Investment Q&A

Q: Hello 5i
Given the intention to increase a position of any of these currently held for income (and growth as all being held long term), in what order would you suggest could be most beneficial considering all are currently underweight.
Thanks

Q: Hi Guys

I hold AltaGas and was thinking of swapping for South Bow. Thinking better dividend at a minimum. What are your thought on this switch for a long term hold. Which do you think will have teh better overall return 5 years out?

Much thanks

Stuart

Q: Retired, dividend-income investor. Sitting on roughly 5-6% cash for topping up existing positions to, over time, hit Asset Allocation targets.

Candidates = BCE, GSY, HHL, HMAX, XST, ZUT. If I was deciding to deploy funds to create the largest total return over the next year or two, from their existing valuation, a) in what order would you deploy the funds and b) a short qualifier for each position?

My view = buy in this order:
ZUT = good momentum, room to run before hitting earlier peak
GSY = good value, $150-155 should be excellent value
XST = graph against 50 and 200mda...very tight chart....could buy anytime
HMAX = good value, banks should run
HHL = healthcare stocks should get over their fear of their new boss in a few months....or not. Give it some time.
BCE = last on the list. Just rebought after cap loss capture. Give it even more time.

Thanks for your help....Steve

Q: In a recent question you stated "Alternatively to VFV, we also like ZSP, which focuses on the S&P 500, and it has some tax benefits given that it holds the US stocks directly." Could you elaborate on the tax benefits? Thanks for your help.

Q: What are your current thoughts regarding plaza reit as an addition to the income side of my portfolio? If negative, do you have any suggestions for stable high-dividend Canadian stocks that I can investigate? thanks, J

Q: Just wondering if you saw any reason for the big drop today? I did see the volume was up by nearly double.
Thanks! Paul

Q: I am thinking of selling AQN and SPB and investing the proceeds to NPI .
I feel that NPI presents a better road to recovery. Your comments please.

Q: Hi,

Your comments on Transcontinental's results ?

Thanks

Q: Good afternoon!
I have some substantial cash to deploy, ideally into Canadian dividend payers at 4% or more. I already have many of the usual suspects, including the following: ENB, BCE, PPL, BNS, CM, LIF, SIA, T, LIF, BEP.UN, DIR.UN, FSZ
I have been waiting until the December sell-off (i.e. Benj Gallander’s suggestion that it is the best time to buy), hoping to find some that have made the sell list that are good candidates for bounce backs in the future. After observing the market in the early stages of tax-loss selling, would you have some names that might fit that bill? Ideally maybe 5 or 6, although I realize that is a tall order, perhaps! Again, I am seeking dividend paying Canadian equities paying 4% or more.
Thanks! Paul

Q: Good morning,

About a month ago I took a tax-loss sale on BCE. Was a ~ 2% weighting. My 30 day "waiting period" is up this Friday, and now I am undecided as to buy it back, initiate a 2% position in SOBO, or do 1% BCE and 1% SOBO. I know you don't love to comment on portfolio weightings, but if you were me, what would you do?

Thanks as always.

Q: Looking at your income portfolio I see CPD is down ~24% but when I look at the chart it has never been higher, how can that b

Q: Most of my TFSA is in Canadian stocks (plus some US CDRs GOOGL, MSFT, AMZN). Now I'm thinking of adding 2 ETFs to my unregistered account. So far, my first choice is VFV, because I know you like it. But you mentioned another one that broadens out from the S&P 500. Not sure about that one: thoughts? But I want one more, particularly with dividend and some growth. If there is a USA one that, like VFV, trades in Canada TSX but pays dividends in US dollars, that might work nicely. Alternatively, maybe a Canadian one that is not too focused on Financials and Energy, one with which I could get dividend tax credit, may work. Between dividend and growth, I would lean toward growth and sacrifice some dividend. Between Canada and USA, I'd like USA, but only if I can buy on TSX. I'd like to stick to just two, but maybe three would work best? What say you? Thank you, yet again, for such a fabulous service.

Q: I have these stocks in my TFSA. How would you rate them for growth and dividend.

Q: Could you comment on earnings. Revenues and other numbers are up sequenceally but not up versus same q 2023... is this concerning?
Buy sell or hold?

Q: I am down 33% BCE and 18% BEPC in my non registered account. Would you sell both for tax loss purposes ? BEPC is suffering from the general negative in green stocks compounded by Trump but I like the company and would repurchase it while BCE would not be repurchased. Thanks. Derek

Q: As an income-oriented investor, I would like dependability, minimal risk and a predictable, steady cash flow. Can you suggest a few companies to consider? What are your thoughts on Firm Capital Mortgage Investment Corp to this regard?

Q: Greetings:
I have held the above in my RRIF for quite some time, and under water. The interest is adequate, but eaten up badly by the loss of capital. I thought that as interest came down it would benefit the MIC'S, but not so!! What is the outlook for this one? Under what conditions would it improve? Is it just poor management?

Thanks, BEN.

Q: Indications of a .5 point reduction in interest rate on Wednesday. If materializes which sectors would be a positive. I am thinking of investing in dfn and enb. Your thoughts

Q: Telus appears to be diversifying itself with Telus Agriculture and now Telus Health. What would be your opinion on these initiatives and their potential?
What kind of timeframe should an investor have in mind for them?
Jack

Q: Hi team, I would like to generate some income in US dollars.

Could you please recommend 2 or 3 dividend paying US stocks, together with a brief explanation as to why you like those companies. I would also be OK with an ETF if you think that is a better way to go.

Thanks as always,
Paula