Investment Q&A

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: What stands out for you in VERX’s recent quarterly report? Any red flags? How much room does VERX have to grow their business over the next 2-3 years? Thank-you.

Q: Can you comment on SQ's earnings.

Throughout this year you considered it a HOLD. YTD it is down 2.7%.

Unfortunately I am down 40%. It seems like there have been and continue to be better stocks to invest in. Are there any compelling reasons to hang onto this loser?

Q: I bought my first 100 shares of BCE on Oct 22, 2014 at $47.79. Ten (10!) years later it is $38.94/share. I estimate that over those 10 years I have received $32.34 in dividends - so that helps. But holding a stock whose share price is down 20% after 10 years is not something to be proud of.

I am torn with what to do with my BCE shares. Sell all, sell half, buy more? I am trying to maintain a diversified portfolio by having exposure to the Telecom Sector, and I am not interested in replacing BCE with Telus, Rogers, etc. I already own Telus, and am down on that as well.

Telecom stocks make up about 7% of my portfolio today (my target was 8%), so if I sold BCE my % in Telecom stocks would decrease further.

If I sold any or all of my BCE, the first choice would be to replace it with something in the Telecom sector from the US (not Canada!) to keep it from falling too far away from my target of 8%. What US telecom stocks would you suggest that are performing better than BCE, T? The Telecom sector has NOT been the place to be this year, and the future does not look any better, so it is hard to maintain my sector diversification target.

For a moderate growth investor with a medium risk tolerance, what % of the portfolio would you suggest be in Telecom stocks? Is an 8% target too high?

Q: Hi Team,
Two part question. If not already discussed can I have your take on earnings for both Gsy and Ttd and the outlook for each company. Thanks ,

Shane

Q: I have CWB.PR.D, series 9 preferred shares. I received notice that a change is going to occur that I need to vote for or against. Would you please explain in layman’s language what the upcoming vote is about. And please recommend a vote option, either 1, 2 or 3. Following is a cut & past of the change. Thanks … Cal

Q: Hello:

First, athis point and post-election, do you think the markets have gotten ahead of themselves?

Second, markets are enjoying a post US election upswing and while most expect further interest rate cuts, why are utilities down in the past fewdays, for example CPX and FTS.

Thank you

Q: I have a good sized position in VRT a smaller one in NVDA. I want to add to one of them. For growth in the next 2 years which would be better, Why.
Thank You
Peter

Q: Your analysis of Palantir please. Seems expensive but would you buy here if not already owned? At what price is it attractive? Thanks in advance.

Q: Please rank the five oil service companies to purchase at current SP.
Thank you

Q: Your thoughts today? Is it time to let go? What would be a couple more stable suggestion to replace it in same sector 3 to 5 years? thank you!

Q: could I get your take on earnings? This is a company in transition, as the CEO states “Our Q3 performance further validates our successful transition to a SaaS-driven enterprise,”
Which metrics of the Q3 are most important to validate the above claims... how successful is the transition going?

Q: Please comment on latest results and going forward.Dropped 3% today after Q. TYxs for u usual great comments & views

Q: I consider a full equity position to be 5% in my RRSP and I am pretty strict with trimming to keep the balance. What % would you use for an ETF in a mix of equities and ETF's?

Q: Hello. I'm in my late forties and looking for the best investments for growth with not too high of a risk over 10+ years. would you be able to tell me you best five picks in this category?

Q: Peter and His Wonder Team
A year ago you stated that 2024 would be a "muted" year for this shipping company and you were right. It has drifted down. At the time you also stated that 2025 would see growth and better times. I am a long term investor so I held. So now I am faced with the same dilemma only a different year. So please give me your up to date assessment...Does 2025 look better...especially with all this geopolitical conflict and a threat of tariffs...not sure if that would reduce cargo tariff. Your assessments are always of value and is why I keep renewing my membership year after year.

Q: Hi 5i,

What is your opinion on LSPD latest earnings. their SP had a nice uptick today....What is their outlook now going forward, Would you continue to hold on and is there any current news on the search for a potential buyer?
thx

Q: Hello,
Given the possibility of lumber tariffs against Canada, how would that affect Bird? Do you think it would have a sizable impact?
Thank you.

Q: Hello 5i
Could I have your assessment of Paycom after their latest report? Is growth likely to accelerate?
Thank you
Dave

Q: Can I get your opinion on the recent results? And your thought going forward?
Thanks