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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 there, in a recent question you mentioned that 'owning insurance companies provides a bit more protection from higher interest rates.'

Please suggest a couple of US insurance companies that you'd consider for this purpose and which one you'd choose and why.

thanks a bunch, M
Read Answer Asked by Mark on August 31, 2021
Q: Good Morning,

I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.

Sorry for putting the team on the spot!

It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol
Read Answer Asked by Kelly on August 28, 2021
Q: Hi Peter,
With reported earnings and the potential for dividend hikes later this year, what looks better to you now; Cdn Banks or Cdn Insurance Co's ?
Is there any noticable advantage or disadvantage to holding a covered call on a Company etc if/when they raise their dividend ?
Thank you.

Read Answer Asked by Paul on August 28, 2021
Q: Hello Peter, Ryan and 5i Team,

I have held a small position in Crawford for a number of years, mainly for its dividend, low price/volatility, and as a hedge for extreme weather impacts due to climatic change. It tends to do well when there are events that trigger large volumes of insurance claims, as insurance companies can't handle enough claims with in-house staff and then outsource to Crawford & Co. Can I please get your take on this investment thesis and the company? Do you think it's a reasonable hold or do you have a better suggestion in the sector. Thank you.
Read Answer Asked by Bradley on August 27, 2021
Q: When do you anticipate Canadian banks will be able to raise their dividends? And which banks do you think will have the highest dividend increases, once permitted?
Read Answer Asked by William on August 26, 2021
Q: I am going into retirement and below are the weightings of stocks held in my portfolio. Although the portfolio performed okay over the years, I wonder if there is too much concentration and would appreciate your ideas on diversification given the economic times we live in. My portfolio is about $2M with an investment loan of $150K for which I use the dividends to repay. Thanks. BNS 37%, TD 18%, CM 14%, BMO 14%, BCE 6%, SRN.UN 6%, RY 4%, POW 1%
Read Answer Asked by David on August 26, 2021
Q: I hold the Canadian banks in my dividend portfolio and they have served me well over the years as a core hold.
Should I reconsider these holdings in light of new taxation rules being suggested?
Read Answer Asked by Denis on August 26, 2021
Q: Hello 5i,
Today (Aug. 25) Ross Healy mentioned that GSY is rapidly approaching both a Fundamental and a Technical inflection point at somewhere around $205.00 +/-.
As a conservative, dividend -oriented investor, GSY is almost at a 5.50% Portfolio Weighting as per P/A. I would like to reduce to around 4.0% but was thinking of holding off until it reaches the 6.0% threshold which would mean holding out for around $225.00+/-. So, my question is: in your considered opinion should I just proceed and re-balance now, or try and hold out for 6.0%?
This is in my TFSA and there are no tax implications nor are there any compelling time-frame issues so waiting is not really an issue other than opportunity cost regarding the re-deployment of the proceeds.
Many thanks for any insight you can provide.
Cheers,
Mike

Read Answer Asked by Mike on August 25, 2021
Q: Greetings 5i,

Futu holdings - FUTU:NASDAQ (currently no ticker with 5i) , some say China's Robin Hood, reports next tuesday Aug 31.

Ive been interested in the growth story and the share price has pulled back considerably. Recently it seems the sector is bouncing off lows and perhaps with hopes the Tech Inquisition will end soon.


What are Your current thoughts here on the company, earnings expectations, and current environment?


Cheers!
Read Answer Asked by Duane on August 25, 2021
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