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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: Hi I am thinking it's time to sell BNS, would it be better to choose another bank or deploy funds to another sector to gain some growth & dividends for a long term holding? Suggestions on other stocks please.
Read Answer Asked by Kim on November 23, 2023
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
Read Answer Asked by Fernando on November 23, 2023
Q: I own the above high dividend yield Canadian stocks, just under 4% yield and up. I am looking to add maybe 10 to 20 % to 4 or 5 positions. The yield on these is enough for us now so no hurry to sell anything.
Retired, but still looking at safety of capital. I have left out O&G plays and other potentially riskier plays. (except Enbridge)

Which of these, or other stocks do you believe have the greatest potential for price appreciation over the next couple of years if/when interest rates drop.

I am looking for your top 5, here but feel free to add other picks.

Thank you. Take as many credits as needed.
Read Answer Asked by Tulio on November 23, 2023
Q: I own the companies in question in an unregistered investment account. To offset some capital gains I was thinking of divesting myself of some of these investments. Please rate them in order of disposition in your opinion. I am a retired investor who believes in companies with a history of dividends. Additionally, can you suggest 3 potential investment replacements, thanks.
Read Answer Asked by Tim on November 17, 2023
Q: Question: My portfolio shows me the above are all down below my purchase price between 23 and 34 %. Would they be good candidates for a tax loss sell and repurchase after January 1
Read Answer Asked by Ken on November 13, 2023
Q: Hi, We have above banks with some losses in our portfolio and overall large capital gains already booked, from other stocks. In absence of any other Tax Loss candidates, Would you be fine selling Canadian Banks to book a Capital Loss, for 2023 and buy back after 30 days ? If so, would it be prudent to initiate the Sell, now and buy back after results, Or, sell after results and Buy back in January, 2024 ? Thank You
Read Answer Asked by rajeev on November 13, 2023
Q: I have held the above stocks in my open account for several years. All stocks have shown a positive return except for BNS which is down approximately 20%. I have some cash to invest in the market and would like to purchase additional shares in some of these companies for a 3 to 5 year investment. Please rate the potential growth of these companies and rank the companies based upon the projected growth over the next 3 to 5 years. Thank you
Read Answer Asked by Don on November 08, 2023
Q: Can you please provide proxies for tax loss selling for the above noted stocks/ETFs
Please deduct as many credits as necessary.
Thanks for your insight.
Read Answer Asked by Terry on November 08, 2023
Q: I'm curious if you have any thoughts on the 3 micro cap stocks listed - do you see any potential for success on their horizon's?

Also curious what your thoughts are on the leadership changes at BNS and it's future prospects?

Thanks for all your work!
Read Answer Asked by Evan on November 07, 2023
Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!
Read Answer Asked by Janet on November 06, 2023
Q: These stocks all have a dividend yield of 5% or greater and have market capitalization greater than 3 billion. When I see BNS with a dividend yield of 7.5% I have to think that the market is near a bottom realizing that the prices can always go lower. Please rate these stocks in two ways: safety of dividend and estimated 5-year total return. Do any of these stocks cause you any concern now or long term? Thanks.
Read Answer Asked by Mark on November 02, 2023
Q: Hi 5i,
I’m sitting on a large cash position and want to take advantage of today’s opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?

Thank you!
Read Answer Asked by Greg on October 30, 2023
Q: For new TFSA money this year what are your top 6-7 picks within your balanced portfolio as of today?
Read Answer Asked by Darrin on October 24, 2023
Q: Peter, what are your top 10 defencive dividend paying stocks in Canada in order of safety please.
Read Answer Asked by Ken on October 23, 2023
Q: I'm down 22% on Bank of NovaScotia. If history repeats again I should double down. I've lived thru cycles where the banks pay a yield over 5% and each time their price goes up and as a result yield goes to a more normal rate. I already have a 5% weighting on this stock, and my rule is not to go any higher, but this is so tempting. "Chasing yield". Where can I find charts showing prime rate vs BNS yield to compare over a 20 year period.
Read Answer Asked by Tim on October 23, 2023
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