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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: I was planning on growing my position in these companies during 2022 in my TFSA account. Is there any of these companies you wouldn't invest in or replace for an other company (please indicate witch company you would replace it by).

Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?
Read Answer Asked by Rick on January 07, 2022
Q: Withdrew $75000 plus in calander year 2021. Assuming I can contribute $75000 plus $6000 in 2022 .
The contribution will be stocks from my unregistered account. My choices to contribute are, AQN,BCE,EIF and SLF plus cash for which will purchase additional shares of BCE and SLF.
Am I correct on contribution? Any comments on my choices for contribution. Looking for some income plus enough growth to mitigate rising interest rates and inflation.
Read Answer Asked by Roy on January 07, 2022
Q: In my dividend portfolio, I have half positions in these stocks. Can you put them in order of which you would bring up to a full position first to last in light of their current value? Thanks!
Read Answer Asked by TK on December 21, 2021
Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.
Read Answer Asked by Dennis on December 16, 2021
Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT
Read Answer Asked by kaushikbhai on December 10, 2021
Q: I'm replacing ZWU and ZWC since I would prefer to hold stocks at this point. What 5+ stocks would you recommend to replace ZWU and ZWC each. Thank you.
Read Answer Asked by Peter on December 08, 2021
Q: Hi, we need to increase the percentage weight of Telcos, in our portfolio, for low volatility dividend producers, in order to supplement retirement income. Presently, BCE is 3.5% and T 1.75% weights. We also have FTS and AQN. Do you have any preference between BCE and T and why ? What would be an attractive entry point for the two stocks as seem to be trading at all time highs. Thanks
Read Answer Asked by rajeev on December 07, 2021
Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young
Read Answer Asked by Eric on December 06, 2021
Q: Hi 5i.
Looking to boost the dividends in my Canadian equity portfolio by peppering in some preferred shares, Can you recommend 5 companies preferred shares that are buyable with an eye on safety, I currently have CSU.DB
Many thanks!
Read Answer Asked by Mark on November 29, 2021
Q: I appreciate your in-depth reviews of many Canadian Dividend companies. Is it possible to include in your reports what form those dividends are distributed in? For instance the dividend from AW is considered non-eligible and the dividend for BCE is considered eligible. What are the advantages of each type. It would be helpful for me when deciding which account to purchase the equity in. Do you have a recommended site or source for more information.Thanks for you service.
Jim
Read Answer Asked by Fredrick on November 16, 2021
Q: My wife and I are retired and rely on dividend income. In the event of a recession, including rising inflation and interest rates and a 20%+ decline in equity markets, how safe/sustainable does 5i view dividends from the named companies? With unrealized gains on all of these, are there any that 5i would suggest selling, accepting the taxable gain, and holding the cash for a rainy day? Thank you. Edward
Read Answer Asked by Edward on November 15, 2021
Q: Good evening team,
I understand this answer may have been asked but I'm unable to locate your answer. If one was concerned about inflation what would be your sectors of choice to invest in? Additionally, can you kindly mention 5 stocks in both CDN and the US that may potentially help guard against inflation?

Cheers
Seamus
Read Answer Asked by Seamus on November 12, 2021
Q: High inflation numbers have come out--what do you think? Do you believe we are entering a higher inflation world, and if so, what (i) sectors and (ii) specific stocks would you emphasize for that? Thank you!
Read Answer Asked by Chris on November 12, 2021
Q: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.
Read Answer Asked by Les on November 01, 2021