Q: Eighty year old income investor. I am down a little ($2500) on T:ca. Based on your thoughts about these companies in questions today: Should I sell T:CA and buy more QBR.B:CA which I also own and is up for me by ($1500) or hold everything and let T:CA eventually go up? I do not need the funds immediately. I enjoy the dividend of T:CA.
5i Research Answer:
We cannot direct answers personally, but as noted QBR.B has outperformed. That being said, we encourage diversification and would not see the 'need' to act here. T has been weak, but recently raised its dividend. A sentiment shift would see the stock do better. We might weight QBR higher but would not necessarily see a wholesale switch needed here.