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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: Hello Peter, I am intrigued after reading that a Canadian can earn about $50,000 per year of dividend income without paying any income tax. I know about your income portfolio of course, but with a view to maximizing just Canadian eligible dividend income, what would you think of the following portfolio of 14 stocks. Equal weighted, the stocks would yield 5.3%. (Disregard lack of market diversification; this can be achieved in one’s registered accounts.) Also, if one wanted to pare down the list to 10, which 4 would you delete?
BCE, CM, ENB, FTS, CNQ, AQN, CPD, FSZ, MG, KBL, POW, ALA, BIPC and NTR. Thanks!
Read Answer Asked by James on August 27, 2020
Q: Dear 5i,

In your latest flash report April 13, 2020 you suggested that due to covid-19 there will likely be reduced EPS growth. You also mentioned there might be a dividend cut for conservatism. In your opinion is the dividend covered with reduced earnings expectations due to covid-19 challenges? If so, what percentage of earnings would be used to pay the current dividend if it not cut? If the dividend is cut, what do you think is reasonable?

thanks

Ian
Read Answer Asked by Ian on April 14, 2020
Q: I'm looking for a reasonable dividend yield plus growth potential and looking at above three stocks to invest for long run.
1) If I need to pick two of them which one would you recommend ? If you can share the reasons it would be great.
2) If you were to pick only one which one would you go with
3) Out of these three which one is more shareholder friendly or oriented towards building shareholder value.
4) How you will rank them based on quality of management? Do you see any issues w.r. to management quality or style of functioning in any of these.
Thank you for answering my recent questions on PLC and KBL - it was very helpful.
Read Answer Asked by Sridhar on June 15, 2018
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