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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: Could you suggest 2 safer Canadian stocks to go with QSR, GSY and SLF to add to my grandsons RESP for a long term hold. Dividend would be nice but not necessary.

I'm down 20% on QSR so would you sell at this time to add to the others?
Read Answer Asked by JEFF on October 28, 2021
Q: Please list your top 5 absolutely MUST-have stocks, regardless of sector or industry. (feel free to adjust the number of stocks, to more or less than 5 if you want)
Read Answer Asked by Brian on October 28, 2021
Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi
Read Answer Asked by JOSEPH on October 21, 2021
Q: Thank you for your very appreciated service.

My question is, how can an investment in financial services like SLF be bullish when bond rates go up. My understanding is that the value of the bonds held will decline in such a scenario so SLF's balance sheet will be negatively impacted as well. Enlighten me, how does SLF benefit from a rising interest rate environment?
Read Answer Asked by Yves on October 12, 2021
Q: My granddaughter has a TFSA that needs some increase in real estate and financials weightings. Would you consider TCN and GSY appropriate for a 3-4 year hold or would you suggest some alternatives?
With appreciation,
Ed
Read Answer Asked by Ed on October 12, 2021
Q: I own full positions in TD ( instead of BNS), SLF and BAM.A as my CAD financial holdings. I am thinks of adding a new name. Which is the better buy right now between X and FSZ. Balanced follower shifting to income follower. 5+ year hold.
Read Answer Asked by Tom on October 07, 2021
Q: Hi 5i - what would your top income stocks recco be for US and CDN. Thx and stay safe! - Doug
Read Answer Asked by DOUG on October 07, 2021
Q: Please rank the following in terms of your preference for a new buy now in a dividend focused portfolio: MFC, SLF, IFC, POW, PRU
Read Answer Asked by Serei on October 01, 2021
Q: When I look at the quoted prices for SLF it gives me a long list of share types you can purchase. I understand that a preferred share acts more like a bond and you don't have voting rights but you get paid dividend payments first and come ahead of the line before common share holders for pay outs. Given the price per share of a preferred share is much less than a common share why would anyone not choose the preferred shares? In essence, I want to know whether to buy SLF common shares or preferred shares, thanks.
Read Answer Asked by Lucy on September 22, 2021
Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?
Read Answer Asked by Keith on September 16, 2021
Q: Please advise 5 top defensive growth stocks - Canada, US or global.
Many thanks for your advice.
Read Answer Asked by sam on September 16, 2021
Q: Can you give me a list of 5 Canadian and 5 US stocks that you would recommend with yields above 3%.
Read Answer Asked by Cory on September 16, 2021
Q: We are often reminded that one should not try to time the market, and that it is time in the market that counts. But would you be in favour of an investor re-weighting to more defensive positions if one is worried there is a "correction" on the horizon, for example if the Delta variant explodes Covid numbers, there is a gov't policy or interest rate change, an external shock with China, etc, ? If one was going to make that change, can you pls provide 10 names that currently would be more defensive? Thank you for your very excellent service.
Read Answer Asked by Leonard on September 10, 2021
Q: Over the next few months, I plan to buy the 5 stocks listed. Not sure if there is a preferred order of purchase. This will be in a non-registered investment account, where dividend accumulation and safety of principal are the main goals. Buy and hold forever. I keep all of my growth stocks in my TFSA, and I have most of those recommended by 5i. Could you please recommend an ordered sequence for purchase of these 5? (If you see one.) Thank you for continued great service.
Read Answer Asked by Gordon on September 03, 2021
Q: Hi Peter,
With reported earnings and the potential for dividend hikes later this year, what looks better to you now; Cdn Banks or Cdn Insurance Co's ?
Is there any noticable advantage or disadvantage to holding a covered call on a Company etc if/when they raise their dividend ?
Thank you.

Read Answer Asked by Paul on August 28, 2021