Q: What headwinds could these companies face given a higher interest rate scenario and maybe some mismatch L/A..or possible loan loss provisions?
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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.
- TC Energy Corporation (TRP)
- TELUS Corporation (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Pembina Pipeline Corporation (PPL)
- Timbercreek Financial Corp. (TF)
Q: 1. Do you recommend purchasing these stocks now, and why pls? 2. How much could TRP price drop if the behind schedule Coastal Gaslink project takes even longer to complete?
Q: Good morning, thoughts on the latest results from Power Corporation.
Do you like this for a combination of income and some capital appreciation?
Do you like this for a combination of income and some capital appreciation?
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Pembina Pipeline Corporation (PPL)
- Enbridge Inc (ENB)
- Fortis Inc. (FTS)
- BCE Inc. (BCE)
- Cornerstone Building Brands Inc. (CNR)
Q: Non registered account : I sold a majority of stocks in 2022-2023 in order to convert them into a diversified dividend ETFs portfolio.I though intend to only keep" safe stocks for long term".Please could you rank them in this "safety perspective" , a "hold,buy, or sell" comment would be greatly appreciated,considering the fact that in this case,selling a stock would result in "buying an ETF in the same sector" .Many Thanks for your excellent website ,J-Y
Q: Hello 5i Team,
I'm looking to add another dividend name to my son's portfolio (10+ years timeframe) and am trying to decide between GWO and POW. Both have similar yields. I always thought GWO was the "jewel in the crown" of the POW empire, yet some money managers tend to believe it's best to own the parent company than the subsidiaries. I'm not particularly interested in exposure to IG financial, which would be included in POW. How would you compare these two companies in terms of balance sheet strength, growth, dividend growth and overall safety? Which one would you buy?
Much appreciated,
Brian
I'm looking to add another dividend name to my son's portfolio (10+ years timeframe) and am trying to decide between GWO and POW. Both have similar yields. I always thought GWO was the "jewel in the crown" of the POW empire, yet some money managers tend to believe it's best to own the parent company than the subsidiaries. I'm not particularly interested in exposure to IG financial, which would be included in POW. How would you compare these two companies in terms of balance sheet strength, growth, dividend growth and overall safety? Which one would you buy?
Much appreciated,
Brian
- Sun Life Financial Inc. (SLF)
- Intact Financial Corporation (IFC)
- Power Corporation of Canada Subordinate Voting Shares (POW)
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?
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?
- PPL Corporation (PPL)
- AT&T Inc. (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Canadian Western Bank (CWB)
- Capital Power Corporation (CPX)
- Alaris Equity Partners Income Trust (AD.UN)
- Russel Metals Inc. (RUS)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- Pizza Pizza Royalty Corp. (PZA)
- BMO Canadian Dividend ETF (ZDV)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Automotive Properties Real Estate Investment Trust (APR.UN)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Enbridge Inc (ENB)
- Fabrinet (FN)
- Fortis Inc. (FTS)
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Spectrum Brands Holdings Inc. (SPB)
- Suncor Energy Inc. (SU)
- Toronto Dominion Bank (The) (TD)
- TC Energy Corporation (TRP)
- Royal Bank Of Canada (RY)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- BMO Covered Call US Banks ETF (ZWK)
Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
- Canadian Imperial Bank Of Commerce (CM)
- Great-West Lifeco Inc. (GWO)
- National Bank of Canada (NA)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Gildan Activewear Inc. (GIL)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- ATCO Ltd. Class I Non-voting Shares (ACO.X)
- Stantec Inc. (STN)
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- Enghouse Systems Limited (ENGH)
- Barrick Gold Corporation (ABX)
- Open Text Corporation (OTEX)
- Sleep Country Canada Holdings Inc. (ZZZ)
Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Canadian Imperial Bank Of Commerce (CM)
- TC Energy Corporation (TRP)
- Power Corporation of Canada Subordinate Voting Shares (POW)
Q: The above companies dividend yield is more than 6%. Three of them, BNS, CM, and POW have dropped in price by 20% or higher. BCE has dropped by 8%, and TRP has dropped by 6%. ENB has actually increased in price around 8%. I own all of them. Thinking of adding some Canadian dividend shares. Question is which of these dividends are safe going forward. Can you rank them based on dividend safety. Also, please rank them for potential price gain/loss for 2023. Any other with reasonably good dividend, dividend safety and potential for gain in price.
- AT&T Inc. (T)
- Toronto-Dominion Bank (The) (TD)
- Canadian National Railway Company (CNR)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Great-West Lifeco Inc. (GWO)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Fortis Inc. (FTS)
- Pembina Pipeline Corporation (PPL)
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- Algonquin Power & Utilities Corp. (AQN)
- Lundin Mining Corporation (LUN)
- Labrador Iron Ore Royalty Corporation (LIF)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Acadian Timber Corp. (ADN)
- Dividend 15 Split Corp. Class A Shares (DFN)
- Life & Banc Split Corp. Class A Shares (LBS)
- Hyatt Hotels Corporation Class A (H)
- E Split Corp. Class A Shares (ENS)
- ReNew Energy Global plc (RNW)
Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..
Wich stocks can be "relatively safely" kept at long term for this purpose ?
Wich stocks can be "relatively safely" kept at long term for this purpose ?
Q: POWER CORP. stock has been in the doldrums for the past 20 years as the second generation Desmarais family seemed content to basically live off what their father had developed. Now that the third generation is involved we have significant moves with the simplifying of the corporate structure and then the creation of Wealthsimple and also their involvement in tech joint ventures.
When younger, I felt the stock did not offer enough growth for my purposes ; now that I am retired I am looking at it as a solid dividend paying company having a new management with more of a growth oriented focus. Is this an accurate take on Power ? Thanks. Derek
When younger, I felt the stock did not offer enough growth for my purposes ; now that I am retired I am looking at it as a solid dividend paying company having a new management with more of a growth oriented focus. Is this an accurate take on Power ? Thanks. Derek
- Manulife Financial Corporation (MFC)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Berkshire Hathaway Inc. (BRK.B)
Q: I have an overweight in these 3 insurers, and think it might be wise to fix an underweight in CAD banks, by selling one of these and then adding to my banking exposure. Which one would you sell here (and why) and which Bank(s) would you add? I hold RY, CM, and BNS and was thinking of simply adding to my positions, but can be talked into something else here. Thanks
Q: Can you please provide some information about this company and its ability to weather a potential recession. Seems to be out of favor and drifting lower. Certainly no momentum. Is the dividend safe, is there any growth and does this represent any kind of value? If you can please highlight positives/negatives and if this company could be seen as a long term hold. Thank you!
- Power Corporation of Canada Subordinate Voting Shares (POW)
- BMO US High Dividend Covered Call ETF (ZWH)
Q: Ignoring sector, would it make sense to swap POW for ZWH for safety and long term income in a registered account? Thanks.
Q: Please comment on last earning report and give us a forward perspective.
Thank you
Thank you
- Royal Bank of Canada (RY)
- Canadian National Railway Company (CNR)
- Manulife Financial Corporation (MFC)
- Canadian Natural Resources Limited (CNQ)
- TELUS Corporation (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Power Corporation of Canada Subordinate Voting Shares (POW)
Q: This week sun life raised its dividend but no raise from mfc or power corp. do you think this will still happen this year . Once again mfc disappoints for the common shareholder
Q: Hello Peter,
I would appreciate your comments on Enerplus results on May 5th. Is Powercorp a good long term hold for dividends and a bit of appreciation? Thanks very much.
I would appreciate your comments on Enerplus results on May 5th. Is Powercorp a good long term hold for dividends and a bit of appreciation? Thanks very much.
Q: Hi Peter
How safe are the dividends for POW and SPB.
based on current prices do you also feel there is an upside for growth
Howard
How safe are the dividends for POW and SPB.
based on current prices do you also feel there is an upside for growth
Howard
- Manulife Financial Corporation (MFC)
- Great-West Lifeco Inc. (GWO)
- Power Corporation of Canada Subordinate Voting Shares (POW)
Q: I am thinking of adding an insurance name in my margin account. Both dividend yield and safety are my criteria. How would you rank these three companies?