Investment Q&A

Q: Late to the party?? I have telcos and not overly excited about their near-medium term prospects. Would you you consider moving some , all to EQB? Apples and oranges but an idea for some maybe?

Q: In a portfolio where capital preservation and income are the goals there are 13 equities including 2 banks and one insurer. H is in a small loss position; it currently has yield of around 2.84%. POW has a yield around 5.2%. What would your thought be about switching from H to POW? Many thanks for your excellent service.

Q: Good morning,

Would you consider switching EQB for TD today, if EQB is already held?

Thanks,

Brad

Q: Hi 5i Team,

I invested in MFC and GWO roughly 2.5 years ago amongst a fairly diverse portfolio. I originally purchased both as a dividend play with potential for modest appreciation, but they have far exceeded my market value appreciation expectations over this time frame. I since purchased a smaller position in Sun Life roughly 3 months ago. For the first two, I likely need to trim for rebalancing / concentration sake.

My question(s) is as follows (and please deduct how many points as necessary):

- At a high level, what is your outlook for the Insurance space over the next 1-3 years and what indicators do you look at when making this assessment?
- Amongst the three companies listed, how would you rank them in terms of expected growth over the next 3 years?

Thanks and really appreciate the advice from 5i.
Erick

Q: Hello, I have held Northland for 20 years, gradually building a full position, but it is now coming back to my average cost. I understand renewables are not trendy these days, so should I 1) hold on to it, 2) add to it (no longer a full position now) or 3) let it go. FYI, I also have BEPC in renewables and EMA and FTS as utilities as well. It is part of a dividend portfolio and the div is good…Thanks!

Q: Hi 5i - what would be your top dividend paying stocks (minimum 4% yield) to invest in at the moment? My ENB position is getting too large, so would like to trim.

Thanks, Neil

Q: Are the telcos oversold? Are they a good dividend play at the levels?

Q: Good morning

I noticed today that BEPC is trading at round $36.00 and back in December it was at around $44.00 Is BEPC a good entry point today for a long term hold? Any reason for the drop?

Jimmy

Q: Are there any particular CDN dividend stocks that you find particularly attractive presently - either for valuation, or long-term "growth" potential?

Q: Hi, Could you please comment on MTY earnings. Thank you

Q: Do you consider that Canadian utilities ETFs (my impression..) ,or even other ETF categories, offer a protection against future potential US taxes on foreign countries ,and in such case, which ETF would you favor ,(or a mix) ?

Q: looking for safety of dividend and single digit capital appreciation. would you sell BCE and replace with 50 percent to TIH and 50 percent to either CAR.UN or GRT.UN. thanks Richard

Q: I am getting frustrated with AMT. It has a medium dividend, but seems to keep slipping away. It looked like it was improving last fall but then fell again. What are your thoughts? Is it time to take my small loss and move on?

Q: Of these 'electrification' plays which are your favourites and why for a long term hold?

Q: Hello, I own above for my RSP... Obviously, I am disappointed with Telus and BCE and I am down some 25%.. I can understand BCE's poor management, but how about Telus? also in the dumpsters.
If I sell Telus and BCE, do you suggest that I add to one of the above as I want to keep my holdings to 10-12 stocks . Any suggestions?
Thanks
Carlo

Q: BEP.UN is now down close to my ACB and have owned it off and on since it IPO'd in various accounts. Knew it quite well before it became public. Now is 2.5% of total portfolio in my Non-reg account and last took profits in 2021 at its over bought height.. Thinking of selling it with very small gain and switching to BEPC which would bring with it the DTC but add to the claw back on my OAS. But it would also get rid of one entry on the 1135 form filing. Anything else you see I am missing?

Q: Hello Team,

I currently do not have any pure dividend stocks and I'm looking at purchasing one to start. I did a bit of research and came up with the above list, are you able to rank them in order plus add your 2 favorites into the list (if they are not already included). Looking at a minimum of a 6% yield with the possibility of say a 30% return over the next 3-5 years. (setting my goals high). Thanks!

Q: Let us say we have 2 companies, one called "ABC" and one called "ABC Dividend" which pays 4% over the year. At the end of the year, the dividend one would be down because of the dividend it paid for the previous 12 month period but you would have the dividend money.

ABC at the end of the year would be higher because it did not drop because it did not pay a dividend.

To me, I see that a dividend really does not benefit you. Why do people want dividend stocks so much when the example I used shows there is no benefit? Thank you.

Q: Hi, could you please rate these companies for a riff account. My goal would be dividend, growth and stability in down market. I have money for one company. (Would buying U.S. be beneficial?)
Fell free to add your favourite stock for my goals.
Thanks

Q: Reviewing all your input on this stock, was wondering if you could share your take on the TD summary of analyst ratings (5) where three (3) are suggesting it is a "sell" while two (2) rank it as a "hold", average target price being $33.04 while today it is trading at $35.83!
Am I missing something here. Appreciate all you excellent support.
Ted.