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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: I recently shorted some puts on VZ with the idea of locking in a "decent" ($34) purchase price and making a few $$ in advance of the next dividend. The lead wire scandal seems to open up VZ and the other telecom carriers to punitive lawsuits akin to the situation with MMM and the earplugs. Given the seemingly inevitable assignment of my puts and the grindingly long-term nature of U.S. group personal injury claims, and the words of the Clash, "Should I Stay or Should I Go?". I am a retired income investor who, at 62, still needs inflation resistance.
Read Answer Asked by David on July 18, 2023
Q: We have small positions of the above stocks in a well diversified portfolio. Which would you recommend holding and adding to vs eliminating completely?

Read Answer Asked by Stewart on July 17, 2023
Q: Hi team,

I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.

I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.

Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?

Oh, I'm not a big fan of tobacco companies.

Thank you for the great service and I really appreciate your insights.

Stephan
Read Answer Asked by Stephan on May 30, 2023
Q: Hello 5i,
I am down 25% with Verizon. As an income investor, should I just hang on and collect dividends as I wait for the turnaround or sell, take the hit and get something else?
Stanley
Read Answer Asked by STANLEY on May 29, 2023
Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.
Read Answer Asked by A on May 05, 2023
Q: Hi 5i,
I am turning 72 and moving from an RRSP to a RIF and think this portfolio should be more orientated towards income.

In that light I wonder if you could suggest some replacement stocks for the non dividend paying TMUS and DIS on the US side of my RIF? Thanks as usual for you help.
David
Read Answer Asked by David on May 01, 2023
Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara
Read Answer Asked by Tamara on April 03, 2023
Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger
Read Answer Asked by Roger on February 14, 2023
Q: Good Morning 5i.

I am looking for some US income suggestions.

Preferably with yield’s in excess of 4%.

Long term - safe and secure - holds with potential for dividend and value growth.

Thanks very much.

Read Answer Asked by Dave on February 06, 2023
Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.

What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
Read Answer Asked by Nigel on December 20, 2022
Q: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?
Read Answer Asked by Jean-Yves on December 19, 2022
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