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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 am overweight financials and I am thinking of selling PWF, which has a nice yield but no growth, and replacing it with a non-financial large cap dividend growth stock of similar quality. I am looking at QSR which has a lower yield but hopefully more growth, and CCL.B which has an even lower yield but presumably higher growth. If not one of these, what would your top recommendations be in the large cap dividend growth space?
Read Answer Asked by David on January 16, 2020
Q: Hi guys,

I own both ccl.b and rpi.un at 1.5% each, trying to get my portfolio down to 30 names (right now 37). Do I need to own both and treat them as one or should I sell one and buy the other name.

Thanks,
Jim
Read Answer Asked by jim on November 25, 2019
Q: For non-Canada exposure I use ETFs (VFV, HXS, XQQ) along with Canadian companies that have significant international exposure. In 2016 you wrote an article on this topic and recommended ATD.B, CCL.B, WSP AND XTC. I particularly liked that you provided a table outlining the countries where the 4 companies were invested. Do you have further information on this topic?
Read Answer Asked by Dennis on November 22, 2019
Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave
Read Answer Asked by Dave on November 21, 2019
Q: Why CCL.B keeps going down? Does the future of this company look bleak?
Why IGM has gone to the top, while FSZ is still sitting at the bottom although both are in the same industry?
Read Answer Asked by Dev on November 05, 2019
Q: I have been monitoring the above list of stocks. I have some cash to deploy in the names. Can you please list the above names in your preferred order to purchase them. Which ones you like the best? Should I wait for tax loss selling season to see more pressure on the names. Thank you for your opinion.
Read Answer Asked by Marcela on November 04, 2019
Q: Hello 5i,

I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.

Thanks for the assist.
Read Answer Asked by Kelly on September 26, 2019
Q: Greetings 5i

I have made a tidy profit in CCL.B over the past few years and I now realize I let it grow too large in my cash account. Recently, of course, CCL has been sliding down. My holding in it now amounts to 5.2% of my total Canadian cash account. Conversely, I have SLF that has being doing well but now stands at 7.4% which I realize is too high.

What weighting should I aim for with both SLF and CCL in a cash account that I am working on getting into proper focus and balance?

Two questions.Please deduct appropriate credits.

Thanks

Peter
Read Answer Asked by Peter on September 24, 2019
Q: Hello 5i,
I need to increase the following: ABBVIE, CCL, AQN. ENB. LSPD. and TCL. Some like LSPD I hold as a satellite as I am mostly a value investor but will take advantage of your suggestions on a good growth opportunity but smaller scale than my value equities. Please list the above in the order that I would slowly increase these holdings by $2,000 at a time.
thank you
Stanley
Read Answer Asked by STANLEY on August 22, 2019
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