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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: Good morning, 5 i team!

Your thought on a list of all your A graded companies covering almost all sectors for a TFSA account, equal weighted, long term hold. We will review periodically based on your report monthly.Thank you!

Read Answer Asked by Nhung on September 24, 2021

Q: In my non-registered account I have tried to build a diversified portfolio of "set-and-forget" dividend-paying stocks. I do not need the dividends currently, all are being DRIPped.
Recognizing that I'd be giving up some dividend return, what are your thoughts on replacing BEP in the portfolio with BAM?
I already own AQN in the renewables space, and ACO.X & FTS in the utilities space.
Thanks you for your insight.

Read Answer Asked by Lotar on September 23, 2021

Q: Want to enter the green energy space to take advantage of the required doubling of our electrical power capacity in Canada and US to meet climate change targets. Brookfield Renewable Partners, First Solar, SolarEdge and Ormat all seem to have merit. Which of these, or another company, would you recommend. Thanks!

Read Answer Asked by Steven on September 21, 2021

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Read Answer Asked by Keith on September 16, 2021

Q: Could you recommend 5 Canadian companies that show good growth in appreciation as well as dividend with a buy and hold strategy. Could you please rank them in value and risk.
Thank you.

Read Answer Asked by Dave on August 28, 2021

Q: Hi Guys,

I own all of the above (Bam.a 2.55%, Bepc 1.7% , Bep.un 2.2% ), I was thinking of selling either Bepc and Bep.un and purchasing more Bam.a.

Does this make any sense inside a balance portfolio.

thanks

Jim

Read Answer Asked by jim on August 26, 2021

Q: Holding some decent gains in BAM, BIP, BEP and ONEX. Looking to consolidate BEP, BIP, BAM and ONEX in particular in registered accounts. Looking at past performance, ONEX has outperformed BAM over certain periods of time, while BAM looks to be the outperformer over the longer term. At this particular time, what is your opinion on switching from ONEX to BAM or would it be good to hold both for diversification? Which do you think will be the outperformer over the next 10-20 years? If my goal is long term capital growth and not income, would you sell BEP and BIP and just shift it into BAM? Current weightings are BAM 2.3%, ONEX 2.1%, BEP 1.1%, BIP 1.5%. Thanks!

Read Answer Asked by Keith on August 20, 2021

Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.

thanks

Read Answer Asked by Ian on August 19, 2021

Q: I own the above in registered accounts. Is there two much duplication, in particularly between BAMR and BAM.A? Thanks

Read Answer Asked by Terry on August 16, 2021

Q: Seems like many of the renewable stocks are showing weak earnings and/or weak stock prices. Is this a short/.medium/long term trend? Are they short term covid related issues?

Read Answer Asked by Albert on August 13, 2021

Q: Last Friday bepc was trading at 7.2% above bep.un. yet bipc was trading 19.8% above bip.un.
Why such a large price difference in bip.un and bipc and do you think they will narrow as they have done in bepc and bep.un?

Read Answer Asked by Terry on August 05, 2021

Q: Hi Team,
I am currently holding PPL in a cash account for energy exposure and as one of my few dividend plays. I like the company, but I am also looking at buying either of or all 3 of MG, BAM, BEP but I would need to raise cash to do so. Over the long term (10yrs), even though PPL div is much higher, which of the names listed do you believe to have the highest potential total return? Would it be advisable to sell some PPl and diversify into one of the other names listed? If so which would you buy today, or all of them? Thanks again

Read Answer Asked by Shane on August 04, 2021

Q: My wife has full positions of BMO, ENB, LIF, POW and RSI in her RRIF. She has some cash to deploy, looking for quality income stocks with decent dividend yields. Would you have any suggestions?

Thank you!

Read Answer Asked by Chris on July 30, 2021