Investment Q&A

Q: I am currently a bit underweight consumer staples and would also like to tilt my portfolio a little bit defensive. My only holdings in the sector are ATD and PBH. Other than these, what would be your two top picks both in Canada and the US for new buying at this time in the sector.

Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point

Q: Your top 5 Dividend stocks in order please for CND and US? Long term holds

Thanks you

Q: your updated view on conagra pls. mainly buy&hold dividend investor. owned it for years, considering buying a little more.

Q: Hi,
what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You

Q: We have held BCE for many years in a RRIF account, generally for income (position size about 2%). Yes the dividend is great and likely to continue, but our position is now showing an unrealized loss close to 25%. I am thinking of selling and moving on to another opportunity that will provide better growth and returns. Comments please. Maybe the money is better placed in GOOGL, also in the communications sector? Or possibly into another USA dividend position? In our two RRIF's we hold ABBV, MSFT, PAGP, BTI. Rio Tinto, along with Canadian companies: MFC, WCP, BNS, TD, LIF, BIP.UN, AD.UN and USCL (for income). Growth may be a higher priority than income. Overall portfolio weightings for all six accounts combined is approximately 50% Canadian and 50% USA plus International. RRIF accounts are relatively small in value compared with non registered accounts

Q: I have some weak spots in my income portfolio; Magna, Telus, the REITS (CAR and GRT) and IBM.

Any suggestions on what to replace them with, or just stay the course?

Q: Why do you like BTI? Didn’t the UK just outlaw tobacco sales in the future to people born after a certain date? Isn’t this a slowly diminishing industry?

Q: I'm looking for a list of companies with a dividend yield 4% or higher who are able to support this dividend for the foreseeable future.

Q: Would you please suggest your 3 top Income dividend stocks, high yield , some growth but not required, capital preservation a must.
Already have ENB, VDY, XDIV , any other suggestion ?
Please and thanks 5i

Q: Good team, what are some of your top ideas for dividend paying stocks (with a growth tilt) to buy right now? Ideally looking for a yield north of 4%.
Thanks

Q: Hi, I want to add a high dividend stock to my USD portfolio. Do you have any suggestions?

Q: Do you consider the dividend streams from the above companies to be safe? Do you forsee issues with even moderate growth for the companies as they say they are diversifying ( cough ). thanks al

Q: CSCO reported miserable earnings on February 15 and guidance was also poor. I understand the company will also raise more debt. I am not clear on the company’s reasoning for yet more debt. CSCO was added to AAII’s “stock super stars” list in February 2016 under its “good values” strategy. I was thinking of selling CSCO last year but held off when I saw the business was added to Morgan Stanley’s global dividend portfolio in June 2023. I continued to on to CSCO, especially as hardly any of my other holdings pay dividends. Given CSCO’s latest report and guidance, is it worth holding on to CSCO for investors whose folio is all US, and who are getting concerned that their folio generates little dividend.

If its worth holding on to CSCO, please comment on the company’s business model, the strength or not of its suite of security products. Please also comment on CSCO’s PEG ratio, its debt to equity in addition to its competitive position and moat referenced above. Many thanks.

Q: Is this a good entry point to buy BTI? Is the dividend safe? In which account should I hold the stock to maximize after-tax return? cash, Tfsa, rrsp in cdn or us$

Thank you

Q: What's happening to BTI today ? Is it a buy ?
Thanks !

Q: Hello,
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael

Q: Your thoughts on buying these stocks at these prices. thanks

Q: Good morning,

I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?

Q: Hello 5i,

GIC's are about 15% of our portfolio with BTI and EPD each at 1.5%. GIC's (laddered strategy) roll over between October and March. Would you recommend 1 or 2 year GIC's (@5.5%), 5-year GIC @5%, add to EPD or BTI , or do you recommend a bond or mix of bonds? We are in our mid 60's, retired, risk tolerance is medium.

Thank you for your Service
D&J