Q: i know you prefer in a tax shelterd account but how would the distrbution be taxed in a cash account
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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.
- Park Lawn Corporation (PLC)
- North West Company Inc. (The) (NWC)
- A&W Revenue Royalties Income Fund (AW.UN)
- Leon's Furniture Limited (LNF)
Q: What order would you rank these four stocks for most potential in the next 2-3 years from your dividend portfolio?
- Automatic Data Processing Inc. (ADP)
- Microsoft Corporation (MSFT)
- Lowe's Companies Inc. (LOW)
- PepsiCo Inc. (PEP)
- Philip Morris International Inc (PM)
- Restaurant Brands International Inc. (QSR)
- Brookfield Renewable Partners L.P. (BEP.UN)
- TMX Group Limited (X)
- A&W Revenue Royalties Income Fund (AW.UN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: As a dividend growth investor, with plan of living off of dividends well into retirement over the next 5 to 25 years (based on start of retirement and life expectancy assuming average Canadian life span), REGARDLESS OF SECTOR, what are your SAFEST and STRONGEST dividend paying stocks (with an equal emphasis on safety of dividend and strongest being quality of company).
thanks
Ernie
thanks
Ernie
- Park Lawn Corporation (PLC)
- Restaurant Brands International Inc. (QSR)
- Chartwell Retirement Residences (CSH.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Thomson Reuters Corporation (TRI)
- A&W Revenue Royalties Income Fund (AW.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Exchange Income Corporation (EIF)
- CCL Industries Inc (CCLA)
Q: Good morning 5i, I'm looking to top up the following stocks in my portfolio. Can you rank them by timely buys first ( always looking for a deal) while being cognizant of dividends and growth. Your help is much appreciated.
Q: Peter; Doesn’t it yield about 5.4%? Rod
Q: 1 yr H $38.99,current price $34.51, p/p $43.63 many moons ago. Is this a opportunity to add? and what is a good entry price? Txs for U usual great services & views
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: Hi folks,
Looking to add to my RRSP account. I am considering AW.UN or CTC.A. Which one would you recommend at this time. I want something with a good solid yield with some growth down the road.
Thanks
Looking to add to my RRSP account. I am considering AW.UN or CTC.A. Which one would you recommend at this time. I want something with a good solid yield with some growth down the road.
Thanks
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Looking for income. Any thoughts on which Canadian ones are the best out there if looking for yield more than 5%?
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Manulife Financial Corporation (MFC)
- Canadian Natural Resources Limited (CNQ)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
- Acadian Timber Corp. (ADN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- iShares Convertible Bond Index ETF (CVD)
Q: Hi 5i Team,
I am looking to create a dividend portfolio of 15 positions yielding around 6%. My plan is to weigh these positions equally in a non-registered account. A good number of these equities are in your income portfolio but I just wanted to get your opinion if you would swap any of these out or add anything else?
Telus
Enbridge
CNQ
TRP
MFC
BCE
TD
SLF
A&W
BEP.UN
BNS
Acadian Timber
Fiera Capital
CPD
CVD
Thanks in advance for your help!
David
I am looking to create a dividend portfolio of 15 positions yielding around 6%. My plan is to weigh these positions equally in a non-registered account. A good number of these equities are in your income portfolio but I just wanted to get your opinion if you would swap any of these out or add anything else?
Telus
Enbridge
CNQ
TRP
MFC
BCE
TD
SLF
A&W
BEP.UN
BNS
Acadian Timber
Fiera Capital
CPD
CVD
Thanks in advance for your help!
David
Q: Hello. What do you think of a switch from NWC to AW.UN (both in an RSP)?
NWC is currently 1.4% of our portfolio at a gain of 24% (40% with dividends).
AW.UN is currently 1.7% of our portfolio at a slight loss of -3%, but with a gain when including dividends.
Thanks.
NWC is currently 1.4% of our portfolio at a gain of 24% (40% with dividends).
AW.UN is currently 1.7% of our portfolio at a slight loss of -3%, but with a gain when including dividends.
Thanks.
Q: Aw.un seems to be trading in a range of $35 to $38. What is a good price to enter? Or U prefer others. Txs for U usual great services & views
- Park Lawn Corporation (PLC)
- Kelt Exploration Ltd. (KEL)
- Savaria Corporation (SIS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Acadian Timber Corp. (ADN)
- goeasy Ltd. (GSY)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- EQB Inc. (EQB)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray
- Adobe Inc. (ADBE)
- Microsoft Corporation (MSFT)
- Church & Dwight Company Inc. (CHD)
- Dollar General Corporation (DG)
- PepsiCo Inc. (PEP)
- Philip Morris International Inc (PM)
- UnitedHealth Group Incorporated (DE) (UNH)
- Walmart Inc. (WMT)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Descartes Systems Group Inc. (The) (DSG)
- TMX Group Limited (X)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- A&W Revenue Royalties Income Fund (AW.UN)
- Five Below Inc. (FIVE)
- Domino's Pizza Inc (DPZ)
Q: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY
- Park Lawn Corporation (PLC)
- BCE Inc. (BCE)
- Sun Life Financial Inc. (SLF)
- Restaurant Brands International Inc. (QSR)
- A&W Revenue Royalties Income Fund (AW.UN)
- Terminix Global Holdings Inc. (TMX)
Q: PLC has gone sideways this ytd compared to most of my holdings that have moved back up. It is one of my smaller holdings so wondering if it is a good time to top it up to a full position or move on to other names in the income portfolio with higher yields, likely split in BCE, TMX and SLF.
Q: Is QSR still a buy at this level? Do you have a preference between it and AW for a 5-year hold?
Thanks.
Thanks.
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Restaurant Brands International Inc. (QSR)
- Magna International Inc. (MG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Leon's Furniture Limited (LNF)
- Pizza Pizza Royalty Corp. (PZA)
Q: Hello, folks,
I currently own Magna but, considering recent events/performance and murkier outlook, am exploring possibly making a switch. I am looking at CTC.A, LNF, and QSR. Please indicate order of preference for a 5-year hold and short explanation of rationale.
I'd be open to suggestions of other stocks in the Consumer Cyclical space with >3% dividend if you think there are better options.
Thanks in advance,
Rory
I currently own Magna but, considering recent events/performance and murkier outlook, am exploring possibly making a switch. I am looking at CTC.A, LNF, and QSR. Please indicate order of preference for a 5-year hold and short explanation of rationale.
I'd be open to suggestions of other stocks in the Consumer Cyclical space with >3% dividend if you think there are better options.
Thanks in advance,
Rory
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Salesforce Inc. (CRM)
- Williams Companies Inc. (The) (WMB)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Descartes Systems Group Inc. (The) (DSG)
- TMX Group Limited (X)
- A&W Revenue Royalties Income Fund (AW.UN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Topicus.com Inc. (TOI)
Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA
- Booking Holdings Inc. (BKNG)
- Restaurant Brands International Inc. (QSR)
- FirstService Corporation (FSV)
- A&W Revenue Royalties Income Fund (AW.UN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Airbnb Inc. (ABNB)
Q: Hello Peter and Team
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching
Raouf
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching
Raouf
- TC Energy Corporation (TRP)
- Fortis Inc. (FTS)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- North West Company Inc. (The) (NWC)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hydro One Limited (H)
Q: You have an updated report on Enbridge (ENB) dated 24 January. In the SUMMARY section of that report I see the words "bond proxy". That's an interesting concept. I own a full allocation of ENB because it is a safe, stable source of tax-advantaged income - indeed a sort of "bond proxy". Staying with that idea, are there other equities/ETFs/products that 5i would consider to be "bond proxies"?
Can you suggest a few?
Would a close look at your Income Portfolio provide a selection of appropriate names?
Tax-advantaged income is preferred over interest-producing products.
Thank you,
IslandJohn
Can you suggest a few?
Would a close look at your Income Portfolio provide a selection of appropriate names?
Tax-advantaged income is preferred over interest-producing products.
Thank you,
IslandJohn
- A&W Revenue Royalties Income Fund (AW.UN)
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares Convertible Bond Index ETF (CVD)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi,
Based on the questions pertaining to taxable dividends, and managing an income portfolio for my elderly parents, is there a substantial difference in tax treatment, if the above funds are held in a cash account? I was fortunate enough to get DIR.UN into a TFSA and am slowly moving AW into a TFSA as well. Do I take out the growthier names in the TFSA’s and move in the ETF’s or just let them go in a cash account?
Based on the questions pertaining to taxable dividends, and managing an income portfolio for my elderly parents, is there a substantial difference in tax treatment, if the above funds are held in a cash account? I was fortunate enough to get DIR.UN into a TFSA and am slowly moving AW into a TFSA as well. Do I take out the growthier names in the TFSA’s and move in the ETF’s or just let them go in a cash account?