Investment Q&A

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!

Q: Hi Guys / Gals,

A couple of quick questions.

1/ SGY.CA - bought 5,000 at $0.73. Does it have further upside potential in near term or should I just bail.

2/ CSH.UN.CA - buy, sell or hold for income?

Thanks so much as usual.

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!

Q: Could you please comment on the significance of these two companies announcing new issues today?

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

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 sector’s weighting. Thanks … Cal

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?

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

Q: Which of these two would you prefer?
Thank you.

Q: I've owned Chartwell for several years. The distributions have increasingly become a Return of Capital with last year's being over 99%. Comment.

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

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

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

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?

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!

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

Q: Good day,
I have built my daughter's RRSP with your wise direction. She is up 15 to 25% on BAM;EMA;FTS;L;OTEX;RY; BEP and RBF 1030.(My choice) Wonderful. Thank you. We are down in descending order on ENB;CSH;BCE and MFC.

Overweight in Utilities and Financials but okay with that.

Would you add to the latter group? Add any new ones.

Looking forward to Peter on BBN Tuesday.

Long term 25 years+. Many thanks!

Q: Hi

Have owned this for a few years and am almost at break even. i see in one of your responses that there are better companies to own. i was thinking of switching to cca. What do you think about this and do you have any other suggestions.

Thanks
Mike

Q: I have owned this stock for a few years now. Does the company have any medium term potential to recover and provide a steady reliable dividend along with some growth or will it continue to languish? In your opinion is the recent price action an opportune time to exit the position?

Q: Why is Chartwell Retirement Residences up so much recently? What is their future in your view. Should I keep holding or sell while it is high?

Thanks.