Q: What is your take on the possibility that Quebecor might try to purchase Corus Entertainment, considering the massive debt that has caused most analysts to rate Corus as a strong sell and an under-perform rating. For example, National Bank views its real share price as one cent - yikes! If Quebecor could buy Corus at a 'bargain-basement' price, could this act as a tailwind for Quebecor? Thanks as always for your insight.

Q: Like many others, I’m very frustrated with the performance of both Bell and Telus. (Bell is held in a non-registered account so could be a tax-loss candidate. Unfortunately Telus is held in my RRIF.)

Due to the decline in both BCE and T, Portfolio Analytics indicates that I'm underweight in the Telecom sector - not surprising! With such headwinds in this sector, do you see the need to replace Bell with Quebecor to stay in the same sector, or should I accept that being underweight can be a good thing?

The reason I’m considering QBR.B is because we recently switched from Bell to Freedom for our mobile phones. As well, their chart looks a lot better than either Bell or Telus.

Would you sell BCE to buy QBR.B or would you use the proceeds to buy into a sector with some tailwinds?

What sector(s) do you feel have tailwinds going forward?

Your comments are valued greatly. Please deduct as many questions as you see fit.

Q: QBR.B seems to have some favourable financial metrics and to be liked by analysts, yet the share price has been drifting lower for a couple of months. What is your view of this stock and do you see it's share price improving over time? Would you buy, sell or hold? Thanks.