Investment Q&A

Q: Hello 5i,
Thank you for providing a clear and modulated message through the past 2 months.
For a 5-10 year hold could you rank the top 10 highest (TSX) yielding stocks with the safest dividends. ( strongest balance sheet, lowest payout ratio, historical dividend growth, etc).
Could you also rank them separately in terms of bounceback / growth potential over the next 2 to 3 years?
There may be redundancy in this question vs others asked and the 5i portfolios - so please take as many credits as necessary.
Thank you

Q: I carry these stocks in my RIF account with different level of loss. They do not seems to respond to any positive move in the market. I am loosing patience. Should I sell.
What replacements would you recommend that could recover faster in this type of market.
I value as usual your opinion
Raouf

Q: Considering a 5 year time frame, what would be your allocation toward cdn oil (xeg), cdn ag (ntr), utilities (zwu), fixed income (hfr) and US (zwa & xqq). Above average risk tolerance seeking yield and capital gain. Are there any other suggestions....LSPD would also be a holding. thanks.

Q: Retired dividend-income investor. I'm sitting on 15% cash that I created by taking profits and harvesting some losses. I have mapped out how to redeploy this cash to hit my asset allocation targets, both by sector as well as by individual holding. I had originally designed the re-entry on spreading the purchases over 6 months. Given that we now have information on different countries indicating that they MIGHT be showing signs of COVID slowly recovering and that the stock market is forward looking, would you adjust the 6 months time frame to 4 months? What's your crystal ball tell you...redeploy a little faster?

Also, the above equities are those that are candidates for topping up. Which would you hit up first?

Thanks for your help...Steve

Q: I have been reading the questions and answers on nutrien. I think Nutrien has been holding up very well in this market and with spring coming, their retail business,, having bought Agrium quite a while ago, the potential for food shortages, a great dividend, I think nutrien is close to a back up the truck investment.
But I don’t read financials so can you tell me how well capitalized they are. Thank you.

Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!

Q: If we have yet to reach the worst of the virus threat and if the current question mark regarding the direction the price of oil will take in the future poses a problem, I think we have yet to see the lowest prices for these companies. The question is how much further down their prices can go. If my theory is correct, at what price would you take an initial position in these companies?

Q: I am down on the stocks as follows but do not have offsetting capital gains to compensate for the losses - would you continue to hold or sell and please advise your rationale
Also, what criteria do you use for determining when this market has stopped it downward trend?

Q: Hi,
Would you start buying these and in what order?
Thank you for great service.

Milan

Q: Appreciate your report today on recommended stocks to track in this time of turmoil. Above is what additionally interests me and can't believe BMO @ $75.00 Could you review your thoughts for each going forward & thanks!

Q: Retired, conservative dividend-income investor with a "buy-and-hold & trim-add around a core position" strategy. At times like these, I take a fresh look at my holdings and ask two key questions. #1 = are there any of my equity holdings that have alarm bells going off? #2 = how safe are the dividends (knowing that no dividend is 100% secure)? The portfolio capital may rise or fall, but it is the continuation of the dividend that is more important.

For asset allocation purposes related to individual stocks (as opposed to sector allocations), I use the following:
5% targets = AQN, BCE, BNS, PBH, RY, TRP, WSP
4% targets = AD, AW, CSH, NWC
2% targets = LNF, MG, NTR
ETF targets = roughly 3-7%

Q#1 = are there any of these equities that you hear alarm bells?
Q#2 = are there any of these equities where you foresee dividend risk?
Q#3 = any thoughts on how I have my asset allocations set up (knowing it is a very personal decision?

Take a bunch of credits. Thanks for your help...Steve

Q: Do you have a preference between MX or NTR, long and short term?
Thanks for your service

Q: I follow your balanced portfolio and have taken opportunities in the past to harvest a tax loss and replace with another company in the same sector. I have losses in CCL.B and MX. Considering NTR in the same sector. Does this seem reasonable or is there another non gold company you would recommend. If so CCL and MX are each currently a 2% position. Would you sell both and buy a 4% NTR position or just sell one. If so which one?

Q: I saw that Citigroup downgraded NTR to neutral from buy. Can you go over their report? They seem to now have a 12 month target of $47 down from $61 (please confirm that this target is in US $ and not Cdn $) Seems like NTR went down on Friday 14th due to this? What is your current view on NTR?

Q: Hello,
I have been holding NTR for many years, but the recent downwards trend concerns me. Do you think its time to cut loss and find opportunity elsewhere? what other resource stocks would you recommend? thanks
Martin

Q: Hi 5i team,
I was wondering what your opinion is of the Morningstar Quant reports which can be found within TD Direct investing. For example, each of these stocks are noted as ‘undervalued’ or significantly‘undervalued’. As well, they have little or no moat, and some are high or very high risk. Their stock prices are/have dropped a bit.
Would you consider it realistic decision making to include them in the mix of info resources?

Also, could you kindly rank these stocks if one were doing this year’s TFSA amount- it’s a small sum so is it best applied to one stock or divided?

I have SU and CNQ, similar amounts invested in each and both are above water a little.

Please deduct however many credits you like. Thank you for helping me!

Q: Would you add any new money to either of LNF (Leon's) or NTR (Nutrien)? I currently have partial positions in both. Conservative, retired, dividend investor.

Thanks...Steve

Q: What is your view of Nutrien with regards to: growth, security of dividend, current entry level and longer term prospects? Thank you.

Q: Hello,
Would you add to these positions ? 5 year + hold.
Any favorites ? Your general comments are always appreciated !
Thank you

Q: I see that Nutrien just reached a 52 week low. Is it time to buy? I am a very patient dividend investor with a 10 year+ time horizon. Do you think the current dividend pay out is sustainable? Thank you for your comments!!
Grant