Q: About 5% of my portfolio is comprised of SLF and MFC, of which SLF is about 2/3s today. Another 10% of my portfolio is Cdn Banks.
After today's movement, what would you think of selling MFC and consolidating into SLF?
Also, given the inflation sirens, what would be a reasonable amount of bank holdings and insurance co holdings?
Thank You
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Sun Life Financial Inc. (SLF)
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Ally Financial Inc. (ALLY)
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Medical Properties Trust Inc. (MPW)
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VICI Properties Inc. (VICI)
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ChargePoint Holdings Inc. (CHPT)
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Solid Power Inc. (SLDP)
Q: Hi gang, could you please me your take on this company. I would like to buy one company from each sector.
1:mpw /vici are divided safe and strong growth.
2:sldp/ chpt which one would you buy today?
3:suf/ally which is a better set for growth and safety of dividends? I would like to buy one company from each sector. Thanks
Alnoor
Q: thoughts please on the quarter? Thx
Read Answer
Q: Was just downgraded this a.m.
Do you know the reasons behind NB's downgrade?
Sheldon
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Bank of Nova Scotia (The) (BNS)
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Sun Life Financial Inc. (SLF)
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Linamar Corporation (LNR)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Magna International Inc. (MG)
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goeasy Ltd. (GSY)
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Trisura Group Ltd. (TSU)
Q: would you share with us the best value and best growth stocks in Canada
thank you for all your time and attention
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Tellza Inc. (TEL)
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Bank Nova Scotia Halifax Pfd 3 (BNS)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I have a cash account set up that I draw from when needed. I am looking for dividends, safety and a bit of growth. I have all of the above in nearly all the same amounts but would like to add one more. Ignore diversity as I have all that covered by other accounts.
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Bank of Nova Scotia (The) (BNS)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Algonquin Power & Utilities Corp. (AQN)
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Stantec Inc. (STN)
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Kinaxis Inc. (KXS)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
Q: I have these holdings in a TFSA shown in descending %. First four at 15% each. Next three at 10% each. Adding $7000. Any additions to what I have? Any new ones? I appreciate the %'s are personal choices ( Part of let the winners run camp). Would you advise trimming?
Have good day. Thanks.
Paul
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Park Lawn Corporation (PLC)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Constellation Software Inc. (CSU)
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Fortis Inc. (FTS)
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WSP Global Inc. (WSP)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Chartwell Retirement Residences (CSH.UN)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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ATS Automation Tooling Systems Inc. (ATA)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Tricon Residential Inc. (TCN)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Magna International Inc. (MG)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Leon's Furniture Limited (LNF)
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Nutrien Ltd. (NTR)
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Boyd Group Services Inc. (BYD)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: This is a follow-up to our question from last week (see: https://www.5iresearch.ca/questions/140708).
Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.
Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.
Q: Hi,
If I already own SLF, would it be too much overlap to also buy some TSU? I know they are both insurance but somewhat different? If I wanted more growth, would I lean towards TSU and if I wanted less growth and more stability, lean towards SLF? How does the valuation and growth prospects compare to each other going forward? Thanks!
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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iShares Russell 2000 Growth ETF (IWO)
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BMO S&P 500 Index ETF (ZSP)
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CI Morningstar Canada Momentum Index ETF (WXM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Vanguard Growth ETF Portfolio (VGRO)
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Vanguard All-Equity ETF Portfolio (VEQT)
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iShares MSCI USA Quality Factor ETF (QUAL)
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Terra Income Fund VI 7.00% Notes due 2026 (TFSA)
Q: I have some new money to invest in my TFSA. I am well diversified in my other accounts, and am now wondering what to add to my TFSA. I am a senior so I would say about a 5 year time frame that this would stay in the TFSA, maybe more.
Any suggestions you have would be helpful.
Thanks so much for your help in the past, it has always proved very lucrative.
Shirley
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Park Lawn Corporation (PLC)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Constellation Software Inc. (CSU)
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Fortis Inc. (FTS)
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WSP Global Inc. (WSP)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Chartwell Retirement Residences (CSH.UN)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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ATS Automation Tooling Systems Inc. (ATA)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Tricon Residential Inc. (TCN)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Magna International Inc. (MG)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Leon's Furniture Limited (LNF)
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Nutrien Ltd. (NTR)
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Boyd Group Services Inc. (BYD)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: About 1 year ago 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 are made with the intent to be long-term holds (10+ years). As well, we intend to increase our investments over the next 2-3 years, and then adjust over time as needed. Currently the amount invested represents ~40% of the eventual total.
Although a goal is to keep the portfolio roughly equal weighted, of the 30 companies, the following 14 were acquired in 3 purchases (full position) and currently have weights in the 2.31% (SHOP) to 5.00% (ATA) range for an average of 3.71%: CSU, MG, GSY, WSP, LNF, ATD, ATA, SLF, BAM.A, BIPC, FTS, DOO, SHOP and TFII. The remainder were acquired in 2 purchases (2/3 position) and currently have weights in the 1.98% (BEPC) to 3.17% (TCN) range for an average of 2.56%. So, overall, the weightings currently range from ~2% to ~5%.
Over the next 6 months we will invest another ~25% of the eventual total. As we make additional purchases, we need to strike a balance between keeping the weights roughly equal while taking advantage of market opportunities. Please provide some broad guidance/wisdom.
Of the 30 companies in the portfolio, which 10 would you have the highest conviction in today? Please rank them.
Are there any of the 30 that you might consider as candidates to be replaced because there are better options, and if so, what replacements would you suggest and why (disregard tax considerations)?
What additional 3 Canadian companies might you consider adding to the portfolio and why?
As always, thanks for the great service!
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
Q: My question is moreless about Morningstar's numbers. I have access through my TD trading account. It indicates the Fair Value of SLF pretty much where it is, BCE at $66.64 and ATD at $46.12. I'm not sure if you share the same opinion (?)
SLF - the FV has gradually been increasing, but are projected rate hikes already priced in the present stock price? I would expect the FV to ramp up.
BCE - They show a trailing PE of 21. That, and the P/S seem historically a bit higher than normal. I think your Bloomberg info would show a future PE that may be lower...hopefully.
ATD - This one shows a trailing PE of 16, This, compared to its past, seems "quite cheap", yet the FV doesn't seem to reflect this. Agree?
So what are your thoughts? Would you say SLF, ATD and BCE are good value - in that order based on my above comments, or any opinion of your own?
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Deere & Company (DE)
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NextEra Energy Inc. (NEE)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Nutrien Ltd. (NTR)
Q: Countering inflation, can you recommend your favourite 6 companies in Canada and the US with pricing power (dividend payers would be appreciated) Thanks!
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Sun Life Financial Inc. (SLF)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Unilever PLC (UL)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Brookfield Asset Management Inc. (BAM)
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iShares ESG Advanced MSCI USA Index ETF (XUSR)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?
Ted
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Johnson & Johnson (JNJ)
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Medtronic plc. (MDT)
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Procter & Gamble Company (The) (PG)
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Visa Inc. (V)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
Q: Hello 5i team,
Need to build equity portion of a portfolio for a recently retired almost senior citizen.
Very conservative, sleep at night stocks. Not needed for at least 5-10 years.
Need about 10 for RRSP and 4-5 for TFSA.
Do you agree with above stocks or would you pick others?
No oil stocks and no significantly cyclical stocks.
Don't need to be dividend payers but looking for total return of 5-8% or more per year on average.
Can you provide about 12 choices including above suggestions if you agree for RRSP and 4-5 for TFSA.
Take as many credits as needed.
Thank you so much for this great service.
Q: Peter, I am seeing coflicting recomendations on Manulife. I am looking for steady and growing long term dividends. If you would buy Manulife where is a good entry point, Thanks Ken
Read AnswerQ: I realize it's difficult to compare a single company to an ETF , but which of these two do you think has the most upside over the next few years or so, thanks?
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Sun Life Financial Inc. (SLF)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Good morning, If I were to buy these three stocks in a separate account and never looked at the prices of the stocks or the account for five years, would I be happy when I saw the results after the five year period, thanks?
Read AnswerQ: Which would you suggest for a financial growth play in a 3-5 year hold? BMO or SLF?? Thanks
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Thomson Reuters Corporation (TRI)
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Premium Brands Holdings Corporation (PBH)
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A&W Revenue Royalties Income Fund (AW.UN)
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Hydro One Limited (H)
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Nutrien Ltd. (NTR)
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Magna International Inc. (MGA)
Q: These companies are in my husband’s TFSA.
They were chosen from your Balanced and Income Model Portfolios.
Would you suggest adding any other companies to this portfolio?
Thank you,