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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: Hello,
how do interest rates affect SLF? Given they are histirically low presently is this a net positive or negative for it's earnings? If and when rates go up, whenever that is, is this a positive for SLF?
What is the current payout ratio for it's dividend? Do you see any catalysts for growing its EPS given the current economic conditions?
Thanks,
Dan
Read Answer Asked by Daniel on November 02, 2020
Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks
Read Answer Asked by joseph on October 19, 2020
Q: What 3 Cdn and 3 US equities would you currently select (without regard to sector) as your best picks for an investor seeking both a) the six "safest" equities over the next 12 months as in lowest downside risk in your opinion, and b) the six most likely to provide at least a 5% total return over that period? Tough one but perhaps very helpful for part of an overall portfolio - Ken
Read Answer Asked by Ken on October 19, 2020
Q: I am just getting started in DIY investing and have been introduced to 5i by family members who have had great success. I am looking for five-ten really solid Canadian dividend paying stocks to form the core of a balanced portfolio. In my TFSA, I have BCE, TD, ENB, BNS, SLF. Should I be looking elsewhere? Thank you!
Read Answer Asked by Christopher on October 08, 2020
Q: Another question regarding sector allocation. I am overweight in Financials (20%), but would like to add either SLF or TRI. The Financials I currently hold are: BAM, BIPC, X and VISA. Are the economic drivers sufficiently different for either SLF or TRI that I could justify further overweighting this sector? Thank you.
Read Answer Asked by Maureen on October 08, 2020
Q: I have accumulated far to many Insurance stocks over the years and need to trim a couple. Which of the above companies do you think offer the best capital appreciation over the long term?
Thanks
Read Answer Asked by Curtis on October 08, 2020
Q: Given the recent corrections, what are some names (Canada and US) you would add? Thanks!
Read Answer Asked by Hua on September 10, 2020
Q: We have 300K which we want to use to build a portfolio of Canadian dividend payers in an open account.
This forms a significant chunk of our semi retirement portfolio. We have growth stocks in registered accounts and also some cash in a HISA.

1. Would you think that 10 companies offers sufficient diversification?
2. Which companies would you recommend? (we are thinking 2 x financials, 2 x telecoms, 2 x utilities, 1 or 2 materials, 1 or 2 energy)
3. Over what time frame would you recommend purchasing these companies? (TD charges me $10 a trade)

Thank-you,
Jim and Sharon

Read Answer Asked by Jim on September 09, 2020
Q: Hi
If you had to put together a shopping list of solid long term dividend payers that you could pick-up if things went on sale again in the coming quarters, what would you buy? I'd want yields north of 7% so it would have to be a good sale. :)
And if you wanted to do it in one swoop with an ETF, would one of these be suitable: XEI or XDIV?
Thank you.
Read Answer Asked by Carlo on September 01, 2020
Q: I have been "trolling" for financially stable dividend payers in the insurance business to find quite a disparity in the perception of value for various firms. While Sun life seems to be the pre-emptive "favourite", can you recommend other insurers of similar quality whether from this list or elsewhere? Stable income is the main attraction but some inflation resistant growth would be a valuable plus.
Read Answer Asked by David on August 20, 2020
Q: I know Chartwell is and will be under scrutiny under the current context. I fell in love with the drip and the monthly high dividends not so much the stock.

What would be your 2-3 suggestion to replace it with? Considering I want a high monthly div that a can drip without investing 100k in!

Thanks
Read Answer Asked by Claude on July 17, 2020
Q: As you can see by my holdings in my TFSA ,I have been following your advice. I am way up on KXS and am letting it run. Down on BNS, GUD, SIS and SLF. I have full position to add. I am looking at either REAL, LSPD , WELL or XIT.
Would you add to BNS or SLF or add one of the ones I am looking at? Long term view 20 years.
Thanks, Paul
Read Answer Asked by Paul on July 15, 2020
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