Q: Of these two, which do you prefer and why? Or would you not be buyers at these prices? Thanks!
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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: Hello 5i,
Now that interest rates have increased wouldn't you expect the likes of SLF and MFC etc to benefit sufficiently to tilt them towards improved momentum? Lots to worry about out there - is it just tunnel vision - the "fear" and worry being more prominent than fundamentals at the moment ?
Thank you
Now that interest rates have increased wouldn't you expect the likes of SLF and MFC etc to benefit sufficiently to tilt them towards improved momentum? Lots to worry about out there - is it just tunnel vision - the "fear" and worry being more prominent than fundamentals at the moment ?
Thank you
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Bank of Nova Scotia (The) (BNS $88.84)
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BCE Inc. (BCE $33.46)
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Enbridge Inc. (ENB $66.77)
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Sun Life Financial Inc. (SLF $86.24)
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Parkland Corporation (PKI $38.74)
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Hydro One Limited (H $50.54)
Q: Hi 5i,
I’m sitting on a large cash position and want to take advantage of today’s opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?
Thank you!
I’m sitting on a large cash position and want to take advantage of today’s opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?
Thank you!
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Sun Life Financial Inc. (SLF $86.24)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.11)
Q: My 2 adult children have put in the $8000 in the first time home buyers account with the intention of adding the max in the next 3 years. This would be a 3-5 year potential hold until they can buy their first home. What 3-5 stocks would be a good fit for this plan?
Thanks
Doug
Thanks
Doug
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Toronto-Dominion Bank (The) (TD $109.78)
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Enbridge Inc. (ENB $66.77)
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Sun Life Financial Inc. (SLF $86.24)
Q: I hold these securities in my tfsa and would like to add to one of them. Portfolio allocation aside,which would you recommend for a 2 to 3 year hold and reasons. Thank you
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AFLAC Incorporated (AFL $110.95)
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Sun Life Financial Inc. (SLF $86.24)
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Intact Financial Corporation (IFC $269.60)
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Arthur J. Gallagher & Co. (AJG $301.74)
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Corebridge Financial Inc. (CRBG $31.26)
Q: it seems that some US insurance stocks are picking up some momentum now. i used to own AFL but switched it to AJG, but now own both again. what do you think of CRBG ? in the past i also used to own IFC and SLF but sold them for lack of growth. can you recommend any other CAN or US insurance stocks that have some capital gain in the last year or so ? thank you very much - nick
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Bank of Nova Scotia (The) (BNS $88.84)
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Sun Life Financial Inc. (SLF $86.24)
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Constellation Software Inc. (CSU $3,936.19)
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Brookfield Renewable Partners L.P. (BEP.UN $36.97)
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Stella-Jones Inc. (SJ $81.27)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Topicus.com Inc. (TOI $140.00)
Q: Hi,
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
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Bank of Nova Scotia (The) (BNS $88.84)
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Canadian National Railway Company (CNR $132.24)
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Sun Life Financial Inc. (SLF $86.24)
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Constellation Software Inc. (CSU $3,936.19)
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Dollarama Inc. (DOL $174.88)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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goeasy Ltd. (GSY $158.29)
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Hydro One Limited (H $50.54)
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EQB Inc. (EQB $91.53)
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Docebo Inc. (DCBO $37.37)
Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?
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Bank of Nova Scotia (The) (BNS $88.84)
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BCE Inc. (BCE $33.46)
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Enbridge Inc. (ENB $66.77)
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Sun Life Financial Inc. (SLF $86.24)
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TELUS Corporation (T $21.34)
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Fortis Inc. (FTS $71.46)
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Pembina Pipeline Corporation (PPL $54.61)
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Capital Power Corporation (CPX $71.25)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.67)
Q: Hi Peter and 5i,
Would you please rank the companies for the sustainability of their dividend going forward?
Would you also rank them in the order that you would purchase for yield and dividend?
Thanks so much for your input.
Would you please rank the companies for the sustainability of their dividend going forward?
Would you also rank them in the order that you would purchase for yield and dividend?
Thanks so much for your input.
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Toronto-Dominion Bank (The) (TD $109.78)
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Sun Life Financial Inc. (SLF $86.24)
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TMX Group Limited (X $51.20)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
Q: Can you comment on your current top 5 Canadian dividend stocks?
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Sun Life Financial Inc. (SLF $86.24)
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Intact Financial Corporation (IFC $269.60)
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WSP Global Inc. (WSP $279.34)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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ATS Corporation (ATS $35.56)
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BRP Inc. Subordinate Voting Shares (DOO $89.39)
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Kinaxis Inc. (KXS $182.12)
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Open Text Corporation (OTEX $54.04)
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Thomson Reuters Corporation (TRI $212.03)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.11)
Q: What are some stocks that could do really well with AI becoming more and more available ?
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Bank of Nova Scotia (The) (BNS $88.84)
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BCE Inc. (BCE $33.46)
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Sun Life Financial Inc. (SLF $86.24)
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Brookfield Renewable Partners L.P. (BEP.UN $36.97)
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AltaGas Ltd. (ALA $42.62)
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goeasy Ltd. (GSY $158.29)
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Brookfield Infrastructure Partners L.P. (BIP.UN $48.11)
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Exchange Income Corporation (EIF $75.83)
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Atco (ACOY)
Q: I am considering adding to a number of these Income Generating names. I know you are generally not a fan of averaging down but is there an entry point that you would add to these names in the current market.
Thanks
Tim
Thanks
Tim
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Manulife Financial Corporation (MFC $44.41)
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Sun Life Financial Inc. (SLF $86.24)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
Q: Hi Folks,
I am finally breaking even with MFC. I am thinking of selling MFC and going to SLF or AW.UN - may I ask your opinion as to the best stock to buy as a replacement today, regardless of sector.
Thanks,
I am finally breaking even with MFC. I am thinking of selling MFC and going to SLF or AW.UN - may I ask your opinion as to the best stock to buy as a replacement today, regardless of sector.
Thanks,
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Toronto-Dominion Bank (The) (TD $109.78)
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Sun Life Financial Inc. (SLF $86.24)
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Intact Financial Corporation (IFC $269.60)
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TMX Group Limited (X $51.20)
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Hydro One Limited (H $50.54)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
Q: hi,
I was reading questions/answers this am. I noticed "John" today asked what to do with 4 equities that are down right now (AQN,Alaris, cargo jet,goeasy). I agree these seem like holds or buys right now. however, I am guessing John was looking for dividend payers with some growth(opposed to high growth, perhaps more speculative stocks), to swap with his current 4 (3,2,1??) equities he has at loss. he is retired. I am in a similar position, and would like your thoughts on potential dividend payers with some growth ( ie capital gains keeping up with inflation, at least ). cheers, chris
I was reading questions/answers this am. I noticed "John" today asked what to do with 4 equities that are down right now (AQN,Alaris, cargo jet,goeasy). I agree these seem like holds or buys right now. however, I am guessing John was looking for dividend payers with some growth(opposed to high growth, perhaps more speculative stocks), to swap with his current 4 (3,2,1??) equities he has at loss. he is retired. I am in a similar position, and would like your thoughts on potential dividend payers with some growth ( ie capital gains keeping up with inflation, at least ). cheers, chris
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Toronto-Dominion Bank (The) (TD $109.78)
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Bank of Nova Scotia (The) (BNS $88.84)
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Enbridge Inc. (ENB $66.77)
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Sun Life Financial Inc. (SLF $86.24)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Hydro One Limited (H $50.54)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
Q: Hi 5i,
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.
Thank you!
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.
Thank you!
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Bank of Montreal (BMO $175.98)
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Enbridge Inc. (ENB $66.77)
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Canadian Imperial Bank Of Commerce (CM $111.82)
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TC Energy Corporation (TRP $73.93)
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Sun Life Financial Inc. (SLF $86.24)
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TELUS Corporation (T $21.34)
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Empire Company Limited Non-Voting Class A Shares (EMP.A $48.50)
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Thomson Reuters Corporation (TRI $212.03)
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BMO S&P 500 Hedged to CAD Index ETF (ZUE $89.15)
Q: These are my wife's holdings in her non-registered account. Held these for very long time. EMP.A I bought for her maybe 5 years ago when down a lot. Sitting on a fair bit of cash. Thinking of adding to banks at some point (recession?) or adding BCE and EIF? T is small holding at 2000 shs. Comments/suggestions please. Oh, own ETF ZUE for quite a while also. RRSP has other banks +++
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Amazon.com Inc. (AMZN $216.37)
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Alphabet Inc. (GOOG $237.49)
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Lowe's Companies Inc. (LOW $232.22)
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Canadian National Railway Company (CNR $132.24)
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BCE Inc. (BCE $33.46)
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Enbridge Inc. (ENB $66.77)
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TC Energy Corporation (TRP $73.93)
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Sun Life Financial Inc. (SLF $86.24)
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TELUS Corporation (T $21.34)
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Restaurant Brands International Inc. (QSR $93.62)
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Capital Power Corporation (CPX $71.25)
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Superior Plus Corp. (SPB $7.87)
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Tricon Residential Inc. (TCN $15.34)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Tamarack Valley Energy Ltd. (TVE $5.96)
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BMO Covered Call Canadian Banks ETF (ZWB $22.70)
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BMO Covered Call Utilities ETF (ZWU $11.53)
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Hydro One Limited (H $50.54)
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Perion Network Ltd (PERI $9.21)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.33)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $77.11)
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Lumine Group Inc. (LMN $37.83)
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
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Aon plc Class A (Ireland) (AON $360.15)
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Chubb Limited (CB $283.01)
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Marsh & McLennan Companies Inc. (MMC $207.02)
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The Travelers Companies Inc. (TRV $270.12)
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Manulife Financial Corporation (MFC $44.41)
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Sun Life Financial Inc. (SLF $86.24)
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Intact Financial Corporation (IFC $269.60)
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Arthur J. Gallagher & Co. (AJG $301.74)
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Brown & Brown Inc. (BRO $95.94)
Q: Hi 5i,
AJG's GICS Sub-Industry classification is "Insurance Brokers".
Can you help suggest some Canadian listed Insurance Brokers stock that might be worth looking at for a TFSA and or NonReg account.
AJG's GICS Sub-Industry classification is "Insurance Brokers".
Can you help suggest some Canadian listed Insurance Brokers stock that might be worth looking at for a TFSA and or NonReg account.
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Sun Life Financial Inc. (SLF $86.24)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
Q: I own TD and RY and looking to add another financial for total return focus. Would you suggest another bank such as National Bank or an insurance company such as Sunlife or a financial such as Brookfied Corp or another to add some diversification within financials?
Q: Hi, Sunlife stock sold off, over past few days. Do you have any concerns ? Is it a good entry point for a new position or to add ? Thanks