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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: Can you rank the blow stocks from as either a buy or a sell? Any of those 3 you feel particularly strong about either way?
Algonquin Power
Altagas
Stantec

Also, I'm looking to swap H&R Reit for a better one (either Industrial or Multi-family focused)... is there a particular REIT you like best? H&R has too much retail and office imo.

Thank you and please feel free to deduct 2 question points since this is two questions.
Read Answer Asked by Max on December 13, 2019
Q: As a dividend investor, I read with great interest the article by Peter and Moez in the November/December issue of Canadian Moneysaver, titled 'Does High Yield Really Mean Higher Risk? YES, YES, YES!'. Some compelling long-term return data showing returns of equities stratified by dividend yield were presented in the paper. Were the data based on all constituents of the TSX index? TSX 60? Something else? Would you be able to provide similar data for the S&P 500 and world indices as well (only return data would be great, I'm less interested in the other tables)? Thank you.
Read Answer Asked by Walter on December 11, 2019
Q: Seasons Greetings 5i - I have held this TransAlta preferred for a number of years in my RRSP and I'm thinking its time to sell and reinvest elsewhere as I don't see a rebound on the horizon. It represents 1.5% of my portfolio. Portfolio analytics is suggesting I reduce my CDN holdings and increase US (3%) and INTL (15%). My investment strategy as a retiree is largely to invest in companies with track record of increasing dividends and earnings. PA also suggests I reduce exposure to financials, energy and utilities; and increase consumer defensive, healthcare, industrials and communications. I'd appreciate your thoughts on selling and where to invest. At present, I have a 3.4% position in VIS and limited healthcare in TFSA with VHT (0.5%) and UNH (0.4%). Or maybe I just add to my Algonquin position which is 2.3% and retain a decent yield? Thanks for the advice and your help this past year.
Read Answer Asked by Martha on December 11, 2019
Q: Would zlh be a fairly safe and effective investment for a 3 to 4 year holding? I need some more US exposure and would like to preserve my capital with some upside potential. Are their other low volatility US etf that you would prefer? Thank you.
Read Answer Asked by Steve on December 10, 2019
Q: Good day 5i.
The only US position I now hold in my RRSP is ZWH.
I like this ETF, just leave it alone and let it spit money out.
I'm looking for another US ETF that will fit nicely with ZWH and t pays monthly. The new ETF position would be half the size of ZWH if that helps.

Thanks for you help.
Read Answer Asked by Stephen on December 10, 2019
Q: Seth Klarman has said that the greatest advantage an individual investor has is the abilty to have a long-term perspective. With that in mind, several years ago I had assembled a core 20/20 portfolio- 20 stocks for 20 years. They consist of:
CDA: TD, BNS, BCE, ATD.B, BAM.A, CSU, CGI, FTS, ENB, CN RAIL
USA: APPLE, GOOGL, AMAZON, VISA, BRK.B, MCD.

I also hold smaller quantities of utilities ( AQN, EMA, BIP.UN), small growth mutual fund (mawer global small cap) and reits for diversification. Can you help me complete my core 20/20 by suggesting 4-6 US DIVIDEND GROWTH STOCKS and perhaps 2 Canadian holdings that I should add or replace. Appreciate your excellent service as always.

Sincerely Ajay
Read Answer Asked by Alka on December 10, 2019
Q: 5i
Oil represents about 5% of my portfolio and is comprised of Freehold, Vermillion, Surge and Whitecap. I cannot get a good feel as to where the price of oil is headed in the next 2 years. Appears to me there are conflicting views. Should I get out of the oil sector, invest in good dividend paying stocks that would be more stable and re enter the oil market or not at a later date. All my oil stocks do pay high dividends, are they sustainable. Appreciate your insight on both the oil market and potential stocks to invest in regardless of sector if you feel exiting the oil market may be the way to go.

W
Read Answer Asked by Wayne on December 09, 2019
Q: Dear 5i,
I would appreciate you comments on the following questions:
1. Does key management have meaningful share ownership in the company?
2. How long has key management been at the helm?
3. Would you expect any further dividend cuts?
4. Do you think their debt is manageable and reasonable?
5. Do they own any real estate. If yes, how much worth?

thanks
Read Answer Asked by Ian on December 09, 2019
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