Q: I hold a 4.1% weight in Manulife in a diversified portfolio. Given the recent quarterly results and growth forecasts for Manulife and Sunlife, would you recommend selling my Manulife position and purchasing Sunlife? Please provide a rationale for your answer.
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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: Please comment on earnings. Thanks.
Q: Which has better growth prospects in your view over the next 1-2 years: FTS or SLF? Thanks.
Q: I have been pruning my tech stocks .they have been good to me.
i like to add one financial i own TDand JPM . SAY between SL and Intacf whih is a better fit/
One healthcare . i ownISRG ABBVIE and the Sk bone fixing .
i am considering CVS or X,,, the animal Co split from Pfizer Apologise
i like to add one financial i own TDand JPM . SAY between SL and Intacf whih is a better fit/
One healthcare . i ownISRG ABBVIE and the Sk bone fixing .
i am considering CVS or X,,, the animal Co split from Pfizer Apologise
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Magna International Inc. (MG)
Q: Morning TEAM 5i. After reading Ryan's piece, I find myself wondering when the next market pull-back will happen and just how deep it will be. I agree with his thesis that many of these 'bubble stocks' will pay the price of lacking real fundamental value. It reminded me that perhaps I should rebuild, for lack of a better term, the 'Core' part of my portfolio. I'm considering the companies indicated above and wondering if you also would consider them "Core Holdings'. (Core, being companies that are fundamentally sound, pay a bit of a dividend and should survive a sizeable correction in the market). Also, if you think I'm missing any companies I would appreciate it if you would suggest them. As always, I look forward to your much appreciated guidance.
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Fortis Inc. (FTS)
- Algonquin Power & Utilities Corp. (AQN)
- ATCO Ltd. Class I Non-voting Shares (ACO.X)
- Stella-Jones Inc. (SJ)
- North West Company Inc. (The) (NWC)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Leon's Furniture Limited (LNF)
- CT Real Estate Investment Trust (CRT.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I am looking at putting together a portfolio of set-&-forget Canadian dividend-paying stocks, in what will be my only unregistered account, making up about 30% of our overall portfolio. The registered accounts (70% of portfolio) are now all in mixes of VGRO, VBAL and XAW.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.
- Sun Life Financial Inc. (SLF)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
Q: On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): GSY, SIS, BAM, TRI, SLF, TFII. If only one could be owned, which would you choose today? Thank you.
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Great-West Lifeco Inc. (GWO)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Hi, purely in terms of relative dividend security could you please rank the above blue chips companies over the next 5-10 years.Thanks.
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Savaria Corporation (SIS)
Q: Have been a long time member and so gratefully appreciate the opportunity to read your Q&A amid these isolated times. One of my joys in the day.
Please rank BAM.A; BEP.UN; SIS;T; SLF;BNS long term, all balanced sectors for a TFSA.
Please rank BAM.A; BEP.UN; SIS;T; SLF;BNS long term, all balanced sectors for a TFSA.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- National Bank of Canada (NA)
- Canadian Imperial Bank of Commerce (CM)
Q: Is the financial sector good value at these levels ?
I'm a little concerned investing new money in the banks as rising prices have brought valuations to pre-pandemic levels. Insurance companies not yet there, may be the better value.
Thank-you.
I'm a little concerned investing new money in the banks as rising prices have brought valuations to pre-pandemic levels. Insurance companies not yet there, may be the better value.
Thank-you.
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
Q: I currently own $10K in each of these companies,,, looking to invest another $10k into possibly SLF or BCE. I look at 1 year at a time and then judge after. My aim is growth. Would you change anything?
Q: Hi 5i,
This morning both SLF and TD are up 4.5% and 3% respectively with strong volumes. Can you provide any insight to whats happening with these two today.
Thx
Jim
This morning both SLF and TD are up 4.5% and 3% respectively with strong volumes. Can you provide any insight to whats happening with these two today.
Thx
Jim
- Photon Control Inc. (PHO)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- Sun Life Financial Inc. (SLF)
- Algonquin Power & Utilities Corp. (AQN)
- TFI International Inc. (TFII)
- Savaria Corporation (SIS)
Q: Hi Peter & 5i team,
I have topped up my TFSA contribution limit and now have a considerable amount of cash to deploy. Currently I have the above mentioned names and am looking for a good dividend growing stock addition. In your opinion, what would be your top three suggestions.
Thank you for your opinions in the past and present.
I have topped up my TFSA contribution limit and now have a considerable amount of cash to deploy. Currently I have the above mentioned names and am looking for a good dividend growing stock addition. In your opinion, what would be your top three suggestions.
Thank you for your opinions in the past and present.
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Brookfield Renewable Corporation Class A Subordinate (BEPC)
Q: Can you provide your current top 4 or 5 canadian dividend picks? Looking to invest my TFSA contribution next week.
Thanks,
Joe
Thanks,
Joe
Q: Hi 5i Team,
Do you think SLF payouts for life insured deaths, due to Covidd19, will weigh heavily on the stock price?
Thanks,
Ken
Do you think SLF payouts for life insured deaths, due to Covidd19, will weigh heavily on the stock price?
Thanks,
Ken
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- JD.com Inc. (JD)
- Nutrien Ltd. (NTR)
- CrowdStrike Holdings Inc. (CRWD)
Q: Good morning
my daughter age 30 has $100,000 US to invest hopefully in the next market correction
Her thoughts are to buy about 10 global stocks (including Canada and us) for longer term 10 years or more
I know you do not follow global stocks but can you suggest 10 stocks that may give good returns over this time frame
Happy New Year to the 5i team
my daughter age 30 has $100,000 US to invest hopefully in the next market correction
Her thoughts are to buy about 10 global stocks (including Canada and us) for longer term 10 years or more
I know you do not follow global stocks but can you suggest 10 stocks that may give good returns over this time frame
Happy New Year to the 5i team
- Photon Control Inc. (PHO)
- Royal Bank of Canada (RY)
- Sun Life Financial Inc. (SLF)
- Restaurant Brands International Inc. (QSR)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Dividend Select 15 Corp. Equity Shares (DS)
- Invesco S&P 500 Low Volatility Index ETF (ULV.F)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi All: I will be Transferring 'in kind' from my open account into TFSA. In your opinions which of this list might have the better growth potential, therefore capital gain protected within the TFSA? Too Bad for the $6K limit. Would you assist me in prioritizing my list?
Thank you for the great reading (Questions and Answers) and wonderful Web site. Happy New Year to all your great staff and all the happy 5iResearch Clients!.
Thank you for the great reading (Questions and Answers) and wonderful Web site. Happy New Year to all your great staff and all the happy 5iResearch Clients!.
- Sun Life Financial Inc. (SLF)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- BRP Inc. Subordinate Voting Shares (DOO)
- Intertape Polymer Group Inc. (ITP)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- Alimentation Couche-Tard Inc. (ATD)
- Leon's Furniture Limited (LNF)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Part 2 of my question about year end adjustments to my portfolio. I have fairly small positions in 10 of these stocks (0.6% to 1.1%), and no position in DOO. I would like to add to several of these using the cash generated from reducing larger positions in some holdings. Looking for best long term total return, 5+ years. Sector, and size of company not a major consideration, in a well diversified portfolio. I like growth, I like dividends. Looking at ATD.B, BAM.A, CAR.UN, DIR.UN, DOO, GRT.UN, ITP, LNF, TCN, TECK.B, SLF. Thank you.
- Canadian Pacific Kansas City Limited (CP)
- Sun Life Financial Inc. (SLF)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
Q: My 18-year-old daughter is interested in the stock market and wants to understand the value of owning stocks. She is looking to follow 6 stocks. She has some post-secondary aspirations for next year and would like your suggestions on 3 stable and 3 growth-oriented companies that you would buy today. Thanks
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Stella-Jones Inc. (SJ)
- TFI International Inc. (TFII)
- Leon's Furniture Limited (LNF)
- Hydro One Limited (H)
- Thor Industries Inc. (THO)
- UFP Industries Inc. (UFPI)
- Sonic Automotive Inc. (SAH)
- Schneider National Inc. (SNDR)
- Piper Sandler Companies (PIPR)
Q: Retired, dividend-income investor, who normally employs a buy-and-hold strategy. I have long term core positions of mostly conservative equities (ETFs = CDZ, XIT, ZLB, ZWC, ZRE, LIFE; Stocks = AD, AQN, BCE, CSH, FTS, MFC, NTR, NWC, PBH, PLC, RY, TRP, WSP) and fixed income of annuities, Fisgard and Gov't-Private pensions. I believe my portfolio is set up fairly conservatively.
I have cash for another position in my Cash Account. I have been reading several 5iR questions lately about various themes for 2021 (Recovery Trade, Swap from Growth to Value, Emerging Market improvements, Take-Over Candidates, etc.). While I'm not even sure if this is possible, I'd like to ask you to screen for as many of them as possible (all thrown into one big ball) to create a half dozen candidates for me to do more research on. I'm looking for a starting point. I'm not even sure where to start, hence the request.
I'm looking for a Canadian (preferably) or USA company, potentially a take-out target, benefitting from the recovery of the economy. I lean towards the Value spectrum, as I inherently find it difficult to buy a stock that has already had a good run. If a dividend could be thrown in, that would be a bonus. Market cap and sector do not matter.
This is sort of a "kitchen sink" kind of question. If that results in zero candidates, then please use your discretion and drop various filters. As you can tell by my current holdings, they are for the most part, blue-chip companies. If we could identify something like an Enercare (that was taken out by Brookfield), that would be a homerun.....happy to hold it but ecstatic to have it taken out. But Enercare is just an example.
Please rank them from best candidate to least...maybe 3 Canadian and 3 USA companies or all 6 from Canada if possible.
If you can run this exercise, then I'll do some further research on your list. I know this is a crazy request...thanks in advance. Take as many credits as you need to throw some brain power at this....I'll never use all of the credits I currently have.
Much appreciated...Steve
I have cash for another position in my Cash Account. I have been reading several 5iR questions lately about various themes for 2021 (Recovery Trade, Swap from Growth to Value, Emerging Market improvements, Take-Over Candidates, etc.). While I'm not even sure if this is possible, I'd like to ask you to screen for as many of them as possible (all thrown into one big ball) to create a half dozen candidates for me to do more research on. I'm looking for a starting point. I'm not even sure where to start, hence the request.
I'm looking for a Canadian (preferably) or USA company, potentially a take-out target, benefitting from the recovery of the economy. I lean towards the Value spectrum, as I inherently find it difficult to buy a stock that has already had a good run. If a dividend could be thrown in, that would be a bonus. Market cap and sector do not matter.
This is sort of a "kitchen sink" kind of question. If that results in zero candidates, then please use your discretion and drop various filters. As you can tell by my current holdings, they are for the most part, blue-chip companies. If we could identify something like an Enercare (that was taken out by Brookfield), that would be a homerun.....happy to hold it but ecstatic to have it taken out. But Enercare is just an example.
Please rank them from best candidate to least...maybe 3 Canadian and 3 USA companies or all 6 from Canada if possible.
If you can run this exercise, then I'll do some further research on your list. I know this is a crazy request...thanks in advance. Take as many credits as you need to throw some brain power at this....I'll never use all of the credits I currently have.
Much appreciated...Steve