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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: Can you name 5-6 Canadian dividend stocks that you think might be a good spot to ride out higher interest rates for a while? Thank you

Read Answer Asked by Martin on April 08, 2022

Q: In my RRIF account I hold NTR which has broke two of my sell/trim thresholds. It has grown by 100% and is now over 7% holding in this account, so I may trim back to a 5% holding. My short list to replace with a higher dividend income in mind are ACO.X, EIF, NWC, and PKI. Could I please get your ranking and if any should be removed from short list.

Read Answer Asked by Roy on March 02, 2022

Q: I might be finding out I'm less comfortable with volatility than I thought I was <g>. Or am I losing sight of longer-term trends and overreacting to isolated daily extremes?
Two of my holdings are down quite a bit more today than the general market and my other (mostly relatively conservative? - communications/banks/utilities) holdings.
Anything going on sector-related (CT REIT down almost 5%) or company-specific (Atco / utilities down over 3%)? None of my other utility holdings are nearly this bad today.

Read Answer Asked by Lotar on December 01, 2021

Q: I am trying to steer my and my husband's TFSA's more toward growth. The stocks listed are some of the stocks in our TFSA's that I am considering swapping out in favour of growth-oriented stocks on my watchlist. Can I get your opinion? Do you think that any of the listed stocks have enough growth potential to belong in a growth-oriented TFSA?
Thank you, Doris

Read Answer Asked by Doris on November 15, 2021

Q: I am drastically under invested in utilities. I presently hold the following - each is under a 1% weighting - AQN, ACO, BIPC, BEPC, BEP.UN, CU, and Fortis. Which would you sell? Which would you add to? All are in corporate non reg acct. Also want to increase my US and International exposure. Is there a reason not to do it in this sector?
Would appreciate US and International companies you favour. 5 year hold.
Thank you.

Read Answer Asked by lorraine on June 30, 2021

Q: I am looking at putting together a portfolio of set-&-forget Canadian dividend-paying stocks, in what will be my only unregistered account, making up about 30% of our overall portfolio. The registered accounts (70% of portfolio) are now all in mixes of VGRO, VBAL and XAW.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.

Read Answer Asked by Lotar on January 26, 2021

Q: Hi Everyone at 5i! I am thinking of adding more dividend players to my tech heavy TFSA, just to start balancing things out a bit. I was thinking of adding Manulife and Atco...they seem cheaper, have some growth prospects and raise their dividends yearly ( though albeit, manulife ran into some problems a while back. ) Are my proposed additions decent selections? Cheers, Tamara

Read Answer Asked by Tamara on January 19, 2021

Q: ACO.X. I am looking at this one to add to my portfolio. They seem to have their fingers in a lot of pies: modular business must be hurting with the slow down in requisite businesses that support them like O & G. Seem to have a lot of debt. as well. Do you have a break down of each business segments contribution to revenue and profit? It's share price is almost at peak levels as well. Would you buy at current price for a long-term hold as a core position?

Read Answer Asked by James on October 06, 2020

Q: I own some CU. Knowing this, would ACO.X being more diversified, be good value at this price to hold as well as CU? Any thoughts on ACO management? They seem to have held up well in past "strained" markets and the dividend is nearing 5%. Good for a dividend investor?

Read Answer Asked by Stephen on March 18, 2020

Q: In January '19 I pivoted my portfolio to a defensive strategy which has let me sleep at night while returning 8.1% YTD through the end of September. But I also have kept about 30% cash in reserve. I am now doing a deep dive with a view to deploying that cash but all my defensive standbys all have sky high valuations. Thus, two questions:

1. Can you recommend any solid defensive, dividend paying stocks whose valuations are not through the roof? - I have the banks covered.

2. On a contrarian level can you recommend any energy stocks best poised to profit if/when that sector ever turns? A dividend payer is appreciated.

Thank you

Kim

Read Answer Asked by Kim on October 07, 2019