Investment Q&A

Q: Good morning,
I'm 70 years old and with yet a new year upon us and a review of the holdings in my non reg equity portfolio, I'm concerned that my $650K non reg equity portfolio has slowly grown into a "hodge podge" of miscellaneous holdings that need to be trimmed, better concentrated (minimum 5% per holding) along with the addition of a few additional names in sectors that are not currently represented. My current holdings are as follows:
AQN (3.3%),BCE (11.6%)BAM.A(3.8%),CU (4.5%),DIV(2.8%),EMA (2.4%),KEY(2.2%),XIU(5.2%),XIC (33.2%),XDV(18.4%),SLF(3.6%),T(2.9%),T(2.9%),MAW120(3.1%)MAW102(3%).
I would very much appreciate your suggestions on how to best to adjust my current non reg equity portfolio to make it easier to manage and follow. I'm open to adding an appropriate mix of ETFs or Mawer equity funds as need be. My RRSP and TFSA are pretty much all populated with a mix of relatively low MER Mawer equity funds which have performed well over the years. I thank you in advance and look forward to hearing your sage advice and recommendations.
Francesco

Q: I am a 65 year retiree and I have app $22000. in a TFSA and I am looking at adding another $3000. Looking at an income portfolio. Can you make a suggestion as to how to balance my portfolio and add to my portfolio.

Q: In order to re-balance my portfolio, I need to sell one or more of the following companies:
BEP.un (full position)
CSH.un (full position)
SLF (full position)
NWH.un (full position)
SIS (half position)
CWW (half position)
CSU (half position)
KXS (half position)
Which one(s) would you suggest I sell?

Q: Based on the recent market turmoil, can you recommend 5 dividend paying stocks to buy now where it may be possible to get some capital gains over time.

Q: Which company would you recommend for a proxy to SLF tax loss selling? IAG or GWO? I dont like MFC because they cut their dividend in 2008.
Thanks

Q: Good morning 5i,
I should say right away, thanks very much for the heads up on Jnj. I took your advice and got out in the summer!
but, I unfortunatly do have some that are still in loss territory. I am worried that these are probably down at their lowest point and that there may be a rally in the New Year that I would miss if I sell for tax loss.

I wonder what your thoughts are on that? Also, if you think that there isn't much of a chance of them coming back soon, how would you rate them as a sell, ie which one most likely to stay down for 30 days?
thanks

Q: I have asked before about slf but really don’t understand the reason for the big drop. Can you explain, should I. Buy a us insurer, and if so which one. Thank you

Q: My weightings in each of the listed companies is less than 2.5%. I wish to eliminate some and build up others to the 2.5% level. What are the strongest candidates to keep and what are the weakest candidates to get rid of. As always, I appreciate your responses. RAM

Q: What is happening to Sun Life , is interest rate uncertainty causing the last four months decline? thanks, Jean

Q: Hi, I'm looking to buy some high yield dividend stocks. I already own BNS. I prefer companies expecting to continue to grow revenues and earnings.

Q: Using numbers from TD Waterhouse as an example:
GS EPS (TTM) is 1.27 and 2018 EPS expectation consensus (Mean) is 1.09.
SLF EPS (TTM) is 3.52 and 2018 EPS expectation consensus (Mean) is 4.84.
What is the explanation if the TTM is above or below 2018 EPS expectations towards end of reporting year? Will the TTM revert towards the mean consensus? Can I interpret anything from the positive or negative variances?

Q: Hi 5i,
I am considering small average down purchases of the listed companies but unfortunately cash is limited so can't choose all of them! Could you rate/order them for rebound potential ? Currently MX & TOY are approx 3% each, FSZ 2%,and TSGI/SLF/SIS have been driven lower to approx 1% each.

Thanks
Mike

Q: Hi,

For a 2 year hold, which would you recommend in order of preference?

Thank you.

Larry

Q: of the stocks listed can you please rank in order from 1st to last for adding to at this time as I have some cash to add to these stocks that I currently own.
Thanks

Q: Comments on SLF earnings ?
If I may suggest, that if you where to automatically post your comments and analysis of earnings for stocks in the portfolios it would make your life easier and ours.
Thanks for your expertise !
I noticed that sometimes my questions appear as private without checking that box ?

Q: Greetings 5i team, Valuation measures look fine for IAG. How does IAG compare to other Ins. Co's and financial svc Co's for earnings growth and i-rate environment moving higher ?

Q: Which of the 3 life insurance companies, GWO, SLF, MFC are the best to own for dividends and growth over the next 5-10 years and why?

Q: Hello Team
Out of these two Insurance business SLF and MFC which one is a better co. to Invest for growth and dividend for 1 year.

Q: Is Sun Life tied in with the recent hurricane in Florida/Alabama? Most stocks improved today, SLF did not.

thanks, Paul

Q: Sunlife has fallen off a cliff recently, at least on a 1 year chart. Any indication why? This has been a core holding for me but this move has me concerned.