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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: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
Read Answer Asked by Marcel on December 21, 2023
Q: Peter; I just saw this Friday PM- do you have any concerns about this ? Thanks.
Rod TorQuest typically invests in mid-sized companies, seeking to revamp them with changes to governance, strategy and operations, and building them up with injections of capital and acquisitions. Its current investments include Canadian fast food chain A&W Food Services of Canada Inc. and Calgary-based information technology staffing company S.i. Systems.
Read Answer Asked by Rodney on December 18, 2023
Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?
Read Answer Asked by Matthew on December 08, 2023
Q: The following holdings in a TFSA are underwater. In your opinion, which ones are worth keeping for a potential near future recovery? AW, BATT, BTO, BTE, WXM, ILLM, GUD and LSPD
Thank you!
CC
Read Answer Asked by Carlos on November 27, 2023
Q: I own the companies in question in an unregistered investment account. To offset some capital gains I was thinking of divesting myself of some of these investments. Please rate them in order of disposition in your opinion. I am a retired investor who believes in companies with a history of dividends. Additionally, can you suggest 3 potential investment replacements, thanks.
Read Answer Asked by Tim on November 17, 2023
Q: Peter, what are your top 10 defencive dividend paying stocks in Canada in order of safety please.
Read Answer Asked by Ken on October 23, 2023
Q: These stocks are owned in an income portfolio and while their yields are good the continued downward trend is worrisome. Which would you replace, and with what, and if you could provide a reasoning for the change. REAL is my "real" worry, if truth be told, but I also feel slightly off my pizza these days ...
Read Answer Asked by Sylvia on October 17, 2023
Q: Do you see interesting dividends stocks down that we should keep an eye on with potentiel harvesting tax-loss season coming? Canadian and US stocks with a good balance sheet.

I have been looking at dir.un, plc, ko and pfe
Read Answer Asked by Francois on October 11, 2023
Q: Within the 3 5iR portfolios, what are the stocks that would be considered "dividend growers"?...Thanks.... Tom
Read Answer Asked by Tom on September 27, 2023
Q: Can you comment on your current top 5 Canadian dividend stocks?
Read Answer Asked by Joe on September 26, 2023
Q: In a Rif account, looking for steady and increasing dividends over time. Of the two, which has better metrics for long term sustainability. Brief recap of metrics also on the chosen one also

Thank you
Read Answer Asked by Harry on September 20, 2023
Q: Hi 5i,

My current communications holding (VZ:US/Verizon) only amount to 3.5% of portfolio and should be at about 8% according to Portfolio Analysis.
1. Would you continue to hold VZ?
2. Either way, could you recommend some additional/better opportunities?

Many thanks
Read Answer Asked by ralph on September 20, 2023
Q: hi,
looking through the 5i model income portfolio, these entities are all down in share price. for an investor looking for income and growth (both capital appreciation and dividend growth to keep up with inflation over long term ), are all these a buy today? any a sell? any others in the income portfolio you are more interested in today?
cheers, chris
Read Answer Asked by chris on September 18, 2023
Q: Hi 5i
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry
Read Answer Asked by Gerry on September 18, 2023
Q: Hi Folks,
I am finally breaking even with MFC. I am thinking of selling MFC and going to SLF or AW.UN - may I ask your opinion as to the best stock to buy as a replacement today, regardless of sector.
Thanks,
Read Answer Asked by JOHN on September 15, 2023
Q: Hi 5i,
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.

Thank you!
Read Answer Asked by Greg on September 01, 2023
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
Read Answer Asked by Martin on August 28, 2023
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