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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 5i team,

General question on the following accounts. What is the best way to view holding
Richards Packaging keeping in mind the effective yield and stock at 52 week high but seems stable in this market. Or sell taking tax hit on the non reg account, and investing in Enbridge or something else you might suggest that might provide yield and some capital gain.

Thank you
Mike


cost income yield on cost basis
joint $13,084 $2,640 20%
rrsp $8,941 $1,584 18%

Read Answer Asked by Michael on May 22, 2020
Q: Hello 5i,
As a pensioner who requires dividends for my income, I have been looking at the above names to potentially add over the next year or so. It is my belief (uneducated guess) that it might take that long before we see any solid bottom and subsequent recovery begin.
In that vein, out of the above, how would you rank these based on the following:
1. Safety of company through a one year to 16 month recession.
2. Safety of the dividend through this same period.
3. Confidence in management team
4. Sector vulnerability
5. Value at current levels
6. Any other considerations, warnings or caveats for any of these ??
i.e. some of these have a decent 5i rating (B or higher), but the rating dates back to 2019, some as early as the summer.
And, finally, are there any suggestions you might have that are not on this list that deserve serious consideration in place of any of the above?
I am in no rush for an answer so take as long as you need to consider this question and deduct as many credits as you see fit - I should have enough to cover it. I hope that this question might also prove beneficial to other 5i members who rely on dividends for income.
All the best to everyone in this very trying and uncertain time!!! Be safe above all!!
Thanks to all at 5i!!
Cheers,
Mike
Read Answer Asked by Mike on March 23, 2020
Q: Hi guys
I have been a holder of rpi.un for many years once held 10000 shares .
I have trimmed every year to keep the percentage in line and am now down to 2400 shares.
With the run up now over $50 my percentage is higher than I like but I have a reluctance to trim any lower.
Your thoughts this now ten percent also what are the drivers in your opinion that is pushing this stock.
In my tsfa I am almost at zero book value what is CRA position on a negative book value in a tsfa and any other registered account
Kind regards
Stan
Read Answer Asked by Stan on January 15, 2020
Q: Hi guys,

I own both ccl.b and rpi.un at 1.5% each, trying to get my portfolio down to 30 names (right now 37). Do I need to own both and treat them as one or should I sell one and buy the other name.

Thanks,
Jim
Read Answer Asked by jim on November 25, 2019
Q: Hi Guys,

I need to top up 2 out of 3 of the above companies to 2.5%, which ones?

thanks,

Jim
Read Answer Asked by jim on July 11, 2019
Q: As a long term owner 20 years plus i have been trimming annually.
My question is should research start now as the effect Trudeau decree this morning on single use plastic are going to have on these two companies.
Will 5i conduct this research or should the investor
Kind regards
Stan
Read Answer Asked by Stan on June 11, 2019
Q: Two general questions:

My ACB on RPI is approaching zero. When I eventually sell, will Revenue Canada consider zero as the minimum possible ACB or am I expected to continue to calculate an ACB once it goes into negative territory?

This is likely more of an issue for my eventual estate, as I assume once one gets to ACB one just collects dividends unless management does something really silly. Is there any other reason to consider selling a reliable dividend payer once ACB gets to zero?
Read Answer Asked by David on June 10, 2019
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