Investment Q&A

Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.

Q: could you please rate these stocks in order of preference and why. thank-you.

Q: With a theoretical projection that a slow-down is nearing, which 5 dividend paying stocks would 5i suggest to your readers that can ride out a market decline and offer a reasonable rate of return on investment?

Thank you
Debbie and Jerry

Q: Given your recommendationed percentages for sector allocation could you tell me which stocks in your balanced portfolio are utility stocks and telecom stocks and if there are none in your balanced portfolio which would be a buy at this time?

Q: Investment for the next year, your choice and why? Interested in income and growth.

Q: Does the following make sense, or is there a flaw I'm missing? For a beginning RRSP with 35 yrs to retirement: 50% VGRO and 50% equal amts TD, EMA, PBH, BEP.UN? ( to increase Cdn exposure and to make a little more conservative)
Thank you.

Q: Hi, is the distributions received from these stocks classified as dividend or R.O.C. ? What is your thoughts or can you suggest some good stocks that payout roc as I have a high income from dividends. I understand that roc lowers book value and in turn can increase capital gain. Thx Jack.

Q: Hi,

I'm looking for two good dividend payers, with some growth, and minimal volatility over the next 2 years. If they perform, I'd prefer to hold them long term. What to do you recommend and why? I already own AQN. If theres a better choice I haven't mentioned, pease do.

Q: Hello 5i team,

I have 1/2 position in each of the names listed above in a TFSA and have funds to top up two of them to full positions. Objective is growth with long time frame and OK with risk.
Which two would you recommend and why?

Thanks and Happy New Year!

Q: I have to re-evaluate my RRSP holding now that I am converting to a RRIF. Because I am looking for 3.5 to 5 % dividends, capital preservation and some growth. Please provide the 5 best core holdings that can help me achieve this goal. Your reasons for choosing these 5 core stocks would be appreciated.
Thanks and Happy New Year

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: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks

Q: What are your three preferred Canadian Electrical Utilities to buy right now?

Q: Has BAM, BPY or any of the other Brookfield subsidiaries ever cut their dividend in their history? BPY and BEP are getting close to an 8% yield and I'm wondering a cut could be considered if it went much higher.

Thanks!

Q: Hello -
If I own 5% of each of BIP.UN and BEP.UN, would it make sense to own 5% of BAM.A as well (or any particular percentage) ?
If it makes any difference at all, I own BIP.UN and BEP.UN in an RRSP and would consider owning BAM.A in an open account.

Thanks.

Jim

Q: Hi there,

I own a position in AQN and would like two of these 5 in a balanced portfolio. This would be for an extremely long term hold. Which 2 would you prefer and why please?

Thanks and Happy New Year

Q: In my daughter's RESP i have TD, PBH, TSGI, GUD, AX-UN, ECN and 8 years to go.
I have 7000 I can deploy. I would like to add a stable dividend payer with upside potential. Could you suggest one or two companies? I was thinking of BEP.UN
(I decided against diversification into VIG as per my last RESP question).

Q: My mother, presently retired (almost 80) has a little bit of extra savings that I would like to invest in very safe businesses (she has no equity investments at the moment). I am not anticipating much upside, as safety is more important; however, with recent market turmoil there has been no place to hide. As a result a lot of companies, both big and small, both profitable or not, both stable or not have all seen their evaluations erode.
Can you please provide the names of 5-6 Canadian companies preferably in more than on sector (along with a few words explaining why you like these companies) that pay dividends (the higher the better but should not be the only determining factor), that you feel are good companies (and have demonstrated this quality for many years, possibly decades), that have eroded in price for little/no reason and have a good chance of recovering their lost market value.
As an aside, I sometimes feel (without having done any historical analysis) that these are the winners in the long run. They tend to be stable, are of low risk, consistently have some growth, regularly return money (dividends) to their owners, may buy back shares,... And if bought at the right price become pretty good investments with limited risk.
Thank You and Happy Holidays :) !

Q: With Bank of Canada suggesting this week that interest rates will likely not rise, but with the US Fed just suggesting likely two more rate increases, what do you think of buying Canadian Dividend Paying stocks right now? I think they are generally seen as positive when interest rates stabilize, but will Canadian dividend company stocks tend to decline in sympathy with US dividend stocks? For Canadian dividend stocks (3%+) what do you see as attractive next year - i.e. ones less affected by trade wars, lack of oil supply options, possible real estate bubbles, inter-provincial disputes, possible NAFTA turbulence!!!!!

Q: Would you rather add to brookfield renewable or start a position in superior plus ?

Also, would you prefer Corby or Andrew Peller ? or neither at the moment and quickly explain why ?

Looking at 10 yr. holding period. Thank you !

Thank you !