Investment Q&A

Q: HI 5I.
PLEASE RATE YOUR TOP 5 US DIV. INCOME STOCKS BEST TO WORST FROM MY LIST.
ING, AMC, NHI, DWX, VZ, CCL, UN, PFE, PG.
OR YOUR OWN PICKS BASED ON CORE HOLDINGS. THANKS

Q: Hi, please comment on my method of transferring unwanted volatile stocks (nflx,vgt,itx,vmd) to safer div. options. I have placed 5% trailing sell orders with a 2% limit until sold or cancelled in order to capture more upside in this likely short bull rally.
Please suggest your best 5 core div. names in Canada, USA and international.
Please use appropriate number of question deductions.

Q: I am now down to three companies that are under a 2.5% weighting. I would (as usual) appreciate your thoughts about these three. Thanks. RAM

Q: I'm looking to diversify a little more into the US and would like a couple of your top pick value stocks in the consumer cyclical as well as consumer staple sectors.
Happy Holidays to all your staff.

Q: Hi there
Can you suggest 3 companies outside Canada for good dividend and some growth something reasonably safe ideal dividend in the 4% range
Sam

Q: My weightings in each of the listed companies is less than 2.5%. I wish to eliminate some and build up others to the 2.5% level. What are the strongest candidates to keep and what are the weakest candidates to get rid of. As always, I appreciate your responses. RAM

Q: Could you please suggest 2-3 US not technology stocks to buy after this decline.

Thanks,
Milan

Q: Hi there,

In the process of transitioning my US 401K from a balanced portfolio to an income portfolio as i get ready to transition to retirement. If you could recommend 5 US stocks or low cost ETFs for income what would they be.

Q: I have some funds available to add to one or two of the stated holdings. What looks best at this time?
Much appreciated. RAM

Q: Would you recommend buying these companies for a conservative investor? Or others?
Finally, Is it important to hold American stocks in ones portfolio and which stocks would be your favorite conservative stocks?
Many thanks rose

Q: I am a conservative investor who would appreciate your recommendations as to the best 5 US stocks/ETFs to own over the next 2-3 years. Dividends are not necessary, however preference is for low risk stock recommendations.

Q: Good Afternoon,
I don't follow the US market that closely, I'm looking for a handful of safer blue chip dividend payers ? Such as AT&T , perhaps you can list a few other names in various sectors you feel are well managed companies with good yield.
Thank-you

Q: Greetings 5i,

I currently hold a full position in BCE, and consider it one of my "core" holdings. Moreover, I very much like the prospects of the telecom sector as a whole, given its (at least in theory) ability to hold up well under adverse economic conditions. Thus, I have been considering adding a position in either AT&T or VZ to diversify my geographical exposure to the sector. I have a fairly long time horizon (I am 36), and am in no great rush, but would, nonetheless, greatly appreciate your insight into each as a long-term "core" addition to a generally conservative portfolio.

Thank you.

Q: Can you suggest a reputable, safe American stock that pays approx a 5% dividend for my RIF. I want to replace Altria.
Thank you.

Q: I have 2 questions.
I am looking to buy a few / up to 3 high dividend yielding US stocks for an income portfolio. What could you recommend ?
Looking to hold these US dividend stocks for at least 5 years, does the exchange rate and the premium to buy a US stock matter ? Or is that a long enough time horizon to migitate most of the exchange risk . Thank you

Q: I have Student Transportation in my US account. What would be some good US dividend Stocks and/or ETF's I could invest in to replace the lost dividends that I receive when it is sold later this month? I am looking at 3 or 4 stocks and 1 or 2 ETF's.
Thanks for the advice as it is always welcome.

Q: Could you please suggest 2-3 undervalued US stocks with dividend 4% or more.

Thanks,
Milan

Q: Hello to all at 5i:
Is there some proxy you can suggest to gain an alternative exposure to the telecom sector other than the traditional companies in the space? I own Telus common shares and Bell preferreds and don’t want to increase those positions but am still underweight the sector. I’m really not interested in owning “more of the same” in Canada (RCI.B) and really don’t want Vodofone, AT&T, Verizon or a U.S. telecom ETF (which I think will be largely the latter two companies?). All I really see are slowing revenues and slowing dividends and lackluster share performance. I’m having trouble identifying opportunities that fit my usual investment thesis in this sector. Is there another way to play it that I’m not seeing?
Thanks for your thoughts,

Q: I am thinking of selling T and would like your recommendations on what to replace it with in the Telecom sector. I have 7% in this sector and 4% if it isBCE.

Q: On further weakness, I will be looking to initiate a position in a solid lower BETA growth stock in US. The sort of steady Eddy for the long haul, like BCE in Canada. Would D fit that bill, or would you have any better suggestion?
Thanks