Investment Q&A

Q: Can you name 8 companies with good balance sheets that I can buy long term bonds in. I may go out up to 25years.

Q: I would like to pick a few names from your income portfolio for my child’s RESP. She is 13 years now, so, I don’t have the safety of very long term hold. Can you short list the top 5 that pose minimum risk of value and dividend decline in that time frame?

Q: Need to add stock or ETF in Utility space. Is it good time to start position at Hydro? Any other suggestions are mostly appreciated. Looking for income and growth, RRSP and TFSA.

Thank you

Q: This has ran up lately and I am into profit, finally. I don't trust them too much. Any reasons to hand on other than 4.2% div. for me. I would prefer AQN and your opinion will be appreciated. Thx James

Q: While I know your focus is not US companies, I have US funds to deploy for a longer-term, relatively conservative position. The outlooks for Moody's, Hyatt Hotels and VISA all seem to be positive stories to me. Considering their current prices along with other factors, which of the three would you consider the best prospect and why. If you could name your '2nd place finisher', that would also be appreciated.

Q: Hello 5i,
I am up 125% on Target (10,000) and down 25% (5,000)on ZPR. Should I sell ZPR and substitute it with something else that you can suggest and sell TGT. This to buy back in a month.
Would you suggest buying back TGT with the full amount gained or get back to the original amounts splitting the proceeds between your suggested replacement for ZPR and TGT?

Should I just keep everything as is, collect the dividends and watch TGT go up? I do not need the funds.
Thank you and please remove the appropriate amount of credits.

Q: From the companies you follow, which recession friendly, dividend paying stock would you buy today

Q: I have 5-8% (20%total) positions on these utility type stocks; if we enter a melt-up type scenario in the markets? Would it be prudent to reduce my utility type exposure by selling 1/2 positions and invest in growth type names like Vtv, vfv, etc.? Or would it be in my best interest to hold steady and ride the curve and collect dividends, I'm approaching 70 years of age? Thank you!

Q: Currently have cash flowing rental property where I've built some cash reserves that I'd like to put to work. Looking for stable, lower risk, higher yield opportunity to put this cash to work in TFSA. Any recommendations?

Q: How much growth (price + dividend growth) are you expecting individually from these dividend stocks in the next 3-5 years? Please arrange these stocks with the most growth to the least growth.

Q: Would you please give me your 5 best ideas for momentum stocks in any sector other than tech or healthcare and say why you chose them. A big thank you for all you do for members.

Q: Hydro one or Fortis? Which one would you buy today and why?
Thank you.

Q: Hello . My house is paid off. I would like to set up a reverse mortgage or home equity loan to cover the cost of running it. Which 5 dividend payers would you recommend for my project? Is my plan reasonable and which is better home equity loan or reverse mortgage? Much thanks for your excellent service.

Q: Your opinion please as to 5 best value buys (most down for no great reason) according to the following criteria

Canadian Dividend paying, large blue chip type company, any sector

thanks

Ernie

Q: i'm thinking of selling AQN after its good run here and buying H....H has a higher yield 4.51 vs 3.65 and i believe both are "stable" in a long term view...what are the pros and cons of this switch? txs as always..

Q: hi,
thanks as always for your advice, it's been a tremendous help. I need to add another full position in my non-registered "buy and hold long term DRIP holdings". I am debating between AQN, EIF,H, & SPB. Not considering sector holdings, what order would you put these in to purchase first to last.
thanks
michele

Q: Hello,question concerning the changes on the Income portfolio, H and CSH are been added to the portfolio jan.16,why we are not been notified on the change in real time, i've also noticed the change on the chart the Yearly dosen't give me the performance since Inception why the changes ?
Thank You
Daniel

Q: What do you think of DVYE the Ishare emerging market dividend ETF. Well rated by morningstar in its categorie. I know you recommend VEE / VWO in US version which is what i want. Any red flags, should i stick with VWO for market cap exposure ? May i have your analysis and comments.
Thanks !
Do you think you're going to do some buying in the income portfolio which I was kind of waiting for to get new prospects ?

Q: Good Morning,

I currently hold BEP, AQN and ENB in the utilities category of my portfolio with ENB weighted 50% more than BEP and AQN. I want to diversify and add a 4th to the group and would like your recommendation. CU comes to mind but I am wondering if it is still controlled by the Southern family ( Nothing personal but out of principle I am not a fan of family controlled public companies that put family members in charge rather than the best person for the job...). I am a retired investor looking for income with a dash of safety.

Thanks

Q: Happy New Year 5i and thanks for being there!
I just transferred TDB171 for $6000 from a non registered investment into my self directed TFSA. Thereby gaining 1.7% in MER fees.
TDB171 is about 50% income and 50% equity.
My thought is to redeem these funds and purchase some dividend DRIP eligible stocks.
Looking at purchasing some income and potential growth stocks.
H, ZUT, and ZWB come to mind because their dividends are currently north of 4% and would allow a DRIP return. With the anticipation of the market rising over the next 3 years and a 3-5 year investment period would you see these as safe moves with a reasonable chance of gain? Any other suggestions in any sectors would be appreciated along with your comments which are also desired and welcome.
John