Investment Q&A

Q: Hi Peter, Looking for 5-6 Blue chip (dark blue for that matter) cdn stocks as would like to DRIP and forget. This is in RRSP with 10+ year time frame. Thanks

Q: Could you please confirm for me that the following stocks qualify for the dividend tax credit.
$BAM.a, $CGX, $ENB, $WSP, $SLF, $BCE, $CNR, $MG and the ETF $CEW.

Thanks as always,

Vater

Q: From what I understand insurance companies should do well if long term interest rates rise. If these companies hold longer term bonds in a rising interest rate environment would any increase in income from higher rates be offset by capital losses on the bonds as long as interest rates increase? How does this affect the stock price?

Q: If Canadian interest rates remain the same (or even go down) this year, while US interest rates rise, what effect would this have on Canadian companies/stocks in the telecom (T), insurance (SLF), bank (BNS), and utility (BEP.un) sectors? Thanks in advance!

Q: My portfolio consists of 14% Financial stocks that include; 6.5% BNS,3% TNC, 3% ECN, and a new purchase this week of 2.5% RY. TNC and ECN are in my TFSA, the RRSP has the other two. Two questions, overall should I have more financials, if so a suggestion please? I have a high tolerance for risk and a long time frame in mind if required, of course quick gains are always appreciated. haha

Q: I am a retired, conservative, dividend-income investor that is, for the most part, fully invested and normally employ a buy-and-hold style. I trim-and-add around my target position allocations.

I normally don't "market time", but am aware of the market decline predicted post-inauguration and "reversion to the mean" with stocks who get too far ahead of themselves. With that as the backdrop, is it reasonable for the following:

1. ABT = can I pick it up for < $6.40?
2. NWC = can I pick it up for < $27.50?
3. SLF = can I pick it up for < sub-$50.00?
4. WSP = can I add to it for < $43.00?

I know this sounds like market timing, but I've only got a small amount of cash and I'm willing to wait for one or more of these to come back to me. Thanks for your help...Steve

Q: I am helping my son with his self directed RRSP and he has TD but would like to add another financial stock so which of the 3 listed would you suggest or is there a different one you would suggest? He is 31 years so has lots of time for investing.

Q: When reviewing the 3 year SLF chart, what is it that has happened to SLF the past 2 years, starting around Dec 22 and ending Jan 12...substantial declines? Is it related to quarterly reporting?

If it is not just a coincidence, do you think it will occur again this year?

Thanks...Steve

Q: So we've had the rate hike everyone knew we would have. The language was a tad more aggressive than expected and the market sold off. My confusion is why did Sun Life (and other insurance companies) and BNS (and most other banks) sell off too? Isn't this even better news for them?

Q: I am retired and looking for relative safety and dividends. I already own 3 banks and am looking to add a insurance company to the mix. What would be your recommendation on the companies listed above ? Or do you have another Canadian company in this area that you would recommend over this list?

Thanks Ken

Q: What would be your choice between these two for growth in the coming year bearing in mind interest rate hikes and the Trump administration effect? Would appreciate hearing your reasons. Thanks again.

Q: In a rising inflation and interest rate environment, what stocks would you sell and what would you buy. Please provide companies names / symbols to be specific. Thanks again for the great service.

Q: can you account for the weakness OVER THE PAST FEW DAYS in SLF, when MFC (MANULiFE) IS UP A SLIGHTLY.

A buying opportunity?

Q: Dear 5i
I currently do not have any stocks in the banking /financial sector .
I`m considering cxi , bns and slf . I was not sure either if cxi fit into this category.
Of these 3 which would be the better investment over the next 2 years ?
Thanks
Bill C

Q: I am considering adding to my positions in SLF and TD. Given murmers that Poloz is considering a cut in interest rates on Dec 7, I'm wondering if it's wise to wait until a decision is announced.
Further, could you comment on the implications for these 2 companies in an environment where we see Canadian rates staying the same or going lower while American rates are trending upward.
Thanks for the great service!

Q: Hello 5i,

I'd like to add some financial exposure to my holdings on the assumption of longer term rising interest rates and new political realities in America. Which of the three noted companies would be your preference for both growth and income.

Thanks

Q: All the insurance companies have had quite a run. Is there a preference among the 3 listed, or should I wait for a pullback?
Thanks again

Q: Hi Ryan + Group Presently I am over invested in WFP @$2:10 the thought was that the softwood lumber agreement risk was built in. Clearly now @$1:80- $1:90 range I would say it was not. My question is when I sell it (not if but when) what sectors / specific stock would you recommend Presently the market value is approx $200,000 . Thanks for your valued service

Q: I am light on Canadian Financials, I only own CXI.to right now. What are your best financial picks for growth?

Thanks!

Q: Hi 5i Team,

Can you provide your thoughts on the latest quarterly results? The stock is up 10% today, some of which is likely due to the increasing 10 year bond yield.

Thanks,
Angelo