Investment Q&A

Q: please name your top 5 companies for dividend growth over the last 5 years thanks Richard

Q: What's with this TRI CEO search story? The company is doing a candidate search and yet the TRI Board claims to fully support the CEO. Is this company really that dysfunctional? What going on?

Q: Hi 5i
I wish to add these 3 to my TFSA or non registered account. Which would be better in a TFSA or does it not matter? In which order would you buy at this time?
Thanks for all you do
Gary

Q: For someone in their mid 60's, what would you recommend for their TFSA?

Q: Can you comment on the purchase today by TRI. Would you call TRI a buy today and how would it hold up during the possible recession on the horizon?

Q: From the standpoint of a TRI shareholder, what would be more beneficial to TRI? If the LSEG bid for Refinitiv (TRI holds a 45% intertest) goes through, or if the Hong Kong group is successful and forces LSEG to dump its bid for Refintiv?

You insight is much appreciated.

Q: Hi 5i,
Hold the above companies in my TFSA ($30,000). % holdings around 10% for each, except CAE, OSS TRI, AD which are 3% - 5%.

Looking to deploy $5,000. Looking at d-un, dir-un, Telus & Fortis.

Safety and Income preferred, as in mid 60's. I would certainly welcome any other suggestions.

Thank You.


Larry

Q: I'm looking at adding a blue chip company and I'm down to either TRI or FTS. My main emphasis is growth in the next three years and view dividend yield as a "fringe benefit". Since TRI have a major run up in the last year or so, can that momentum be sustained, hence FTS may be a better choice at this juncture? What's your view? Are there other names I should consider as well? Thanks.

Q: The rich get richer, which is why David Thomson is increasing his stake in TRI without lifting a finger, just like Buffet. The weekend Financial Post covered the controversial area of why companies love to do stock buybacks and why it is not really in shareholders' interests. The above stocks were mentioned for Canada.

I'd be interested in knowing which 5i portfolio companies are most active in buybacks and which take no part among all the portfolios.

Q: Is TRI affected by the rumoured interest of the London Stock Exchange in Refinitiv? If so, what would be the expected impact be and how do you view TRI going forward - as an income only stock or growth and income because of their cash balance?

Appreciate your insight

Paul F

Q: Further to my prior question about allocating stocks to multiple sectors, how would you assign the following? I know this is 'not a science', but I think it will give me a better idea of my sector distribution.
TCL.A Cons Disc:Industrial
CCL.B Cons Disc:Industrial
NFI Cons Disc:Industrial
MG Cons Disc:Industrial
LNR Cons Disc:Industrial
TFII Cons Disc:Industrial
EIF Industrial:Financial
AQN Utilities:Energy
EMA Utilities:Energy
MX Mining:Energy
T Telecom:Healthcare
PSK Mining:Financial
TRI Financial:Cons Disc

If you think that other sectors should be included here, please add them.
Thanks again, and please deduct questions as you see fit.

Q: How do you think Thomson Reuters would perform in a downturn? Do you think is it is well valued at this point?
Thank You, Peter

Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,

Q: What is your opinion of these equities which I have held in a well-diversified portfolio for a number of years?

Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.

Q: Hi,

I own both versions of TRI stock and it does very well but I'm worried its momentum is unsustainable. If you look at a five year chart, it's becoming parabolic. Why is this company doing so well, has such a remarkable beta, and what are its prospects in the next five years?

Q: Apart from financials and energy, which Cdn income stock has the best growth prospects ? Thanks.

Q: Would you please give me your 5 best ideas for momentum stocks in any sector other than tech or healthcare and say why you chose them. A big thank you for all you do for members.

Q: Thank you for for answer yesterday about setting up my parent's investments. To summarize, they are very conservative, above 80 years old, and looking for safety and income.

I would now like to ask you about the distribution of the equity component of the investments (composing only 17% of the total, the rest being in bonds, preferred, and GICs). Those below are all in equal weight. What do you thing?

BEP.UN, BCE, BNS, CM, CU, ENB, TRP
XHC for healthcare exposure
IWO for US growth
VGG for US exposure
XEF (in a half position) for international exposure
VEE (in a half position) for emerging market exposure

Could you please suggest some more to round things out? I need another 5 or 6 stocks.


Also, do you have any objection to using ZAG and HYGH as bond substitutes for their conservative portfolio? I am buying individual preferred shares for that component.

Thank you once again,

Fed

Q: Hi am looking for a couple of recommendations for conservative dividend growing Canadian stocks and would like to shy away from utilities and those sectors that might be more interest rate sensitive. I already have good exposure to banks. Would appreciate any ideas you have. Thank you. Bill