Investment Q&A

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.

Q: Do you think Telus International will be a good investment, or is there not enough info to go on now?
If you see potential, should I buy Telus common shares right now, or wait for the offering of the new shares?
I don't have much in the way of telecom presently.
Thanks
John

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

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.

Q: Hi,

Is IGM only a good yielding stock or does it have any growth potential.
Thank you
Ed

Q: Hi Guys:

Wondering your thoughts on CCA and CGO. Do you like either? And if so, which one do you prefer?

Thanks
DAVE

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

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.

Q: With the latest decision on Keystone in mind. How safe in your opinion are the line 3 and 5 agreements? What action should a shareholder of ENB:CA take?

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

Q: hi folks

can i have your current update re: prospects, business outlook and dividend sustainability?

thx

Q: I am low on utilities as per the portfolio analytics. I currently own the above stocks. my question is would you add equally to these or do you have a preferred stock of the three or perhaps one more to add to the group?

thanks Dave

Q: Hi, purely in terms of relative dividend security could you please rank the above blue chips companies over the next 5-10 years.Thanks.

Q: Hi:
Did I misunderstand the answer to ? asked a few days ago about BIP-UN.TO? Is it eligible for the Cdn Div Tax Credit for a Cdn citizen?
Thanks: Jerry

Q: Hello!

I came across an article about Algonquin as being undervalued based on DCF model. However when screening it with Graham number the stock seems overvalued. The technical analysis seem to support that as well. What are your thoughts on that? With the change in the US administration, I am looking for a a long term exposure in unitalities market in both Canada and US. Any suggestions would be greatly appreciated.

Q: hi guys
if you could please rate these stocks in order of your preference for a 2 year hold already own aqn but have not been overly impressed seems to be stuck near or at current price thanks as always

Q: Can I please have your thoughts on Nexen energy. Do you see more upside? Thank You.

Q: There seems to be lots of buzz in the media lately about dividend stocks being hit hard when inflation/interest rates rise. What are your thoughts on this? Isn't this just short term noise for the long term dividend investor.

Q: Could you please rank the following companies for expected dividend growth over the next decade: AQN, EMA, CU, FTS

Q: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Thanks!