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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 utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len
Read Answer Asked by Leonard on June 21, 2023
Q: With the rush to electrify economies, and reduce reliance on fossil fuels, many Co.'s will experience strong growth over the next several years. Can you provide a list of 6-8 Co.'s with strong fundamentals, that trade in Canada, from various affected sectors that you feel stand to benefit by this coming move to electrification. Please rank them from best growth prospects to least. Thank you and please take as many credits as required. ...Will
Read Answer Asked by Will on June 21, 2023
Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates an overweight position in Utilities where the current holdings are BEP.UN, CPX, and FTS. Only CPX is showing a loss, and the other two have substantial gains. In what order would you sell part positions, in order to raise cash for Consumer Cyclical? This sector’s holdings include ATD, BYD, and CCL.B. In what order would you add to existing positions? Please suggest other Consumer Cyclical stocks to consider starting a position, if you feel it would further diversify our holdings in this sector. Thanks as always for the pertinent advice.
Read Answer Asked by Jerry on June 21, 2023
Q: Hi Peter and Team
I still hold AQN in a LIF account and would like to replace it with something that pays a decent dividend and will in time recover the more than 40% loss. What do you think of GEI, BEP.un, BIR, TD, or BAM as a replacement? Please rank order. Any other suggestions would be appreciated. Obviously no regard to sector.
Thanks for your guidance, Gary
Read Answer Asked by Gary on June 19, 2023
Q: Hi 5i Team,

I am looking to create a dividend portfolio of 15 positions yielding around 6%. My plan is to weigh these positions equally in a non-registered account. A good number of these equities are in your income portfolio but I just wanted to get your opinion if you would swap any of these out or add anything else?

Telus
Enbridge
CNQ
TRP
MFC
BCE
TD
SLF
A&W
BEP.UN
BNS
Acadian Timber
Fiera Capital
CPD
CVD

Thanks in advance for your help!
David
Read Answer Asked by David on June 14, 2023
Q: I would appreciate getting your five recommendation each for US and CAD markets of companies with growing dividends for at least for the last five years with current dividend above 3% that also have growth.
Read Answer Asked by David on June 09, 2023
Q: Hello;

Thanks for what you do. As of today, what would be your top 8 favorite Canadian dividend stocks to hold for the next 2-5 years? Consider income and stability first but growth appreciated.

Flo
Read Answer Asked by Florence on June 05, 2023
Q: Do you think it's a good time to buy renewable energy or wait? For summer to end? For the recession to start? Can you give me list of your top 2 picks in the sector for both CDN and US markets over the next five years?
Read Answer Asked by Graeme on June 01, 2023
Q: Good morning team,
Could you please give your take on these holdings .. keepers or let go? With the exception of TECK, I am down with the rest. Although they are good companies, they don't seem to have +ve momentum ..
I appreciate your thoughts ?
Thanks
CR
Read Answer Asked by Carlo on May 30, 2023
Q: Dear 5i,
In regards to BEPC:CA, BEP.UN:CA, BEPC:US, BEP:US and stock Beta.
Your web site reports: 0.80, 0.76, 1.09 and 0.87 respectively.
Does your web site report 3 Year Beta? If not, what is it? What is a reasonable Year Beta statistic to consider? Can you help explain why the Beta varies quite dramatically with the four different Brookfield Renewable tickers? There doesn't seem to be any obvious correlation between the Corporate versions and the different Currencies?
Read Answer Asked by Ian on May 29, 2023
Q: Good morning,
May I have 5is opinion (pros and cons) regarding the following please.
I have just rolled my RSP into a RIF and am thinking of selling AQN and SPB and consolidating into ZWU. My thinking is that this will in a simpler more stable way of provide equal to better performance (income with some growth) over time. Do my thoughts have merit? I also hold BEP.UN as well as FTS.

Thank you for your thoughts and opinion.
Read Answer Asked by Brian on May 24, 2023
Q: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY
Read Answer Asked by Jean-Yves on May 09, 2023
Q: Good Afternoon,
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.
|Jane
Read Answer Asked by Jane on May 07, 2023
Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA
Read Answer Asked by Brenda on April 18, 2023
Q: I am low in the utility sector. Is this a good time to buy? Could you please provide 4 names and rate them them in order of preference and why. Would prefer US or international exposure though Canadian is fine as well. Thank you.
Read Answer Asked by Lorraine on April 05, 2023
Q: If a series of events were to occur that would cause the long end of the yield curve to spike to 10%, how does this affect highly indebted companies such as ENB, TRP and BEP.UN ? What measures can they take to avoid bankruptcy in that scenario, and what would be your level of confidence that they could ?

As a 2nd part to this question, what are your top 5 Canadian dividend-paying stocks that would have balance sheets that one would not necessarily need to be concerned about ? i.e. durability under the above situation.
Read Answer Asked by James on March 30, 2023
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