Investment Q&A

Q: Goodmorning 5l team,
Thank you very much for your response to my earlier question regarding selling cocered calls. You mention focusing on dividend paying stocks in your current strategy. Is it possible to have a list of which companies you may be looking at currently for this should strategy?
Thanks

Q: I have a large cash position and am starting to re-deploy. Would like to take this opportunity to acquire a stronger US stock presence than I previously held. I am looking at about 40-50% in US to add to what will be a balanced diverse portfolio of Canadian stocks - many of 5i recommendations. I am happy with some overweight in tech .
I plan on putting in limit orders at lower prices than current and have my own price area for each identified, but as a "reality check" would appreciate some feedback from you as to what you think could be "suggested" buy prices on each stock.
Also, is there anything you would add to the list as Strong buy suggestions. Or anything you would delete from the list that you feel would not show a positive return in the next 1-2 years.
Thanks for getting out your crystal ball on this and congrats for coping so well with all the noise !

Q: Re A.T.&T. (symbol T not in your database) states in cancelling a large share repurchase "impacts of pandemic could be material & unable to estimate impact on results."
I would have thought a telecom would see increased business from its various services and not be in a bind like this. What is the 5i take on this and would other telecoms be in the same boat as T?

Q: Hi Peter, Ryan and team,

With the craziness of the market now, what top 5 US stocks are going to be a good buy opportunity?

Thanks

Q: I’m looking deploy some cash. I read your report on which Canadian stocks to look at but can you recommend 3-4 American stocks to start picking away at?

Q: Can you recommend 3 or 4 reasonably priced stocks that have a decent yield and might benefit from an almost zero interest rate environment. Long-term hold.

Q: I am interested in purchasing some stocks for my non registered US account with the primary purpose is to provide income. What would be your top 3 Canadian companies that pay their dividends in US funds and what 3 US companies would you recommend?

Q: I have some extra room in my existing telecom allocation and am looking at adding TMUS and dropping SJR.B. Or should I just add further to VZ or FIVG to continuing increasing my US exposure and currency diversification? I am retired but do not depend on the income from this portfolio which is intended to be widely diversified and focused on dividend growing solid companies.

Q: Hi. I currently own the following US stocks in a non-registered account: CCI, DIS, MSFT, MCD and V. Would you please recommend at least six other US growth stocks that pay a dividend in order of preference. Thanks!!

Q: Hi 5i
Recent takeovers have left me with uninvested funds. I'm looking to re-invest that cash into income generating (US stocks preferably) undervalued positions providing 3 - 5 % dividends.
What would you suggest I have a look at ?
Also, PA shows that I'm light on utilities and telecoms but the suggestions don't need to be limited to these sectors.
Thanks
Mike

Q: Since reaching it’s December 2019 52 week high Verizon has fallen approximately 5%. I can find no news as to why this decrease has occurred. Would you know why? Thanks … Cal

Q: Looking at a 3 to 5 year time horizon, please rank the above companies as to total growth prospects.
Thanks again. RAM

Q: Note: This is a repeat of an earlier question that I for which I have not received an answer.
I have some additional funds to add to one of the above companies. Which one seems better and why? Much appreciated as usual. RAM

Q: Seasons Greetings 5i!!
About a year ago a member asked you for a sample "growthy" USA portfolio.
You responded with the above listed stocks which have returned about 35% YTD.
Would you make any changes today twelve months after you first recommended it?
Thanks for all you do for all your help! It is has honestly been life changing for us and truly appreciated!!
Regards
Dave

Q: I have some US funds to invest. Growth and some protection in a downturn. What stocks? I am thinking IHI,VZ, V or IWO ?? other suggestions?

Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!

Q: I would appreciate your thoughts on the prospects for each of the above. They have fallen below my 2.5% goal - should I consolidate? Hang in? Sell one and add to the other 2? Or ???
Thanks again
RAM

Q: Hello, I currently own RCI.b. As part of portfolio renovations suggested by your service, I am underweight US. A switch from RCI to VZ would help , would you support this move? Any other US based companies or etf's in communication that would be better?
Thanks

Q: You have been quite negative in your commentary about Kraft Heinz. Unfortunately I hold it in my RRIF and hang onto it for the yield of about 6% at the current price. Since I need the income to live on, and can't claim the capital loss, should I hang onto it for income or switch into something else? If the latter, what alternative investment(s) could you suggest with comparable safety of yield and long term buy-and-hold potential?

Q: Which would you choose, Verizon or Telus? Currency is not an issue for me.

Thank you,

Alex