Investment Q&A

Q: I have self directed RRSP. It is made up of equities and fixed income investments. I have investments in 16 companies of which 10 are in the Income Model Portfolio. My goal for this account is to have safe reliable dividends with moderate capital appreciation. For the past year I have invested all dividends in money market account. The money market account now makes up 8% of my account. I am 66 years old and do not need the dividend income currently but I will be using as part of my regular income in 2 to 4 years. I plan to buy 2 companies from money market account funds. Would you recommend CSH.UN as part of my portfolio?

Q: Seems to continue to drift down. Good dividend but still looking for growth. thoughts?

Thanks

Q: Hi Peter and 5i Team,

Can a case be made to own both EXE and SIA in a RRIF? If only one could be owned, which one would you keep, and why?

Other holdings in the Healthcare Sector (across other accounts) include WELL, VHI, and XHC. CSH is also owned, but it’s in the Real Estate Sector.

As always, thanks for your valuable insight.

Q: SEEMINGLY, THIS TYPE OF EQUITY WOULD BE LEAST IMPACTED BY TARIFFS.

COULD YOU NAME SEVERAL OTHER EQUITIES THAT MIGHT FIT THIS CATEGORY.

THANKS

Q: For an in come investor investor your thoughts on a switch from Chartwell to CT Real Estate to get a bump in the yield
. Thank you

Q: Hi 5i,

I have a couple of questions about the noted companies - please deduct as you see fit.

I'm interested in dodging direct tariff risks, and it occurs to me that these two names fit that criterion because of their all Canadian business models. Do you think that conclusion is sensible?

Are there material differences between them leading to a clear favourite over the next 5 years? I note the SIA dividend is substantially larger than that of CSH, but would it be reasonable to assume this will be offset by greater share growth by CSH, over time?

And finally, would you consider one (or both) of them appropriate for a RRIF?

Thanks 5i - I look forward to your thoughts. Peter

Q: Looking at these as an addition to CDN healthcare holdings. How would you rank for growth and return?

Q: How do you think these companies will do during a recession or if Trump tariffs are introduced? Are they relatively tariff proofed?
Looking for some stability for the next few years with some income.

Q: Is it a buy now

Q: From recent articles I've read, It appears that sentiment in REITS is shifting from residential and industrial to retail and senior housing.
I currently hold CAR.UN and DIR.UN. I find this hard to believe but should I be considering a switch to REI.UN and CSH.UN or something else that you support?

Carl

Q: I hold CSH and CRR. The later being a very small position (1%) I'm looking to consolidate. Could you rank these 3 or do you have a better REIT to suggest?
Thanks

Q: I’ve always had less than positive results investing in the healthcare sector. Finally I decided to go with an ETF (XHC) to do away with the individual stock picking risk which has since declined as well. I am now thinking of sticking with “healthcare adjacent” companies since SIS (currently owned) has done well for me. Can you please comment on SIA, CSH, and AND, the first two have run up a bit recently and I wonder about their valuations and future prospects. Any other candidates that might fit the bill you could recommend, I know choices in Canada are slim?

Q: I was checking out this company on globeinvestor and noticed their distribution of 5 cents was only paid on 4 of 8 months and the other 4 months it only paid 1 cent can you verify this and also would you recommend this company for a 1-2 year hold for income…Thanks

Q: Hello,
Both stocks are going up; are they both still offering good value or should i step in at lower price level? thanks very much

Q: Please compare these 2 and which might you prefer for a 3 to 5 year hold? Thanx.

Q: Do you know why csh.un trading was halted yesterday?

Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Q: Hello 5i,
So, retired, dividend-oriented investor looking to add to Healthcare in Canada for a RRIF. Our primary healthcare holding is a full position in HHL, for the yield. P.A. indicates that we are overweight U.S. and need to increase our Canadian holding while healthcare is underweight.
We were considering CSH.UN, but it seems to be classed as a REIT (real estate is also overweight), so that doesn't seem to be an option. The 2 remaining choices seem to be either SIA or EXE, both seeming somewhat problematic.
Since the latest questions I could find on either SIA or EXE date back to last fall, could you update your analysis on these two equities with a view to whether either would be a suitable investment for us and whether the dividends appear safe for the foreseeable future?
And, finally, are there any other suitable Canadian healthcare options that pay a dividend?
Where there is nothing suitable in Canada, my thought was to return to ABBV and suck up the geographical imbalance. Thoughts?

As always, many thanks for your awesome service!!! It is very much appreciated!
Thanks,
Cheers,
Mike

Q: I was wondering if you could provide an update with regards to Chartwell. Should we expect much growth. Has made a nice move but should I consider moving on. Difficult sector? Thinking of moving to Manulife.

Thanks

Dave.

Q: Hello Peter,
The brokerage i deal with mentioned they no longer allow purchase of chartwell retirement as it is a publicly traded partnership.. How is this different from public traded corporation? Can you clarify and have you heard of this before that a brokerage does not allow purchase of chartwell.. thanks very much