rise. . Thanks.

Q: hey guys can you explain what the ifrs17 is and why it would negatively affect share price thanks as always

Q: These companies are in my husband’s TFSA and they are currently all down from where I purchased them.
In the current economy, which of these companies would you add to today? Please rank them in order of preference.