Investment Q&A

Q: Good morning, would you put FSV in the same boat as bluer chip names like TRI, BAM.A, SLF etc. For relative safety and sleep at night investments over a five year period, thanks?

Q: could you please rank these from screaming buy to stay away...looking at starting small positions in some of these at current prices...many thanks...

Q: What are your current top 5 Canadian dividend stock picks? Looking to add to my TFSA holdings.

Thanks,,

Joe

Q: Which stock ATD or TRI would have the most growth going forward?
Thanks for your service!

Q: TFII or TRI, would you endorse a switch for more growth even if there is taxes to pay on the sale of TFII?

Thanks for your service?

Q: I want to initiate positions in my unregistered investment account, but if I buy all 8 above stocks, each position would be extremely small. (But that is still an option.) Considering thoughts on inflation and interest rates, could you put these in order of priority for purchase now. These positions would primarily be for safety, with a bit of income, which is non-essential, and some growth, which is also not essential. Just looking for your confidence level of these as companies for the longish term.

Q: On January 12/21 you picked TRI over TIH. Throwing TFII into the pot which would you pick now for steady growth with a 3 to 5 year hold? Would you please rank for the greatest capital gain and least volatility. Thank you and have a very merry Christmas.

Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.

Q: What would you recommend as additions to a retired person's portfolio that presently contains:
22% BCE
13% BAM
18% Fortis
10% TRP
16% TD

Dividends and stability are important while understanding that there are no guarantees.
Many thanks,
V

Q: I'm replacing ZWU and ZWC since I would prefer to hold stocks at this point. What 5+ stocks would you recommend to replace ZWU and ZWC each. Thank you.

Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young

Q: Hi Team,
My stock portfolio has dropped a gut wrenching 12% just this week alone, and 27% since august. All while the index's are near highs. I am aware most my stock holdings are aggressive tech names, but I am confident they are all best in breed names. I hold many of 5i US tech name favorites as well as some cnd. Its's a bloodbath like I haven't seen since the initial sell off when covid hit. At that time, I remember 5i came out with a very good "near bottom" report advising subscribers the end may be "near". As I recall it was very close! Thank you for that! What I am asking now is...will you issue such a report when the time comes as to when to potentially add to high growth tech names that have been crushed on no merritt of their own? Or can you say now if that time is near? And what stocks, either US or Cnd would you be adding to for 5yr plus holds that have the potential to make an exceptional recovery? I know this is a crystal ball question but your track record is good in my eyes! Thanks for your service. Look forward to some "calming" advice.

Q: Many of my quick growing stocks have been hit recently and I'm sorry I didn't sell some when they were doing well. TRI continues to perform well and hasn't been hit by recent market fear. Do you consider it worth holding long term or would you sell?

Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP

Q: 10:55 AM 11/15/2021
I am interested in Canadian companies that stockpile data and business information and provide this information on a one-time or subscription basis for reoccurring income. It seems they have strong moats
I really like dividends but I sense that these may all really all growth companies except for ISV
I am currently looking at DND, TRI, and ISV so far
Are there other companies with similar businesses?
Could you please compare all these companies for expected share price growth, debt, POR, dividend growth, etc., and place them in a list of desirability.
Is it better to forego a nice dividend as in ISV, and just go for growth?
If that's the case then why not just cut to the chase and buy CSU in our TFSAs and wait 10+ years?
Thank you.......... Paul W. K.

Q: Hi, I'm looking to save and invest $X every week into the market. I could either:

1) Buy etf's as there is really no commission on the purchases
2) Buy individual stocks as the funds accumulate. Commission is only ~$5, what would be the minimum $ amount to invest so that it's worth it?

If I were to choose option 1, what would be your two or three ETF choices for either dividend growth or pure capital gains growth. Same for option 2, what two or three individual dividend growth or growth stocks would you choose to allocate capital to every week or two?

Thanks!

Q: What are your top 5 picks (CAD) with sustainable dividend growth for a 10 year investment horizon and why? Prefer lower risk/volatility as I am close to retirement.

Q: What 4 dividend stocks or ETFs would you suggest for a long term hold to see the power of compounding

Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?

Q: Please suggest investment portfolio for a conservative 55 year old who opened a TFSA account with $50,000. Will not need to touch this money for the next 5 years.

Thanks for your valued service since 2014.