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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 owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.
Read Answer Asked by James on March 10, 2023
Q: I get confused when you rated slf over ifc for a 5 year hold, I agree it has a higher dividend, but you say slf will have better growth. Is not return on investment the growth that i should be measuring. ifc has blown slf out of the park in the last 10 years, not even close and they are still doing it right now.
Read Answer Asked by eugene on February 13, 2023
Q: Of these three financials - TSU, IFC, GSY - can you please rank per the following:

- Management

- Long term growth prospects

- Moat (or at least its strength within it's sub-sector)

- Best current valuation

- Relative safety (least risk - especially in a weak economy)
Read Answer Asked by James on January 31, 2023
Q: Could you please rank these five financials for growth for a relatively short time frame of say 2 years?
Read Answer Asked by Danny-boy on January 30, 2023
Q: I own 5% and 2% positions in SLF and POW respectively. I'm looking to take a 2% position in IFC. Is there enough P&C business to set IFC apart from the others and make the decision to add this stock? i.e. not so much overlap.

With regards to the whole Financial sector, what percentage allocation does 5i see as a sort of maximum?

Regarding the P&C business, I'm wondering if the eventual reliability of self-driving cars will negatively impact IFC's business. Not sure if you have an opinion one way or the other on this.

IFC has had incredible growth. Is the industry still fragmented enough for them to sustain this growth?

Read Answer Asked by James on January 17, 2023
Q: The above companies are of course different, but can you rank them on a valuation basis as possible additions to existing holdings. Comments on recent earnings reports for WCN and FSV would be helpful.
Thanks
Read Answer Asked by Greg on November 07, 2022
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: In a dividend portfolio would you prefer Scotia bank with its higher yield despite recent concerns in respect of the new CEO or National Bank. We also have TD and Royal in our portfolio. Similarly would you prefer Manulife over Intact Financial for now given the higher dividend for the current time.
Read Answer Asked by Gerry on October 07, 2022
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