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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: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave
Read Answer Asked by Dave on January 15, 2025
Q: I'm reviewing my American holdings, looking for long-term (5-10 year++) hold. I like about half of what I have, but I'm looking to - possibly - replace positions in Intel (full position), Verizon (full position), IBM (full position), and Roku (half position). Is that a good idea? My only limits are that I'd like to keep things American, I already own full positions in Google, Costco, and Intuitive Surgical, and I'd like to avoid more healthcare.
Read Answer Asked by Sam on July 09, 2024
Q: I'm looking for a list of companies with a dividend yield 4% or higher who are able to support this dividend for the foreseeable future.
Read Answer Asked by Chris on June 25, 2024
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: Hello 5i,
I recently came across CCA in one of your latest screenings. I need to add about 1% to the Communications sector and already hold BCE (RRSP) and T (TFSA) as pretty much full positions - at least if they stop being 25 - 30% under water!!
With the 6% yield on CCA (and the last question asked in January), I was wondering if you had any updated thoughts on adding this one to an RRSP, soon to be RRIF, for retired, conservative, income-oriented investors OR would you just add to either BCE and/or T, or go with a new position in Rogers or perhaps VZ:US?
Thanks,
Cheers,
Mike
Read Answer Asked by Mike on May 22, 2024
Q: Some maintenance of my portfolio is long-overdue. I have been sitting on PBH, VEEV, and VZ which are all down about 30%. WELL is down about 50%, MG about 40%. Should I keep holding, or take the loss and pivot to something else? These are the worst performers, overall the entire portfolio is up 20% this year. Many thanks for your assistance.
Read Answer Asked by Matthew on May 03, 2024
Q: Does the decline in Telus and Bell have any similarities to the decline in AT&T and Verizon about 6 months ago? I note that the US telecoms staged a nice comeback since. Would you expect the same or are the stories different?
Read Answer Asked by Mike on April 04, 2024
Q: Hello 5i,

I sold for tax loss VZ and the 30 day period is over. Ignoring that VZ has since increased in price I am starting to change my mind about buying back. Certainly a change in sector but would ABBV be a better replacement since my health care exposure is low? If not can you let me know if VZ is worth buying back.
Read Answer Asked by Dean on December 20, 2023
Q: Is it true that Telus's dividend has not been covered between 2020-22 and won't be for the following two years?

Other than the benefits of both this sector's limited competition in our country and
this government's immigration policy that has been put in place, are there any other reasons why Telus holds a relatively large PE valuation relative to the single digit PE's of both AT&T and Verizon?
Read Answer Asked by James on December 07, 2023
Q: What are your thoughts about this as a US/CDN high yield income portfolio? Any ideas would be appreciated. Please take as many credits as needed.
Read Answer Asked by Gregory on October 18, 2023
Q: Hi 5i,

My current communications holding (VZ:US/Verizon) only amount to 3.5% of portfolio and should be at about 8% according to Portfolio Analysis.
1. Would you continue to hold VZ?
2. Either way, could you recommend some additional/better opportunities?

Many thanks
Read Answer Asked by ralph on September 20, 2023
Q: Good morning,

I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?
Read Answer Asked by Trevor on September 13, 2023
Q: You last looked at this in 2022 and didn't sound very good. But the stock stopped going down in October and has been driving higher since then, especially over the last few months. Has something changed with Comcast's fortunes?
Read Answer Asked by John on August 16, 2023
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