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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: I have noticed Rogers has paired up with Comcast’s Xfinity. Would you know what benefit this is for Rogers and is it a threat to Bell. Thanks … Cal
Read Answer Asked by cal on March 11, 2025
Q: Hello. Notwithstanding the obvious issues with some of these names, as well as with the sector more broadly, how would you rank these 4 on a scale of 1-10, with 10 being the best. Context is ~ 2 year timeline.

Thank you.
Read Answer Asked by Trevor on February 26, 2025
Q: Hi,
Comparing Telus, BCE and Rogers to AT&T, Verizon and T-Mobile over the last year, the US companies seem to be outperforming (granted this is a short timeframe and others in the US top five: Comcast and Charter Communications aren't doing well either).

I was wondering if you have any thoughts about why the top three in the US are doing so much better lately than the top three in Canada. (Take credits as needed please.)

Thank you, Michael
Read Answer Asked by Michael on June 24, 2024
Q: Seeing as BCE is down, would it make sense to reduce BCE and enter into RCI.A and QBR.A. ? They seem more cyclical and are down as well. Or ride out BCE?
Read Answer Asked by John on May 07, 2024
Q: I am thinking of buying Rogers Communications for future growth in the share price. My investment horizon is more than 10 years. Would you say that Rogers is a better choice than BCE or Telus? Please explain the reasoning.

Also, is the current share price of RCI at a good price to buy it or would you wait for it to drop some more?

And what class of shares would be better to buy (Class A or Class B)? Please explain why. Thank you for your insights.
Read Answer Asked by Cathy on September 25, 2023
Q: In which order would you initiate buys on these stocks? Do you like all three? I’m looking for a little growth and good dividend yield.
Read Answer Asked by Gary on March 01, 2023
Q: hi again
I see a typo in my recent (yesterday) question on RCI.A
"finer line bailout" should read, "fiber line buildout". the thesis is that T and BCE have already built out most of their fiber lines and are thus a step or 2 ahead of RCI.A financially...
could you comment on this specifically too. thanks and sorry for the "auto-typo" via apple OS!
Read Answer Asked by chris on December 05, 2022
Q: hi,
I currently own all 3, all with reasonable gains. I read recently that T and BCE have done most of their finer line bailouts, Rogers not so much. this tilts the tables significantly I assume towards T and BCE. I plan to sell Rogers, and add the proceeds to T and BCE. does this sound OK? and do you feel it is ok to have a 5% position in each of T and BCE now? cheers
Read Answer Asked by chris on December 05, 2022
Q: I'm primarily a income oriented investor with some growth. of these two companies the yield is close enough that best growth prospects is the determining factor in your opinion which has best growth. or should I own both? I already own BCE
Read Answer Asked by Ron on June 20, 2022
Q: I would like to increase my holdings in telecom stocks. I currently have BCE and would like to know if you would recommend buying more BCE. Or buy one or two other telecom stocks, such as T, RCI.a, QBR.b, or etc? Again, primary aim is income and secondary is balance equity. I plan hold them for more than 5 years. Thanks, Roger
Read Answer Asked by Roger on May 16, 2022
Q: I am considering buying Telus in the Telecom sector, as I reduce my CPD holdings. Already own ENB, BAM, BRK.B, RDS.B.
With long term growth & financial stability in mind, please rank your preference in the North American telecom companies listed.
Also please advise if there are any small/medium sized companies in this sector worth considering. Thank you!
Read Answer Asked by Pradeep on May 27, 2021
Q: Hi Peter, Ryan, and Team,
Portfolio Analytics shows a 6.78% allocation for GSY. (Thanks so much for recommending this company and helping us to grow our portfolio). Would it be prudent to trim GSY, and to what level would you be comfortable with? PA also shows that we need to add some Communications Services, and we presently own only BCE. I was thinking to add some Telus or Rogers, and would appreciate your thoughts. If we go for Rogers, which one (A or B) do you recommend? Thanks as always for your insight.
Read Answer Asked by Jerry on March 22, 2021
Q: Thinking of adding some telecom/media exposure to my portfolio. BCE is the only one in your portfolios. Would you buy BCE right now or do one of the others offer a better buying opportunity currently. 5 year hold, I follow a hybrid of growth and income portfolios with more recent moves toward income thus the interest in these names. Or is it evan a good time to buy into this sectors?
Read Answer Asked by Tom on December 11, 2020
Q: Hi 5i,

In following up on Willies question on 5G rollout for these three, could you add some risks for those still using Huawei equipment? I believe BCE is using Nokia, T is using Huawei and RCI I'm not sure.

Thanks,
Chris M
Read Answer Asked by Christopher on March 03, 2020
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