Investment Q&A

Q: Hi 5i Team,

I invested in MFC and GWO roughly 2.5 years ago amongst a fairly diverse portfolio. I originally purchased both as a dividend play with potential for modest appreciation, but they have far exceeded my market value appreciation expectations over this time frame. I since purchased a smaller position in Sun Life roughly 3 months ago. For the first two, I likely need to trim for rebalancing / concentration sake.

My question(s) is as follows (and please deduct how many points as necessary):

- At a high level, what is your outlook for the Insurance space over the next 1-3 years and what indicators do you look at when making this assessment?
- Amongst the three companies listed, how would you rank them in terms of expected growth over the next 3 years?

Thanks and really appreciate the advice from 5i.
Erick

Q: Greetings, currently hold Great West and Sunlife well rewarded to date. Thinking of switching Great West for Dream REIt based on your Sept report. Objectively long term does it make sense., thanks Bman

Q: I have done quiet well with GWO over the years.
Today however I noted that My broker has disclosed that they have a net short position in excess of 0.5% of the total issued share capital of the issuer.

Based on this will you recommend selling the stock or holding it ?
Thank you for your insight.

Q: How the above insurance companies rank in comparison to one another for total return?

Q: What are some of the negative outlooks of GWO? Is it worth investing in as of today and if so is it primarily for the dividend or growth? And how come lots of analysts are reiterating a hold? What insurance company would you recommend over GWO?

Q: I am currently 85% in the green with GWO. However I have a feeling that the price is now stagnanting. Please correct me if I'm wrong.

Would you have recommendations for stocks/ETFs with 5+% dividend with reasonable growth over the next 2 years? Any sector is acceptable.

Q: Can you recommend a few other Canadian value stocks like SLF, with a low P/E, good dividend and little or no debt - it would appear that SLF has a net of about $74B in cash.
Thanks!

Q: I did reorganize all my portfolio for a dividend focused portfolio , and already did sell most of the stocks for selected ETFs ,except the 12 stocks mentionned.I wish to only keep 12 "financially safe stocks" on long term + at low risk of dividend cut.If those 12 stocks do not all match this objective,wich ones could be sold and then replaced by what individual stock suggested ? regards,JY

Q: GWO is approaching a new all time high. Is this a good thing or is the valuation getting stretched and is it a time to sell?

Q: Could you please rate the following companies with respect to risk for inclusion in my TFSA. They are listed as to yield from highest to lowest. KEY/GWO/CU/EMA/BIP.

Q: Looking for income from bond etfs and dividend paying stocks that will appreciate in value if interest rates have peaked and gradually fall towards 3% (i.e. those that have been hit unduly hard due to inflationary fears). Suggestions?

Q: For a TFSA if you could pick a few value stocks that have good balance sheets and maybe provide a “margin of safety” if we did have a recession, but also show some promising upside in the medium term if the stars align what would they be? (I’m agnostic on sector and cap size, US or Canada)
Thank you

Q: Good Afternoon
Recently I noted insider sales by both the CFO and CEO.
Can you please comment whether this is significant.
Thanks

Q: Looking mainly for income and some growth in my retirement portfolio. Already have a full position of SLF.
I love the dividend that MFC provides but have little confidence in their growth. Do you feel that GWO:CA looks more promising?

Thanks as always.

GM

Q: Which ONE of the 4 stocks above would you suggest purchasing for a combination of dividend and capital appreciation over the next 12 months?

Q: What headwinds could these companies face given a higher interest rate scenario and maybe some mismatch L/A..or possible loan loss provisions?

Q: Of these three, why do you prefer SLF? Is MFC a close second? Thanks as usual.

Q: hi
I own MFC. Would it be pointless to add another for diversification? Is SLF still your favourite? Or would you just add to MFC?
thanks

Q: Hi 5i,

Any reason for the LifeCo's selling off? Is it just all financials being caught in this sell-off? I'd have thought rising rates would be good for them. Thx.

Q: How big an account is the public service healthcare plan to Sun Life? I understand it's moving to Canada Life (owned by GWO). Is this particularly important to either company?