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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: In a rising rate environment I would like to own a stock that has a reasonable dividend and good prospects for growth, I assume you agree with this thesis.
Iím considering buying one of AQN or CSH.UN. Both have approximately the same dividend.
My question is which would you choose as having the greater growth prospects or do you have what you consider a better choice.

Roy

Read Answer Asked by Roy on November 11, 2021

Q: I am looking for monthly income. So far I am considering ZEB, KEY, PPL, and either HHL-B or HHL-T. Your opinion on those, and any suggestions you have, please.

Read Answer Asked by James on October 29, 2021

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Read Answer Asked by Peter on September 29, 2021

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Read Answer Asked by Peter on August 19, 2021

Q: Hi !

Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?

Much appreciated!

DD

Read Answer Asked by D on August 12, 2021

Q: I would like to increase my health care sector weighting. It is presently 0.3% of my portfolio with one stock, CSH.UN. What quality health care stocks would 5iReseach recommend & should I also add to CSH.UN to help increase the sectorís weighting. Thanks Ö Cal

Read Answer Asked by cal on June 28, 2021

Q: Extendicare is government funded? Do you believe that the government is going to increase patient funding and also aid in funding for construction of new facilities going forward? Would you recommend buying any of these three now? What is your ranking of these three?

Read Answer Asked by David on May 26, 2021

Q: I noticed in a question you answered on April 21st you stated that you prefer NWH.UN over CSH.UN. My question is would you make the switch from Chartwell to Northwest Healthcare. In my case I can sell 1600 shares of Chartwell and get 1475 shares of Northwest Looks like my month dividend would also increase over 116 dollars a month too. Thoughts?

Thanks

Read Answer Asked by Jimmy on April 22, 2021

Q: Hello, I currently own CAR.UN, CSH.UN & NWH.UN for income earning
REITs.in a RRIF account. Considering adding SGR.UN or SRU.UN. Which one with a brief why.
Thanks
Roy

Read Answer Asked by Roy on April 14, 2021

Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).

I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.

Thanks for your help....Steve

Read Answer Asked by Stephen on March 20, 2021

Q: Hello 5i, I am looking at the senior care companies and would appreciate your opinion as to senior care investments as these companies have had a rough ride but with the vaccine coming out I think these companies may have a sunnier future for growth and income. Your thoughts would be appreciated also could you list these 3 companies in order from best first. Thanks

Read Answer Asked by Michael on March 11, 2021

Q: Wondering what your thoughts are on Chartwell these days. Is it likely to come back after Covid? I own a moderate position in a LIF and wonder if it is a good idea to hold it. It's all bad news about the care homes right now so I hate to sell at the worst time. What are your prospects for this going forward or is there another one I should switch to?

Read Answer Asked by Maria on February 16, 2021

Q: Greetings,

1) What are the latest Dividend payout ratios? My sources are giving numbers that seem all over the place.

2) If a dividend cut was on the cards, how would you rank which company is most likely to reduce or cut?

Many thanks!

Read Answer Asked by Arzoo on February 01, 2021

Q: I hold A&W and CSH in my non registered trading account at a small gain. From a tax point of view would it make sense to move to my RRSP so the distribution(dividends) are not taxed as interest? I have contribution room in my RRSP.

Thanks Greg

Read Answer Asked by Greg on January 13, 2021