Investment Q&A

Q: My 22 year old daughter has $7G to invest. She has dual citizenship with the US and has been told that she will be taxed on TFSA gains. Do you have any recommendations for her based on this?

Also, could you recommend some ETF’s for her?

Thank you so much.

Q: Hello 5i,
Portfolio Analytics indicates that I need to add about 1.35% to my Consumer Discretionary/Cyclical and further that I need to increase my U.S. exposure by about 3.05%, so I am looking for a U.S. name that pays a decent dividend above, say, 2.25% in this sector & geography.
Some names that came up from a link (U.S. Dividend Aristocrats) you had previously supplied, in response to another question, that I was considering are:
Genuine Parts - GPC
Leggatt & Platt - LEG
McDonald's - MCD
VF Corp - VFC
So, my questions are:
1. Out of my list are there any concerns over dividend safety?
2. Safety of business in general?
3. Given my need for dividend income in this sector, would you have any other suggestions you might prefer over these names in terms of safety of both business and dividend?
My current Cons. Discretionary/Cyclical holdings are LNF in Canada and MGA (Magna) on the U.S. side.
Retired, income-oriented investor otherwise well-balanced and diversified.
Thanks for any help you can provide - always very much appreciated!!!
Cheers,
Mike

Q: I currently hold Abbvie and looking to add a second health care sector name to our portfolio. This is a dividend focused portfolio and I'm considering AMGN right now given its 3.8% yield and 5 year dividend growth rate of over 10%. Any thoughts on AMGN and/or another preferred health care holding to add to our Abbvie holding?

Q: Have been disappointed with ABST.CA. Do you think there is something better or should I hold on for better results?
Earl

Q: Hi 5i,
Looking for a few companies in the material and gold sector currently own NTR and AEP. I'm putting close to 10% of my stock portfolio into this area. Can you name a few companies for me, they can be Canadian or US companies but need to have a dividend.
Many thanks!

Q: I am looking for an ETF that has a focus on energy excluding or mimimizing solar and wind.
With appreciation for your great service.
Ed

Q: Is there a Scorecard or Rating Agency, that tracks the long-term performance of different Rating Agencies and Analysts ?
On the extremes; "T" has a 50% + spread in target prices, maybe rightfully so.
The different Poles here, are two widely used Analysts. One of which is to be vastly proven wrong, pending they scramble to adjust.

Q: When comparing the two companies would you say there’s a lot of overlap in their businesses? Is one diversified enough in healthcare owning both and if not, which would you prefer? Also, could you recommend a few HC stocks that would compliment either? Thanks!

Q: I hold MPW with moderate capital gain, appreciate your advice on selling MPW and buying NHI.

Thanks

Q: PBH and NWC are my current consumer defensive holdings (~5% each, after recent reallocation) in my Canadian unregistered dividend-focused account. PBH in particular has had nice growth.
TD Waterhouse's research are "predicting" MFI's high $45, median $36 target, from a current level of ~$28.
What are your thoughts on the achievability of this, on MFI's metrics, management and prospects otherwise, and whether a switch from PBH to MFI is indicated or not.
Thanks for your continuing great service.

Q: Good Morning Peter & Team,

I know you don't endorse timing. And I don't want to move away from long term strategies holding good names. But there are trends that at time present themselves.

Industrials are experiencing some misses in the current reporting period because of the supply chain issues. A guest commentator on BNN mentioned they expect good quality industrials will be lowering their expectations moving forward. The supply chain challenges will get fixed and when this happens with these lowered expectations in place, this same commentator said the Industrial Sector could perform quite well.

Do you think this is going to happen? And if so, which names would stand out for you? Does Eaton Corp (ETN) make the list?

Thanks for all you do

gm

Q: How do you see this company managing in an inflationary environment? Do you see this as a good entry point? Are there other names in this sector you would prefer right now? Interested in dividends. Thank you!

Q: Do you have a preference for Firm Capital Mortgage (FC) or Firm Capital Property (FCD.UN)? Would you buy either, both or neither for stable income and any reason(s) would be appreciated. Thanks.

Q: Would you expect the North American goods shortages to affect the results of industrial REITS such as DIR.UN? I'm thinking that with fewer goods to put in them the warehouses will be underutilized and now might be as good as it gets for these stocks.

Q: Presently I own TCN and its only 2% on my real estate exposure should i add more or add another real estate holding like CAR.UN.CA CIGA:CA or is there others you would recommend. I have about $500,000 in my portfolio what should my real estate exposure be in % terms. Thanks for you help with this

Q: Greetings - can you comment on why this one would be down recently. is there some market shift of actual business results (which i cannot find) that would explain the softness in the price.

Q: I asked a question about XSTH a few days ago. Your main concern was the fact that it was new and very small asset wise. What about if I bought STIP on the Us exchange instead? It has been around since 2010 and has more assets. What would your opinion be on this?

Q: Looking for your comments on this stock now that it has completed a financing. I have read that their technology is pretty good, but it seems to have a hard time getting any traction.

Q: Hi, Given the preliminary report on earnings and the covid related shutdown, what are your thoughts on Ichor going forward.
Cheers, Chris
As always, take care and keep up the good work

Q: Do you think CVX is an investable company at this point?

Thank you,

Mike