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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,
I'm wondering what your thoughts are regarding Telus' reducing 2023 guidance. I've had it for a while and while price is under my buy in as of today's drop, dividends cover that. Do you think the reaction today is overdone, or is it time to move to something more profitable? I'm an active investor, so tend to follow the momentum. I am concerned T has been steadily losing momentum since last May 2022 and am thinking with this change in fundamental outlook, that trajectory will continue for a while. Dividends are nice to have, but are not worth having if the stock's price continues to deteriorate. It would be interested to know what you would suggest as a replacement at this time? BCE, NVDA, GOOG, MSFT, WSP, Cdn banks are all currently owned, no Health Care exposure and what seems like too much energy exposure lately. Add to something? Find something new? Cdn or US doesn't matter. Sorry - lots of questions here, so deduct accordingly.

Dawn
Read Answer Asked by Dawn on July 17, 2023
Q: Hi,

Can you tell me more about this ETF? Their annual dividend is 10.295% as per tmx money and looking at their holdings are solid dividend paying blue chip companies.Since June 2021 their dividends are increasing. Is this worth investing for income and is dividend safe?

Appreciate your thoughts.

Thanks, Sunday
Read Answer Asked by sunday on July 17, 2023
Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.
Read Answer Asked by Terry on July 17, 2023
Q: Could you please rate the following companies with respect to risk for inclusion in my TFSA. They are listed as to yield from highest to lowest. KEY/GWO/CU/EMA/BIP.
Read Answer Asked by Gail on July 17, 2023
Q: Hi, Telco stocks have been weak for past few months , with new 52 weeks lows. perhaps due to pressure from increased competition ( Rogers/Shaw) and rising interest rates. Many analysts have also revised their price targets lower, in anticipation of weak results and soft outlook, at least in the near term.

My question is more specific to Telus, which was hit hard today, due to lower guidance announced by TIXT. Although, TIXT accounts for only 10% of Telus revenues/earnings, but it appears to be a continuous drag for the parent co. I know, 5i hold TIXT in its portfolio and has been supporting to own the stock, despite its downward trajectory for a long time. Telus now faces not just industry challenge from its peers, but also additional impact with negative and uncertain outlook for TIXT.

In light of this, if we wish to own only one Telco, would it be safer and
Read Answer Asked by rajeev on July 15, 2023
Q: Hello 5i,
In a previous answer you indicated that DE could be purchased in a range somewhat below $6.30 per share as I recall. I initiated a position slightly under that and now need to add my next tranche. Since that time, however, they have raised their dividend and the share price is now around $7.30. The short term chart is fairly strong. The question is: what would now be an attractive entry point for my second tranche? Should I try and wait for a pull-back of some sort or just bite the bullet and proceed?
Thanks!!
Cheers,
Mike
Read Answer Asked by Mike on July 14, 2023
Q: Hi All,
I have recently bought TRP and it has been falling ever since. I don't know whether I should continue to hold on to it and hope that this downward trend will reverse itself or sell and move on to something with more momentum?
Will the completion of the Keystone Pipeline inspire some upward movement in the stock? Also is the dividend safe?
Thanks for your valued opinion.
Jane
Read Answer Asked by Jane on July 14, 2023
Q: TD advises that "growth at LEG (Leggatt & Platt) is below the industry average, and worse, is declining. The most recent EPS was $2.00, a decrease of -32.4% YOY.

Should I be kicking this one out of US portion of portfolio? If so, why?

Looking for steady income in US dollars.

If I'm kicking out LEG, what else might you suggest?

Thanks.

Read Answer Asked by Sylvia on July 14, 2023
Q: 5I team: Being a retired income investor and stuck on the nice yield for this fund I can still not be keen on it's substantial return of capital. Can you advise on a better alternative etf or fund for hands off solid yield as a replacement? Tks. Larry
Read Answer Asked by Larry on July 13, 2023
Q: I'm going to set up a TFSA for my daughter she has 41K in available room,for a 5 year duration with the hopes of cashing it in for a down payment on a house.My strategy is to put 10K in 4 funds by setting them up as DRIPs not worried about price appreciation(although that would be great)looking to get 6-10 % on dividends,would like to stay primarily Canadian could you comment on the 3 ETFs i am considering and also could you recommend 3 different options of ETFs that could work ....Thank you for your great service
Read Answer Asked by Greg on July 12, 2023
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