Investment Q&A

Q: Which ones would you buy for a TFSA and which ones for a RRSP? I have no holdings for consumer cyclical.

Thanks

Q: Which one you prefer to buy QSR or PBH?

Thanks

Q: Interested in your opinion on Ambev, the Brazilian brewing company (ABEV). If that’s a bit too far afield, what would be your top choice among the larger beverage companies?

Q: Hard to stomach a stock that i own that can pay out 170 plus million for no results to some genius resting on his last performance, NO, this abuse, i sold my holding and i feel that they are only looking after themselves and not the shareholders.
Thanks Again.

Q: I am planning towards retirement within 5- 10 years and would like to transition my TFSA from growth oriented to dividend paying stocks to supplement my income upon retirement.

Can you suggest dividend paying stocks with min 3% yield with history of dividend growth. Thank you

Q: Hi, I've heard that over the long term, dividends make up the most significant portion of one's stock market gains. Is this true? When I look at my winners, (CSU for one), it's not, but in any case, could you list 3-5 of your current favorite dividend growers?
Thanks as always, Rod

Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!

Q: Do you see QSR as a buy now? If so, are there other stocks in the same sector that you like better? This would be for a medium to long term hold. Thanks.

Q: I need to dispose of a stock or two to fund my wife's RMD. Which of the above would be your first choice to sell; please pick 2 or 3 in order of least upside.
Thanks,

Q: Please provide your take on the quarterly results. Thank you.

Q: MTY or QSR: which best buy? I am thinking mild recession - maybe better price of entry later? I do not own any stocks in this group. Not sure I need to own? Not big dividend growers which is my mantra. Too many good blue chips avai8lable that are good dividend growers.

Q: ATS is something that 5i likes. On April 6 of this year it was 52.40 and now today Oct. 17, it is $52.50. You know a lot about this company. I own it because I am a long time member of 5i - do you see things in their profile that I would not have access to? You like QSR and it was a recent pick on BNN. I own it at higher prices. From what I have heard, I am thinking of adding more. Your opinion would be appreciated. Thanks so much.

Q: My Consumer Descretionary % is a bit low.

1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?

2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.


SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.

Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

Q: Notwithstanding it's strong year overall, do you have any sense as to why it's been weak of late (since Mid Aug)? Anything specific to the company, and if not, the sector? Many thanks!

Q: QSR has been a disappointing name. I understand you like the new leadership.What upcoming catalyst’s do you envision for this position …..or should we just sell and move on.?

Q: QSR has not panned out for me. How do you like McDonald's or other quick serve restaurants? EAFT.NE - my daughter purchased on Apr. 7 of this year. The cease trade by the Securities Commission - are we protected for the money we have lost with this holding? When I search a specific stock it gives me a great amount of information. There is a deviation line with dots on it. Is it better when the dots are going higher or lower as I do not know much about this. Looking forward to hearing from you. Thank you again,

Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?

Q: I have had the impression rightly or wrongly that you aren’t buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? I’ll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), it’s always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.

Q: Hi Peter
looking for some dividends with some capital gains
has owned it before
what is a good entry point for a half position? thanks
Michael