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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: My grandson has just begun working and wants to start an investment plan with a long term objective. Could you provide your recommendation for 5 safe dividend growers that also drip.
Thanks much for the excellent sevice
GUY R
Read Answer Asked by Guy R. on November 01, 2017
Q: Sector Rec Now
Csmr Staples 10 8.4 (LIQ ECI PBH)
Csmr Discret 10 17.8 (GSY NFI ZZZ TOY FRII)
REITs 05 2.8 (BAM.A)
Technology 15 15.3
Financial 15 11.8 (TD NA AGF.B TSU)
Utilities 10 7.1 (FTS KWH.UN)
Industrial 10 12.0
Health 05 5.0
Energy 10 6.8 (PKI ZCL)
Basic Mtrl 05 6.7
Telco 05 0.0
--------
ETFs (VE VEE VGG) 6.0

Examined my portfolio in relation to recommended Sector weightings. Need to trim back Consumer Discretionary. I like them all; they have done well, except for FRII. I’d like to increase the holdings for Staples, REITs, Util, Energy and Telco. Could you please suggest an equity I might add for each of these five categories? Many thanks.
Read Answer Asked by RANDALL on October 23, 2017
Q: My favorite stocks are those that go up year after year without a hitch, and have a decent dividend. You appear to favour the same kind, as above. But you have no utilities in your balanced portolio. Would you please contrast the growth rates, dividend growth, stability and safety of the above with regard to why a utility like Algonquin would not fit in nicely?
Read Answer Asked by John on October 17, 2017
Q: Peter,
RESP first needed in 3 years with ~equal amounts of BNS, GUD, OTEX, PHO & T;
with cash for 2 more positions. What would you add or change at this time ? Thank you.
Read Answer Asked by Paul on October 16, 2017
Q: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?
Read Answer Asked by Mary Ann on September 28, 2017
Q: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve
Read Answer Asked by Stephen on September 21, 2017
Q: I notice that you often recommend Telus and Rogers, but I haven't seen anything about Quebecor. However, I am up 38% over the last year. Is there something I am missing? I do like Telus, not so much Rogers. Do you like QBR.B and should I continue to hold? What news do you have in the pipeline that might make this stock not so desirable, if any? I can only find two comments about QBR.B in the past year.
Thanks, Elizabeth, Hamilton
Read Answer Asked by Elizabeth on August 22, 2017
Q: My son is in his early 20s and building a portfolio based on your balanced portfolio. He currently holds 11 stocks. He has no industrials, communications and only TOY in the consumer space. We are thinking of selling ADN from his TFSA and replacing it with SIS or PBH as we know you recommend growth stocks in a TFSA. He also has MX in the material sector. Is this a good plan, not necessary, or do you have another suggestion from the above list that you think is better? Thanks
Read Answer Asked by Paul on August 08, 2017
Q: Morning-I am a retiree whom is dependent on monthly income to survive.I have 60K to invest in my cash account hoping to create some income. I am thinking of T,BNS,and ENB (alternating 4% monthly returns)...or would 5i think that monthly incomes from CSH.UN , AD and EIF (better tax break) be an OK strategy. I have both BE and Income portfolios covered in registered accounts , full up in TFSA ... what to do with cash??? Thanks for all you do.
Read Answer Asked by Alan on July 21, 2017
Q: With the upcoming NAFTA re-negotiations, Telecom is area that the US has indicated that it would to discuss. Do you think that this could put downward pressure on Telus, BCE and Rogers. IF yes which one would you think would hold up better ?

Ken
Read Answer Asked by Ken on July 20, 2017
Q: I am helping my 65-year-old mother reallocate about 20% of her growth and income portfolio in collaboration with her financial advisor; the major move is to decrease the very large position she has in bank stocks. For most of this chunk (17% say), her advisor has suggested an even-split combination of the following (in light of the interest rate hike, and to provide additional dividends): Telus (T), Pure Multi-Family REIT (RUF.UN), Slate Retail REIT (SRT.UN), Power Financial (PWF), Manulife (MFC), and Altagas (ALA) (in anticipation of the potential WGL acquisition). Would you replace any of these (and if so with what)? Would you give greater weight to any? Thanks!
Read Answer Asked by Christopher on July 11, 2017
Q: I am a 46 y/o retired investor living on dividend income. I notice that your BE portfolio has a 3.5% holding of Telus (4.40% yield) and your Income portfolio has a 5.37% holding of BCE (4.92% yield).
While Telus currently has a lower current yield, it has a higher Dividend Growth Rate (DGR).
As a younger income investor, should my telecom holdings be more weighted to Telus over BCE as the Yield on Cost (YOC) should be higher for Telus in a few years because of its higher DGR?
Do you think that Telus has more company growth and therefore more stock price appreciation than BCE in the next 3-5 years?
Read Answer Asked by Curtis on July 07, 2017
Q: Good Evening 5i,
I need to add a "communications" company to my dividend fund. I would appreciate it if you could rank T, BCE, RCI.B and SJR.B for me. I'm planning on a 5 year hold and hoping for reasonable/modest annual increases in both the dividend and share price. Would you recommend 1 full position or 2 half positions?
Thanks for your great work as usual.
Dennis
Read Answer Asked by Dennis on June 16, 2017
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