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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: Hello 5i Team,
I'm looking to add another dividend name to my son's portfolio (10+ years timeframe) and am trying to decide between GWO and POW. Both have similar yields. I always thought GWO was the "jewel in the crown" of the POW empire, yet some money managers tend to believe it's best to own the parent company than the subsidiaries. I'm not particularly interested in exposure to IG financial, which would be included in POW. How would you compare these two companies in terms of balance sheet strength, growth, dividend growth and overall safety? Which one would you buy?
Much appreciated,
Brian
Read Answer Asked by Brian on January 30, 2023
Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
Read Answer Asked by chris on January 04, 2023
Q: Merry Christmas everyone and thank you for a wonderful service! I'm looking to purchase six different companies that have preferred shares and would like you to help me pick them. Security of dividend and safety of the companies (staying power) is the top priority here. Therefore if two preferred picks are in the same sector I don't mind as I'm not sure how much diversity matters here.

I currently own TRI and CSU preferred shares and would also like your opinion on them, thanks.
Read Answer Asked by Mark on January 03, 2023
Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..

Wich stocks can be "relatively safely" kept at long term for this purpose ?
Read Answer Asked by Jean-Yves on December 16, 2022
Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria
Read Answer Asked by Anna on December 01, 2022
Q: Hello Peter & Ryan,
Last query was in September, and they've recently announced latest quarter, and their earnings, from what I can see, are down YoY over 3 business segments. Very, very juicy yield, but is this one possibly a dog? I'm not necessarily looking for growth, it is its yield that is attractive to me, though I don't want a capital loss either.

Thank you as always...
Read Answer Asked by Warren on November 09, 2022
Q: I have one income account where I have a core of stable companies (BNS, BCE etc.,) and strategically move into beat up names where the yields are temporarily very high due to what I anticipate to be a short term fall in the share price. Generally I am looking for something over 6% in this equation at the time of purchase. Do you see any candidates for such a strategy? Thank-you. Love your service btw. Best money I have ever spent.
Read Answer Asked by Alex on September 19, 2022
Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!
Read Answer Asked by Duane on June 20, 2022
Q: Hi Ryan,
Several years ago I engaged with 5i for a portfolio analysis. I'm a recently retired investor. 5i strongly encouraged me to include a fixed income component to stabilize portfolio fluctuations and lower volatility.

With that advice and for tax purposes I purchased XBB, CLF, and PMIF into my RRSP. Now that the interest rates are marching steadily upwards I'm in a significant capital loss situation on my portfolio's bond allocation.

At this point do you suggest I just hold through the cycle and absorb the loss or should I sell and reallocate funds? Perhaps into some solid Canadian dividend payers? (eg. GWO?)

As always, much appreciate your advice and guidance in these unprecedented times. Thank-you.
Read Answer Asked by Maury on June 16, 2022
Q: Seems like there is some indiscriminate selling of rate reset prefs
last few days. Not sure this makes sense.
What are your three top rate reset ideas at the moment, that are NOT in the energy/pipeline sector
Thanks
Read Answer Asked by john on May 10, 2022
Q: Good Morning,

For yield - I am considering adding to or acquiring many of the above noted stocks.

Please rate in terms yield, growth potential and safety.

Also add any others I might consider.

Thanks very much.

Read Answer Asked by Dave on March 22, 2022
Q: Hello: I want to add an insurer stock in Canada and the USA. I admire and follow FAST Graphs. The following companies were recently reviewed: Aflac (AFL), MetLife (MET), Principal Financial Group (PFG), Prudential Financial (PRU), Great-West Life (GWO) iA Financial (IAG), ManuLife Financial (MFC), Power Corporation of Canada (POW), Sun Life Financial (SLF).

I would like your recommendations for the best choice in each country: Objective: solid, safe, long-term hold with capital appreciation potential and good consistent dividend income and dividend growth. Thank you.
Read Answer Asked by Mary on January 13, 2022
Q: The yield on CDZ is 3.0%, if I buy equal amounts of the top ten stocks, the average yield is 5.48%. What accounts for the 1.48% difference in yield and is the risk proportionally higher buying the individual stocks than buying the EFT
Read Answer Asked by Ron on October 20, 2021
Q: Any reasons that 5i can see that would account for the large difference in 10 year and 5 year in the performance of these companies that operate in similar industry. Companies outside of Canada have dramtically outperformed

10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235

AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120
Read Answer Asked by blake on August 03, 2021
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