Investment Q&A

Q: 3 questions

What is the annual return for ENB since it went public when you include dividends & largest drawdown?

Would a 20% position in ENB for a retired person looking for income make sense?

What are the 5 safest Canadian & US stocks that would provide the best protection against drawdowns?

Q: Today, do you see more future growth from owning a S&P 500 etf like VFV or from a balanced equity (BE) portfolio? I own all the BE stocks in my portfolio, and I have some new money to invest. Which 4 BE stocks would you over weight at this time ie what is your highest conviction stocks? Could you give a brief reason why? Would you wait until the US Feds raise rates coming in September? The markets dropped the last time the Fed raised the rate. Do you know the date? Or just invest right now?

Q: Current thoughts? Valuation and growth prospects?
Wondering if i should sell or hold.

Q: With all the risks out there in the investing world these days it's hard for me to decide on an investing strategy that I can trust enough that I will hold equities even as they react and go down when each new risk becomes noteworthy. I've decided that the best strategy for me is to develop a list of:
1. high quality
2. inexpensive stocks
3. that pay dividends that are sustainable through difficult times.
Based on this strategy what Canadian companies would you invest in now that fit the criteria? I would appreciate 8 of your top picks.

Q: Hello Peter,
Can you please comment on good natured results? Is it fair to say Blackstone is more for income oriented investors given its dividend and Blackrock is more for growth oriented investors. Also, would be better to diversify into both instead of picking one as i already own fair amount of BAM? Is Manulife worth a hold for long term given its decent dividend? thanks very much

Q: Which of these is the better buy at current levels? Cash flows seem wildly different between the two, can you help me understand the difference? I like the MFC buybacks and higher dividend. Will increasing interest rates benefit both of these companies equally? How long do you expect it to take for higher rates to filter through to the bottom line? Please deduct as many credits as necessary. Thank you.

Q: Hi Guys,
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.

Thanks Steve.

Q: Hi again. A couple days ago Rose was asking about your top 5 US stock picks and you gave the above 5. Wasn't she asking about USA stocks and if yes, what would they be? If I misunderstood, they I would ask what would your top 5 USA stocks be please? Thanks again for this wonderful service.

Q: I had inadvertently marked the following question 'private' and am now sharing it, along with your response. I also have a follow up question: please rate ENB and AQN on a scale of 1-10 for both growth and safety over the next couple of years. Thank you.

Wanting to dip my toe back into the market with a 2.6% total portfolio investment. My goal is to purchase stock in a Canadian company with a dividend >2%, that is anticipated to experience strong growth in the next 2 years and is not particularly volatile. Please rank the following on a scale of 1-10 for both growth and safety: MG, SLF, TCN, LNF, and IIP.UN. Other than GSY, X, BEP and BIP (already held) are there any other Canadian companies you would recommend that would meet my criteria? Thank you.



Asked by Maureen on August 17, 2022
5I RESEARCH ANSWER:
For growth: MG 6; SLF 4; TCN 7; LNF 5; IIP.UN 4

For safety: MG 7, SLF 8, TCN 4, LNF 6, IIP.UN 7

We might add ENB, AQN, X to this list.

Q: I went to cash towards the end of last year in my TFSA. It turned out to be the right move at the time but 8 months later I am still in cash and suffering from whatever the opposite of FOMO is. As a senior, who lives off investments without any employer pension, my target return is any combination of growth and income at 6% -10% or better. While I am prepared for reasonable risk I can't afford to lose the TFSA headroom for a 3-5 years while a stock recovers. I am looking for 8-10 positions and would appreciate suggestions.

Q: Disregarding everything else which of these thee stocks would have the most potential growth over the next three years, thanks?

Q: Please list of Top 3 YS & Cad dividend stocks.
Tx.

Q: How did their earnings look?

Q: Good Afternoon Peter, Ryan, and 5i Team:
Do you think that SLF represents good value at $57-58 CDN per share ??
Why do you think it has come off so much ?? Is it more sector related than anything company specific ??
Thanks as always for your help. DL

Q: Of Loblaws and Sun Life, which do you think has the most growth potential over a two year period hopefully coming out of recessionary times?

Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara

Q: Hello I am considering buying SLF at these levels $57 to $59 with a dividend yield of 4.75%.
I want to hold these shares for a minimum of 3 years, but more likely into the 5 year range.
I know this is a difficult question to ask, but based on your experience, how much downside % do you think this stock has?
I would like to buy in allotments over the next 3 months.
Suggestions, thank you.

Q: I've been sitting on my Q2 div revenues waiting for things to settle a bit. Looking to add to one off the 3 positions X, TD, SLF. Balanced/Income portfolio follower, moving towards income follower. 5+ yr hold. Conversely if there is a holding in the Income portfolio that is a screaming buy right now I would consider adding to that position or starting a new position if I don't already own it.

Q: With the ongoing price swings and volatility, I am looking to add a couple good dividend stocks with a 3-5 year time frame. Can you suggest 5 Canadian stocks with decent dividends, and good upside price potential? Thank you.
Grant

Q: Hi 5i, can I have your current view on the market with respect to inflation, interest rates (inverted yield curve) and recession chances. I realize markets are forward looking and I'm trying to guage future rate increases as I have a few quarters of dividends to spend on income stocks. Oh, and what would be your top three dividend stock picks now? Was looking at SLF, BNS and AQN, but based on your answer to first part, I may hold off.

Thx