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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: Hi Peter and Team,

My wife and I each hold both BCE and T in our RRSP/RRIF accounts. We are overweight Telecom, and trying to reduce the number of holdings. I note that T has beaten BCE for the one and two year periods, but BCE has beaten T for the three and five year periods. We would consider one of these stocks as a "hold forever". Also, not that it's pertinent, but we're BCE clients for our landline, internet, TV, and cellphone.

Given that 5i has dropped T from the model portfolio, if we were to keep only one of these two, which should we keep?

Thanks, and Happy New Year to all at 5i and our fellow subscribers.
Read Answer Asked by Jerry on January 02, 2018
Q: Hello Peter, Ryan and crew.

I am retired and rely on investment income of about 4% dividends/interest. Because I no longer wish to take the time necessary to monitor 50 stocks and 10 bonds, I have been looking for some good income funds or ETFs to replace the individual stocks and bonds that I currently own. The ones I have found have distributions that meet my needs, but do not appear to have the underlying earnings yield to justify the distribution yield, so they appear to be paying me back some of my own money every month. Can you recommend some income funds or ETFs that pay out at least 4% and actually earn what they distribute? Like 5i, I am also sensitive to fees.

I have been a 5i member since the beginning and I continue to be impressed by your knowledge and insight as well as the continuous improvements in the service.

I wish everyone at 5i all the best in the New Year.

Thanks

Read Answer Asked by Hans on December 31, 2017
Q: HCG recently announced leadership appointments such as New CIO, SVP Underwriting and SVP Human Resources. Looks like they are building a long-term strategic team to lay the foundation for growth and managing operations effectively.
In this context how does 5i view the developments.
Two key questions here.
1) What would you recommend for existing investors and what advise would you give for new investors looking at making a stock purchase
2) What impact can we expect in the next couple of quarters or say year 2018 in terms of earnings and business outlook? Will the new appointments and personnel costs have significant impact on earnings in near term?
Read Answer Asked by Sridhar on December 27, 2017
Q: Happy New Yea 5i, I am looking for income, please rank/rate the above, considering future interest increase influence, perhaps suggesting a better choice. Many thaks,J.A.P., Burlington
Read Answer Asked by Joseph on December 27, 2017
Q: i already have full positions (4%) in bip and bep. i have been looking at bbu but after going through some documents on the bbu website it appears that bbu is engaged in some similar businesses as the other 2. what would you recommend as another option besides bbu?
Read Answer Asked by Richard on December 26, 2017
Q: Good morning from the West Coast.
Merry Christmas and a Profitable New Year to all the staff at 5I.
My question : Is there a CDN ETF that has a monthly payout please?
Thanks
Rick
Read Answer Asked by Richard on December 22, 2017
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