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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: Can you please provide your thoughts on the stocks listed for a RESP that will start to draw down in 4 years? In addition to these positions the portfolio has a good core position in CDN, US and INTL large cap ETFs. Any that you would get rid of now? If so, please provide alternatives (both Cdn and US).
Read Answer Asked by Chris on March 04, 2024
Q: Hello Peter,

The insurance sector has been outperforming this year and I am wondering if it is still time to add to sector weight.
Your preferred choice here is Intact Financial and if I do not increase my sector weight, I will have to replace with selling either SLF or TSU.
What is your opinion?
Regards
Rajiv
Read Answer Asked by Rajiv on February 26, 2024
Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys
Read Answer Asked by Ma on February 26, 2024
Q: Please rank the above for a long term hold in a TSFA. Some comment on pluses and minuses for each would be welcome. Add any others that you feel are worth considering.
Thanks
Len
Read Answer Asked by Leonard on February 15, 2024
Q: Hi 5i
I have done well with all 3 of these but I am concerned that lower interest rates will cause them to pull back. Would you agree? According to G&M site, there isn't a lot more upside with avg. target prices about $31 MFC, $41 POW, AND $74 SLF. All 3 are close to 70 RSI which I use as a warning sign. I would appreciate your thoughts and if I were to sell one, which would you suggest? Now that MFC has finally gone above $28, do you think $30 will be an exit price for a lot of investors who are tired of the $24-$28 trading range?
Thanks, Greg
Read Answer Asked by Greg on February 01, 2024
Q: I've owned SLF for a number of years. I'm considering the switch to IFC as done in the balanced portfolio. I get a DRIP from SLF each quarter. With the amount of money i have invested i would not get a DRIP from IFC. How much weight would you put on this to favour staying with SLF?
Read Answer Asked by Matthew on January 18, 2024
Q: Expanding on my recent question about my desire to reduce exposure in the Financial Services sector, today's article in the Globe & Mail is of concern:

"Non-prime lenders warn thousands of borrowers they could be cut off because of new maximum interest rates"

Should this cause me to rethink my strategy to reduce TD to raise the cash? As you pointed out in your answer, GSY is significantly riskier than the our other holdings in this sector.

We are seniors (75 & 80) and the stocks referred to are in a RRIF.

Your thoughts? Thanks!
Read Answer Asked by Jerry on January 15, 2024
Q: Portfolio Analytics indicates that across our accounts, we are overweight in the Financial Services sector. In order to free up some cash for under=represented sectors, my thinking is to reduce TD enough to achieve the target amount. I'm a bit uneasy with some of the recent negative issues with TD, but still would like to keep some due to its wide moat and 5i's opinion that perhaps its "problems" have been overplayed. Would you concur with my strategy? Thanks.
Read Answer Asked by Jerry on January 15, 2024
Q: I am overweight in financials with BNS, TD, SLF, POW, Visa and underweight in Utilities. I was thinking of letting POW go. Thoughts on this?

For Utilities, I looked at TA with its very low P/E but it is still stuck in non-renewables at the moment. Thoughts on this? What utility (ies) would you suggest?

I am just asking for thoughts/suggestions.
Your advice is greatly appreciated.
Read Answer Asked by Danny-boy on January 11, 2024
Q: Thinkinf of swaping out Sunlife now in a hopefully falling rate environment for a stock with more overall growth potential, but still a dividend over 4%. Please provide a few names for a dividend focused retirement portfolio that also bring strong overall return potential. Or, thoughts on whether Sun Life is still a stock to own in this situation.
Read Answer Asked by Gerry on January 03, 2024
Q: I am going to do an “in kind”transfer from my RIF to my TFSA. Looking for best total return on a 3 to 5 year hold. Please give me your ranking with a few comments. Much appreciated. ram
Read Answer Asked by Ray on January 02, 2024
Q: A few days ago you were talking that you were replacing some of Sun Life with IFC. I acted on this, but so far I wish I had not have made the move. IFC has been selling some of their animal products to a UK firm from what I have read and I get the impression that does not sit well with investors. Is there anything you know about this situation that I am unaware of? Thank you.
Read Answer Asked by Dennis on December 15, 2023
Q: Hi 5i
I saw your comment on the MFC/Global Atlantic deal. MFC has hit $28 and I had decided to re-evaluate it at this price. It seems to trade between 24-28 so I'm tempted to take the profit. But if they are buying back shares (I think I read 2.8% of float starting next year), and the market seems to like this deal, can you see it crossing $30? Also have SLF and POW (with re-evaluate price at $40)
Thanks, Greg
Read Answer Asked by Greg on December 12, 2023
Q: Can you recommend a few other Canadian value stocks like SLF, with a low P/E, good dividend and little or no debt - it would appear that SLF has a net of about $74B in cash.
Thanks!
Read Answer Asked by Grant on December 08, 2023
Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?
Read Answer Asked by Matthew on December 08, 2023
Q: Please identify your 5 top equity CDN bond proxies that pay north of a 5% dividend where you believe the dividend is safe plus there is room for growth in the stock price.
Read Answer Asked by LEN on November 30, 2023
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