Investment Q&A

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: My TFSA is pretty much the way I want it. But now I'm organizing my non-registered account. First, Is there too much overlap between BAMR and SLF. (if so which one would you prefer). Second, Is there too much overlap between FTS and H (if so which one would you prefer. Could you put all of these in rank order, best fundamentals first. Finally, should I just take equal sized positions in all, even position sizes end up being quite small, like somewhere between 1.5% and 2%. If you think those size positions are too small I will eliminate the last 2 or 3 from your rank ordering. I mainly want the dividends in a set and forget style setup, and I will add to positions as funds come available. Thank you again for excellent insight and advice. I learn an enormous amount from the Q/As daily.

Q: Please comment on the nice move today.


Sheldon

Q: Hello: I'm looking for several buy-and-hold "forever" companies. When I die, they will go to my children. Could you assess the above in those terms and rank order them, best first. I know you like all of these companies, but I"m not sure if you like them "forever." If you think I should drop any, please note. And if there are a couple not on the list that you think could be, also please note. Thank you for continued excellent service.

Q: LNF is held in a portfolio whose mandate is income and capital preservation. There are a total of 12 equity positions. LNF seems to have some concerns about imported furniture and recently had a small downgrade from an analyst. I am wondering about switching to, say, TRI. Would such a switch be good, this portfolio with its mandate. Thank you for your excellent service.

Q: Do you see the current price as a reasonable entry point for TRI or would you recommend waiting for a pullback?

Q: Hi , please rank their short and long term growth potential . thanks.

Q: Please help me decide between TRI and MG for a 3-5 year hold considering total return , risk and current valuation. What would be a good entry point for the one you pick? Thank you.

Q: Is it a mature company that has a lot upside still ? I find it interesting as I found it is included in 5i growth portfolio model . Thanks a million.

Q: As a retiree, I am looking for some solid long term investments for my non-registered account. Can you please make some recommendations. Thank you.

Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

Q: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek

Q: Hi, I have these stocks in my Tfsa account, and looking to add two more . Keeping the sector in mind , would like a couple suggestion on a (small dividend if possible) steady growth stock. Was looking at SLF or X but not sure.
Thanks

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Q: Further to my question of March 19, I have received the funds which represent 15% of my non registered account ( and 7.5 % of total portfolios).
I have added the hedged ZQQ to the list as I have no tech exposure in any portfolio and have a US property being 20% of my total assets, thus providing adequate currency diversification.
I used one third of the new funds to purchase BAM and am now looking for the next 2. Your suggestion and reasons are appreciated. Derek

Q: I will be converting my RSP to a RIF next year resulting in my income increasing some 50 % and with money I do not not need for my present lifestyle. The account is full of banks, reits, pipelines, infrastructure , utilities etc., as is my non registered account which is the same size as the RSP. Does it make sense to adjust the non registered account to more growth stocks , and hence less income ? I I have listed some prospective stocks. A crazy idea to reduce income and perhaps this is outside your.venue but any thoughts are appreciated. Derek

Q: Hi Peter and Team
We still hope that markets are looking strong for this year and next so are asking if we should use a cash position in our RRIF and TSA to pick up new 2.5 positions in your latest portfolio adjustment suggestions (DND, TRI). We are also hoping to have more US market exposure in these accounts and are wondering if we should wait for the launch date of the new US ETF that Peter has introduced. Is there a ticker or start date on this ?
Thanks for your continued guidance.
Peter

Q: Please comment on the recent financial results for 2020 and the change from a holding company to an operating entity. Thank you.

Q: Hi Peter & 5i,
I've been watching TRI for some time. It is currently classed as Industrial sector in the PA database. I'm pretty sure it would be more appropriately classified as Technology or something else?
After Tuesday's price increase would you still initiate a position at this time for a 5+ year investment.
Thanks so much.