Investment Q&A

Q: Would Telus and BCE be considered good entry points for cash flow with minimal growth potential? They seem to be very out of favour currently.

Q: I'd be interested to hear your opinion on this comment:

Analyst Vince Valentini is no longer recommending buying shares of the Montreal-based communications services company. He cites concerns about the price war in the Canadian wireless sector, which has also led him to discontinue his recommendations for shares of competitors Rogers and Telus. The expected weak growth in the wireless market and the intensity of competition have prompted the TD expert to lower his expectations for the industry's major players. He noted "very aggressive" offers to attract customers, particularly at the end of March, and observes a race to the bottom with no winners. "This pricing doesn't stimulate better subscriber growth across the sector; on the contrary, it leads to an increase in churn."
Thank you

Q: The Canadian sovereign-computing initiative is meant to ensure that advanced computing power and sensitive data remain under Canadian legal control. Which companies will be obvious winners? Can you suggest entry prices ?

Q: I'm looking to move on from BCE in a taxable income-seeking account after a trading gain as I don't think the long-term growth prospects are all that compelling. I already own Telus, Royal Bank and 3 pipelines along with CPX. Would you have a few recommendations for a decent dividend along with some growth to compliment my portfolio? Thanks.

Q: Your thoughts please on the news from BCE today ?

Thx

Q: Our current Federal government seems to think oil pipelines are the answer to preserving Canadian independence, however as Adam Posen of the Peterson Institute points out, Canada has no internet pipes that don't run through the U.S., its satellites, or cables. Which of course means we have no access to the internet without U.S. permission. What Canadian companies would benefit if the government decided to invest in a Canadian owned and operated internet?

Q: Canadian Telecoms:

What am I missing here. Three main players in the Canadian market with a government enforced moat. Highest prices in the world.

Services provided: Phone, Cell, Internet - fundamental requirements to participating in today’s society.

Common costs to providers as in the rest of the world, ie towers, cable, switching systems, processing centres.

Why are these Canadian Telecoms not shovelling money? Are they incompetent? Have they become largely bureaucratic and inefficient?

I cannot understand how this business is not thriving. What say you?

Q: Hello Peter
sold all of BCE last year for capital loss
have some cash in my rrif

for income, I noted that it is in your income portfolio
some analyst like Telus instead
for income, would you rank BCE as buy or hold at this stage
would you prefer utilities or pipelines instead for potential for some gains?
thanks
Michael

Q: Your thoughts please on the quarter?

Thx

Q: Regardless of sector or size, in which order would you add to the following?

Q: I am considering purchasing these stocks (ARX,BCE, DBM, FCR.UN, GEI, HME, PRL). For the best return (income and price gain) over the next two years, in what order would you acquire? Are there stocks you would not buy now from this list?

Q: Cogeco has by far the lowest market cap of the telcos, yet its share price dwarfs the big players. Can you explain this? Please rank these companies from least to most risk if purchased now.

Q: I currently have a position in BCE and I am down significantly.

Your thoughts on if I should add more to BCE or choose another telecom.

Q: I own both.
I would appreciate if you could compare telus to BCE at the same point before BCE cut it's dividend with regards to similarities / differences , position, cash flow, ability to pay dividend. I am worried that Telus will do the same and cut it's dividend in 2026. Is Telus at the same teetering point or better off ?

Q: What are your thoughts and/or insights regarding the monster Alberta AI data centre complex being promoted Kevin O'Leary? Are there any investable companies involved that aren't on the public radar yet that you would consider investing in? Thanks, and Happy New Year!

Q: Good afternoon!
I have substantial room in our TFSAs this year due to large withdrawals made. I plan on moving some combination of these four equities into it from RIFs and my unregistered acount:

BCE, T, LIF, CHE.UN

Taxation is not a concern, as the only one in an unregistered account is BCE, and it is just slightly down from my purchase price (no doubt due to tax loss selling).
My reasoning on choosing these four is that each of these has some potential growth of a substantial nature, and therefore would be better in a TFSA as opposed to a RIF or unregistered account.
Could you please comment on this logic, and also rank them on the basis of growth from most likely to least likely over the next few years?
Please take as many credits as necessary.
Thanks!
Paul K

Q: Would selling Telus for a tax loss and buying BCE as a "replacement" be considered net acceptable by CRA? Happy Holdiays!

Q: Have a capital loss with Telus of 23%. Would you recommend selling Telus and buying one of BCE, QBR.B or RCI.B or just keeping cash buying back T after 30 days or doing something else? How would you rank BCE, QBR.B, RCI.B, T for an income account for purchase?

Q: It appears that BCE would eventually lose HBO in it's Crave offering if Netflix buys Warner Bros. How significant would this be for BCE?

Q: A question for the 5i team that will likely be of interest to a lot of us do it yourselfers. With 2026 in the headlights and big gains in the TSX where do you see opportunity going forward. 1-Could you make recommendations on sectors you think will out perform or under perform. 2-Which markets do you see with the best potential. 3-Your three top picks in growth and three top picks in income. I have a lot of built up questions that you are welcome to, hoping for a good in-depth response as per the norm. Crystal ball gazing but better you than I!