Investment Q&A

Q: good morning,

I'm overweight communications services, own BCE,T,DIS and GOOG. Telecoms are for dividends disney for a recovery if and when Iger sells TV and streaming business. Not selling GOOG which is more hybrid .If I where to trim telecoms where can i find a similar dividend stream.
Also is there any way to split google in portfolio analytics between technology and comm services. What are the percentages?

Thanks (gratefully)

Plenty of credits left

Q: What are some blue chip higher yielding stocks on the TSX that you recommend for a very long term hold?

Q: Purchased this stock earlier this year in a registered account. Down about 20% in a few months . Timing was not good. Should keep the stock for long term or move on. Prepared to hold. Thoughts ?

Q: Do TCN and EIF have DRIPS? If yes do they offer a discount?

Sheldon

Q: 1. What will be the effect on TC Energy stock prices if Coastal Gaslink project price increases by a further $1.2B?
2. What will be the effects on TC Energy stock if TC is forced to reduce operating pressure on Keystone pipeline?

Q: Hi!

Often a big dividend means danger. Why is this not the case with ENB which is sporting a %7.3 yield right now?

Also...again...I seem to have missed some great price moves. Any others stocks that feel "due" for an upward move?

Cheers,
David

Q: Thoughts on BCE and H as long term investments at these levels? Are they mainly income stocks at this point or do you see some growth long term?

Q: What is the 6 month outlook for Canadian oil producer shares such as SU?

Q: Hi, We have held a full position in ENB for many years and added a 1.5% position in TRP about a year ago, at $60-61, in a Non-Regd account, for Income/Growth.The investment, however, has been a huge disappointment. The endless cost issues with Coastal Link pipeline project and no clear timeline is now widely known. Are you aware of any catalysts in the near future ?

Over numerous comments, you have clearly indicated your preference for ENB and there being no particular need to own both companies. Based on the current scenario, would you support moving out of TRP ? Now or wait for the quarterly results ?

And, if we decide to sell the whole position ( and at least book the capital loss), what would be a reasonable price level you would use?

Thank You

Q: Do they pay their dividend in Cdn or US funds? Would you put QSR in registered or non?

Thanks


Sheldon

Q: The dividend currently appears to be at an all-time high. Are there currently any concerning factors that Telus might reduce its dividend? If you believe that the stock is not likely to lower its dividend, what would be the factors that would lead to a dividend decrease? And what would need to happen for Telus to lower its dividend?
Thank you very much for your insights and guidance

Q: Hello 5i team,
I am wondering if I should add (or sell) to these two stocks since they are down significantly. Telus is down because of the TIXT forecast. How much of TIXT is owned by Telus? T is almost at where I purchased the stock so my question is if there is a better telco I should purchase other than Telus for income?

Also what is the reason that NBLY is down so much? Is it simply market patience or is there something more fundamental that investors do not like about this stock?

Thank You,
Andrew

Q: I've had it with my entire pack of pref shares ( individual and ETF) and am ready to punt the lot. I'd like to replace them all with a bond ETF or even a diversified Canadian equity ETF that pays dividends. Your suggestions are most appreciated. Thanks

Q: BAM, BEP and EIF are each at about 2.7% of my total holdings. I can top up one to 5%. Which would you choose and why? And if the answer is 'none of the above', please suggest two Canadian companies with dividends >4% with some growth you would recommend, irrespective of sector. (T, NPI and SU already held and not wishing to increase my investment here at this time.) Thank you.

Q: In your opinion which company offers the best rate of return over the next 5 years?

Q: Hi, Thanks for sharing your recent views on Telus, based on the T/TIXT, reduced guidance. In your opinion, and based on recent commentary, how long it might take for TIXT to overcome the pressure on its revenues/profits and in turn, stop being a drag on its parent Telus ? The issue is that even if Telus continues to report great numbers for its core business, TIXT pressure will likely keep a lid on share price of Telus and dividend alone will not be enough to cover it.

Considering the opportunity cost of the capital for this time period, we would like to offload full or at least half of our position, over next few days, in 2/3 tranches.

Based on the technicals/charts, what is the price range, you would use to liquidate ?

Thank You

Q: What are you top ten dividend/income stocks in Canada to buy now?

Q: For total return over the next 2 - 3 years which do you favour - Rogers, Telus or BCE?

Q: Big down day for these two. Is this a great opportunity for the long term?

Q: I recently shorted some puts on VZ with the idea of locking in a "decent" ($34) purchase price and making a few $$ in advance of the next dividend. The lead wire scandal seems to open up VZ and the other telecom carriers to punitive lawsuits akin to the situation with MMM and the earplugs. Given the seemingly inevitable assignment of my puts and the grindingly long-term nature of U.S. group personal injury claims, and the words of the Clash, "Should I Stay or Should I Go?". I am a retired income investor who, at 62, still needs inflation resistance.