Investment Q&A

Q: My question is moreless about Morningstar's numbers. I have access through my TD trading account. It indicates the Fair Value of SLF pretty much where it is, BCE at $66.64 and ATD at $46.12. I'm not sure if you share the same opinion (?)

SLF - the FV has gradually been increasing, but are projected rate hikes already priced in the present stock price? I would expect the FV to ramp up.

BCE - They show a trailing PE of 21. That, and the P/S seem historically a bit higher than normal. I think your Bloomberg info would show a future PE that may be lower...hopefully.

ATD - This one shows a trailing PE of 16, This, compared to its past, seems "quite cheap", yet the FV doesn't seem to reflect this. Agree?

So what are your thoughts? Would you say SLF, ATD and BCE are good value - in that order based on my above comments, or any opinion of your own?

Q: Wondering about a risk /reward opinion for a long term selling BCE for GOOG , BAM or LIT ?

Thanks

Greg

Q: Hello 5i team,
Need to build equity portion of a portfolio for a recently retired almost senior citizen.
Very conservative, sleep at night stocks. Not needed for at least 5-10 years.

Need about 10 for RRSP and 4-5 for TFSA.

Do you agree with above stocks or would you pick others?
No oil stocks and no significantly cyclical stocks.
Don't need to be dividend payers but looking for total return of 5-8% or more per year on average.
Can you provide about 12 choices including above suggestions if you agree for RRSP and 4-5 for TFSA.

Take as many credits as needed.
Thank you so much for this great service.

Q: Which of the above companies do you think would offer the best rate of return over the next 5 years?

Q: I was planning on growing my position in these companies during 2022 in my TFSA account. Is there any of these companies you wouldn't invest in or replace for an other company (please indicate witch company you would replace it by).

Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?

Q: Withdrew $75000 plus in calander year 2021. Assuming I can contribute $75000 plus $6000 in 2022 .
The contribution will be stocks from my unregistered account. My choices to contribute are, AQN,BCE,EIF and SLF plus cash for which will purchase additional shares of BCE and SLF.
Am I correct on contribution? Any comments on my choices for contribution. Looking for some income plus enough growth to mitigate rising interest rates and inflation.

Q: I don't have any telecoms in my portfolio & would like your comments on how well or badly they will react to inflation. Which ones would you recommend or would another area be more appropriate? It's for my RRIF so I would like some growth & a safe dividend. Happy New Year
Dave

Q: Hi,

Merry Christmas / Happy Holidays to everyone there. Thank you for all the great advice over the years.

Between BCE and ENB which would you prefer for a 5+ year time horizon?

thanks,
Brad

Q: In my dividend portfolio, I have half positions in these stocks. Can you put them in order of which you would bring up to a full position first to last in light of their current value? Thanks!

Q: OF the three telecom companies, which one is the best to invest right now?

Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: I'm replacing ZWU and ZWC since I would prefer to hold stocks at this point. What 5+ stocks would you recommend to replace ZWU and ZWC each. Thank you.

Q: Hi, we need to increase the percentage weight of Telcos, in our portfolio, for low volatility dividend producers, in order to supplement retirement income. Presently, BCE is 3.5% and T 1.75% weights. We also have FTS and AQN. Do you have any preference between BCE and T and why ? What would be an attractive entry point for the two stocks as seem to be trading at all time highs. Thanks

Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young

Q: Hi 5i.
Looking to boost the dividends in my Canadian equity portfolio by peppering in some preferred shares, Can you recommend 5 companies preferred shares that are buyable with an eye on safety, I currently have CSU.DB
Many thanks!

Q: I appreciate your in-depth reviews of many Canadian Dividend companies. Is it possible to include in your reports what form those dividends are distributed in? For instance the dividend from AW is considered non-eligible and the dividend for BCE is considered eligible. What are the advantages of each type. It would be helpful for me when deciding which account to purchase the equity in. Do you have a recommended site or source for more information.Thanks for you service.
Jim

Q: My wife and I are retired and rely on dividend income. In the event of a recession, including rising inflation and interest rates and a 20%+ decline in equity markets, how safe/sustainable does 5i view dividends from the named companies? With unrealized gains on all of these, are there any that 5i would suggest selling, accepting the taxable gain, and holding the cash for a rainy day? Thank you. Edward

Q: Good evening team,
I understand this answer may have been asked but I'm unable to locate your answer. If one was concerned about inflation what would be your sectors of choice to invest in? Additionally, can you kindly mention 5 stocks in both CDN and the US that may potentially help guard against inflation?

Cheers
Seamus

Q: High inflation numbers have come out--what do you think? Do you believe we are entering a higher inflation world, and if so, what (i) sectors and (ii) specific stocks would you emphasize for that? Thank you!