Investment Q&A

Q: Hi, may I get your thoughts on Verizon. Thanks.

Q: HI, I wish to add a US stock (large Cie) in my RRSP with those criteria:
1) Safe dividends
2) Some growth
3) Not overpriced ( technology stocks seem very popular and expensive )
I hesitate between PG and VZ
Which one would suit better ?
Any other suggestion in this context ?
Many thanks JY

Q: Portfolio Analytics suggests I need to increase my U.S. holdings and communication services allocations as it current says I have no comm. services. 2 part question to help address this gap in my portfolio (feel free to take 2 credits):
1) I currently hold TTD. Do you consider TTD a communication service? Your platform labels it as technology (software) whereas BMO Investorline labels it a comm. service.
2) Can you please provide me with your favorite 3-5 U.S. names in communication services (in order) that you would start a position in today. This would be bought in either my TFSA or RRSP. I am a younger investor that has 20+ years until retirement (defined benefits pension) so would be focusing on growth. A dividend is not a requirement.

I have scanned past answers to look for names you have mentioned recently (somen noted above) but there was never a focused question on just communication services.

Thanks for the fantastic service! I cannot understate how much I have learnt since becoming a member.

Q: Can you please provide 3-5 must own US stocks for long term dividend growth.

Q: Recently in response to questions, 5iR provided  target sector weightings for a dividend conservative portfolio and also for a balanced portfolio.
For my income portfolio, with a target sector weight of 10% for Communications, I have a position of 3.50% in BCE and, for health care, with a target sector weight of 10%, I have no positions. What are some Cdn and US stocks and ETF, even in Cdn dollars, would you suggest I consider.

When it comes to the balance portfolio, the communication target sector weight of 5%, I have at position of 3.00% in Telus and in the case of health care, with a target sector weighting of 10% (say in US stocks), I hold no positions. Again, what are some US stocks and ETF, even in Cdn dollars, would you suggest I consider.

Yes this is two questions in one...so please deduct two credits............Again, Thanks........Tom

Q: I just moved my RRSP over to Questrade from PH&N and have lots of cash to deploy (5+ year time line). For tax efficiency, I want to hold REITs, bonds, interest investments, US div stocks/ETFs, royalty income funds or any other investments that are not tax efficient in my MARGIN, TFSA and CORP accounts.
(1) Industrial REITs: I have half positions in DIR, GRT - should I diversify and also take positions in WIR and SMU or focus on DIR and GRT?
(2) Other REITs: Can you recommend any other quality value REITs? Is it a good time to invest in residential REITs?
(3) Can you recommend a good high yield bond ETF that has performed as well as PH&N High Yield Bond?
(4) Can you recommend some good value US div stocks (preferred) or ETFs? I am considering ABBV, PG, VZ.
Many thanks for any/all suggestions/comments!!!

Q: Hi Folks,

I am an income investor whose portfolio has fallen out of balance.

I need to increase weights in Basic Materials, Consumer Cyclical, Consumer Defensive, Healthcare, Industrials and Tech..

I am also light on U.S and International holdings.

Please provide some income suggestions for these industries and within these regions.

Thanks very much.

Q: I apologize as I should have asked for some US names in my original question about stocks for my Smith Manoeuvre. 2/3 would be in an unregistered account and 1/3 in a TFSA? Would you be able to please provide 8-9 US names as well in order of your preferred ranking of what to buy first and which ones preferred for TFSA. Thanks again

Q: Is Verizon, 4.28% yield a good stock?
Jim Cramer recommended this stock.
What is the ticker?

Q: What telecom would you buy today for growth potential ...one(or two) in Canada and also in US.

GM

Q: Hi Peter

To follow up on my earlier question, I forgot to mention that both my wife and I are planning to retire in 5 years. So, I am slowly changing my investments to be income focused and less on capital growth

Greyhair

Q: I realize that you ( much like I ) are growth investors. However I’d like to play the risk on trade and am looking for 5 beaten down US value names that would have good bounce back potential. Can you rank your choices? Thank you

Q: good afternoon 5i,
On December 3 you responded to a question by Curtis by saying, "We also think a low cost index product for the majority of a portfolio overlain with a basket of individual stocks to generate alpha is also a pretty good strategy, for those inclined to hold 6 or 7 individual stocks. "

This is a strategy that I more or less use, at least for my US and International holdings. I haven't done this with my Canadian holdings because of capital gains, which would imply tax, and also because it seems to me that the Canadian etf's are heavily weighted towards the few sectors we have in Canada. Therefore, I think I would be better in individual stocks rather than an etf. I would appreciate your take on that perspective.
Also, I am wondering which four or five stocks you would look at in the US for such a strategy for a retired person. And how would you weight them given that an etf strategy was used. The stocks I have listed are the ones I own. How would they fit in such a portfolio? The only one I might kick out for someone my age is Docusign. Any others that could be suggested?

Thanks for the great service

Q: If you were entering new money today to try to yield at least 4 or 5 percent, what would be your top 5-10 dividend income stocks in Canada that you feel would be a safe hold for at least ten years? Alternatively, what would be your top dividend stocks in the U.S. obviously yielding less?

Q: Hello team, Shortly I will have $100K CDN and $100K U,S, to deploy for a long term hold ( 10+ years).
Could you recommend a few high quality, value & growth stocks? And what % would you buy now? I am not trying to time the market, but are you anticipating a correction during tax loss? Also, how many stocks (CDN & U.S) would you suggest?
Thanks
Carlo

Q: I am an experienced investor and for years have been selling short strangles, in the money puts and out of the money calls around some of my core position stocks, such MSFT, UNH, SRPT etc with good success.
Last week, I sold naked positions around NFLX, picking Jan 15/2021 expiration, which is before they report earnings and expecting NFLX to be substantially range bound until then.

Sold  NFLX 01/15/21 455 PUT at 15.10
Sold  NFLX 01/15/21 515 CALL at 16.10

The trade is profitable between $424 and $546 and in an unlimited loss position outside the range (a risk I am prepared to accept).

My question is, do you have any stock recommendations, for stocks whose prices are not likely to fluctuate a great deal over a a defined period of time, or any screening methods to identify such stocks, so as to trade puts and calls as I described?

Thanks in advance for your insights.

Q: Hi Team,

What are your 3 favorite value stocks in Canada and 3 in the USA?

Thanks!

Q: With the sector rotation taking place I'm interested in buying or adding dividend paying companies that could benefit from the change taking place. With that in mind, and hoping for some growth and relatively secure dividends, could you please suggest what you consider to be your top 5 Canadian and 5 American companies that could benefit from this sector rotation.

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

Q: What would be your choice for the 5 best non-IT US companies for long-term hold (not high risk)?