Q: Hi. I am currently in process of reorganizing. I am overweight in financials. Would like to sell all of my position in POW or else SLF which would reduce position from 15% in financials to 10% (Currently have 5% in each of BNS, POW, SLF). Alternatively I could sell half of each POW and SLF to get the same result. Thoughts?
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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.
- BCE Inc. (BCE)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Pembina Pipeline Corporation (PPL)
- RioCan Real Estate Investment Trust (REI.UN)
- Emera Incorporated (EMA)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Alaris Equity Partners Income Trust (AD.UN)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Knight Therapeutics Inc. (GUD)
Q: Hi 5i,
My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?
Thank you!
My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?
Thank you!
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Manulife Financial Corporation (MFC)
- Intact Financial Corporation (IFC)
- Power Corporation of Canada Subordinate Voting Shares (POW)
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
Regards
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: I have held POW for many years and am thinking about a switch, what do you think about selling POW and replacing it with FSZ?
appreciate your efforts.
appreciate your efforts.
Q: hi what is your opinion of pow have you got a better idea
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Power Corporation of Canada Subordinate Voting Shares (POW)
Q: Financials are currently at about 18% of my equity portfolio i.e., about 3% above target. I am thinking of trimming back on one of TD, RY or POW. Would you agree with a slight trim and which one would you suggest?
Thanks for your great service!
Thanks for your great service!
Q: I have been thinking of adding POW and/or BAM to my income portfolio. Please comment.
Cheers,
Bryan
Cheers,
Bryan
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Power Financial Corporation (PWF)
- Power Corporation of Canada Subordinate Voting Shares (POW)
Q: I am retired and looking for relative safety and dividends. I already own 3 banks and am looking to add a insurance company to the mix. What would be your recommendation on the companies listed above ? Or do you have another Canadian company in this area that you would recommend over this list?
Thanks Ken
Thanks Ken
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: I'm planning to replace Power Corp in my RRSP with a combination of BIP.UN and BEP.UN. Would you recommend an equal split between both Brookfield stocks at this time, or lean more towards one vs the other?
- Power Financial Corporation (PWF)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Linamar Corporation (LNR)
- Martinrea International Inc. (MRE)
Q: 5I Team, please indicate your preference between: LNR/MRE & POW/PWF.
Many Thanks!
Many Thanks!
Q: POW nice Yield at 4.6% showing a bit of legs this month, what are your feeling on a buy?
- Husky Energy Inc. (HSE)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
- Freehold Royalties Ltd. (FRU)
Q: The above are 4 lagers in my RRSP, on average down by 30%. I have a 5 year time frame to get at least the 30% back which represents $26000.00
I would like your input on a stock or stocks that could help me achieve that goal
As usual thanks for the great info because of your help my TFSA is in excellent shape
I would like your input on a stock or stocks that could help me achieve that goal
As usual thanks for the great info because of your help my TFSA is in excellent shape
- Sun Life Financial Inc. (SLF)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Morneau Shepell Inc. (MSI)
Q: Good Morning 5I team, I have been building a cash position and would like your opinion on these stocks/etf to add to a mostly buy and hold dividend generating portfolio.
Q: Hi 5iR
What are the differences between POW and PWF? Which would be a better choice at this time or pass all together.
Thank You David
What are the differences between POW and PWF? Which would be a better choice at this time or pass all together.
Thank You David
- Manulife Financial Corporation (MFC)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- CI Financial Corp. (CIX)
Q: Hello Peter, all of these CIX, POW and MFC have been on a down hill slid. My losses are 20% plus, should I keep holding them or should I take my losses and replace them. I like to have your advise, perhaps can recommend alternative replacements. Many thanks for your advise, regards, J.a.P. bURLINGTON
- Power Corporation of Canada Subordinate Voting Shares (POW)
- CI Financial Corp. (CIX)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: Hello Peter, I have two losers, CIX and POW in my portfolio. Kept hopping for a recovery but getting tired of waiting. I would appreciate if you can help me to find replacement for them. Is there a chance for them to recover in the next 6-12 months?
Thank you, J.A.P. Burlington
Thank you, J.A.P. Burlington
Q: I have 1600 shares of this looser,(cost $32.98) CIBC research's 12 mo target is $26.0, I am considering to sell it and replace it with a couple infrastructure stocks or ETFs. I like to have your opinion and suggestion. Looking for income and some growth.
Have looked at BIP.un but doesn't seem to have any growth in the next 12 months. I have AQN,H,RNW,FTS ZWU and ZUT in my portfolio. Many thanks J.A.P,Burlington
Have looked at BIP.un but doesn't seem to have any growth in the next 12 months. I have AQN,H,RNW,FTS ZWU and ZUT in my portfolio. Many thanks J.A.P,Burlington
Q: Is the recent drop in Power's price related to possible claims from the Fort McMurray disaster? I think the insurance holdings are mainly life assurance, not property insurance. Is there another reason for the drop?
Thanks for all you do.
Thanks for all you do.
Q: Any preferance . Thanks
Q: Can you please give me your thoughts on POW and VEE? I am considering a 6% position in each, in my TFSA, with 3-5 year time frame. Thanks
Grant
Grant