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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: Given the never ending downwards trend of the market, I want to invest $10000 in US market and $10000 in Canadian market in dividend stocks, with at least 5% dividend.

Can you recommend 3 US stocks and 3 Canadian stocks. ETFs are also acceptable.

Thanks
Read Answer Asked by V on June 13, 2022
Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!
Read Answer Asked by Grant on June 13, 2022
Q: I have been considering an investment in SYZ to replace my MAL shares .... After reading your report and previous answers it looks to me like I would be getting a company with revenue growth in 2022 of 43% and for 2023 of 80% while collecting a juicy close to 7% dividend .... But a couple of things give me pause .... First Simply Wall Street { link included at the end of the question } claims earnings will decrease by 32.4% per year for the next three years . I am having a hard time reconciling how how revenue will have those lofty growth numbers while simutaneously earnings will decline rather nastily ..... Could you explain please ? And comment on the other risk factors Simply Wall Street cites ? .... Also in another recent question 5I commented that SYZ was susceptible to both inflation and recession more than a list of other companies the member asked about ..... Could you elaborate on that thesis ? .....Thanks for your great service ......
https://simplywall.st/stocks/ca/software/tsx-syz/sylogist-shares?blueprint=2050044&utm_medium=finance_user&utm_campaign=conclusion-grid&utm_source=yahoo#executive-summary
Read Answer Asked by Garth on June 10, 2022
Q: Hi 5i extremely informative staff! I have been holding these four stocks in my cash portfolio with long term intentions(5 years) for diversification contrary to my desire to have 4plus dividend % performers
They are also down substantially in the last 6 months

Can you please comment or recommend holding for long term or replacing them with suitable high dividend replacements in the same sector if possible
Please deduct the credits that you deem appropriate
Thank you
Read Answer Asked by Peter on June 10, 2022
Q: Good Day All,

I hold the above in an income oriented portfolio. Looking to allocate more money to tech if I can find anything that meets the criteria of a reasonably secure dividend with a minimum 4% yield, on a Cdn exchange. Tough to find in this sector but thought I would ask for any suggestions you may have. I could also just add to the above if you can find nothing better.

Much appreciated.
Read Answer Asked by Robert on May 27, 2022
Q: I have an unregistered account which we use to generate long term dividend income. There are currently 9 holdings in the red, and 9 still in the black.
I am debating whether or not to sell some of the losers to capture capital losses. Then, in 30 days reasses - either repurchase same or redirect cash elsewhere.
In order of biggest to smallest loser, based on $:
LIF, SYZ, LNF, QSR, TCL.A, ZRE, AQN, BEPC, EIF

In general, I'm quite happy with the performance of this account in this declining market environment. Although the capital has declined a bit, the income stream has been quite stable.

Question 1: Please comment on the merit of this idea. Lose one or two dividend payments now for sure versus banking a loss for future tax benefit sometime. (retired, no earned income)

Question 2: Would you consider any of the 9 names above unsuitable for this account?

Question 3: Which of these 9 names are most likely to have further to fall?

Read Answer Asked by Jim on May 25, 2022
Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris
Read Answer Asked by chris on May 13, 2022
Q: Hello 5i

You are often asked if you could provide 2-3 "bargains" from the various portfolios - could you, given the current environment, provide
- 2-3 from the balanced / Income portfolios
- 2-3 outside of the portfolios (either Canadian or US please)
That you would consider a good opportunity to pick up at this time.

Thanks
Read Answer Asked by mike on May 10, 2022
Q: Hi team. I have ~$15k for my TFSA and was wondering about SYZ and FIE for tax free income. I’m down quite a bit with SYZ in other RSP accounts but was wondering if it might be an opportunity now while waiting for some growth in the future. FIE has been good to me and the coupon is roughly the same as SYZ. Hate to be a dividend chaser. Should I buy now or buy something else? Appreciate your thoughts. Bill
Read Answer Asked by William on May 09, 2022
Q: After taking a profit from an oil company you suggested last year (thank you!), I am looking to re-invest (outside of the commodity sectors) accepting higher risk for return. It's a registered account with 10 years before the money is needed. Of the companies listed which would you expect to have the most growth over 10 years?
Read Answer Asked by Danny on May 05, 2022
Q: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John
Read Answer Asked by John on May 03, 2022