Investment Q&A

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.

Q: Hi 5i - what would your top income stocks recco be for US and CDN. Thx and stay safe! - Doug

Q: For a growth-oriented investor would you see a switch from SLF to TSU as reasonable if one only wants to own one insurance name in the portfolio?

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

Q: Please let me have an updated opinion when comparing the above two stocks and if there is any other stock that might be preferred.

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.

Q: Hi 5I,
With China implications affecting Manual Life, would you consider selling my position and purchasing SunLife or would you have another solution?
Thanks, Earl

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: Please advise 5 top defensive growth stocks - Canada, US or global.
Many thanks for your advice.

Q: Can you give me a list of 5 Canadian and 5 US stocks that you would recommend with yields above 3%.

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.

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.

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.

Q: Could you recommend 5 Canadian companies that show good growth in appreciation as well as dividend with a buy and hold strategy. Could you please rank them in value and risk.
Thank you.

Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.

Q: Greetings 5i,

The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.

SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.

Take as many credits as required.

Thank you for the excellent service.

Q: Hi Peter
If I want to find sunlife revenue breakup by Canada, US, developed and emerging countries, where do I find it? I couldn’t find in their investor presentation. Can you help point to this information please?

Q: Hi 5iGang,

Would you please recommend 3 or 4 defensive stocks in each of the CDN and US markets.
Thanks for the nice work.
H

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.