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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: I want to build an American ETF portfolio of 5-6 ETFs that pay a decent (4%-5%) yield. I have historically bought Canadian hedged ETFs for that purpose however I think there is a possible currency advantage to be had. I have looked at many many ETF questions in the 5i ETF folder and they seem to be very Canadian based. Would you be able to suggest 5-6 US based ETFs or more if you want to add a few more.
Thanks
Norm
Read Answer Asked by Norm on January 29, 2021
Q: Hi 5i
Rogers had earnings today and stock down around -6% so far.
Been holding for 3yr with the outlook for some growth and stable dividend....however still down -12% and dividend about 3.4%.
What is its outlook going forward? Is it a lost cause?
Would you continue to hold or not?
Could you suggest a suitable replacement in this sector canada or USA with better potential upside and dividend. I own small position in BCE also down, -10%..lol
Thx
Jim
Read Answer Asked by jim on January 28, 2021
Q: Hi 5i,
Thank you very much to 5i for helping me grow my new account significantly since April 2020 where I have a mix of growth and dividend stocks based on your advice. I definitely outperformed the indexes! Can you provide me with a list of 12-15 stocks in various sectors with growing dividends as I am now looking to reduce the volatility of my stocks? I am fine with US stocks as well.
Thanks very much
Read Answer Asked by Terry on January 28, 2021
Q: Hi team

this one has pulled back quite abit for a few days
(premium over the bep.un shrinking ?)
any fundamental reasons ?

I can add on to the pre-existing position
for dividend income in a non-registered account

or should I hold and wait for a few days for a bottom to form?
thanks
Michael
Read Answer Asked by Michael on January 28, 2021
Q: Would you please advise the approximate amount of excess capital (or equivalent) each of these five Banks are holding based on their year end results.

Thanks
Read Answer Asked by Robert on January 27, 2021
Q: I am looking at putting together a portfolio of set-&-forget Canadian dividend-paying stocks, in what will be my only unregistered account, making up about 30% of our overall portfolio. The registered accounts (70% of portfolio) are now all in mixes of VGRO, VBAL and XAW.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.
Read Answer Asked by Lotar on January 26, 2021
Q: Hi

Im planning on taking out 100k from my heloc at2.95% and investing it in dividend stocks at a higher rate. Can you give me a recommendation of which stocks and how many would be appropriate.

TIA
Mike
Read Answer Asked by Michael on January 26, 2021
Q: I'm curious to know how the current shareholders of T are going to benefit from the pending sale of the TI unit. I get that T winds up with a big bag of cash and call me grumpy but I'm guessing there'll be sizeable bonuses for the very capable execs who put this together. What does the common shareholder get, other than a stronger company? The company was already strong and much loved, enjoying a deep regulatory moat. What do they plan to do with the proceeds and will those plans likely ( or even maybe) cause share values to increase appreciably? Any chance the commoners who were owners all along will get a special dividend or a dividend increase or even a cup of coffee? Just cause we're swell guys, and gals. Grump, grump.
Read Answer Asked by alex on January 26, 2021
Q: Thanks for your precious advise. I experience my best investment years since I enrolled with your service. Retired investor with a long term view (I hope LOL LOL) I currently own the above mentioned stocks and would like to increase marginally my weighting in energy. KEY and TOU have the most weight currently. All can be increased in weight but would rather add to 1 or 2 max. A mix of good dividend and capital appreciation is sought. Where would you go from here? I don't mind adding another company if need be for better diversification if needed. Please rank in terms of preference.

Thanks

Yves
Read Answer Asked by Yves on January 25, 2021
Q: Hi, further to my question of January 25th ranking dividend stocks could you please elaborate on why EMA was ranked in last place.. Being a large regulated utility with a 50% payout ratio I would have thought it would be much higher in the list despite they are all solid companies. Thanks.
Read Answer Asked by Gary on January 25, 2021
Q: I have a significant holding in BCE and a smaller amount of T. I am wondering if I should continue to hold them or move on to something else. BCE has been performing poorly but has a nice dividend. I think that BCE has been hurt in its media division by the pandemic so might improve particularly with sporting events coming back. T has performed better but its dividend is not quite as good. Perhaps the most important driver will be 5G. When do you think this will become important and how significant do you think it will be?
Thanks, as always, for your insight.
Ian
Read Answer Asked by Ian on January 25, 2021
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