Q: With interest rates moving lower why do you still remain so positive on SLF? Why is the stock superior to GWO?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi,
I am looking to reduce my exposure to financials across my family's portfolio, from 23% to 13%. Sunlife (3.03%), Royal Bank (3.41%) and TD Bank (5.55%) comprise our most significant holdings, all of which we have held for many years. I am looking to reduce and reallocate one of those positions as part of the overall reduction. Which in your judgement would be the best candidate to let go?
Finally, and I apologize if this question has been asked and answered before: is there any drill-down facility planned in the 5i Portfolio Analysis features that would list all holdings in a particular asset class, geographic sector, and/or industry? Or does the facility exist and I am missing it? For example, it would be helpful to have the portfolio analytics tool to be able to list the holdings that it is including in its calculation of the portfolio “financials” weighting.
Thanks
Derek
I am looking to reduce my exposure to financials across my family's portfolio, from 23% to 13%. Sunlife (3.03%), Royal Bank (3.41%) and TD Bank (5.55%) comprise our most significant holdings, all of which we have held for many years. I am looking to reduce and reallocate one of those positions as part of the overall reduction. Which in your judgement would be the best candidate to let go?
Finally, and I apologize if this question has been asked and answered before: is there any drill-down facility planned in the 5i Portfolio Analysis features that would list all holdings in a particular asset class, geographic sector, and/or industry? Or does the facility exist and I am missing it? For example, it would be helpful to have the portfolio analytics tool to be able to list the holdings that it is including in its calculation of the portfolio “financials” weighting.
Thanks
Derek
Q: Putting aside sector allocation considerations, which of Telus or Sunlife is likely to have the best total return over the next 5 years in a RRSP? Thank e.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Northland Power Inc. (NPI)
Q: I hold all of the above in roughly equal weight in the income portion of my portfolio. The first three are at roughly breakeven, the latter five are up, two of them over 20%, as economic conditions have weakened. I am wondering why I don't simplify life by selling them all and buying the PDC ETF which provides greater diversification and has a dividend yield of 4.59%. I realize that 25% of PDC is in energy but mostly safer pipelines. Would this be a good move or am I better off to keep what I have?
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- Dollarama Inc. (DOL)
- Methanex Corporation (MX)
- Algonquin Power & Utilities Corp. (AQN)
- Stella-Jones Inc. (SJ)
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- MTY Food Group Inc. (MTY)
Q: Hi,
Quick thoughts on these companies. I'm doing some clean up and these positions are under 1% in my portfolio. Which ones would you continue to hold, add to or just sell? Can you please rank. I have a diversified portfolio. Thanks!
Quick thoughts on these companies. I'm doing some clean up and these positions are under 1% in my portfolio. Which ones would you continue to hold, add to or just sell? Can you please rank. I have a diversified portfolio. Thanks!
Q: I thought SLF's earnings were solid, yet the stock is taking a hit this morning. Do you have any insights? Thanks.
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Intact Financial Corporation (IFC)
Q: I am building a resp with a 10 year time span. I want to hold an insurance company instead of bank as the financial component .
Which do you prefer , or would you suggest another instead.
Thanks
Which do you prefer , or would you suggest another instead.
Thanks
Q: I would have thought an impending rate cut would be a headwind for Sun Life and other insurance companies, but that doesn't seem to be the case. Is the market just ignoring this until it actually happens?
Q: Hi,
Is Manulife starting to get more attractive than SLF due to its cheap valuation? How do they compare overall? I have exposure to SLF, would you recommend a small position in MFC? Thanks and Happy Canada Day weekend!
Shyam
Is Manulife starting to get more attractive than SLF due to its cheap valuation? How do they compare overall? I have exposure to SLF, would you recommend a small position in MFC? Thanks and Happy Canada Day weekend!
Shyam
Q: I have positions in both of these insurance companies. With the recent discussions about a national pharmacare program, could you tell me what level of financial impact would be felt by these two companies. Should I be looking to divest over the next year during an upswing in prices. I am retired and am relying on at the very least at maintaining the dividend payout and preferring an increasing dividend payment. Thanks
Q: Hi 5i team, how does lower interest rate affect insurance companies performance?
- Suncor Energy Inc. (SU)
- Sun Life Financial Inc. (SLF)
- Gildan Activewear Inc. (GIL)
- WSP Global Inc. (WSP)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Western Forest Products Inc. (WEF)
- Agnico Eagle Mines Limited (AEM)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- CAE Inc. (CAE)
- Chartwell Retirement Residences (CSH.UN)
- Pason Systems Inc. (PSI)
- Alaris Equity Partners Income Trust (AD.UN)
- Thomson Reuters Corporation (TRI)
- A&W Revenue Royalties Income Fund (AW.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Medical Facilities Corporation (DR)
Q: Good Afternoon,
I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.
Thank you.
I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.
Thank you.
- Manulife Financial Corporation (MFC)
- Great-West Lifeco Inc. (GWO)
- Sun Life Financial Inc. (SLF)
- Trisura Group Ltd. (TSU)
Q: Hello 5i Team
Of the three major life insurance companies in Canada (GWO, SLF, MFC) which is the best company to invest for a steady growing dividend stream.
Are there other Canadian life insurance companies that I should look at?
Notwithstanding the tax advantage of Canadian Dividends, should I be looking at US life insurance companies?
Thanks in advance for the excellent service.
Of the three major life insurance companies in Canada (GWO, SLF, MFC) which is the best company to invest for a steady growing dividend stream.
Are there other Canadian life insurance companies that I should look at?
Notwithstanding the tax advantage of Canadian Dividends, should I be looking at US life insurance companies?
Thanks in advance for the excellent service.
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Methanex Corporation (MX)
- Magna International Inc. (MG)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
Q: I have decided to only keep a few stocks and follow the Growth ETF Portfolio. Of the 10 stocks I have mentioned above 9 are listed in your BE Portfolio with the exception SHOP. All have done very well for me SHOP up 568%, CCL,B up 180% ,SIS up 159%,MG up 112% and the rest all up between 11 and 42%.So my question is do I keep them all? Sell some ? Any suggestions appreciated.Paul
- Enbridge Inc. (ENB)
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- AltaGas Ltd. (ALA)
- Cineplex Inc. (CGX)
- Magna International Inc. (MG)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Nutrien Ltd. (NTR)
Q: Hi Peter/Ryan
I am buy & hold investor. With quarterly results out for couple of mentioned companies, do you think any of these stocks don't fit in that category anymore irrespective of sector or there are better ones ?
Thanks
I am buy & hold investor. With quarterly results out for couple of mentioned companies, do you think any of these stocks don't fit in that category anymore irrespective of sector or there are better ones ?
Thanks
- Sun Life Financial Inc. (SLF)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- ECN Capital Corp. (ECN)
Q: Please comment on earnings, and if you would add to a position in any of the three?
Thanks
Thanks
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Canadian Imperial Bank Of Commerce (CM)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- First Capital Realty Inc. (FCR)
- Methanex Corporation (MX)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- iShares Russell 2000 Growth ETF (IWO)
- BMO Aggregate Bond Index ETF (ZAG)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- iShares Interest Rate Hedged High Yield Bond ETF (HYGH)
- Nutrien Ltd. (NTR)
Q: Thank you for for answer yesterday about setting up my parent's investments. To summarize, they are very conservative, above 80 years old, and looking for safety and income.
I would now like to ask you about the distribution of the equity component of the investments (composing only 17% of the total, the rest being in bonds, preferred, and GICs). Those below are all in equal weight. What do you thing?
BEP.UN, BCE, BNS, CM, CU, ENB, TRP
XHC for healthcare exposure
IWO for US growth
VGG for US exposure
XEF (in a half position) for international exposure
VEE (in a half position) for emerging market exposure
Could you please suggest some more to round things out? I need another 5 or 6 stocks.
Also, do you have any objection to using ZAG and HYGH as bond substitutes for their conservative portfolio? I am buying individual preferred shares for that component.
Thank you once again,
Fed
I would now like to ask you about the distribution of the equity component of the investments (composing only 17% of the total, the rest being in bonds, preferred, and GICs). Those below are all in equal weight. What do you thing?
BEP.UN, BCE, BNS, CM, CU, ENB, TRP
XHC for healthcare exposure
IWO for US growth
VGG for US exposure
XEF (in a half position) for international exposure
VEE (in a half position) for emerging market exposure
Could you please suggest some more to round things out? I need another 5 or 6 stocks.
Also, do you have any objection to using ZAG and HYGH as bond substitutes for their conservative portfolio? I am buying individual preferred shares for that component.
Thank you once again,
Fed
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- iShares Core MSCI Emerging Markets ETF (IEMG)
Q: Knowing Sapiens of 5i - 2 questions - do you think that over the next year some increase in exposure to emerging markets is appropriate and would you use VEE or XEC if so and IEMG for US dollar exposure or another US ETF - second might a reduction of exposure to Cdn banks seem reasonable over the next year (ie sell some TD and maybe some BNS) and buy some SLF or another financial Cdn equity for some greater torque - in other words do you suspect the banks may stagnate a bit over the next year and become income only to some extent - best guess please - appreciate your instincts - Ken of Yonge and Eg
Q: The one-year returns of Canadian life insurance companies over the last 52 weeks have been rather unexciting, but over the last quarter they have suddenly blossomed. What has caused this revival, and can we safely invest in them for the next two to three years? Thank you. Walter