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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: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?
Read Answer Asked by James on August 06, 2024
Q: I need to sell three or four of these holdings from an unregistered account in the second half of 2024 starting now.

Can you please recommend a sell sequence and provide rationale.

Thanks,

Jim
Read Answer Asked by Jim on July 30, 2024
Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?
Read Answer Asked by Edward on July 10, 2024
Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)
Read Answer Asked by Judith on July 03, 2024
Q: Would you please suggest your 3 top Income dividend stocks, high yield , some growth but not required, capital preservation a must.
Already have ENB, VDY, XDIV , any other suggestion ?
Please and thanks 5i
Read Answer Asked by Fernando on June 18, 2024
Q: Which of the above should be most positively affected by a dropping Canadian bank rate. Pls rate in most to least..
Read Answer Asked by Ron on June 04, 2024
Q: Dear Peter et al:

You can call me a "Nervous Nellie" if you want (!) but I am older than you and know that sometimes the story like TD to play out can take a looong time!

If one is sitting in a small loss position in TD, worth switching to another bank like RY or BNS? Or move into a riskier stock like GSY or an insurance co like SLF? I know it is comparing Apples VS Oranges. Nothing against TD. I am sure it will bounce back. But I can "see" it moving sideways for a while. Just an old man's opinion.
Read Answer Asked by Savalai on May 29, 2024
Q: I am finalizing RRIF portfolio focusing on safety and yield. I am trying to decide between Canoe Income fund and SLF. Performance-wise they look similar to me but with EIT having a higher yield. I would value your advice on selecting one of these unless you have an even better suggestion then that would be welcome as well. Thanks for all you do! Dan
Read Answer Asked by Danny-boy on May 28, 2024
Q: Please recommend the name of 5 TSX stocks, for starting a $100k retirement fund, earning 10% on dividends + appreciation, relatively low risk. Thank you.
Read Answer Asked by Ron on May 22, 2024
Q: I never thought I would be contemplating whether or not to continue to hold these “sleep at night stocks” but here we are. I have no doubt they will recover but in what timeframe? I am particularly concerned about TD. I believe regulators are going to set an example. I am 75 years old and time is at a premium. Please give me some guidance.

Carl

Read Answer Asked by Carl on May 22, 2024
Q: Could you please recommend your top 5 solid, dividend-growing companies? what would be your buy prices for each? Thanks.
Read Answer Asked by Ann on May 21, 2024
Q: Good Morning,

Knowing that you like both Intact and Sunlife, can you please give me your opinion on which insurance company might provide a better total return over the next 5 years? Sunlife is much cheaper and has a good dividend, but if interest rates drop (in Canada at least), how might this impact both businesses?

Thanks.

Brad
Read Answer Asked by Bradley on May 10, 2024
Q: Hello Peter,
You had provided Tppicus expected numbers: 34 cents for EPS and $292M Euros. The company beat the revenue numbers but was short on EPS; however , Cash flow per share grew. Analysts in general seem to focus on Revenue and EPS; When looking at analysts estimates, i dont see CF per share mentioned. Why is that? If i had to choose between sunlife, manulife and Fairfax, which one would be your top pick? There was an article in the Globe that Fairfax has a huge runaway when comparing to Berkshire.. Any comments please. Thanks very much.
Read Answer Asked by umedali on May 02, 2024
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