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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: I have some extra money to put to work and am looking at a 3 to 5 year time frame. From a total return prospective, please rank the above companies. Please add any helpful comments.
Much appreciated as usual. RAM
Read Answer Asked by Ray on January 28, 2020
Q: I have POW in my TFSA and though it lacks any growth the dividend yield is ok. Wondering if I should think about a switch to IFC to get a bit more growth, though that will reduce the dividend.

(I am recently retired; no DB plan but hopefully more than sufficient assets to see me through to a ripe old age.)
Read Answer Asked by David on November 21, 2019
Q: Hi Team, In our total household portfolio, in the financial sector we hold, BAM.A, TD, V, RY, SLF. Looking at adding another financial to balance out our sectors. Which has a better growth profile between GoEasy and Intact Financial, which would you recommend of the 2. Would there be another name you would prefer? I Thank-you in advance. Sam
Read Answer Asked by sam on October 28, 2019
Q: I am building a resp with a 10 year time span. I want to hold an insurance company instead of bank as the financial component .
Which do you prefer , or would you suggest another instead.
Thanks
Read Answer Asked by Leon on July 29, 2019
Q: Hi, it appears self driving cars are going to be on the streets much sooner than anyone thought a short while ago. Meanwhile technological improvements have the potential to greatly reduce the frequency of accidents and eventually may eliminate them altogether, perhaps reducing the need for insurance or significantly reducing premiums or coverages? What impact might this have on major auto insurer like IFC? Thanks.
Read Answer Asked by Gary on January 21, 2018
Q: I hold IFC with a decent profit (held since $63, registered acct). You seem to think it is OK but I don't see it on any of your lists of favorites. BEP.UN you rate as one of your few A's. Would you reccommend a switch?? thanks, Jim
Read Answer Asked by jim on October 02, 2017
Q: Hello 5i Team, I would like to reduce my financial sector holdings from the current 19% to 15% or less, mostly as a defensive move against the potential of a sector "down-draft". Currently hold POW-2.0%, IFC-3.0%, MFC-2.5%, and BNS,TD,and RY at 3.5% each. I am leaning towards eliminating POW and trimming each of the banks to get to the target (income from POW is great but also the only one I am underwater on and I'm not a huge fan of income at the expense of loss of capital), but I also know you don't feel the need to necessarily hold 3 banks so could just sell RY and call it quits. Trading fees not a consideration. Would appreciate your thoughts as always,

Regards
Read Answer Asked by Stephen R. on June 06, 2017
Q: Just joined your service and am looking to reproduce your balanced portfolio. The only insurance company I currently hold is IFC. Would you recommend switching out to a life insurance company (SLF) especially with the predicted direction of interest rates?
Read Answer Asked by Paul on March 09, 2017
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