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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: While off their lows, financials have not recovered this year. I am having difficulty not seeing these as 'shouting', if not screaming buys for the long term investor. Companies like JPM and BNS seem to have sound businesses and pay a nice divvy. The conservative nature of banks in Canada seems particularly attractive under these circumstances. What am I missing? Can you add some granularity please. Thank-you.
Read Answer Asked by Alex on November 02, 2020
Q: most if not all of these companies are down 20-30% and consequently many pay very high dividends; have they been unfairley thrown into the same bin as oil & gas companies by investors? Could this be a buying opportunity of undervalued solid companies.
Read Answer Asked by Fred on November 02, 2020
Q: I am currently have a large position in Atco and it has been going down a lot since Covid. Going forward, what is your view of continuing to hold ACO.X vs a swap into FTS, ENB, AQN, or CU. Could a swap in either one or into a combination of these be of benefit for a long-term hold for a risk averse investor? What is your recommendation given the current valuations, recovery potential and future growth outlook?
Many thanks!
Read Answer Asked by Yvonne on November 02, 2020
Q: Are there etfs that hold and focus on dividend growers ex-US and ex-Canada? I am looking for same where I can put both Canadian and US dollars. Thank you. Bill
Read Answer Asked by Bill on November 01, 2020
Q: New customer to 5i. Retired, 62 years old, married, investments held jointly, 65% of low 7 figure DIY portfolio made up of Cdn equities, rest in cash/bonds. 90% of equity held outside of SDRSP accounts. Question – for many years, we’ve been receiving dividend income that is eligible for the tax credit and have paid virtually zero income taxes. I am aware that we are not at all diversified internationally and have broken this fundamental tenant in investing. But since taxes are likely the single biggest cost in our lives, we believe our lack of int’l exposure (and thereby probably missing out on better returns), is less important than our tax savings. Is this stance short sighted ?
Read Answer Asked by Ken on October 30, 2020
Q: Brookfield is oft touted as an iconic must own Canadian equity. Ytd it is running currently at -23% annualized. How do you see this name performing in any possibly positive fashion until we see some light at the end of the Covid pandemic?
Read Answer Asked by Kim on October 30, 2020
Q: Good AM I wonder if there is any data / anecdotal background that 5D can provide surrounding tax loss selling? Is there a period, late Nov, early Dec in which the predominate amount of selling has occurred?

I bought SU a month ago and have kicked myself since for not factoring in tax loss selling season.
Read Answer Asked by Stephen on October 30, 2020
Q: Both these giants have publicly commented on hoping to turn their respective battleships in the renewable direction. Both currently pay healthy dividends (5.5% and 8.2%), and have taken a whalloping in the market. Wondering if you feel these companies have the cash and asset reserves to protect these dividends (small cuts would still be acceptable at the current rate), and hold steady on valuation, or dare I say it, grow in the long run? Looking to add to a corporate account I try to fill with sustainable/steady players paying 3.5-6.0%. Have a 20+ year time frame.

Thanks,
Mackenzie
Read Answer Asked by Mackenzie on October 30, 2020
Q: What are your thoughts about these companies, aiming for dividend growth and capital apreciation. Do you suggests any alternatives with similar strategy and sector?
Read Answer Asked by Clayton on October 29, 2020
Q: Hi,

1)In the next 2-3 years do you think REITS or utilities will do better (some growth, less volatility)?
2)Can you suggest 2 CDN reits and 2 CDN utilities you feel comfy with>
3) Can you suggest 2 US reits and 2 US utilities you feel comfy with?
Read Answer Asked by Graeme on October 28, 2020
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