Investment Q&A

Q: Good Monday Morning to all at 5i!

I have both of there ETFs and have had them for a while. They are both underwater and I was wondering about their future prospects since interest rates are falling. Do they have a chance of seeing an upside???

Cheers,

Tamara

Q: Would both these 2 ETF fall under Financial services? I have 25% holding in this sector and need to reduce and wonder which ETF would you sell to bring down the weight. Both are 5% weight in my RRSP account. I have also some other financial stocks in a non registered account but reluctant to sell as this would would create a capital gain and I have no loss to offset the gain with.

Thanks

Q: Hi All at 5i! I have 44K in CPD in a non registered account which provides me monthly income via dividends. I prefer a stock which pays a decent dividend but also offers some growth. I would like to sell my CPD which has given me no growth and reinvest in better growth/ dividend paying stocks. Could you offer me the names of 5 such stocks?.
Cheers,
Tamara

Q: Good morning,

What is your favourite preferred share ETF please?

Thanks as always.

Trevor

Q: As an older investor, I am considering a gradual move from mostly individual stocks to a fully ETF portfolio. My thinking is to allow management simplicity for my wife in the event of my death or disability. Seeking dividends predominately but also a representation of growth. Can you please suggest an array (portfolio) of ETFs that I could begin migrating towards? As always, your advice is appreciated. thank you

Q: Can you suggest 10 best (sleep at night) low risk, monthly/quarterly income, tax efficient, Canadian etfs. Monthly preferred but not essential. Held in non registered account.

Q: For income and safety CPD or ZWH or both for longer term hold ?

Q: Hello 5i Team

My understanding is all (12 issues) of the Brookfield Office Property Preferred shares (BPO) were removed from the S&P TSX Preferred Share Index (TXPR) effective Friday January 18 (the quarterly rebalancing date). My understanding is the BPO shares were removed because S&P downgraded them to P-4 on December 21, 2023.

However I can find no mention of this re-balancing event on the S&P website or other news sources. I have previously seen new releases from S&P when companies are added/removed from the S&P TSX 60 and S&P TSX Composite index.

After reviewing the holdings listing for the CPD etf (which tracks TXPR), the BPO shares are now removed.

Is there any other news sources I should be monitoring? This seems to be a material event that S&P did not disclose?

Thanks

Q: Good morning 5i;

I do not often see questions/comments regarding preferred shares; of which I confess I understand very little. Do you have a few good resource recommendations where one could educate themselves on these investment vehicles?

I would also be interested to know if there are any (understanding there's thousands of possibilities) preferred shares or preferred share ETF's you would suggest could be examined more closely for investment.

Thanks very much!

Q: hi. assuming rates stay the same, or begin to fall next year, do you like these ETF's? are they still your top picks for pref.s and bond ETF's in Canada? cheers, Chris

Q: Hello 5i team,
CPD has jumped up a bit in the past few weeks. Just curious about what is pushing the preferred ETF up? Is it the assumption that rate increases have halted(slowed down)?
Andrew

Q: Which do you prefer to invest today: TLT or preferred stock ETFs. For preferred stock ETFs, could you suggest a few? Please explain the reason. Thank you.

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

Q: Income account needs some diversification. Was looking at REITs and pref's. In today's environment which would be your favored ETF's for income and some possible growth? Thanks Ron

Q: I listed in descending order securities that under performed since their 2022 highs. Please rank the securities in order of the best chance to recover their losses when we get back to the risk on mode. Thank you

Q: Hi 5i Team,

I am looking to create a dividend portfolio of 15 positions yielding around 6%. My plan is to weigh these positions equally in a non-registered account. A good number of these equities are in your income portfolio but I just wanted to get your opinion if you would swap any of these out or add anything else?

Telus
Enbridge
CNQ
TRP
MFC
BCE
TD
SLF
A&W
BEP.UN
BNS
Acadian Timber
Fiera Capital
CPD
CVD

Thanks in advance for your help!
David

Q: What is your favourite etf for Canadian banks? Is CPD a good way to gain exposure to them?

Q: Why is this preferred share index trading at 52 wk lows ? I believe interest rates are nearing their peak and when the numbers begin to show the recession spreading though out the economy ( rising unemployment etc.), feds may begin to ease.

Q: I own prefered share ETFs in a diversified revenue/dividend RRSP portfolio.those ETF are at loss(10-20%) and at a lowest annual stock value.I did believe that those ETF would bring a least , a certain stability,wich is obviously not the case.I shall keep those ETF if there were a reasonnable probability of returning to previous values (+10%..),and sell them if more downtrend is expected.In this perspective,your impression as "hold","sell"(or eventually "buy" !)will be greatly appreciated.

Q: hi, can you illustrate your investment thesis for both of these ETF's in the income portfolio. please specifically include what you believe to be the catalyst(s) for the share price to increase. CPD has a long track record of deteriorating share value (approximately half of share value at inception 2007 ) CVD less so ( down just under 20% from 2011 ). could you also compare the "yield" of both over the years, so we can see if the interest/payments have offset share price declines in a meaningful way. cheers, chris