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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: Hi 5i, can I have your current view on the market with respect to inflation, interest rates (inverted yield curve) and recession chances. I realize markets are forward looking and I'm trying to guage future rate increases as I have a few quarters of dividends to spend on income stocks. Oh, and what would be your top three dividend stock picks now? Was looking at SLF, BNS and AQN, but based on your answer to first part, I may hold off.

Thx
Read Answer Asked by Christopher on July 19, 2022
Q: In addition to the Income portfolio, please suggest 10 diversified Canadian large cap stocks that should produce a total return of 8% with minimum volatility and a dividend ie no roller coaster ride. Thank you
Read Answer Asked by Richard on July 18, 2022
Q: I am a retired income investor who derives all his income from investments. For obvious reasons I am a fan of covered calls and own the various ZWs and HDIV. I also own the canadian banks and ENB. Most of these have held up fairly well in the turmoil. My question is do the covered call ETF administrators try to keep the return % approx level as the ETF value changes. I note that the RBC quoted return for HDIV is noeth of 10% but ZWC is approx 7% which is not much change from where it was in April. Other ZWs are similar. It would seem that BMO manage the return whereas Harvest do not.
Read Answer Asked by Don on July 18, 2022
Q: hello 5i:
Recently, I asked about selling AC and moving the money to EIF. You were positive on this. AC has been sold, and though good earnings growth for EIF is projected, I've found that they miss Analyst expectations on all metrics (Earnings/Share, Cash Flow, and Free Cash Flow) as often, or more, than they hit them.
With that in mind, how much faith can I put in an Earnings Growth projection? Is there a metric I'm missing and should be looking at?
Is there and Industrial space company similar to this, but with a better record of meeting expectations?
thanks
Paul L
Read Answer Asked by Paul on July 18, 2022
Q: Hi all,

Looking for another company that will compliment my holding of ENB. Was thinking of TCL. Would those two be too much of an overlap? Any other suggestion would be appreciated for a large cap with dividends stock.
Thanks
Read Answer Asked by Rino on July 18, 2022
Q: Good morning 5i staff,
I am thinking about selling PLC for a tax loss and buying again in 30 days. I know the previous exdividend date was in June but I don't know how to find out when the next one is, as this might affect my decision. Do you see any catalysts that would affect this stock in the next thirty days, or do you think that it will not rise much in that time?
thanks for all your great advice
Read Answer Asked by joseph on July 18, 2022
Q: What would account for ATCO's lackluster performance over the last 10 years? Lumpy earnings? The chart looks quite good in the years prior to 2012, and the dividend appears to have been raised fairly regularly.

As a retired dividend stock investor, I am interested in it's diversification. I do have exposure to the Brookfields, but do you think there is enough difference between ATCO and BIP/BEP to warrant an investment in this company?
Read Answer Asked by James on July 15, 2022
Q: Hello everyone.

If your goal was to pick 3 companies that had the highest percentage chance of growing their eps by close to 10% and their dividend by 5% for the next 2 to 3 years, which companies would you select, today?

Thanks.

John
Read Answer Asked by john on July 15, 2022
Q: You’re thoughts on Telus with its recent acquisition of Lifeworks,it’s ownership in Telus International,as well as interest in healthcare ,home security and Agriculture among other things do you see this possibly morphing into a BAM.a it must be on track for some huge earnings and also would you consider this recent pullback as a great buying opportunity for a multi year hold Thanks
Read Answer Asked by Greg on July 15, 2022
Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?
Read Answer Asked by Kim on July 14, 2022
Q: Hi!
With Bank of Canada raising 1 percent, I was surprised to see utilities perform well. I understand the sell off in banks would be due to loan losses. Would higher interest rates not be bad for the utilities or is it that these are seen as safety and therefore rising? Do you see utilities like Fortis and Emera as expensive now and would you support lightening up on banks to buy these due to higher risk with banks during potential recession?
Read Answer Asked by Neil on July 13, 2022
Q: 7:19 AM 7/8/2022
Our retirement income portfolios are heavily weighted to higher dividend companies : banks, utilities, pipelines, telecoms, BIP and BEP, and CNR.
We are considering adding one or more of the following companies: PKI, EIF, NWC, SLF, TRP.
We would expect them to provide reliable increasing dividends plus some ongoing share price growth over the years.
Could you please indicate what order you would purchase them and maybe a comment or two on each for a very long term hold.
Thanking you.......... Paul W K.
Read Answer Asked by Paul on July 10, 2022
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